Navitas, Semiconductor

Navitas Semiconductor: A Stock Divided Between AI Promise and Financial Reality

12.10.2025 - 11:00:05

Strategic Pivot and Market Disappointment

Navitas Semiconductor Corporation shares have surged to a 52-week peak of $9.53, marking an extraordinary 244 percent annual gain. This impressive rally, however, masks a stark divergence between market sentiment and the company’s underlying financial performance, creating a battleground for analysts.

The chipmaker is executing a significant strategic shift, moving away from low-margin consumer goods to concentrate on AI infrastructure and energy solutions. A key driver of recent investor enthusiasm is a strategic collaboration with Nvidia, focusing on the development of an 800-volt direct-current architecture tailored for AI data centers.

Despite this promising strategic direction, the company’s most recent financial results tell a different story. For the second quarter of 2025, Navitas reported a 29 percent collapse in revenue. Furthermore, management’s... Read more...

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