Navitas Semiconductors (NVTS) Stock Doubles in 2025 Following Nvidia Partnership Opportunity
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: Fool
- Stock Surge: Navitas Semiconductors saw its stock price double in 2025, transforming from an underperforming chip designer to a potential partner for Nvidia, reflecting market confidence in its growth prospects.
- Successful Capital Raise: The company capitalized on its soaring stock price to raise $200 million through equity offerings, enhancing its financial position with an estimated cash reserve of $250 million and no debt obligations.
- Executive Change: New CEO Chris Allexandre took the helm in August, bringing extensive semiconductor industry experience to accelerate the company's transition to a new business model aimed at seizing opportunities in Nvidia's upcoming data center architecture.
- Product Development: Shortly after Allexandre's appointment, Navitas announced progress on its 100V and 650V GaN chip designs, although current revenues remain low, with expectations for growth to begin in 2026, amidst uncertainties regarding its partnership with Nvidia.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 191.520
Low
200.00
Averages
264.97
High
352.00
Current: 191.520
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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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