Navitas Semiconductor Skyrockets 246%: Buy or Hold in 2025?

Navitas Semiconductor (NVTS) stock has surged 246% in the past three months, outperforming sector benchmarks and semiconductor peers. Investor optimism is driven by GaN and SiC innovations, EV wins, and AI data center design traction. Despite growth prospects, NVTS faces soft revenues, margin pressure, and trades at 15.5x forward P/S. The company has launched the industry’s first bidirectional GaN IC, achieved automotive-grade qualification, and secured design wins in AI data centers. NVTS has also managed to strengthen its financial position by cutting costs and maintaining a debt-free balance sheet. However, the company faces headwinds in revenue growth, margin pressure, and competitive intensity in the GaN and SiC power electronics space. NVTS stock trades at a high forward P/S of 15.5x, and with slowing earnings momentum, investors may want to exercise caution in investing in the company.

Read more at Zacks Investment Research: After a 246% Rally, Is Navitas Semiconductor a Buy or a Hold in 2025? – July 9, 2025