Navitas Semiconductor Earnings Boost Stock
Navitas Semiconductor (NASDAQ: NVTS) saw its shares rise by 14.8% in the week leading up to Friday, following the release of its fourth-quarter earnings report. The company, focused on gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, has a market capitalization exceeding $2 billion despite reporting a non-GAAP operating loss of $46 million for 2025.
Navitas aims to capitalize on high-growth markets such as AI data centers and energy infrastructure, projecting a serviceable addressable market of up to $5.4 billion by 2030. The demand in these sectors is driven by the anticipated growth of AI applications, with AI data centers alone estimated to contribute $2.5 billion in this market.
The company’s partnership with Nvidia to develop chips for new 800 Volt high voltage direct current (HVDC) data centers, set to launch in 2027, is central to its strategy and investor optimism. While analysts don’t expect the company to be profitable until after 2027, management’s guidance indicates a return to sequential revenue growth by Q1 2026.
