• Navitas Semiconductor Corporation recently reported third-quarter 2025 results, with sales of US$10.11 million compared to US$21.68 million a year ago and a net loss of US$19.23 million, while also announcing a shift in focus from consumer markets to high-power segments such as AI data centers and industrial electrification.

• A unique aspect of the announcement was Navitas’ recognition by NVIDIA as a power semiconductor partner for next-generation 800V DC AI factory architectures, highlighting the company’s positioning in advanced high-power applications despite reporting lower near-term revenues.

• We’ll examine how this pivot toward high-power markets, especially the NVIDIA partnership, may reshape Navitas Semiconductor’s investment narrative.

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To own Navitas Semiconductor shares today, you need to believe in the company’s ability to transition from weaker consumer sales toward powering high-growth sectors like AI data centers and industrial electrification. The recent earnings update reinforces that this shift is under way, but it has not provided a material near-term catalyst, ongoing revenue declines and operational losses remain the key challenge investors are watching closely.

Navitas’ recognition by NVIDIA as a power semiconductor partner for next-generation 800V DC AI factory architectures stands out from recent news, spotlighting practical progress in targeting high-power applications. This partnership supports one of the company’s most important upcoming catalysts: stronger traction in AI and performance computing markets to offset continued softness in legacy segments.

However, in contrast to the excitement around future growth, investors should be aware that pressure on gross and net margins could persist if high-power market gains do not materialize as expected…

Read the full narrative on Navitas Semiconductor (it’s free!)

Navitas Semiconductor’s narrative projects $129.8 million in revenue and $18.3 million in earnings by 2028. This requires 23.9% yearly revenue growth and a $142.8 million increase in earnings from the current -$124.5 million.

Uncover how Navitas Semiconductor’s forecasts yield a $8.05 fair value, a 40% downside to its current price.

Thirteen fair value estimates from the Simply Wall St Community range widely from US$2.10 to US$38.22 per share. With such diversity of opinion, and with company forecasts still calling for unprofitability in the next three years, you can find several alternative viewpoints on Navitas’ future.