Navitas Semiconductor Croissance future
Future contrôle des critères 2/6
Navitas Semiconductor devrait augmenter ses bénéfices et son chiffre d'affaires de 7.3% et de 33.6% par an respectivement. Le BPA devrait croître de de 23.9% par an. Le rendement des capitaux propres devrait être -21.3% dans 3 ans.
Informations clés
7.3%
Taux de croissance des bénéfices
23.87%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 25.7% |
| Taux de croissance des recettes | 33.6% |
| Rendement futur des capitaux propres | -21.33% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 08 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 19
Navitas: Positives And Negatives Offset Each Other
Summary 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. I rate NVTS 'Hold' due to high forward P/E, uncertain market share gains, and execution risk already priced in. Read the full article on Seeking Alpha
Mise à jour du récit • May 14
NVTS: 800V Allocations And AI Power Platforms Will Shape Balanced Outlook
Analysts have lifted their price target framework for Navitas Semiconductor from $13.00 to $21.00, reflecting updated expectations around revenue growth, profit margins, and future P/E multiples, supported by recent target increases from several firms. Analyst Commentary Bullish analysts have recently raised their price targets on Navitas Semiconductor by US$6 to US$11, signaling increased confidence in the stock's potential relative to prior expectations.
Mise à jour du récit • Apr 27
NVTS: Limited 800V Socket Clarity Will Keep Shares Range Bound
Analysts have trimmed their average price target on Navitas Semiconductor to $9 from $10, reflecting expectations for a more range-bound share performance while the market waits for greater clarity on 800V socket allocations, despite recent revenue strength. Analyst Commentary Recent research points to a mixed setup for Navitas Semiconductor, with revenue trends providing some support while questions around future 800V socket allocations keep expectations in check.
Nouveau récit • Apr 24
Navitas Semiconductor (NVTS): Speculative AI Premium and Dilution Risks Suggest an Overvalued Momentum Play
Navitas Semiconductor (NVTS) , a specialized leader in gallium nitride (GaN) and silicon carbide (SiC) power electronics, enters the final trading hours of Friday, April 24, 2026 , amidst a frenetic and highly speculative rally. The company is operating in a high-tension environment ahead of its Q1 2026 earnings release estimated for Tuesday, May 5, 2026.Mise à jour du récit • Apr 13
NVTS: Limited 800V Socket Visibility Will Keep Shares Range Bound
Analysts have trimmed their price target on Navitas Semiconductor by $1 to $9, pointing to early signs of a turn after a revenue beat and raise, but expecting the shares to trade in a range until 800V socket allocations are more fully dispersed. Analyst Commentary Recent commentary around Navitas Semiconductor centers on the tension between early signs of a business turn and lingering uncertainty around key growth drivers like 800V socket allocations.Mise à jour du récit • Mar 30
NVTS: 800V Socket Visibility Will Keep Shares Range Bound Despite Execution Turn
Analysts have lowered their price target on Navitas Semiconductor to $9 from $10, citing expectations that the shares could trade in a range until there is clearer visibility on 800V socket allocation across customers. Analyst Commentary Recent research points to a mixed setup for Navitas Semiconductor, with some encouraging signs on execution alongside clear reservations about near term share performance.Mise à jour du récit • Mar 16
NVTS: Uncertain 800V Socket Timing Will Pressure Rich Data Center Expectations
Analysts have trimmed their price target on Navitas Semiconductor by $0.85 to $9.00. This reflects expectations that the shares may trade in a range while investors wait for clearer visibility on 800V socket allocations, despite recent revenue outperformance.Mise à jour du récit • Mar 02
NVTS: 800V Socket Allocations And AI Power Platforms Will Drive Upside
Analysts have trimmed their price target on Navitas Semiconductor to $9 from $10, pointing to the early phase of a business turn after a revenue beat and guidance raise, while expecting the shares to trade in a range until 800V socket allocations are more fully distributed. Analyst Commentary Bullish analysts see the latest results as an early sign that Navitas is starting to turn a corner, even as they temper their formal price targets.Mise à jour du récit • Feb 16
NVTS: Data Center Power Platforms Will Test Fairly Priced High Multiples
