Navitas Semiconductor skyrockets on NVIDIA partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2025
0mins
Should l Buy NVTS?
Source: SeekingAlpha
Navitas Semiconductor's Stock Surge: Navitas Semiconductor's shares surged over 160% to $5.02 after announcing a collaboration with NVIDIA to develop an 800V high-voltage direct current power architecture for improved efficiency in GPU systems.
Positive Financial Outlook: The company reported better-than-expected revenue in Q1 and projects revenue between $14M to $15M for Q2, attracting strong investor interest and recommendations from analysts to buy the stock.
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Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 18.200
Low
4.20
Averages
8.80
High
13.00
Current: 18.200
Low
4.20
Averages
8.80
High
13.00
About NVTS
Navitas Semiconductor Corporation is a power semiconductor company. The Company is engaged in designing, developing, and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Navitas Semiconductor Shares Surge 24.5% on New Product Partnership
- Stock Surge: Navitas Semiconductor (NVTS) shares rose 24.5% to $22.65 on Monday, driven by positive investor sentiment following news of a new product partnership with India's Cyient Semiconductors, indicating growing confidence in the company's transformation.
- Strategic Transformation Validation: Navitas is shifting its power semiconductor technology from the mobile charging market to AI data centers, and despite a 38.6% revenue drop to $8.6 million last quarter, the partnership with Cyient could lay the groundwork for future revenue growth, reinforcing the effectiveness of its turnaround strategy.
- New Product Launch: Cyient announced seven new products based on Navitas' GaN technology targeting next-gen power applications, which not only enhances Navitas' market position but may also drive business development in AI infrastructure and e-mobility sectors.
- Short-Term Risk Advisory: While the stock price has surged due to favorable news, Navitas' high short interest of 21% could lead to volatility, prompting investors to exercise caution, especially in the absence of specific financial data regarding the partnership's impact.
See More
Cyient Launches Seven 650V GaN Power ICs for Emerging Applications
- Product Launch Milestone: Cyient Semiconductors has introduced seven 650V GaN power ICs, marking the debut of its first commercial GaN product family aimed at meeting the high-efficiency demands of emerging applications such as AI data centers, fast charging, and e-mobility, thereby advancing India's domestic power semiconductor ecosystem.
- Strategic Collaboration Benefits: This launch builds on a strategic partnership with Navitas Semiconductor, allowing Cyient to license Navitas's GaN technology, which accelerates the adoption of high-performance GaN solutions in India, enhances local support and supply assurance, and aligns with domestic sourcing initiatives.
- Market Demand Response: The new product portfolio focuses on high-power-density solutions that significantly improve switching speeds and thermal efficiency, enabling system designers to reduce power losses, shrink solution sizes, and simplify thermal management, thus enhancing overall system performance compared to traditional silicon devices.
- Future Expansion Plans: Cyient plans to expand its GaN product lineup through partnerships with local OSATs, with expectations to facilitate domestic manufacturing of GaN power devices in India, creating a clear pathway for deeper technology participation and addressing the growing power and efficiency demands as the market matures.
See More
Cyient Launches Seven 650V GaN Power ICs for Emerging Applications
- Market Launch: Cyient Semiconductors has introduced seven new gallium nitride (GaN) power devices in India, marking the debut of its first commercial GaN product family aimed at addressing the rapidly growing demand for high-efficiency solutions across AI data centers, industrial power, and e-mobility sectors.
- Strategic Collaboration: This launch builds on a strategic partnership with Navitas Semiconductor announced in December 2025, enabling customers in India to access localized GaN power solutions, enhancing supply assurance and aligning with domestic sourcing initiatives to foster the local semiconductor ecosystem.
- Technological Advantages: Compared to traditional silicon devices, GaN power semiconductors offer significantly higher switching speeds and lower conduction losses, allowing system designers to reduce power losses and improve overall system performance, thereby gaining a competitive edge in the market.
- Future Outlook: Cyient plans to expand its GaN product portfolio through partnerships with local OSATs, with expectations to drive domestic manufacturing of GaN power devices in India, supporting the
See More
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- Pagaya's Financial Performance: Pagaya Technologies has surged about 47% to $16.50 per share over the past two months, with a 68% increase in operating income and a 212% year-over-year net income boost to approximately $25 million in Q1, showcasing its strong performance and efficiency in the non-prime loan market.
- Navitas' Future Outlook: Navitas Semiconductor is expected to see a 72% revenue increase in 2027 due to its partnership with Nvidia, although its current stock price exceeds $15 and is considered overvalued, the pivot to the data center market presents significant future revenue potential.
