Key Takeaways NVTS is exiting lower-margin mobile business to focus on AI data centers and high-power markets.NVTS offers GaN and SiC solutions across the full power path and is part of NVIDIA's 800V AI ecosystem.Material revenue from the AI data center is expected in 2027, with 2026 seen as a transition year for NVTS.Navitas Semiconductor (NVTS) is shifting its focus toward AI data centers. The company is moving away from lower-margin mobile and consumer products and putting more effort into high-power mar ...

Core Insights - Navitas Semiconductor (NASDAQ: NVTS) has experienced a significant stock increase of over 40% since January and nearly 200% over the past year, raising questions about the sustainability of this growth [1][7] - The stock's rise is primarily driven by optimism surrounding electrical infrastructure demands, which are currently outpacing supply, and the company's unique position in developing both gallium nitride (GaN) and silicon carbide (SiC) power chips [1][2] Revenue and Partnerships - The partnership with Nvidia (NASDAQ: NVDA) is a crucial aspect for Navitas's current and future revenue, focusing on developing higher-voltage data center architecture, with potential substantial revenue opportunities as data centers are projected to require nearly $7 trillion in capital by 2030 [3] - Despite not being profitable and experiencing a decline in revenue, the company is undergoing a strategic pivot that aims to prioritize higher-power revenue streams, which is expected to lead to greater long-term gains [4][5] Market Trends and Future Outlook - The expanding total addressable market for data centers and industrial electrification presents a positive outlook for Navitas, as the shift from fossil fuels to electricity enhances sustainability and reduces carbon footprints [6]

Key Takeaways NVTS jumped 54.4% in six months, outperforming semiconductor peers on AI data-center power chip demand.Navitas is gaining traction in NVIDIA's 800-volt ecosystem and expanding GaN and SiC partnerships globally.Premium valuation remains a risk, with NVTS trading far above industry peers on a forward P/S basis.Navitas Semiconductor (NVTS) shares have rallied 54.4% in the past six months, outperforming the Zacks Electronics - Semiconductors industry’s growth of 25.8%. The stock also outperformed ...

TORRANCE, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the 28th Annual Needham Growth Conference to be held at the Lotte New York Palace Hotel on Wednesday, January 14th. Navitas’ President and CEO, Chris Allexandre, is scheduled to host a fireside chat on Wednesday, January 14, 2026 at 2:15 p.m. EST and will be ava ...

We recently published 10 Stocks With Eye-Popping Double-Digit Gains; 4 Hit All-Time Highs. Navitas Semiconductor Corp. (NASDAQ:NVTS) was one of the top performers on Tuesday. Navitas rallied for a third day on Tuesday, jumping 12.60 percent to finish at $10.19 apiece as investors continued to bargain-hunt from last week’s one-month low. Tuesday’s rally, on the other hand, was supported by a broader market optimism and renewed confidence for the artificial intelligence sector, despite the lack of fresh co ...

We recently published 10 Stocks Powering Into 2026 With Explosive Gains. Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the top performers on Friday. Navitas Semiconductor soared by 17.37 percent on Friday to close at $8.38 apiece as investors resorted to bargain-hunting after falling to a one-month low in the previous trading day. The rally was supported by an overall optimism for the artificial intelligence industry, despite the lack of fresh developments to spark buying appetite. Jim Cramer on B ...

Core Viewpoint - Navitas Semiconductor (NVTS) shares have declined nearly 40% since the Q3 earnings report due to a strategic shift to Navitas 2.0, which is expected to negatively impact short-term earnings and lead to a revenue trough in Q4 [1] Group 1 - The company is undergoing a strategy shift to Navitas 2.0, which is anticipated to affect short-term earnings negatively [1] - A revenue trough is expected in Q4, indicating potential challenges in the upcoming quarter [1] - The decline in share price reflects market concerns regarding the impact of the new strategy on financial performance [1]

Key Points Both Navitas Semiconductor and Astera Labs provide key components for AI infrastructure. Navitas is undergoing a major shift in its business, causing Q3 sales to drop 53% from a year ago. By contrast, the popularity of Astera Labs products led to record Q3 revenue of $230.6 million. 10 stocks we like better than Navitas Semiconductor › Wall Street analysts at Bank of America have told clients the artificial intelligence (AI) industry remains "the place to be" in 2026. Two hot stocks i ...

Core Insights - Navitas Semiconductor Corporation (NASDAQ:NVTS) is expanding its partnership with Avnet (NASDAQ:AVT), enhancing Avnet's role as a global distribution partner [1] - The partnership aims to strengthen Navitas' global channel presence and consolidate its distribution network [1][2] - Avnet will provide technical and commercial expertise for Navitas' GaNFast/GaN and GeneSiC/SiC semiconductor portfolios, which are designed for high-voltage and high-power applications [2] Industry Focus - The collaboration targets high-growth sectors such as AI data centers, high-performance computing, renewable energy, grid infrastructure, and industrial electrification [3] - The expansion leverages Avnet's engineering capabilities to accelerate the adoption of Navitas' GaN and SiC platforms as industries shift towards advanced power designs [3] Company Overview - Navitas Semiconductor designs, develops, and markets power semiconductors across various regions including the US, Europe, China, and the rest of Asia [4]

Core Insights - Navitas Semiconductor (NVTS) is enhancing its position in high-power markets through strategic partnerships aimed at solidifying its supply chain and expanding its global reach [1] Group 1: Strategic Partnerships - In mid-December, NVTS expanded its distribution relationship with Avnet, making it a globally franchised distribution partner, which will provide technical and commercial support for NVTS' Gallium Nitride (GaN) and Silicon Carbide (SiC) products [2] - In early December, NVTS entered a long-term strategic partnership with Cyient Semiconductors to accelerate GaN adoption in India, focusing on co-developing GaN products and building a local ecosystem aligned with India's "Make in India" initiative [3] - These partnerships support the "Navitas 2.0" strategy, reallocating resources toward high-power customers and working closely with hyperscalers and system OEMs [4][10] Group 2: Market Position and Competitors - NVTS is preparing for future demand in high-power markets, with expectations of scaling opportunities in 2026 and 2027 [5] - The company faces competition from Wolfspeed (WOLF) and ON Semiconductor (ON), both of which are expanding their high-voltage solutions for AI data centers [6][7] Group 3: Financial Performance and Estimates - NVTS shares have increased by 15.3% over the past three months, outperforming the Zacks Electronics – Semiconductors industry's growth of 3.6% [8] - The company trades at a forward price-to-sales ratio of 46.72X, significantly higher than the industry's average of 6.4X [11] - The Zacks Consensus Estimate for NVTS' 2025 loss is projected at 21 cents per share, improving from a loss of 24 cents in 2024, with estimates for 2026 narrowing to a loss of 19 cents per share [14]