Where Will Navitas Semiconductor Be in 5 Years?
Navitas Semiconductor is an exciting AI stock that focuses on improving electricity delivery efficiency for energy-intensive chips. The company specializes in gallium nitride (GaN) and silicon carbide (SiC) solutions for high-power markets like AI data centers, renewable energy systems, and EV chargers. Navitas aims to secure long-lasting design wins in these critical sectors, positioning itself for significant growth over the next decade by addressing the foundational power needs of emerging technologies.
NVTS to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
Navitas Semiconductor (NVTS) is set to announce its fourth-quarter 2025 results on February 24, 2026, with anticipated revenues suggesting a significant year-over-year decline. Despite an expected loss per share matching the Zacks Consensus Estimate, the company is strategically shifting its focus towards high-power markets like AI data centers, which is positively influencing its long-term prospects. However, near-term challenges in China, due to tariff risks and a decision to exit its low-margin mobile business, are expected to impact its financial performance in the current quarter, leading to a "Hold" recommendation.
Navitas (NVTS) Soars to Fresh High on Nvidia Partnership, Support for Next-Gen AI
Navitas (NVTS) stock surged to new highs following an announcement of its partnership with Nvidia. This collaboration focuses on integrating Navitas's GaN and SiC power semiconductors into Nvidia's AI server platforms, particularly the Blackwell processor. The partnership aims to enhance the efficiency and power capabilities of next-generation AI infrastructure.
Navitas Targets AI Power Demands With New SiC And GaN Platforms
Navitas Semiconductor introduced its 5th-generation GeneSiC silicon carbide platform and a 10 kW DC-DC power platform, both designed to meet the high-efficiency and power density demands of AI data centers, grid infrastructure, and industrial electrification. These new platforms position Navitas to address critical needs in the rapidly growing AI and electrification markets, although the company acknowledges risks related to market execution and competition. Investors will be watching for customer adoption and design wins to determine the products' impact on future revenue.
A Look At Navitas Semiconductor (NVTS) Valuation After New 10 kW AI Data Center Power Platform Launch
Navitas Semiconductor (NVTS) recently launched a 10 kW all-GaN DC-DC power platform for AI data centers, boasting high efficiency and power density. Despite a strong 207.37% one-year return, the stock has seen a 16.01% decline over 30 days and is currently trading slightly above analysts' consensus price target. The company is considered 5.9% overvalued with a narrative fair value of $8.28, driven by expectations of revenue growth and margin repair, but challenges like softer demand and ongoing losses could impact future earnings.
Navitas Unveils 5th Generation SiC Trench-Assisted Planar (TAP) Technology
Navitas Semiconductor has announced its 5th-generation GeneSiC Trench-Assisted Planar (TAP) SiC MOSFET technology, which offers significant improvements in performance, reliability, and robustness for various high-power applications. This new platform features a more compact TAP architecture, leading to a 35% improvement in the R DS,ON × Q GD figure of merit and enhanced dynamic performance, and will introduce an industry-leading 1200V line of MOSFETs. The technology also boasts AEC-Plus grade qualification for extended reliability, targeting AI data centers, grid infrastructure, and industrial electrification.
New Navitas chip targets cooler AI data centers and grids
Navitas Semiconductor (Nasdaq: NVTS) has launched its 5th-generation GeneSiC Trench-Assisted Planar (TAP) 1200V SiC MOSFET platform, aimed at AI data centers, grid infrastructure, and industrial electrification. This new technology boasts a 35% improvement in a key performance metric (RDS,ON × QGD FoM) and significantly enhanced reliability, including extrapolated gate-oxide reliability exceeding 1 million years. The company anticipates these innovations will lead to cooler, more efficient power conversion and will announce new products utilizing this platform in the coming months.
Is Navitas Semiconductor Corp Gaining or Losing Market Support?
Navitas Semiconductor Corp's (NYSE: NVTS) short interest has decreased by 29.29% since its last report, with 36.57 million shares sold short, representing 21.12% of available shares. This decline in short interest suggests a more bullish sentiment from investors. Despite the decrease, Navitas Semiconductor's short interest remains higher than the average of its peers, which is 13.06%.
