Update shared on06 Aug 2025
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.
- Navitas stockholders ratified KPMG LLP as independent auditor for 2025.
- Navitas partnered with BrightLoop for hydrogen fuel-cell chargers using automotive-qualified Gen 3 'Fast' SiC MOSFETs, delivering market-leading power conversion efficiency, high power density, and extended operational life for heavy-duty transportation.
- Navitas completed a $50 million at-the-market Class A common stock equity offering.
- Navitas announced a collaboration with NVIDIA on next-generation 800V HVDC data center architecture, leveraging GaNFast and GeneSiC power technologies to enable higher efficiency, scalability, and reduced copper usage for AI workloads; also released a high-efficiency 12 kW PSU reference design for hyperscale AI data centers.
Valuation Changes
Summary of Valuation Changes for Navitas Semiconductor
- The Consensus Analyst Price Target has significantly risen from $5.22 to $6.74.
- The Future P/E for Navitas Semiconductor has significantly risen from 72.45x to 110.53x.
- The Consensus Revenue Growth forecasts for Navitas Semiconductor has significantly risen from 26.9% per annum to 31.1% per annum.
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