Navitas Semiconductor and Astera Labs are key players in AI infrastructure. Navitas saw a 53% drop in Q3 sales due to business shifts, while Astera achieved record revenue of $230.6 million. Bank of America analysts favor the AI industry, predicting growth. Navitas focuses on power conversion, while Astera excels in connectivity solutions. Both companies have partnerships with Nvidia. Navitas anticipates a rebound in sales, while Astera projects continued growth. Astera outperforms Navitas in revenue, but Navitas has a better value based on P/S ratio. Investors must weigh the potential of Navitas’ strategic pivot against Astera’s strong demand. Navitas aims for revenue growth in 2026, while Astera maintains profitability. Navitas may be a promising investment if its plan succeeds, but waiting for confirmation is wise. Astera’s high valuation suggests waiting for a potential price drop before buying. Consider the Motley Fool’s top stock picks for better investment options.

Read more at Yahoo Finance: Navitas Semiconductor vs. Astera Labs