Navitas Semiconductor Explores Innovative Paths to Maintain Market Relevance
Navitas Semiconductor's stock dropped by -4.56% amidst negative market sentiment, despite the company forming new partnerships to expand its influence in the US energy sector and revamp its product line with eco-friendly technologies. While recent financial results show declining revenue and negative EBITDA, the company maintains strong liquidity ratios. Investors are cautiously optimistic, hoping strategic advancements will help Navitas navigate competitive pressures and market volatility.
NVTS Trades at Premium Valuation: Should You Hold or Fold the Stock?
Navitas Semiconductor (NVTS) is currently trading at a premium valuation, with a forward 12-month P/S ratio significantly higher than its industry peers. Despite near-term challenges due to its exit from the low-margin mobile products business, the company is strategically shifting its focus to high-power markets like AI data centers, which presents significant growth opportunities. Analysts suggest holding the stock, acknowledging its overvaluation but recognizing its potential for long-term growth through strategic partnerships and involvement in NVIDIA's AI factory ecosystem.
Navitas unveils 10kW DC–DC platform delivering 98.5% efficiency for 800VDC next-gen AI data centers
Navitas Semiconductor has introduced a 10kW DC-DC power platform designed for next-generation AI data centers. This all-GaN platform achieves up to 98.5% peak efficiency and significant power density, supporting 800VDC infrastructures. It aims to address the rapidly increasing power demands of AI workloads by providing a more efficient, high-density, and scalable power solution.
Navitas unveils 10 kW DC-DC platform for AI data centers
Navitas Semiconductor has introduced a new 10 kW DC-DC power platform designed for AI data centers, boasting high efficiency and power density. Despite its innovative technology and strong stock performance over the past year, the company is not yet profitable. The platform, which supports HVDC infrastructure, is currently being evaluated by key customers and will be showcased at APEC.
Navitas Semiconductor Launches High-Efficiency 10 kW DC-DC Power Platform for Next-Generation AI Data Centers
Navitas Semiconductor has introduced a 10 kW DC-DC power platform designed for next-generation AI data centers, boasting up to 98.5% peak efficiency and 1 MHz switching frequency. This all-GaN platform, featuring GaNFast FETs in a three-level half-bridge architecture, achieves a power density of 2.1 kW/in³ and supports various voltage architectures. The solution aims to address the rapidly expanding power demands of AI workloads and will be showcased at the APEC conference in March 2026.
New 10 kW power platform targets cooler, greener AI data centers
Navitas (Nasdaq: NVTS) has unveiled an all-GaN 10 kW DC-DC power platform designed for next-generation AI data centers, boasting up to 98.5% peak efficiency and 2.1 kW/in³ power density. This platform supports 800 VDC and +/-400 V architectures, enabling faster and cooler operation for demanding AI workloads. The new solution is undergoing evaluation by key data center customers and is set to debut at APEC in March 2026.
Is Navitas Semiconductor (NVTS) Trading Near-Term Revenue for Strategic Positioning in AI Infrastructure?
Navitas Semiconductor (NVTS) is strategically shifting its focus from mobile and consumer operations to higher-margin AI infrastructure and industrial electrification, with partnerships including Nvidia. This pivot, while impacting near-term revenue, aims to position the company in key growth sectors, leveraging gallium nitride and silicon carbide power chips. The market is currently digesting this transition, reflected in a recent share price pullback and differing analyst valuations, yet the long-term investment narrative hinges on successful design wins and ramp-up in these new markets.
Navitas Semiconductor Breaks Below 200-Day Moving Average - Notable for NVTS
Navitas Semiconductor Corp (NVTS) shares have fallen below their 200-day moving average of $7.41, trading as low as $7.35 and currently down about 9.4% for the day. This movement is considered notable as it indicates a potential bearish trend for the stock. The company's 52-week trading range shows a low of $1.52 and a high of $17.79, with the current price around $7.43.
Short Interest in Navitas Semiconductor Corporation (NASDAQ:NVTS) Declines By 29.3%
Short interest in Navitas Semiconductor Corporation (NASDAQ:NVTS) decreased by 29.3% in January, totaling 36,566,415 shares as of January 15th. This represents about 22.6% of shares shorted with a short-interest ratio of 1.1 days. Despite significant insider selling totaling over $29 million in the last three months, institutional investors have increased their stakes, though analysts maintain a "Hold" rating with an average target price of $6.48 against a current trading price near $8.58.
