AI Data Centers And GaN Migration Will Redefine Energy Infrastructure

Published
27 Mar 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$6.74
1.2% undervalued intrinsic discount
08 Aug
US$6.66
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1Y
132.1%
7D
-17.3%

Author's Valuation

US$6.7

1.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 29%

The sharp rise in Navitas Semiconductor’s consensus price target reflects analyst expectations for stronger revenue growth and a higher future P/E, with fair value increasing from $5.22 to $6.74. What's in the News Xiaomi's next-generation 90W GaN charger will feature Navitas' GaNSense Control ICs, offering high-frequency operation, reduced component count, increased efficiency, and robust protection features in a compact form factor.

Shared on29 Jul 25
Fair value Increased 74%

Driven by a marked upward revision in forecast revenue growth (from 19.2% to 26.9% per annum) and an associated increase in expected future earnings multiples, the consensus analyst price target for Navitas Semiconductor has risen significantly from $3.00 to $5.22. What's in the News Navitas stockholders ratified the appointment of KPMG as independent auditor for 2025.

Shared on01 May 25
Fair value Decreased 3.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.84%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.