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Navitas Semiconductor (NVTS) Q4 Loss Narrows to $0.05/Share, Shares Surge 23%

Earnings Per Share (GAAP)
$-0.05
vs $-0.05 est. (narrower loss, 3.9%)
Revenue
$7.3 Mn
estimate N/A

Loss narrows slightly. Navitas Semiconductor (NVTS) reported a loss of $0.05 per share for Q4 2025, a narrower loss than expected by 3.9% against the consensus estimate of -$0.05. The semiconductor company’s shares surged 22.6% on volume of 42.5 million shares, more than triple the typical trading activity. The quarter marks the fourth consecutive period of losses near the $0.05 level, with Q3 2025 also posting -$0.05 per share.

Revenue remains under pressure. Q4 revenue came in at $7.3 million with a gross profit of $2.8 million, translating to a gross margin of 38.1%. Operating losses totaled $24.8 million on total expenses of $32.1 million, driven by R&D spending of $12.4 million and SG&A costs of $10.5 million. The net loss for the quarter reached $31.8 million, or -$0.14 per share on a basic and diluted basis. EBITDA stood at -$19.2 million.

Cash burn accelerates. Operating cash flow was negative $8.1 million, and after minimal capex of $48,000, free cash flow came in at -$8.2 million. The balance sheet shows $236.9 million in cash against just $6.5 million in total debt, providing a substantial liquidity cushion with working capital of $207.8 million. Total assets stand at $500.5 million with stockholders’ equity of $443.7 million, though accumulated losses have pushed retained earnings to -$501.7 million.

What to Watch: With the company burning through roughly $8 million per quarter in free cash flow, investors should focus on the upcoming earnings call for management’s commentary on the path to profitability and whether design wins are translating into meaningful revenue growth. The cash runway remains healthy at current burn rates, but revenue inflection is the catalyst that will determine whether today’s 23% rally has staying power.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

Tags: NVTS
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