Assessing Navitas Semiconductor (NVTS) Valuation After Pivot Toward AI Data Centers And Industrial Electrification
Navitas Semiconductor (NVTS) is repositioning itself from mobile and consumer products to AI data centers and industrial electrification, attracting investor attention in the AI hardware supply chain. Despite strong short-term performance, with a 200.66% 1-year total shareholder return, its valuation appears stretched, with a fair value estimate of $8.28 against a last closing price of $9.05, placing it as 9% overvalued. Analysts have a consensus price target of $6.738, indicating a potential overestimation of future growth and profitability, which relies heavily on strong revenue expansion and higher margins despite current market softnesse
Navitas Semiconductor Refocuses On AI Data Centers And Electrification Margins
Navitas Semiconductor (NasdaqGM:NVTS) is shifting its business strategy to prioritize higher-margin segments like AI data centers and industrial electrification, moving away from lower-margin mobile and consumer markets. The company is actively forming partnerships with AI leaders such as Nvidia and expanding its relationships with major electric vehicle and PC customers. This pivot aims to leverage the growth in AI computing and electrification trends, with investors watching how effectively these new ventures translate into sustainable revenue streams.
1 Prediction for NVTS in 2026
Navitas Semiconductor Corporation (NVTS) is predicted to successfully navigate its strategic pivot into higher-margin data center infrastructure and industrial electrification markets during 2026, accelerating revenue growth and delivering strong returns for investors. The company's stock has seen significant growth in the past year, partly due to its collaboration with AI industry leaders like Nvidia and its growing customer base in electric vehicles and PCs. While its P/S ratio has increased, the author suggests this could be just the beginning for AI infrastructure optimists.
How Investors Are Reacting To Navitas Semiconductor (NVTS) Q4 Results Date And AI Data-Center Pivot
Navitas Semiconductor (NVTS) is shifting its focus from mobile and China-exposed consumer products to AI-oriented, energy-efficient chips for data centers. The company will report its Q4 and full-year 2025 results on February 24, 2026. This strategic pivot and the company's ability to convert partnerships into profitable AI data center revenue are key factors influencing investor sentiment, especially given the company's current valuation, ongoing losses, and internal dynamics.
Navitas Semiconductor’s Strategic Decisions Amid Market Dynamics
Navitas Semiconductor (NASDAQ: NVTS) stock has been trading down by 8.64% amidst market uncertainty. Despite recent financial challenges, including negative EBIT and profit margins, the company is actively pursuing strategic partnerships in sustainable energy and investing heavily in research and development to bolster long-term growth. Investor sentiment is volatile, with the company aiming to master market dynamics through innovation and collaboration.
Navitas Semiconductor to Report Q4 and Full Year 2025 Financial Results on Tuesday, February 24, 2026
Navitas Semiconductor (Nasdaq: NVTS) announced it will report Q4 and full-year 2025 financial results on February 24, 2026, after the market closes. The company's President and CEO, Chris Allexandre, and CFO, Todd Glickman, will host a conference call to discuss results and business outlook. Navitas is a leader in next-generation power semiconductors, specializing in gallium nitride (GaN) and silicon carbide (SiC) technology for various applications including AI data centers and industrial electrification.
Chipmaker Navitas sets Feb. 24 call on 2025 results and outlook
Navitas Semiconductor (NASDAQ: NVTS) will report its fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, after the market close. President & CEO Chris Allexandre and CFO Todd Glickman will host a conference call at 2:00 p.m. PT (5:00 p.m. ET) to discuss the findings and business outlook. The announcement led to a temporary 6.59% surge in NVTS stock, adding approximately $148 million to its valuation.
Better Artificial Intelligence Stock: SoundHound AI vs. Navitas Semiconductor
This article compares SoundHound AI (SOUN) and Navitas Semiconductor (NVTS) as investment opportunities in the artificial intelligence sector. SoundHound AI, focusing on AI voice solutions, shows strong revenue growth but escalating operating costs. Navitas Semiconductor, pivoting to AI hardware for data centers, faces declining sales due to a shift from its previous market. Ultimately, SoundHound AI is identified as the more compelling investment due to its lower valuation and rising sales compared to Navitas's high valuation and sales decline.
