NVTS Stock Forecast & Price Target

Navitas Semiconductor Corp is capitalizing on the growing demand for ultra-efficient GaN semiconductors, with an anticipated Non-GAAP gross margin of approximately 38.5%, reflecting a favorable shift toward higher-margin markets such as data centers and industrial electrification. The company is strategically transitioning resources away from mobile applications to focus on the data center sector, which is expected to enhance revenue growth opportunities significantly by 2027. Additionally, with a cash position of around $160 million and no debt, Navitas is well-positioned to navigate market transitions and capitalize on the multi-decade electrification trend driving durable growth.

Navitas Semiconductor Corp has reported a significant revenue decline of 53% year-over-year and 30% quarter-over-quarter for Q3F25, driven by tariff impacts and pricing pressures in its core China market, alongside a strategic pivot from low-margin sectors. The company's guidance for Q4F25 indicates a further decrease in revenue, projecting a midpoint of $7.0 million, which represents a 30.7% decrease quarter-over-quarter and a staggering 61.1% year-over-year decline. Looking ahead to 2026, Navitas anticipates continuing revenue challenges as it shifts focus away from the consumer and mobile markets, with expected revenues declining further to $37.0 million.