Nvidia vs. Navitas: Distinct Investment Paths in AI Market Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: Fool
- Market Share Comparison: Nvidia commands over 90% of the discrete GPU market, locking in data center customers with its CUDA platform, thereby ensuring its dominance in AI applications and maintaining a competitive edge.
- Revenue Growth Expectations: Analysts project Nvidia's revenue to grow at a CAGR of 47% from 2025 to 2028, driven by the ongoing expansion of the AI market, despite facing increased competition and trade restrictions.
- Navitas' Market Challenges: Navitas is expected to see revenue declines of 45% in 2025 and 21% in 2026 due to macroeconomic pressures affecting its EV and industrial customers' inventory adjustments, although it anticipates an 84% growth in 2027.
- Collaborative Opportunity: Navitas' partnership with Nvidia will significantly enhance its exposure to the AI market, although mass production won't commence until 2027, and any delays could impact its future revenue growth.
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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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SK Hynix Surpasses Samsung in Operating Profit for the First Time
- Record Profit: SK Hynix achieved a record operating profit of 47.2 trillion won in 2025, surpassing Samsung's 43.6 trillion won for the first time, highlighting its strong performance in the high-bandwidth memory market and solidifying its leadership in South Korea's tech sector.
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