Better Artificial Intelligence Stock: SoundHound AI vs. Navitas Semiconductor
This article compares SoundHound AI and Navitas Semiconductor as investment options in the artificial intelligence sector. SoundHound AI, focusing on AI voice solutions, boasts strong revenue growth but also surging operating costs. Navitas Semiconductor, pivoting from mobile components to AI hardware for data centers, faces declining sales but anticipates a rebound with its new AI focus. The author concludes that SoundHound AI is the more compelling investment currently due to its lower valuation and rising sales, despite its cost concerns, while Navitas's high valuation and declining sales make it a riskier choice for now.
Navitas Semiconductor stock jumps 14% in regular session — what’s behind NVTS’ latest swing
Navitas Semiconductor's stock surged 14% on Thursday without any new company news, suggesting momentum fueled the jump. The rise is attributed to investors focusing on Nvidia's shift to an 800-volt data-center power setup, a move Navitas is supporting with its gallium nitride and silicon carbide devices. Despite the positive movement, the company faces risks from potential delays in this architectural shift and competitive pressures from larger chipmakers, with attention now turning to its upcoming quarterly earnings report.
Navitas (NVTS) climbs 15.7% on tech rally
Navitas (NVTS) saw a significant surge, climbing 15.7% in the latest trading session due to a broader tech rally. The company's stock performance reflects positive sentiment in the technology sector.
Navitas Refocuses On AI Data Center Power As Stock Momentum Builds
Navitas Semiconductor (NVTS) is shifting its business strategy by exiting the low-margin consumer chip market to concentrate on AI data center power solutions, particularly 800V architectures for high-performance computing. This strategic pivot has resulted in significant stock momentum, with shares up 47.4% over the past month. Investors are now focused on the company's execution in this new segment and the adoption of its technology by major chipmakers, despite current losses and a stock price above analyst targets.
Navitas (NVTS) climbs 15.7% on tech rally
Navitas (NVTS) stock rose significantly, climbing 15.7%, as part of a broader tech rally. The article indicates a positive market sentiment for technology stocks, which benefited NVTS.
Navitas (NVTS) Climbs 15.7% on Tech Rally
Navitas Semiconductor Corp. (NASDAQ:NVTS) saw its stock price jump by 15.68% after President Donald Trump withdrew a plan for new tariffs and optimism grew for the broader semiconductor sector. The company, which develops gallium nitride semiconductors, expects lower revenues for Q4 2025 due to a strategic pivot towards higher power revenue. Despite potential risks, the article suggests that other AI stocks might offer greater returns.
Navitas (NVTS) Loses 9.6% as Tariffs Rattle Global Markets
Navitas Semiconductor Corp. (NVTS) saw its share prices drop by 9.62% due to broader market declines and geopolitical tensions between the US and the European Union concerning new tariffs threatened by President Donald Trump. These tariffs, aimed at eight European countries for opposing his Greenland takeover plan, could escalate if no deal is reached. Amidst this market uncertainty, Navitas also anticipates significantly lower revenues for Q4 2025 compared to the previous year, reflecting a strategic pivot and reduced profit expectations.
NVTS Stock Experiences Turbulent Month Amid Volatile Market Conditions
Navitas Semiconductor Corporation (NVTS) stock has seen turbulent trading in the past month, with significant price fluctuations and a recent rise of 13.06%. Despite financial challenges, including a negative pretax profit margin and net income, the company's gross margin and asset value offer some hope for recovery. The market remains sensitive to strategic announcements and technological advancements from NVTS, contributing to its volatile but potentially promising trajectory.
Navitas Semiconductor Corp (NVTS) Shares Up 7.13% on Jan 22
Shares of Navitas Semiconductor Corp (NVTS) rose 7.13% on January 22, closing at $10.44. While the stock is significantly above its 52-week low, it remains below its 52-week high. Analysts have an average target price of $8.28, suggesting a potential downside, and the stock currently holds a "Hold" recommendation based on brokerage firms' consensus.
