Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?
NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.
NVTS - Navitas Semiconductor Corp
Price:
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--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$18.23
DETAILS
HIGH:
$21.00
LOW:
$13.70
MEDIAN:
$20.00
CONSENSUS:
$18.23
UPSIDE:
36.45%
Stock News
Navitas Semiconductor Responds to Patent Infringement Complaint Filed by Wolfspeed
TORRANCE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today issued the following statement regarding the patent infringement complaint filed by Wolfspeed.
Navitas stock is falling 9% today: what's spooking investors?
Navitas Semiconductor stock (NASDAQ: NVTS) fell sharply in pre-market trading on Wednesday after Wolfspeed accused the company of infringing patents across several core power-chip product lines. The development adds a legal overhang to one of the market's more volatile AI-linked semiconductor trades.
The 800V AI Data Center Shift Could Reprice Navitas Semiconductor (Rating Downgrade)
I rate Navitas Semiconductor a Buy with a $19 price target, implying 31.4% upside from the current level of $14.46. NVTS's new mix can become more valuable if AI data center power, grid and energy infrastructure and industrial electrification scale as expected. In my model, I have estimated these drivers add roughly $0.36 of incremental EPS by 2029, helping NVTS move from a 2026 normalized EPS of ($0.17) to a 2029 EPS of +$0.19.
Navitas Semiconductor to Report Q2 2026 Financial Results on Monday, July 27, 2026
TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.
NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits?
Navitas Semiconductor plunges 41% in a month, as premium valuation, revenue pressure and intense competition weigh on its near-term outlook.
Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026?
Broadcom provides massive scale and profitability through its dominant position in AI networking and enterprise software. Navitas Semiconductor is executing a high-stakes strategic pivot toward advanced power materials for data centers and electric vehicles.
This $17 AI infrastructure stock is beating Nvidia in 2026: should you buy?
Nvidia, AMD, Micron still dominate the AI stock conversation, but one much smaller semiconductor name has quietly stolen the performance spotlight in 2026. Navitas Semiconductor (NASDAQ: NVTS), which trades under the ticker NVTS, recently changed hands near $17 and carried a market value of about $4.3 billion.
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
Nvidia and Broadcom are familiar names for investors seeking AI exposure. In March, a lesser-known company introduced a solution that improves power efficiency in data centers.
Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?
Intel is aggressively pivoting toward a foundry model to manufacture chips for other designers globally. Navitas Semiconductor is specializing in next-generation power materials designed for AI data centers and electric vehicles.
Are Navitas Investors Missing the Grid Behind the AI Hype?
NVTS' AI story may be only half the picture as grid upgrades open a $1-$1.8B SiC opportunity tied to rising data center power demand.
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.
Why Navitas Semiconductor Stock Soared Today
The stock market rose today as investors reacted to hopes for a resolution to the Iran war and SpaceX's IPO. Investors treated SpaceX's successful first day of public trading as a bullish indicator for Navitas and other growth stocks.
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
NVTS rolls out an isolated SiC MOSFET package to run cooler and switch faster in AI data centers and grid systems, aiming to sharpen its SiC edge.
From Crypto to AI: Insiders Are Trading These 3 Stocks
Insiders are making big moves in several key stocks across finance and tech. This includes rare buys at a crypto-linked name that is well-known among retail investors.
Navitas Introduces Isolated Through-Hole Package for SiC MOSFETs, Enabling Direct-Cooled Thermal Management
TORRANCE, Calif., June 08, 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 the launch of its new UHV-TO-247-4-ISO package, setting a new benchmark for high-performance discrete power devices.
Why Navitas Semiconductor Stock Plummeted This Week
Navitas stock surged earlier in the week thanks to news that the company's tech was being showcased by Nvidia. The company's share price plummeted in response to rising fears that the Federal Reserve will raise interest rates this year.
Why Navitas Stock Plummeted Today
Macroeconomic concerns just spurred a massive sell-off for Navitas stock.
Why Navitas Semiconductor Stock Is Falling On Friday
Navitas Semiconductor Corp (NASDAQ: NVTS) stock drops Friday on profit-taking and dilution worries following an SEC Form 8-K filing.
Why Is Navitas Semiconductor (NVTS) Up 84.9% Since Last Earnings Report?
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
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