- Investor Focus: While Sportradar was not included in The Motley Fool Stock Advisor's top investment picks, its leadership in the sports data sector and market potential have attracted 86% of Wall Street analysts to rate it a buy, with a price target of $19 per share suggesting a 42% upside.
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Analysis of Potential Stocks Under $20
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- Pagaya Technological Innovation: Pagaya's stock has surged 47% to $16.50, with Q1 operating income rising 68% and net income skyrocketing 212% year-over-year to $25 million, showcasing its robust performance in the non-prime loan market and cost control capabilities, with projected net income for 2026 reaching $110 million to $160 million.
- Navitas Semiconductor Transformation: Navitas's current stock price is $18.14 with a market cap of $4.3 billion; although its gross margin is negative, a partnership with Nvidia is expected to drive a 72% revenue increase in 2027, highlighting its potential in the data center market, prompting investors to watch for future price adjustments.
- Market Analysis and Investment Opportunities: The current market focus on low-priced stocks has heightened, with Sportradar and Pagaya's strong performance and growth expectations making them focal points for investors, especially in the context of increasing economic uncertainty, emphasizing the importance of identifying potential multibagger stocks.
See More
Navitas Semiconductor Stock Soars 121% Amid AI Investment Surge
- Stock Surge: Navitas Semiconductor's stock has surged 121% in 2026, with an impressive 88.1% increase in April alone, reflecting strong market confidence in its potential within the AI investment cycle, particularly as short sellers were forced to cover their positions, driving the price sharply higher.
- Market Trends: The Philadelphia Semiconductor Index rose 38% in April, indicating ongoing robust demand for AI-related investments, and Navitas, as a leading manufacturer of gallium nitride and silicon carbide chips, is well-positioned to benefit from this trend, with management shifting focus towards data centers and high-performance computing.
- Technological Innovation: In mid-March, Navitas announced its latest power delivery board capable of direct conversion from 800 V to 6 V, a critical component of the 800 VDC data center technology being developed by Nvidia, further solidifying its position in the industry.
- Profitability Outlook: With the continued growth in data center investments, Navitas could potentially become profitable and cash-generative in the coming years, especially as companies like GE Vernova raise their full-year guidance, creating optimistic expectations for Navitas's future performance.
See More
Navitas Semiconductor Shares Surge 24.5% on New Product Partnership
- Stock Surge: Navitas Semiconductor (NVTS) shares rose 24.5% to $22.65 on Monday, driven by positive investor sentiment following news of a new product partnership with India's Cyient Semiconductors, indicating growing confidence in the company's transformation.
- Strategic Transformation Validation: Navitas is shifting its power semiconductor technology from the mobile charging market to AI data centers, and despite a 38.6% revenue drop to $8.6 million last quarter, the partnership with Cyient could lay the groundwork for future revenue growth, reinforcing the effectiveness of its turnaround strategy.
- New Product Launch: Cyient announced seven new products based on Navitas' GaN technology targeting next-gen power applications, which not only enhances Navitas' market position but may also drive business development in AI infrastructure and e-mobility sectors.
- Short-Term Risk Advisory: While the stock price has surged due to favorable news, Navitas' high short interest of 21% could lead to volatility, prompting investors to exercise caution, especially in the absence of specific financial data regarding the partnership's impact.
See More
Cyient Launches Seven 650V GaN Power ICs for Emerging Applications
- Product Launch Milestone: Cyient Semiconductors has introduced seven 650V GaN power ICs, marking the debut of its first commercial GaN product family aimed at meeting the high-efficiency demands of emerging applications such as AI data centers, fast charging, and e-mobility, thereby advancing India's domestic power semiconductor ecosystem.
- Strategic Collaboration Benefits: This launch builds on a strategic partnership with Navitas Semiconductor, allowing Cyient to license Navitas's GaN technology, which accelerates the adoption of high-performance GaN solutions in India, enhances local support and supply assurance, and aligns with domestic sourcing initiatives.
- Market Demand Response: The new product portfolio focuses on high-power-density solutions that significantly improve switching speeds and thermal efficiency, enabling system designers to reduce power losses, shrink solution sizes, and simplify thermal management, thus enhancing overall system performance compared to traditional silicon devices.
- Future Expansion Plans: Cyient plans to expand its GaN product lineup through partnerships with local OSATs, with expectations to facilitate domestic manufacturing of GaN power devices in India, creating a clear pathway for deeper technology participation and addressing the growing power and efficiency demands as the market matures.
