Navitas Semiconductor Receives Buy Rating from Craig-Hallum Analyst Richard Shannon

Navitas Semiconductor (NVTS) receives a Buy rating from Craig-Hallum's Richard Shannon, who has a top 100 analyst ranking with a 35.4% average return and 55.31% success rate. The current analyst consensus is a Moderate Buy with an average price target of $4.53. NVTS has a market cap of $1.41B and a P/E ratio of -13.94.

Navitas Semiconductor Corp (NVTS) is set to release its second-quarter 2025 results on August 4. Analysts anticipate a 29.8% decrease in revenue to $14.376 million, down from $20.47 million a year ago [1]. The consensus mark for loss is pegged at 5 cents per share for the second quarter of 2025, unchanged over the past 30 days [2].

The company, based in Torrance, California, specializes in power semiconductors driven by its GaN (gallium nitride) business. Investments by NVIDIA (NVDA) and Tesla in GaN technology, as well as an expanding footprint across mobile, electric vehicle (EV), and energy sectors, are expected to boost Navitas' prospects. However, sluggishness in solar, EV, and industrial end-markets is anticipated to have negatively impacted second-quarter 2025 results [2].

Navitas Semiconductor shares have jumped 97.8% year to date, outperforming the broader Zacks Computer and Technology sector’s return of 11.4% and the Zacks Electronics Semiconductors industry’s return of 16.7%. However, the stock is currently trading above its 50-day and 200-day moving averages, indicating a bullish trend [2].

Richard Shannon, an analyst from Craig-Hallum, has given NVTS a Buy rating. Shannon, who has a top 100 analyst ranking with a 35.4% average return and 55.31% success rate, cited the company's strong portfolio and innovations in GaN technology as positive factors [2].

Despite the expected decline in revenue and earnings, the market remains optimistic about Navitas' long-term prospects. The current analyst consensus is a Moderate Buy with an average price target of $4.53, and the stock has a market cap of $1.41B with a P/E ratio of -13.94 [2].

Navitas Semiconductor faces significant competition from the likes of Wolfspeed (WOLF) and Power Integrations (POWI). These rivals continue to invest aggressively in wide bandgap technologies, supported by stronger revenue bases and deeper customer relationships [2].

References:

[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TT36W:0-navitas-semiconductor-corp-expected-to-post-a-loss-of-5-cents-a-share-earnings-preview/
[2] https://finance.yahoo.com/news/buy-sell-hold-navitas-stock-182400639.html