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Stock impact report

Navitas Semiconductor (NVTS) Pivot to AI, Power Infra Drives Majority of Q4 Revenue [Yahoo! Finance]

Navitas Semiconductor Corporation (NVTS) 
Company Research Source: Yahoo! Finance
Navitas Semiconductor Corporation (NASDAQ: NVTS ) is one of the hot EV stocks to buy now . On February 24, Navitas Semiconductor announced its Q4 2025 earnings report and highlighted a strategic pivot to ‘Navitas 2.0,' focusing its gallium nitride/GaN and silicon carbide/SiC solutions on high-growth, high-power markets such as AI data centers and energy infrastructure. For the first time in the company's history, these high-power sectors represented the majority of quarterly revenue, while mobile-related income declined to less than 25%. Despite a decrease in total Q4 revenue to $7.3 million compared to the previous year, the company raised $95.6 million through a private placement, ending 2025 with $236.9 million in cash to fund its transition. Operationally, Navitas is accelerating its product roadmap by sampling 650V GaN for AI applications and ultra-high-voltage 3300V SiC modules for the energy grid. The company also formalized a long-term manufacturing partnership with GlobalF Show less Read more
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