Navitas Semiconductor Aktie News

Navitas Semiconductor's stock is up over 200% in the past year. A strategic pivot away from mobile and consumer businesses and into AI infrastructure caused a short-term revenue decline.

TORRANCE, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS) today announced that it will report fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, after the market close.

SoundHound AI and Navitas Semiconductor both anticipate strong sales growth from artificial intelligence demand. SoundHound targets the software market for AI voice solutions.

Navitas Semiconductor (NVTS) shares have decreased by 9.9% in a single day. This recent decline highlights worries about substantial revenue reductions from deprioritized low-power products, along with broader geopolitical market tensions.

Navitas Semiconductor (NVTS 1.01%) is shifting away from low-margin consumer chips and betting big on AI data centers. If NVIDIA's 800V transition plays out, this volatile stock could surprise investors.

Nvidia's AI-driven business is firing on all cylinders. Navitas's big power chip deal with Nvidia could drive its long-term growth.

I give Navitas Semiconductor a Strong Buy rating for its strategic pivot to high-power, high-margin markets like AI data centers and industrial electrification. NVTS's unique GaN and SiC technology platform positions it as a key enabler for next-gen power architectures, with early adoption in NVIDIA's 800V AI factory ecosystem. The company's robust $150M cash balance and zero debt support aggre...

Navitas Semiconductor (NVTS +9.10%) is pivoting toward AI data centers and EV infrastructure with cutting-edge GaN technology that could redefine power efficiency. The upside is real, but so are the risks.