
NVTS Stock Forecast & Price Target
NVTS Analyst Ratings
Bulls say
Navitas Semiconductor Corp is positioned favorably due to its strategic shift towards high-value markets, particularly data centers and industrial electrification, which are expected to drive significant revenue growth in the coming years. The company anticipates a Non-GAAP gross margin of approximately 38.5%, supported by a favorable mix of higher-margin products and cost reductions, enhancing financial performance despite transitioning away from mobile applications. Furthermore, with a cash reserve of roughly $160 million and no debt, Navitas is well-equipped to navigate market transitions and capitalize on the multi-decade electrification trend, reinforcing its positive outlook.
Bears say
Navitas Semiconductor Corp anticipates a significant revenue decline, reporting $10.1 million in Q3F25, down 53% year-over-year and 30% quarter-over-quarter, primarily due to tariff impacts and pricing pressures within the mobile market in China. The company has guided revenue for Q4F25 to approximately $7.0 million, marking a projected decrease of 30.7% sequentially and 61.1% year-over-year, reflecting a strategic pivot away from low-margin sectors towards high-power applications. Furthermore, projections for CY26 indicate continued revenue erosion, with expected figures falling to $37 million, underscoring concerns around declining market presence and potential competitive pressures.
This aggregate rating is based on analysts' research of Navitas Semiconductor Corp and is not a guaranteed prediction by Public.com or investment advice.
NVTS Analyst Forecast & Price Prediction
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