Navitas Semiconductor Corp. (NVTS) Shares Plunge 9.62%, Q4 2025 Revenue Expected at $7 Million
Navitas Semiconductor Corp. (NVTS) shares plunged 9.62% due to broader market declines and geopolitical tensions. The company anticipates significantly lower Q4 2025 revenues of $7 million, down from $18 million last year, as it shifts focus from low-power products to higher-power applications in data centers and energy infrastructure. Wall Street analysts expect NVTS stock to fall over the next 12 months, with an average price target of $8.80, though analyst ratings have seen recent downgrades due to market uncertainties and valuation concerns.
Better AI Chip Stock: Nvidia vs. Navitas Semiconductor
This article compares Nvidia and Navitas Semiconductor as investment opportunities in the AI chip market. While Nvidia dominates the data center GPU space with strong growth projections and a reasonable valuation, Navitas, despite a significant deal with Nvidia for its power chips, faces near-term challenges and has a much higher valuation relative to its projected sales and profitability. The author concludes that Nvidia is the better buy currently due to its market leadership, faster growth, wider moat, and more attractive valuation.
Assessing Navitas Semiconductor (NVTS) Valuation After Nvidia AI Data Center Chip Collaboration And CEO Transition
Navitas Semiconductor (NVTS) is gaining attention following its CEO's presentation at a recent conference, highlighting its AI data center ambitions. Despite significant share price gains over the past year due to AI expectations, the company's valuation of US$10.91 is above the analyst fair value of US$8.28, suggesting it may be overvalued. The GaN business saw strong growth in 2024, but concerns remain about potential softness in EV, solar, and industrial markets, and the adoption rate of 800VDC data centers.
Navitas (NVTS) Loses 9.6% as Tariffs Rattle Global Markets
Navitas Semiconductor Corp. (NASDAQ:NVTS) saw its share prices drop by 9.62% due to broader market decline amid escalating geopolitical tensions between the US and the European Union over proposed tariffs. The market uncertainty stemmed from President Trump's threats of 10% tariffs on eight European countries if they oppose his Greenland takeover, with the EU threatening retaliation. Navitas expects significantly lower revenues for Q4 2025 due to a strategic shift towards higher power revenue and reduced channel inventory.
Navitas Semiconductor Corp (NVTS) Stock Price Down 5.82% on Jan 20
Shares of Navitas Semiconductor Corp (NVTS) dropped 5.82% on January 20th, trading at $10.28, which is 42.24% below its 52-week high but 575.99% above its 52-week low. Wall Street analysts have an average target price of $8.28, suggesting a potential downside, and the consensus recommendation is "Hold." GuruFocus estimates a one-year fair value of $2.88, indicating a significant downside from the current price.
Navitas Semiconductor: Expected Market Movement and Financial Insights
Navitas Semiconductor (NASDAQ: NVTS) recently saw its stock rise by 9.15%, driven by strong investor sentiment regarding its advancements in GaN technology, especially within the automotive and consumer electronics sectors. While the company faces financial challenges, including high expenses and negative EBITDA, its significant investments in R&D and strategic partnerships aim to leverage growing demand for energy-efficient solutions. The article emphasizes that despite current losses, the strategic focus on GaN devices suggests substantial future growth potential, urging traders to weigh speculative risks against these transformative opportunities.
There's Reason For Concern Over Navitas Semiconductor Corporation's (NASDAQ:NVTS) Massive 26% Price Jump
Navitas Semiconductor Corporation (NASDAQ:NVTS) has seen a significant 26% price jump recently, contributing to a 185% increase over the last year. However, its current price-to-sales (P/S) ratio of 40.9x is considerably higher than the industry average, raising concerns about overvaluation. Analyst forecasts suggest that while the company's revenue has grown over three years, its future growth is expected to underperform the industry, potentially making its high P/S ratio unjustified.
Navitas Could Soar in 2026 If Management Delivers on Navitas 2.0
Navitas (NASDAQ: NVTS) is undergoing a significant transition which could lead to substantial gains for investors if its "Navitas 2.0" strategy is successfully implemented, especially given the accelerating demand for power in AI data centers. The article discusses a PIPE resale overhang and the potential for a meaningful upside if the company executes its strategy well, drawing parallels to the Nvidia narrative. It also highlights that while Navitas was not among the top 10 stock picks by The Motley Fool Stock Advisor, the strategies of buying recommended stocks have yielded significant returns in the past.
