Here's Why Navitas Semiconductor Soares Today (Hint: It's Nvidia Related)
Traders hoping Nvidia would disappoint the market and send its partners' shares plummeting came unstuck this week.
NVTS - Navitas Semiconductor Corporation
Price:
--
--
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CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$18.23
DETAILS
HIGH:
$21.00
LOW:
$13.70
MEDIAN:
$20.00
CONSENSUS:
$18.23
DOWNSIDE:
37.68%
Stock News
Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.
Navitas to Participate at Upcoming Investor Conferences
TORRANCE, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that Chris Allexandre, CEO, and Tonya Stevens, CFO, will participate and host one-on-one meetings with investors and analysts registered to attend the following upcoming investor conferences:
Why Is Navitas Semiconductor (NVTS) Stock Trending Overnight?
Navitas Semiconductor Corp. shares fell slightly in after-hours trading following a strong intraday gain.
Is Navitas Finally Building a Path Toward Operating Breakeven?
Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.
Why Grid Infrastructure Could Become NVTS' Next Big Growth Driver
NVTS sees grid infrastructure emerging as a major AI-driven growth market, with GaN and SiC adoption projected to surge through 2030.
Navitas: Positives And Negatives Offset Each Other
Navitas Semiconductor (NVTS) surged 900% after pivoting from low-margin mobile to AI data center power semiconductors, now valued at $5 billion. NVTS commands roughly 7% of its $330 million serviceable addressable market, but faces intense competition from major semiconductor players. Despite innovation and Nvidia collaboration, NVTS is one of 14 silicon providers, limiting exclusivity and market share expansion prospects.
How Big Could the AI Data Center Opportunity Be for Navitas?
NVTS sees AI data centers as a multibillion-dollar growth driver as demand rises for GaN and SiC chips in next-gen power-hungry racks.
Navitas to Showcase Breakthrough GaN and SiC Based Solutions for AI Data Center, Energy and Grid Infrastructure, and Industrial Electrification at PCIM 2026
Highlights include two SST solutions for converting the MV grid to 800V HV DC, a 10 kW, 800 V-to-50 V DC-DC full-brick platform, along with a 20 kW 800 V-to-6 V power delivery board for AI data center Highlights include two SST solutions for converting the MV grid to 800V HV DC, a 10 kW, 800 V-to-50 V DC-DC full-brick platform, along with a 20 kW 800 V-to-6 V power delivery board for AI data center
Navitas vs. Poet: Which AI Infrastructure Stock Is the Better Buy?
Navitas Semiconductor (NVTS 4.48%) and Poet Technologies (POET 22.36%) are both chasing the AI infrastructure boom, but their stories are very different. One has stronger validation, while the other offers potentially explosive upside if customer adoption accelerates.
Qualcomm, Micron Lead Brutal Chip Selloff -- Nvidia Holds Strong
Qualcomm (QCOM) shares sank 10% on Tuesday, leading a broad pullback in chip stocks after a recent rally. Qualcomm also came under pressure as hotter-than-expec
Why Is Navitas Semiconductor Stock Falling On Tuesday?
NVTS stock is falling on Tuesday. The company announces a $125M share offering with UBS and Craig-Hallum, leading to a more than 13% share dilution.
Why Navitas Semiconductor Rallied Today
Navitas and an Indian chipmaker announced a comprehensive product partnership for the Indian chip market. Navitas is in the middle of a turnaround, so the partnership lent credence to those efforts.
Cyient Semiconductors Launches India's First GaN Power IC Family Leveraging Navitas Technology
Seven new GaN power ICs with 650V rating introduced, targeting emerging applications across Edge AI Computing and E ‑ Mobility HYDERABAD, India, May 11, 2026 /PRNewswire/ -- Cyient Semiconductors Private Limited today announced the launch of seven new gallium nitride (GaN) power devices for the Indian market, developed using Navitas Semiconductor's (Nasdaq: NVTS) industry leading GaN technology. The launch marks Cyient Semiconductors' first commercial GaN product family and a major milestone in advancing India's domestic power semiconductor ecosystem.