See More
Cyient Launches Seven 650V GaN Power ICs for Emerging Applications
- Market Launch: Cyient Semiconductors has introduced seven new gallium nitride (GaN) power devices in India, marking the debut of its first commercial GaN product family aimed at addressing the rapidly growing demand for high-efficiency solutions across AI data centers, industrial power, and e-mobility sectors.
- Strategic Collaboration: This launch builds on a strategic partnership with Navitas Semiconductor announced in December 2025, enabling customers in India to access localized GaN power solutions, enhancing supply assurance and aligning with domestic sourcing initiatives to foster the local semiconductor ecosystem.
- Technological Advantages: Compared to traditional silicon devices, GaN power semiconductors offer significantly higher switching speeds and lower conduction losses, allowing system designers to reduce power losses and improve overall system performance, thereby gaining a competitive edge in the market.
- Future Outlook: Cyient plans to expand its GaN product portfolio through partnerships with local OSATs, with expectations to drive domestic manufacturing of GaN power devices in India, supporting the
See More
Promising Tech Stocks Under $20
- Sportradar's Market Leadership: As a leader in providing real-time data for sports betting, Sportradar reported a net loss of €0.02 per share despite an 11% revenue increase, maintaining its guidance for 23% to 25% revenue growth in 2026, indicating strong competitiveness in a rapidly growing market.
- Pagaya's Financial Performance: Pagaya Technologies has surged about 47% to $16.50 per share over the past two months, with a 68% increase in operating income and a 212% year-over-year net income boost to approximately $25 million in Q1, showcasing its strong performance and efficiency in the non-prime loan market.
- Navitas' Future Outlook: Navitas Semiconductor is expected to see a 72% revenue increase in 2027 due to its partnership with Nvidia, although its current stock price exceeds $15 and is considered overvalued, the pivot to the data center market presents significant future revenue potential.
- Investor Focus: While Sportradar was not included in The Motley Fool Stock Advisor's top investment picks, its leadership in the sports data sector and market potential have attracted 86% of Wall Street analysts to rate it a buy, with a price target of $19 per share suggesting a 42% upside.
See More
Analysis of Potential Stocks Under $20
- Sportradar Market Leadership: Sportradar's current stock price is $13.04 with a market cap of $4 billion; despite reporting a net loss of €0.02 per share in the latest quarter, it achieved an 11% revenue increase and anticipates 23% to 25% revenue growth in 2026, indicating strong market demand and future growth potential.
- Pagaya Technological Innovation: Pagaya's stock has surged 47% to $16.50, with Q1 operating income rising 68% and net income skyrocketing 212% year-over-year to $25 million, showcasing its robust performance in the non-prime loan market and cost control capabilities, with projected net income for 2026 reaching $110 million to $160 million.
- Navitas Semiconductor Transformation: Navitas's current stock price is $18.14 with a market cap of $4.3 billion; although its gross margin is negative, a partnership with Nvidia is expected to drive a 72% revenue increase in 2027, highlighting its potential in the data center market, prompting investors to watch for future price adjustments.
- Market Analysis and Investment Opportunities: The current market focus on low-priced stocks has heightened, with Sportradar and Pagaya's strong performance and growth expectations making them focal points for investors, especially in the context of increasing economic uncertainty, emphasizing the importance of identifying potential multibagger stocks.
See More
Navitas Semiconductor Stock Soars 121% Amid AI Investment Surge
- Stock Surge: Navitas Semiconductor's stock has surged 121% in 2026, with an impressive 88.1% increase in April alone, reflecting strong market confidence in its potential within the AI investment cycle, particularly as short sellers were forced to cover their positions, driving the price sharply higher.
- Market Trends: The Philadelphia Semiconductor Index rose 38% in April, indicating ongoing robust demand for AI-related investments, and Navitas, as a leading manufacturer of gallium nitride and silicon carbide chips, is well-positioned to benefit from this trend, with management shifting focus towards data centers and high-performance computing.
- Technological Innovation: In mid-March, Navitas announced its latest power delivery board capable of direct conversion from 800 V to 6 V, a critical component of the 800 VDC data center technology being developed by Nvidia, further solidifying its position in the industry.
- Profitability Outlook: With the continued growth in data center investments, Navitas could potentially become profitable and cash-generative in the coming years, especially as companies like GE Vernova raise their full-year guidance, creating optimistic expectations for Navitas's future performance.
See More
