Navitas reported a weak Q3 outlook due to exiting low-margin chargers and focusing on the opportunity in AI data centers. Navitas' weak near-to-medium-term outlook could be offset by initial current-gen revenues and better gross margins from the migration to Powerchip. Navitas' technological edge in GaN and SiC power semiconductors could see it generate $615 million in 800V data center revenues in 2030.
NVTS shares tumble after weak Q2 results and guidance, despite new NVIDIA and Powerchip deals targeting multi-billion-dollar markets by 2030.
Investors in Navitas Semiconductor NASDAQ: NVTS are grappling with a story of two distinct timelines. On one hand, the company's stock dropped sharply by nearly 16% on August 5, 2025, after it released a challenging second-quarter 2025 earnings report and a weak forecast for the upcoming quarter.
Navitas Semiconductor Corporation (NASDAQ:NVTS ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Eugene A. Sheridan - Co-Founder, CEO, President & Director Todd H.
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.05 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.07 per share a year ago.
NVTS' second-quarter 2025 performance is likely to suffer from muted revenue growth and margin pressure.
NVTS expands its SiC portfolio with Gen 3 MOSFETs and power modules, targeting EVs, AI datacenters and energy systems.
Navitas Semiconductor (NVTS -1.56%) is emerging as a pure‑play powerhouse in gallium nitride chips, powering artificial intelligence (AI) data centers and electric vehicle (EV) systems. With Nvidia (NVDA -0.12%) and Powerchip deals lighting the fuse, could this under‑the‑radar stock skyrocket?
In 2021, a new presidential administration took shape while meme stocks and short squeezes sent markets into a frenzy. In 2025, another new presidential administration is taking shape, while meme stocks and short squeezes again send markets into a frenzy.
NVTS accelerates AI data center power delivery with cutting-edge PSUs, GaN/SiC tech and an NVIDIA-backed 800V HVDC platform.
Short interest is high at 24%, but days to cover is just 1.2, so a major short squeeze is quite unlikely. The main pillar of my bull case is their shift to higher-margin data center power chips, like the 12 kW platform, which could be a fit for Nvidia's Blackwell/Rubin. Higher copper prices due to tariffs could be a tailwind for Navitas, pushing more customers to adopt their power chips.
Navitas' 370% rally and GaN innovations put it ahead of ON Semiconductor in the race for power efficiency dominance.