Investment Opportunities at the Intersection of Energy and Industry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVTS?
Source: NASDAQ.COM
- Navitas Semiconductor's Technological Edge: Navitas Semiconductor enhances the efficiency of power-consuming devices through the development of gallium nitride and silicon carbide materials, although its revenue is projected to drop from $83.3 million in 2024 to $45.9 million in 2025, the demand for its technology is expected to grow, with the global silicon carbide market projected to expand at nearly 35% annually through 2034.
- Argan's Strong Performance: Argan reported record revenues of $944 million and net income of $138 million in 2024, reflecting increases of 8% and 61% respectively, and with electricity demand expected to rise by 25% between 2025 and 2030, its backlog has surged from $1 billion in 2024 to nearly $3 billion, indicating robust market prospects.
- NuScale Power's Market Potential: NuScale Power's small modular reactors are expected to start generating significant revenue post-2030, despite not having sold any units yet, their modular design allows for construction in just 36 months, making them suitable for power-intensive industries, with up to 1,000 SMRs projected to be built by 2050.
- Investment Patience Required: While Navitas Semiconductor was not recommended by The Motley Fool Stock Advisor, its innovative technologies at the intersection of energy and industry, combined with anticipated future market demand, still make it a noteworthy investment option, especially against the backdrop of rising electricity costs.
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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: 15.120
Low
4.20
Averages
8.80
High
13.00
Current: 15.120
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), silicon carbide (SiC) power devices, associated silicon system controllers and digital isolators used in power conversion and charging. Power supplies incorporating its products are used in a variety of electronics products, including fast chargers for mobile phones and laptops, consumer electronics, data centers, solar inverters and electric vehicles, among numerous other applications. Its GaNFast power ICs integrate GaN power and drive, with control, sensing, and protection to enable faster charging, higher power density and energy savings. Its GeneSiC power devices are optimized with reliable SiC solutions. It also offers a range of SiC MOSFETs and diodes, which have lower resistance at higher temperatures, 25°C cooler and have three times longer device life expectancy.
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.
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Breakthrough: Navitas Semiconductor enhances the efficiency of electricity-consuming devices through gallium nitride and silicon carbide materials, with the global silicon carbide market expected to grow nearly 35% annually, despite a drop in 2025 revenue projections from $83.3 million to $45.9 million due to inconsistent demand challenges.
- Argan's Business Growth: Argan achieved record revenues of $944 million and net income of $138 million last year, reflecting increases of 8% and 61% respectively, and its backlog surged from $1 billion to nearly $3 billion as electricity demand is projected to rise by 25% between 2025 and 2030, indicating strong market demand.
- NuScale Power's Market Potential: NuScale Power's small modular nuclear plants are expected to generate significant revenue post-2030, with potential partnerships with Romania and the Tennessee Valley Authority indicating growing interest in its solutions, despite no sales to date.
- Flexibility of Small Modular Reactors: NuScale's small modular reactors can be constructed in just 36 months, making them suitable for companies seeking independent power production, with the International Energy Agency forecasting up to 1,000 SMRs could be operational by 2050 to meet rising electricity demands.
See More
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Edge: Navitas Semiconductor enhances the efficiency of power-consuming devices through the development of gallium nitride and silicon carbide materials, although its revenue is projected to drop from $83.3 million in 2024 to $45.9 million in 2025, the demand for its technology is expected to grow, with the global silicon carbide market projected to expand at nearly 35% annually through 2034.
- Argan's Strong Performance: Argan reported record revenues of $944 million and net income of $138 million in 2024, reflecting increases of 8% and 61% respectively, and with electricity demand expected to rise by 25% between 2025 and 2030, its backlog has surged from $1 billion in 2024 to nearly $3 billion, indicating robust market prospects.
- NuScale Power's Market Potential: NuScale Power's small modular reactors are expected to start generating significant revenue post-2030, despite not having sold any units yet, their modular design allows for construction in just 36 months, making them suitable for power-intensive industries, with up to 1,000 SMRs projected to be built by 2050.
- Investment Patience Required: While Navitas Semiconductor was not recommended by The Motley Fool Stock Advisor, its innovative technologies at the intersection of energy and industry, combined with anticipated future market demand, still make it a noteworthy investment option, especially against the backdrop of rising electricity costs.
See More
Navitas Semiconductor Stock Jumps 40.26% Week-on-Week Ahead of Earnings Report
- Stock Performance: Navitas Semiconductor Corp. (NASDAQ:NVTS) saw a 40.26% week-on-week increase in stock price, despite a drop on Friday, indicating strong investor confidence ahead of its upcoming first-quarter earnings report, reflecting optimistic market sentiment regarding its future performance.
- Financial Targets: The company is targeting revenues between $8 million and $8.5 million for the first quarter, representing a 39% to 43% decline from $14 million in the same period last year; nevertheless, investor confidence remains buoyed by the ongoing surge in semiconductor demand, showcasing belief in the company's long-term growth potential.
