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.
Navitas Semiconductor (NVTS 1.48%) has emerged as an innovator on the power side of the chip industry. Its gallium nitride (GaN) and silicon carbide (SiC) chips offer a higher level of efficiency compared to traditional silicon semiconductors, while using less energy and occupying less space.
Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.
Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.
NVTS stock slumps on weak Q2 results and soft outlook, but long-term AI data center and power transition opportunities remain in focus.
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.