Core Viewpoint - Navitas Semiconductor is set to report its fourth quarter and full year 2025 financial results on February 24, 2026, with a conference call scheduled to discuss these results and the company's business outlook [1]. Group 1: Financial Results Announcement - The financial results will be reported after market close on February 24, 2026 [1]. - A conference call will be hosted by the President and CEO, Chris Allexandre, and CFO, Todd Glickman at 2:00 p.m. Pacific Time [1]. Group 2: Conference Call Details - Analysts and investors can join the conference call using the toll-free dial-in numbers: 1-800-715-9871 or 1-646-307-1963, with Conference ID 4101022 [2]. - A live and archived audio webcast of the conference call will be available on the company's Investor Relations website [2]. Group 3: Company Overview - Navitas Semiconductor is a leader in next-generation power semiconductors, focusing on gallium nitride (GaN) and silicon carbide (SiC) technologies [3]. - The company has over 30 years of combined expertise in wide bandgap technologies and holds more than 300 patents issued or pending [3]. - Navitas is recognized as the world's first semiconductor company to achieve CarbonNeutral certification [3].

These businesses see opportunities in the burgeoning AI field, but each has a catch.The booming artificial intelligence (AI) sector offers a variety of stocks to invest in. Two to consider are SoundHound AI (SOUN 4.74%) and Navitas Semiconductor (NVTS 7.77%). These companies give you exposure to different areas of the AI industry.The former specializes in consumer-facing, voice-activated AI and represents a stake in AI software. The latter operates behind the scenes, supplying semiconductor components to th ...

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. However, sharp declines like this often lead to a more pressing question: is this weakness a temporary issue or indicative of more significant underlying problems?CHONGQING, CHINA - JULY 30: In this photo illustration, a person holds a smartphone displaying the logo of Na ...

Key Points Nvidia’s AI-driven business is firing on all cylinders. Navitas’s big power chip deal with Nvidia could drive its long-term growth. One of these stocks is trading at inflated valuations. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Navitas (NASDAQ: NVTS) represent two different ways to invest in the booming artificial intelligence (AI) market. Nvidia is the world's largest producer of data center GPUs, which are used to process complex AI tasks. Navitas produces next ...

Navitas Semiconductor ( NVTS ) is well positioned and right at the center of AI's exploding power needs, especially the global drive for energy efficiency. I am rating the company a Strong Buy. My rating stemsMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is cent ...

Core Insights - Navitas Semiconductor (NVTS) and Analog Devices (ADI) are positioned to benefit from the increasing demand for data centers, AI infrastructure, and energy-efficient technologies [1][3] Company Overview - Navitas Semiconductor specializes in Gallium nitride (GaN) and Silicon carbide (SiC) chips for next-generation AI data centers and energy systems [2] - Analog Devices manufactures a range of semiconductor devices, including analog, mixed signal, and digital signal processing integrated circuits [2] Growth Prospects - Both NVTS and ADI are expected to benefit from long-term growth in data centers and advanced technology infrastructure [3] - Navitas is focusing on high-power markets and has been included in NVIDIA's new 800-volt AI factory ecosystem, which enhances its market position [4] - ADI's data center segment has crossed a $1 billion annual run-rate, reflecting a year-over-year increase of over 50% for three consecutive quarters, driven by AI infrastructure spending [10][11] Financial Performance - In Q3 2025, Navitas reported revenues of approximately $10.1 million, down over 50% from the previous year due to weak demand in its mobile business [6] - For Q4 2025, Navitas projects revenues of around $7 million, indicating a further decline [7] - ADI expects revenues of $3.1 billion for Q1 2026, with a Zacks Consensus Estimate for fiscal 2026 revenues at $12.89 billion, indicating a year-over-year growth of 16.9% [14] Market Challenges - Navitas is deprioritizing its lower-margin mobile business, which negatively impacts its near-term revenue outlook [6][7] - ADI is experiencing strong demand for high-throughput connectivity and power delivery solutions, which are critical for AI data centers [12] Valuation and Investment Outlook - Analog Devices trades at a forward sales multiple of 11.28X, significantly lower than Navitas Semiconductor's 63.2X, making ADI more attractive for investors seeking stability [22] - In the past three months, ADI shares have increased by 23.1%, while NVTS shares have decreased by 27.1% [20] - The Zacks Consensus Estimate for NVTS's 2026 earnings is a loss of $0.19 per share, while ADI's is a profit of $10.01 per share, indicating a more favorable outlook for ADI [17][19] Conclusion - Currently, ADI is recommended as a buy due to its strong momentum in the data center business and favorable growth outlook, while NVTS is advised to hold due to its near-term uncertainties [23][24][25]

We recently published 10 Stocks Investors Are Dumping. Navitas Semiconductor Corp. (NASDAQ:NVTS) was one of the worst performers on Tuesday. Navitas Semiconductor Corporation (NASDAQ:NVTS) dropped its share prices by 9.62 percent on Tuesday to close at $9.86 apiece, mirroring a broader market decline amid ongoing geopolitical tensions between the US and the European Union. This followed President Donald Trump’s threats over the weekend that he would slap eight European countries with 10 percent tariffs i ...

Core Viewpoint - Navitas Semiconductor is focusing on AI data centers and electric vehicle (EV) infrastructure, leveraging advanced GaN technology to enhance power efficiency, which could significantly impact its market position in the coming years [1] Group 1: Company Strategy - Navitas is pivoting towards AI and EV sectors, indicating a strategic shift to capitalize on emerging technologies [1] - The company is utilizing cutting-edge GaN technology, which is expected to redefine power efficiency in its applications [1] Group 2: Market Potential - The potential upside for Navitas is substantial, as the demand for AI and EV infrastructure continues to grow [1] - The next few years are critical for determining whether Navitas will emerge as a market leader or face challenges [1]

Navitas Semiconductor (NasdaqGM:NVTS) FY Conference January 14, 2026 02:15 PM ET Company ParticipantsChris Alexander - CEOConference Call ParticipantsQuinn Bolton - AnalystQuinn BoltonOkay.Okay. We'll go ahead and get started. Good afternoon and welcome, everybody, to the second day of Needham's 28th Annual Growth Conference. My name is Quinn Bolton. I'm the semiconductor analyst for Needham & Company. It's my pleasure to host this fireside chat with Navitas Semiconductor, founded in 2014 and headquartered ...

Key Points Navitas came into the year as a small designer of power efficient chips for mobile phones and chargers. However, the company's experience with GaN and SiC materials spurred Nvidia to add the company to its list of potential partners for its next-gen high-voltage data center design. The company is making a big pivot, and switched its CEO mid-year. 10 stocks we like better than Navitas Semiconductor › Shares of small-cap semiconductor designer Navitas Semiconductors (NASDAQ: NVTS) ralli ...