- Executive Appointment: Navitas recently appointed former Broadcom executive Gregory Fischer to its board, where he will serve on the compensation and executive steering committees; Fischer's extensive experience in the semiconductor industry is expected to provide strategic guidance and enhance the company's competitive positioning.
- Market Outlook: Investors are expected to closely monitor the conference call following the earnings report on May 5, particularly for insights into the business outlook for the second quarter, which could significantly influence future investment decisions and reflects the market's keen interest in the company's growth trajectory.
See More
Navitas Semiconductor Stock Surges 40.3% Amid Market Rally
- Significant Price Surge: Navitas Semiconductor's stock price soared by 40.3% this week, reflecting a strong demand among investors for high-growth semiconductor companies, particularly in the power chip sector, following its previous week's closing price.
- Market Support Context: Although there was little specific news for Navitas this week, its stock rally correlates closely with the S&P 500's 0.5% rise and the Nasdaq Composite's 1.5% increase, indicating a positive overall market sentiment.
- Investor Sentiment Boost: The stock's surge may also be attributed to meme stock momentum and investors betting on a short squeeze, which has contributed to its anomalous performance despite the lack of major news.
- Cautious Outlook Ahead: While Navitas shows promising expansion prospects, its forward price-to-sales ratio has surged to approximately 100, suggesting that investors should exercise caution to mitigate risks associated with potential market corrections.
See More
Navitas Semiconductor Stock Soars 40.3% Amid Market Rally
- Massive Stock Surge: Navitas Semiconductor's stock surged 40.3% this week compared to last week's closing price, indicating strong market performance and reflecting a voracious appetite among investors for high-growth semiconductor companies.
- Market Support: While the stock's explosive rally occurred without significant company-specific news, the overall positive sentiment in the market, highlighted by a 0.5% rise in the S&P 500 and a 1.5% increase in the Nasdaq Composite, provided essential support for Navitas.
- Investor Sentiment: The stock's rise was partly fueled by meme stock momentum and investor bets on a short squeeze, showcasing the market's enthusiasm for the semiconductor sector, particularly in the power chip segment, which has become a hot trading area.
- Cautious Investment Advice: Despite Navitas's promising expansion outlook, its forward price-to-sales ratio has reached approximately 100, prompting investors to exercise caution when considering purchases to avoid potential market correction risks.
See More
POET, Navitas, and SanDisk Stocks Surge Amid AI Infrastructure Focus
- POET Order Confirmation: POET Technologies' CFO confirmed a commercial purchase order linked to Marvell in a Stocktwits interview, leading to a stock surge of over 24%, which bolstered market confidence in its optical interposer technology and is expected to attract more hyperscale cloud customers.
- Navitas Power Efficiency: Navitas Semiconductor's stock rose over 20% due to momentum from its gallium nitride and silicon carbide technologies, with its 800-volt power systems designed for high-density AI data centers addressing critical energy consumption and heat management challenges.
- SanDisk Nasdaq-100 Performance: Following its separation from Western Digital, SanDisk's stock climbed over 8% after being included in the Nasdaq-100, solidifying its position as a key supplier in the AI-driven memory market, particularly in 3D NAND flash technology.
- Investor Enthusiasm Shift: Stocks of POET, Navitas, and SanDisk reached fresh 52-week highs, reflecting a shift in investor focus towards AI infrastructure, with POET and Navitas seeing increases of over 24% and 20% respectively, indicating strong market demand for related technologies.
See More
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Breakthrough: Navitas Semiconductor enhances the efficiency of electricity-consuming devices through gallium nitride and silicon carbide materials, with the global silicon carbide market expected to grow nearly 35% annually, despite a drop in 2025 revenue projections from $83.3 million to $45.9 million due to inconsistent demand challenges.
- Argan's Business Growth: Argan achieved record revenues of $944 million and net income of $138 million last year, reflecting increases of 8% and 61% respectively, and its backlog surged from $1 billion to nearly $3 billion as electricity demand is projected to rise by 25% between 2025 and 2030, indicating strong market demand.
- NuScale Power's Market Potential: NuScale Power's small modular nuclear plants are expected to generate significant revenue post-2030, with potential partnerships with Romania and the Tennessee Valley Authority indicating growing interest in its solutions, despite no sales to date.
- Flexibility of Small Modular Reactors: NuScale's small modular reactors can be constructed in just 36 months, making them suitable for companies seeking independent power production, with the International Energy Agency forecasting up to 1,000 SMRs could be operational by 2050 to meet rising electricity demands.
See More
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Edge: Navitas Semiconductor enhances the efficiency of power-consuming devices through the development of gallium nitride and silicon carbide materials, although its revenue is projected to drop from $83.3 million in 2024 to $45.9 million in 2025, the demand for its technology is expected to grow, with the global silicon carbide market projected to expand at nearly 35% annually through 2034.
