
Navitas Semiconductor Corporation Common Stock (NVTS)
Navitas Semiconductor Corporation (NVTS) is a leading provider of gallium nitride (GaN) power semiconductors, specializing in high-efficiency, compact, and fast-charging power solutions. The company develops advanced GaN-based power ICs used in a wide range of applications including consumer electronics, data centers, industrial systems, and electric vehicles. Navitas aims to enable more energy-efficient electronic devices through innovative semiconductor technology.
Company News
Two AI-related stocks, Navitas Semiconductor and Symbotic, have seen significant stock price increases in 2025, but Wall Street analysts predict potential downturns due to valuation concerns and market uncertainties.
Navitas Semiconductor announced advanced GaN and SiC power devices supporting NVIDIA's 800 VDC power architecture for AI data centers, enabling higher efficiency, power density, and scalable infrastructure for next-generation computing platforms.
Navitas Semiconductor experienced a 16% stock drop after reporting weak Q2 2025 earnings, but the company is strategically pivoting towards the AI data center market, viewing the short-term revenue decline as an intentional investment in future growth.
Navitas Semiconductor's adoption of Gallium Nitride (GaN) technology in end markets beyond handsets is slower than anticipated, leading the analyst to revise FY25 revenue and EPS loss estimates downward.
Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of -50% and 0.11%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?