Navitas Semiconductor: Building Competitive Moats Amidst Strategy Shift

Monday, Dec 29, 2025 8:03 pm ET1min read
NVTS--

Navitas Semiconductor shares have dropped 40% since Q3 earnings, as the company shifts to its new strategy, Navitas 2.0, which will impact short-term earnings and lead to a revenue trough in Q4. Despite this, the company has built moats in favorable environments under the radar.

Navitas Semiconductor: Building Competitive Moats Amidst Strategy Shift

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