- Argan's Strong Performance: Argan reported record revenues of $944 million and net income of $138 million in 2024, reflecting increases of 8% and 61% respectively, and with electricity demand expected to rise by 25% between 2025 and 2030, its backlog has surged from $1 billion in 2024 to nearly $3 billion, indicating robust market prospects.
- NuScale Power's Market Potential: NuScale Power's small modular reactors are expected to start generating significant revenue post-2030, despite not having sold any units yet, their modular design allows for construction in just 36 months, making them suitable for power-intensive industries, with up to 1,000 SMRs projected to be built by 2050.
- Investment Patience Required: While Navitas Semiconductor was not recommended by The Motley Fool Stock Advisor, its innovative technologies at the intersection of energy and industry, combined with anticipated future market demand, still make it a noteworthy investment option, especially against the backdrop of rising electricity costs.
See More
Navitas Semiconductor Stock Jumps 40.26% Week-on-Week Ahead of Earnings Report
- Stock Performance: Navitas Semiconductor Corp. (NASDAQ:NVTS) saw a 40.26% week-on-week increase in stock price, despite a drop on Friday, indicating strong investor confidence ahead of its upcoming first-quarter earnings report, reflecting optimistic market sentiment regarding its future performance.
- Financial Targets: The company is targeting revenues between $8 million and $8.5 million for the first quarter, representing a 39% to 43% decline from $14 million in the same period last year; nevertheless, investor confidence remains buoyed by the ongoing surge in semiconductor demand, showcasing belief in the company's long-term growth potential.
- Executive Appointment: Navitas recently appointed former Broadcom executive Gregory Fischer to its board, where he will serve on the compensation and executive steering committees; Fischer's extensive experience in the semiconductor industry is expected to provide strategic guidance and enhance the company's competitive positioning.
- Market Outlook: Investors are expected to closely monitor the conference call following the earnings report on May 5, particularly for insights into the business outlook for the second quarter, which could significantly influence future investment decisions and reflects the market's keen interest in the company's growth trajectory.
See More
Navitas Semiconductor Stock Surges 40.3% Amid Market Rally
- Significant Price Surge: Navitas Semiconductor's stock price soared by 40.3% this week, reflecting a strong demand among investors for high-growth semiconductor companies, particularly in the power chip sector, following its previous week's closing price.
- Market Support Context: Although there was little specific news for Navitas this week, its stock rally correlates closely with the S&P 500's 0.5% rise and the Nasdaq Composite's 1.5% increase, indicating a positive overall market sentiment.
- Investor Sentiment Boost: The stock's surge may also be attributed to meme stock momentum and investors betting on a short squeeze, which has contributed to its anomalous performance despite the lack of major news.
- Cautious Outlook Ahead: While Navitas shows promising expansion prospects, its forward price-to-sales ratio has surged to approximately 100, suggesting that investors should exercise caution to mitigate risks associated with potential market corrections.
See More
Navitas Semiconductor Stock Soars 40.3% Amid Market Rally
- Massive Stock Surge: Navitas Semiconductor's stock surged 40.3% this week compared to last week's closing price, indicating strong market performance and reflecting a voracious appetite among investors for high-growth semiconductor companies.
- Market Support: While the stock's explosive rally occurred without significant company-specific news, the overall positive sentiment in the market, highlighted by a 0.5% rise in the S&P 500 and a 1.5% increase in the Nasdaq Composite, provided essential support for Navitas.
- Investor Sentiment: The stock's rise was partly fueled by meme stock momentum and investor bets on a short squeeze, showcasing the market's enthusiasm for the semiconductor sector, particularly in the power chip segment, which has become a hot trading area.
- Cautious Investment Advice: Despite Navitas's promising expansion outlook, its forward price-to-sales ratio has reached approximately 100, prompting investors to exercise caution when considering purchases to avoid potential market correction risks.
See More
POET, Navitas, and SanDisk Stocks Surge Amid AI Infrastructure Focus
- POET Order Confirmation: POET Technologies' CFO confirmed a commercial purchase order linked to Marvell in a Stocktwits interview, leading to a stock surge of over 24%, which bolstered market confidence in its optical interposer technology and is expected to attract more hyperscale cloud customers.
- Navitas Power Efficiency: Navitas Semiconductor's stock rose over 20% due to momentum from its gallium nitride and silicon carbide technologies, with its 800-volt power systems designed for high-density AI data centers addressing critical energy consumption and heat management challenges.
- SanDisk Nasdaq-100 Performance: Following its separation from Western Digital, SanDisk's stock climbed over 8% after being included in the Nasdaq-100, solidifying its position as a key supplier in the AI-driven memory market, particularly in 3D NAND flash technology.
- Investor Enthusiasm Shift: Stocks of POET, Navitas, and SanDisk reached fresh 52-week highs, reflecting a shift in investor focus towards AI infrastructure, with POET and Navitas seeing increases of over 24% and 20% respectively, indicating strong market demand for related technologies.
See More
