While the Navitas 2.0 strategy heightens execution risks, Navitas' latest moves suggest that it is moving in the right direction for long-term growth and margin expansion. Distribution partnerships with WT Microelectronics and Avnet could help Navitas secure significant content in 800 VDC data centers while mitigating the financial risks of relying on smaller distributors. Navitas' partnership with GlobalFoundries addresses US hyperscalers' focus on domestic supply chains and exposes it to national security projects within the Genesis Mission.

Both Navitas Semiconductor and Astera Labs provide key components for AI infrastructure. Navitas is undergoing a major shift in its business, causing Q3 sales to drop 53% from a year ago.

Navitas is transitioning away from its core business with China to pursue markets such as AI. The company's stock has more than doubled in 2025 as it makes steps toward its transformation.

Navitas Semiconductor (NASDAQ: NVTS - Get Free Report) and Marvell Technology (NASDAQ: MRVL - Get Free Report) are both computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, earnings, analyst recommendations, dividends, valuation, institutional ownership and profitability. Analyst Recommendations This is a summary

Navitas Semiconductor is doubling down on strategic partnerships to strengthen its global reach and prepare for scaling in high-power markets.

Dr. Ranbir Singh indirectly sold 179,354 shares through SiCPower, LLC for a transaction value of ~$1.6 million on Dec. 12, 2025. This disposition represented 31.55% of Dr. Singh's total indirect holdings, with no direct shares held before or after the transaction.

AI data-center demand is lifting both Navitas Semiconductor and Lumentum, but surging optical sales and margin gains give LITE a clear edge over NVTS.

Navitas Semiconductor (NVTS +4.08%) is making a bold shift into AI power chips, and its partnership with Nvidia could redefine its future. With revenue bottoming and the cash runway tightening, the company faces a high-stakes path to 2027.

Navitas Semiconductor Corporation (NASDAQ: NVTS - Get Free Report) Director Dipender Saluja sold 315,396 shares of the firm's stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $8.65, for a total value of $2,728,175.40. Following the sale, the director owned 5,629,024 shares in the company, valued at $48,691,057.60.

Navitas Semiconductor Corporation (NASDAQ: NVTS - Get Free Report) Director Ranbir Singh sold 179,354 shares of Navitas Semiconductor stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $8.68, for a total transaction of $1,556,792.72. Following the transaction, the director directly owned 389,096 shares in the company,