Overview
- Navitas Semiconductor shares have jumped about 165% in 2025 on optimism about selling power-control chips into AI data centers.
- Management is shifting from lower-margin consumer chips to higher-margin gallium nitride and silicon carbide products aimed at data-center infrastructure.
- Analysts forecast revenue of roughly $45 million in 2025, down about 45%, followed by about $36 million in 2026 before a rebound.
- Material benefits from AI data-center demand are not expected until 2027, with revenue projections of about $66 million in 2027 and $130 million in 2028.
- Hyperscaler interest reflects power constraints in AI facilities, but the transition may pressure near-term results and lead to share-price volatility; The Motley Fool Stock Advisor did not include Navitas in its top 10 buys.