The Best Tech Stocks Under $20 to Buy in 2026
There are some excellent tech stocks available for under $20 per share. One of them is the market leader in providing real-time data for sports betting sites.
Navitas Q1 Earnings & Revenues Beat Estimates on High-Power Growth
NVTS beats Q1 loss estimates as high-power markets surge, margins improve and Q2 guidance calls for more sequential revenue growth.
Here's Why Navitas Shares Soared 88% in April
Navitas' shift to AI data center and power end markets could lead to future profitability. The semiconductor sector saw significant gains, driven by AI investment optimism, and a short squeeze on stocks like Navitas.
Navitas Skyrockets 778% in a Year: Is the Stock a Buy Post Q1 Results?
NVTS stock surges on AI power optimism and its shift to high-growth markets, but rich valuation may limit upside after Q1 results.
Navitas to Participate at Upcoming Investor Conferences
TORRANCE, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that Chris Allexandre, CEO, and Tonya Stevens, CFO, will host one-on-one meetings with investors and analysts registered to attend the following investor conferences:
Navitas Semiconductor Corporation (NVTS) Q1 2026 Earnings Call Transcript
Navitas Semiconductor Corporation (NVTS) Q1 2026 Earnings Call Transcript
Price Targets
Navitas Semiconductor price target raised to $21 from $13 at Needham
$21.00
(was $16.25)
Quinn Bolton
·
Needham
Navitas Semiconductor price target raised to $13.70 from $12.50 at Morgan Stanley
$13.70
(was $17.55)
Joseph Moore
·
Morgan Stanley
Navitas Semiconductor price target raised to $20 from $9 at Baird
$20.00
(was $17.45)
Robert W. Baird
Navitas Semiconductor price target lowered to $4.40 from $4.60 at Morgan Stanley
$4.40
(was $6.77)
Morgan Stanley
Craig-Hallum downgrades Navitas Semiconductor to Hold from Buy
$6.00
(was $6.77)
Craig-Hallum
Navitas Semiconductor downgraded to Hold from Buy at Deutsche Bank
$3.50
(was $7.19)
Ross Seymore
·
Deutsche Bank
Navitas Semiconductor price target lowered to $4 from $5 at Baird
$4.00
(was $2.64)
Robert W. Baird
Navitas Semiconductor (NVTS) PT Lowered to $4 at Needham
$4.00
(was $2.36)
Quinn Bolton
·
Needham
Navitas Semiconductor (NVTS) PT Lowered to $5 at Baird
$5.00
(was $2.36)
Tristan Gerra
·
Robert W. Baird
Navitas Semiconductor price target lowered to $6.50 from $7.50 at Craig-Hallum
$6.50
(was $3.17)
Richard Shannon
·
Craig-Hallum
Navitas Semiconductor (NVTS) PT Lowered to $5 at Needham
$5.00
(was $3.11)
Quinn Bolton
·
Needham
Navitas Semiconductor (NVTS) PT Lowered to $10 at Rosenblatt
$10.00
(was $4.12)
Kevin Cassidy
·
Rosenblatt Securities
Navitas Sales Likely To Double In 2023 From Gen-4 GaN Rollouts In Newer And Higher Margin Markets, Analyst Says
$8.00
(was $6.13)
Quinn Bolton
·
Needham
Investors Eyeing Power of Navitas Semiconductor
$15.00
(was $6.96)
Kevin Cassidy
·
Rosenblatt Securities
Deutsche Bank Maintains Buy on Navitas Semiconductor, Lowers Price Target to $13
$13.00
(was $8.02)
Deutsche Bank
Navitas Semiconductor (NVTS) Stock: $16 Price Target From Deutsche Bank
$16.00
(was $9.56)
Ross Seymore
·
Deutsche Bank
Baird Initiates Coverage On Navitas Semiconductor with Outperform Rating, Announces Price Target of $22
$22.00
(was $16.51)
Robert W. Baird