Navitas Semiconductor Corp (NASDAQ:NVTS) Q2 2025 Earnings: Revenue Misses, EPS Narrowly Beats Amid AI and Energy Focus
By Mill Chart
Last update: Aug 4, 2025
Navitas Semiconductor Corp (NASDAQ:NVTS) Reports Q2 2025 Earnings: Revenue Misses Estimates, EPS Narrowly Beats
Navitas Semiconductor Corp (NASDAQ:NVTS) released its unaudited financial results for the second quarter of 2025, revealing mixed performance against analyst expectations. The company, a leader in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, reported revenue of $14.5 million, slightly below the consensus estimate of $14.66 million. Meanwhile, the loss per share came in at -$0.05, marginally better than the anticipated -$0.0495.
Key Financial Highlights
- Revenue: $14.5M (vs. $14.66M estimated) – a 1.2% miss
- EPS: -$0.05 (vs. -$0.0495 estimated) – a narrow beat
- After-Hours Reaction: Shares fell sharply, down 13.3%, reflecting investor disappointment over the revenue shortfall despite the slight EPS improvement.
Market Reaction and Performance Context
The immediate after-hours sell-off suggests that investors were more focused on the revenue miss than the marginally better-than-expected EPS. Over the past month, NVTS had gained 30.9%, likely on optimism around its positioning in AI data centers and energy infrastructure. However, the post-earnings decline wipes out a significant portion of those gains.
- Last Week Performance: -5.9%
- Last Two Weeks Performance: -4.9%
- Last Month Performance: +30.9%
Strategic Focus and Press Release Takeaways
The earnings press release emphasized Navitas’ growing focus on AI data centers and energy infrastructure, supported by strategic partnerships. While no explicit forward guidance was provided, analysts currently expect:
- Q3 2025 Revenue: $15.98M
- Q3 2025 EPS: -$0.0448
- Full-Year 2025 Revenue: $64.84M
- Full-Year 2025 EPS: -$0.19
The lack of an official outlook from management may have contributed to the negative market reaction, as investors were likely hoping for stronger growth assurances in high-potential sectors like AI and electric vehicles.
Conclusion
Navitas Semiconductor’s Q2 results present a mixed picture—a slight earnings beat overshadowed by a revenue miss and a sharp market pullback. The company’s strategic emphasis on AI and energy infrastructure could position it for long-term growth, but near-term execution risks remain a concern.
For a deeper dive into Navitas’ earnings and analyst estimates, visit the earnings page.
Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.
