Navitas Faces Revenue Decline Amid AI Transition Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 29 Jan 26
Source: Business Insider
Navitas Semiconductor Corp's stock fell by 10.89% as it crossed below its 5-day SMA, reflecting investor concerns over its financial performance.
Navitas reported a significant revenue drop to $10.1 million in Q3 2025 from $21.7 million in 2024, alongside a net loss of $19.2 million, highlighting the challenges of its transition to the AI market. This decline raises questions about the company's strategy and future profitability, especially as it shifts focus from consumer markets.
The implications of these results suggest that Navitas may need to reassess its approach to the AI sector to regain investor confidence and stabilize its financial outlook.
Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVTS is 8.80 USD with a low forecast of 4.20 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 10.190
Low
4.20
Averages
8.80
High
13.00
Current: 10.190
Low
4.20
Averages
8.80
High
13.00
About NVTS
Navitas Semiconductor Corporation is a power-semiconductor company. The Company is engaged in designing, developing and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), silicon carbide (SiC) power devices, associated silicon system controllers and digital isolators used in power conversion and charging. Power supplies incorporating its products are used in a variety of electronics products, including fast chargers for mobile phones and laptops, consumer electronics, data centers, solar inverters and electric vehicles, among numerous other applications. Its GaNFast power ICs integrate GaN power and drive, with control, sensing, and protection to enable faster charging, higher power density and energy savings. Its GeneSiC power devices are optimized with reliable SiC solutions. It also offers a range of SiC MOSFETs and diodes, which have lower resistance at higher temperatures, 25°C cooler and have three times longer device life expectancy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
