Navitas Semiconductor Corp (NASDAQ: NVTS) reported its fourth‑quarter and full‑year 2025 financial results on February 24, 2026. The company posted a loss per share of $0.14 for the quarter, a decrease from $0.21 per share in the same period last year. Revenue for the quarter fell 59.4 % to $7.3 million, compared with $18.0 million in the year‑prior quarter. For the full fiscal year ended December 31, 2025, the company recorded a net loss of $0.57 per share and total revenue of $45.92 million, down 44.9 % from $83.30 million reported for 2024.

Despite the decline in earnings and sales, the stock rose sharply following the announcement. On February 25, 2026, Navitas’s share price surged, driven by a statement that the company had achieved “strong Q4 results.” The gain reflected investor optimism about the company’s long‑term focus on next‑generation gallium nitride (GaN) and silicon carbide (SiC) power semiconductors.

Leadership and Strategic Focus

On February 24, 2026, Navitas announced that Chief Financial Officer Todd Glickman had departed the company. The leadership change coincided with a broader strategic shift toward high‑performance applications such as artificial intelligence (AI) data centers, grid and energy infrastructure, performance computing, and industrial electrification. CEO Chris Allexandre emphasized that Navitas’s GaNFast™ and GeneSiC™ technologies are positioned to supply the power density and reliability required for these markets.

Upcoming Events

  • APEC 2026: Navitas will exhibit breakthrough solutions for AI data centers, grid and energy infrastructure, performance computing, and industrial electrification at the APEC 2026 conference.
  • Morgan Stanley Technology, Media & Telecom Conference: The company will participate on March 3, 2026, hosting a fireside chat with President and CEO Chris Allexandre at the Palace Hotel in San Francisco. A live webcast of the session will be available on the Navitas Investor Relations website.

Market Context

As of February 23, 2026, Navitas’s share price closed at $8.26. The 52‑week high reached $17.79 on October 19, 2025, while the low was $1.52 on April 3, 2025. The company’s market capitalization stands at $1.87 billion USD. With a negative price‑earnings ratio of –12.54, the stock remains highly volatile, reflecting the cyclical nature of the semiconductor industry and the company’s emphasis on research and development.

Navitas Semiconductor continues to highlight its expertise in wide‑bandgap technologies, with more than 30 years of combined experience. The firm’s focus on delivering higher power density and faster power delivery through its GaNFast™ and GeneSiC™ products positions it for growth in the rapidly expanding sectors of AI, energy, and industrial electrification.