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 $0.06 per share a year ago.
Navitas Semiconductor Corporation ( NVTS ) Q3 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Chris Allexandre - CEO, President & Director Todd Glickman - Senior VP, CFO & Treasurer Conference Call Participants Kevin Cassidy - Rosenblatt Securities Inc., Research Division Ross Seymore - Deutsche Bank AG, Research Division Shadi Mitwalli - Needham & Company, LLC, Research Division Jack Egan - Charter Equity Research Jonathan Tanwanteng - CJS Securities, Inc. Tyler Bomba - Robert W. Baird & Co. Incorporated, Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Thank you for standing by.
Navitas Semiconductor's Q3 results are likely to reflect strong AI and chip production gains, partially offsetting the negative impacts of China's weakness and tariff risks.
ON Semiconductor's rising China and AI demand, paired with lower valuation, gives it an edge over Navitas Semiconductor's high-priced rally.
Ex-bull on Navitas Semiconductor here, with a position dating back to June 4, 2025. I took profits as I believe the risk of downward pressure has increased considerably. I believe dilution risk is high. Q3 guidance implies 214M shares vs. 199M in Q2 (7.5% sequential increase), and a relatively short cash runway makes more equity raises likely. I believe Q3 2025 earnings (Nov 3, after close) could be a profit-taking catalyst: revenue guided at $10M vs $21.7M last year (–54% yoy), gross margin 38.5% vs 40.3% prior.
Navitas Semiconductor (NVTS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Navitas Semiconductor Corp. (NASDAQ: NVTS) has emerged as one of the most significant rebound stories of 2025 in the semiconductor industry. The stock has more than doubled year-to-date, rising from approximately $5 at the beginning of the year to nearly $10 in mid-October.
Navitas Semiconductor (NASDAQ: NVTS) is quickly emerging as a standout AI stock this year.
Navitas Semiconductor skyrockets 90% in three months as it rides the AI data center boom and shifts to cost-efficient 8-inch GaN production.
Navitas Semiconductor Corporation surged +21% on execution updates for the new 800V GaN FETs made for Nvidia's AI data center architecture, driving efficiency and performance gains. The NVTS partnership with Nvidia positions it at the forefront of a major industry shift to high-voltage, efficient AI data centers, reducing copper usage and costs. Despite a 454% run-up and high valuation multiples, I remain optimistic due to Navitas' technological edge and strong free-cash-flow margin.
Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.
In April, Navitas Semiconductor's (NVTS 1.48%) stock sank to an all-time low of $1.52 per share. That marked a 92% drop from its all-time high of $20.16 in November 2021.