Navitas Semiconductor's Shares Drop Amid Revenue Downgrade and Geopolitical Tensions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 27 2026
0mins
Should l Buy NVTS?
Source: Yahoo Finance
Navitas Semiconductor Corp. (NVTS) shares fell 9.62% on Tuesday, closing at $9.86, mirroring a broader market decline amid escalating geopolitical tensions between the US and the EU.
The company expects Q4 2025 revenues to be $7 million at midpoint, significantly lower than $18 million in the same period last year, reflecting the impact of its strategic decision to deprioritize low-power products. The uncertainty stemming from President Trump's threats to impose 10% tariffs on eight European countries has rattled markets, leading to a wait-and-see approach from investors, with the Nasdaq down 2.39%.
Navitas is streamlining its distribution network and reducing channel inventory to address lower profit expectations from China Mobile and consumer business, aiming to focus on higher power revenue and customers.
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Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 18.200
Low
4.20
Averages
8.80
High
13.00
Current: 18.200
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), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.
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.
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