This Semiconductor Stock Is Up 165% in 2025. 1 Reason This Could Be Just the Beginning.

Core Insights - Navitas Semiconductor (NVTS) has seen its shares more than double year-to-date, currently priced at $9.45, with a 165% increase as of the latest market close [1][3] - Despite a significant 53% year-over-year decline in third-quarter revenue, the company is shifting focus from low-margin consumer products to more profitable opportunities in the AI data center market [4][5] - A recent partnership with Nvidia positions Navitas as a key player in the power semiconductor sector, particularly in the development of next-generation data centers [2] Financial Performance - Current market capitalization stands at $2 billion, with shares trading in a range of $8.46 to $9.56 for the day and a 52-week range of $1.52 to $17.79 [3] - The company reported a gross margin of -914.52%, indicating challenges in profitability during the transition phase [4] - Average trading volume is 40 million, with a current volume of 19 million [3][4] Strategic Outlook - Navitas is focusing on Gallium Nitride (GaN) and high-voltage silicon carbide (SiC) technologies to enhance power efficiency, targeting growth in the AI infrastructure market [5] - The company does not expect to return to revenue growth until at least 2027, suggesting a long-term investment horizon for potential gains [5]