The Motley Fool compares Intel and Navitas Semiconductor as investment options for 2026, ultimately favoring Intel due to its demonstrated revenue growth. Intel reported fiscal 2025 revenue of $52.9 billion, a slight 0.5% decline, with a net loss of $267 million, while Navitas saw revenue drop 44.9% to $45.9 million and a net loss of $117 million. Intel is pivoting to a foundry model under its IDM 2.0 strategy and recently posted a 7% year-over-year sales increase in its fiscal first quarter, with further growth forecast. Navitas is betting on gallium nitride technology for AI data centers but abandoned its Chinese mobile business, causing the sharp revenue decline. The analysis concludes Intel is the safer bet until Navitas proves it can recover sales.
Intel CorporationIntel reported fiscal 2025 revenue of $52.9B with a 7% YoY sales increase in Q1 and is favored as a safer bet with demonstrated revenue growth.
Navitas Semiconductor CorpNavitas saw revenue drop 44.9% to $45.9M due to abandoning its Chinese mobile business, and the analysis concludes it is riskier until sales recover.