1 Prediction for NVTS in 2026
Where 2025 was a transitional year for Navitas Semiconductor Corporation (NASDAQ: NVTS), 2026 is when the company will really see the fruits of a strategic pivot into more lucrative applications.
Last year, Navitas moved away from lower-margin lines, specifically in the mobile and consumer business, and shifted into data center infrastructure and industrial electrification. These are higher-margin businesses with significant long-term promise. The data center total addressable market could reach $1 trillion annually by 2030, according to IOT analytics.
The pivot away from those segments was not without near-term headwinds. As Navitas also focused on streamlining its distribution network and reducing inventory to further implement the pivot, this led to a near-term reduction in revenue. As of its third-quarter 2025 earnings, Navitas reported revenue of $10.1 million and expected a further reduction to $7 million in the fourth quarter. Full-year 2025 and Q4 earnings are due to be released on Feb. 24.
Source Fool.com
