Navitas Semiconductor Q4 revenue beats estimates

Navitas Semiconductor

24/02/2026 21:49

Overview

Semiconductor firm's Q4 revenue was $7.3 mln, beating analyst expectations

Company reported a GAAP loss from operations of $41.4 mln for Q4 2025

Outlook

Navitas expects Q1 2026 revenue between $8.0 mln and $8.5 mln

Company anticipates sequential growth starting in Q1 2026

Navitas forecasts non-GAAP gross margin of 38.7% in Q1 2026

Result Drivers

HIGH-POWER MARKETS - High-power markets contributed a majority of revenue for the first time, marking a shift from mobile and consumer segments

Company press release: ID:nGNX6CB3sS

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$7.30 mln
$6.95 mln (8 Analysts)
Q4 Net Income
-$31.82 mln
Q4 Income from Operations
-$41.39 mln
Q4 Operating Expenses
$44.18 mln
Q4 Pretax Profit
-$31.58 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy."

Wall Street's median 12-month price target for Navitas Semiconductor Corp is $8.00, about 1.5% below its February 23 closing price of $8.12

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)