NVTS Stock Forecast & Price Target

Navitas Semiconductor Corp is capitalizing on the growing demand in utility-scale renewables and high-voltage SiC applications, which differentiates its offerings in an increasingly competitive market. The anticipated Non-GAAP gross margin of approximately 38.5% reflects a stable financial outlook, with expected improvements as the company shifts towards higher-margin markets like AI data centers and industrial electrification. Additionally, a strong cash position of around $160 million, coupled with a strategic focus on high-power markets and ongoing investments in the data center sector, positions the company favorably for significant revenue growth opportunities starting in 2027.

Navitas Semiconductor Corp's financial outlook remains challenging, highlighted by a significant year-over-year revenue decline of 53% in 3QF25, primarily driven by tariff impacts and pricing pressures in key markets, especially in China. The company's strategy to pivot away from low-margin mobile and consumer markets, coupled with a disappointing guidance for 4Q25, reflects an anticipated revenue drop of 30.7% quarter-over-quarter and 61.1% year-over-year, significantly underperforming market expectations. Looking ahead, the company's focus on transitioning to high-power applications does not mitigate concerns about revenue declines, with projections indicating further decreases through 2026 due to continued disinvestment in the consumer and mobile segments.