Up 40%, Should You Buy NVTS Right Now?
Shares of Navitas Semiconductor (NVTS) have surged by 40% this month and nearly 200% in the last year, driven by optimism around its gallium nitride (GaN) and silicon carbide (SiC) power chips and strategic pivot into data centers and industrial electrification. Despite not being profitable and experiencing a short-term revenue decline due to this pivot, the company's long-term prospects are bolstered by its partnership with Nvidia and the growing demand for AI data centers, which represent a monumental market opportunity. However, investors should be aware of significant risks including high operating expenses, strong competition from established companies, and the volatility inherent in early-stage tech investments.
Navitas Semiconductor (NASDAQ:NVTS) Shares Gap Up - Still a Buy?
Navitas Semiconductor (NASDAQ:NVTS) shares gapped up but then fell, trading down 9.7% on heavy volume. Despite some analysts having higher price targets, the consensus rating is "Hold" with a target of $6.48. The company's fundamentals remain weak, with significant year-over-year revenue decline and negative net margin, coupled with insider selling totaling millions of dollars.
AI’s Power Problem Is Putting This Semiconductor Stock On Investors’ Radar
Navitas Semiconductor (NVTS) is gaining investor attention for its role in powering AI data centers with advanced gallium nitride (GaN) and silicon carbide (SiC) technologies. The company’s focus on energy-efficient power chips addresses the high energy demands of AI and has been boosted by discussions around utility costs and data center buildouts. Navitas is also scheduled to participate in the 28th Annual Needham Growth Conference, further highlighting its market strategy and technology roadmap.
Navitas Semiconductor Corporation (NASDAQ:NVTS) Receives Consensus Recommendation of "Hold" from Brokerages
Navitas Semiconductor Corporation (NASDAQ:NVTS) has received a consensus "Hold" rating from nine brokerages, with an average one-year target price of $6.48. The company is experiencing weak fundamentals, including a 53.4% year-over-year quarterly revenue decrease and negative net margins. Additionally, insiders have been net sellers of the stock, disposing of a significant number of shares in the last 90 days.
Navitas Semiconductor Corporation (NVTS) Stock Price | Live Quotes & Charts | NASDAQ
This page provides live quotes and charts for Navitas Semiconductor Corporation (NVTS) stock, showing a current price of $10.07 with a slight decrease. It also includes sections for analyst ratings, which are currently unavailable, and highlights the absence of earnings information for the company. The site prompts users to sign up for free trade alerts.
Navitas to Present at the Needham Growth Conference on January 14, 2026
Navitas Semiconductor will participate in the 28th Annual Needham Growth Conference on January 14, 2026, where its President and CEO, Chris Allexandre, will host a fireside chat. The company, a leader in GaN and SiC power semiconductors, will also be available for meetings with investors. A live and archived audio webcast of the fireside chat will be accessible on Navitas's Investor Relations website.
NVTS Surges 54% in 6 Months: Should You Hold or Fold the Stock?
Navitas Semiconductor (NVTS) shares have surged 54.4% in the last six months, outperforming the industry due to its focus on AI data center power chips and strategic partnerships. Despite a premium valuation, the company's involvement in NVIDIA's 800-volt AI factory ecosystem and solid growth prospects suggest existing investors should hold, though new investors might wait for a better entry point. The company is reallocating resources towards high-power customers and consolidating its distributor base to support future demand.
Navitas Semiconductor to Participate in 28th Annual Needham Growth Conference with CEO Chris Allexandre at Fireside Chat
Navitas Semiconductor will participate in the 28th Annual Needham Growth Conference on January 14, 2026, where President and CEO Chris Allexandre will host a fireside chat at the Lotte New York Palace Hotel. The company, known for its GaN and SiC power semiconductors and CarbonNeutral® certification, aims to engage with investors and highlight its innovative technologies. A live audio webcast will be available on Navitas's Investor Relations website, giving a deeper dive into the company’s market performance and insider activity.
