Analysts expect Navitas Semiconductor to report Q3 2026 revenue of $13.5 million and a loss of $0.08 per share, with the stock currently trading near $8.48 against a consensus analyst target of $15.92.
Investors are primarily focused on the company’s strategic pivot to AI infrastructure, specifically the adoption of its next-generation GaN and SiC power solutions within high-power data center ecosystems.
This transition follows a deliberate shift away from the low-margin mobile charger market in China, which has previously weighed on top-line performance. Management has indicated that this transformation is largely complete, with the third quarter expected to demonstrate significant sequential growth driven by new AI and electric vehicle design wins.