Navitas Semiconductor Faces 41% Revenue Drop in 2025 Amid CEO Transition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Significant Revenue Decline: Navitas Semiconductor reported sales of $38.6 million in the first three quarters of 2025, a staggering 41% drop from $65.3 million in 2024, highlighting the challenges faced during its strategic transition.
- Executive Change Impact: The resignation of founder and CEO Gene Sheridan in August, with Chris Allexandre taking over, may affect the execution of company strategy and market confidence during this critical period.
- Market Transformation Strategy: The company is shifting focus from the mobile consumer market in China, which accounted for 60% of revenue in 2024, to high-growth areas like data centers, which, while causing short-term sales declines, positions Navitas to capitalize on AI market growth opportunities in the long run.
- Financial Condition Analysis: As of Q3, Navitas held $150.6 million in cash with no debt, despite an operating loss of $66.4 million, indicating that its strong cash position could support future strategic initiatives despite current revenue challenges.
NVTS
$7.4+Infinity%1D
Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to rise 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: 7.660
Low
4.20
Averages
8.80
High
13.00
Current: 7.660
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.
