Navitas Semiconductor Shifts to High-Power Markets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2026
0mins
Source: Fool
- Market Shift: Navitas Semiconductor is transitioning from its core market of power chips for mobile and consumer products to potentially more lucrative high-power markets, including AI data centers and high-performance computing, which is expected to significantly enhance the company's future revenue potential.
- Stock Surge: As of noon today, Navitas's stock price has risen by 16.7% to $28.56 per share, primarily benefiting from its partnership with Nvidia and positive outlooks for the AI data center market.
- Short Selling Pressure: Ahead of Nvidia's earnings report, Navitas's short interest ratio increased from 0.8 to 1.5, indicating heightened market attention on its stock price volatility, which could lead to significant fluctuations in the short term.
- Long-Term Investor Confidence: Despite short-term volatility, long-term investors remain optimistic about Navitas's prospects, particularly in developing power chips integral to Nvidia's upcoming 800V high-voltage direct current data centers.
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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: 28.510
Low
4.20
Averages
8.80
High
13.00
Current: 28.510
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.
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See More
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- Navitas Strong Rally: Navitas Semiconductor's stock climbed nearly 20% to $29.50 on Friday following a settlement agreement with SPAC sponsor Live Oak, which released some shares and dropped legal claims, boosting investor confidence in its GaN and SiC chips critical for AI and power applications.
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See More
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- Market Reaction: Despite a significant rally in stock prices, investors are concerned about the company's ability to execute consistently, especially as it needs to prove the effectiveness of its transition strategy.
- Investment Advice: While Navitas Semiconductor's prospects are attracting investor attention, the Motley Fool Stock Advisor analyst team did not include it in their current top ten best stocks, advising investors to assess carefully.
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See More