Analysts have adjusted their $ price target for Navitas Semiconductor slightly. This reflects updated assumptions around the discount rate, long-term profit margin, and future P/E expectations.Mise à jour du récit • Feb 02
NVTS: Data Center Potential Will Rely On Gallium Relief And High Multiples
Analysts have slightly adjusted their price target framework for Navitas Semiconductor, holding fair value steady at $8.28 while fine tuning assumptions around the discount rate, long term revenue growth, profit margins, and future P/E. These changes reflect updated views on the company’s risk profile and earnings potential.Mise à jour du récit • Jan 19
NVTS: Expanded Power Partnerships And 800VDC Data Centers Will Drive Upside
Analysts kept their fair value estimate for Navitas Semiconductor steady at $13.00, making only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that together guide this unchanged price target. What's in the News China is suspending export restrictions for a year on five critical minerals, including gallium and germanium used in certain semiconductors, which directly affects suppliers such as Navitas that are involved in raw gallium production (New York Times report).Article d’analyse • Jan 15
There's Reason For Concern Over Navitas Semiconductor Corporation's (NASDAQ:NVTS) Massive 26% Price Jump
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders are no doubt pleased to see that the share price has...Mise à jour du récit • Jan 05
NVTS: Long Term 800VDC Data Center Adoption Will Drive Upside
Narrative Update Analysts recently lifted their price target on Navitas Semiconductor to US$12 from US$8, while becoming more cautious on the stock. They see expectations around 800VDC data center adoption and a very high future P/E of about 241x consensus FY26 revenue as potentially ahead of what many investors are prepared to wait for.Mise à jour du récit • Dec 17
NVTS: 800VDC Data Center Promise Will Face Elevated Multiples And Easing Gallium Risks
Analysts have raised their price target on Navitas Semiconductor from $8 to $12 per share, reflecting increased conviction in the long term potential of 800VDC data center architectures, even as they caution that current valuations may overestimate how quickly this market will inflect. Analyst Commentary Bullish Takeaways Bullish analysts highlight that raising the price target to $12 signals increased confidence in Navitas capturing a meaningful share of emerging 800VDC data center demand.Mise à jour du récit • Dec 03
NVTS: Data Center Ambitions Will Meet High Multiples And Easing Gallium Pressures
Analysts have modestly raised their price target on Navitas Semiconductor to $12 from $8, citing optimism around the long term opportunity in 800VDC data center architectures. At the same time, they caution that current valuations already embed high expectations and that investors may lack patience for a roughly two year inflection timeline.Mise à jour du récit • Nov 19
NVTS: Near-Term Data Center Hopes Will Face Market Readiness And Supply Changes
Analysts have raised their price target for Navitas Semiconductor from $8.05 to $8.28. They cite improved projections for revenue growth and profit margins, although long-term enthusiasm for near-term market adoption remains tempered.Mise à jour du récit • Nov 04
NVTS: Market Adoption Risks Will Likely Delay Upside Amid High Expectations
Narrative Update on Navitas Semiconductor Navitas Semiconductor's analyst price target has increased from $7.24 to $8.05, as analysts cite improved growth expectations and stronger profit margins. Some concerns remain about near-term market adoption and valuation.Mise à jour du récit • Oct 21
Analysts Cite Mixed Sentiment as Navitas Semiconductor Price Target Rises on Growth Prospects
Analysts have raised their price target for Navitas Semiconductor to $7.24 from $6.74, citing continued optimism about revenue growth and the company's strategic shift toward higher power applications. This adjustment comes despite some ongoing uncertainty in the market.Article d’analyse • Oct 14
Navitas Semiconductor Corporation's (NASDAQ:NVTS) Shares Climb 62% But Its Business Is Yet to Catch Up
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders have had their patience rewarded with a 62% share price...Article d’analyse • Aug 26
Some Navitas Semiconductor Corporation (NASDAQ:NVTS) Shareholders Look For Exit As Shares Take 29% Pounding
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders won't be pleased to see that the share price has had a...Article d’analyse • Aug 07
News Flash: 8 Analysts Think Navitas Semiconductor Corporation (NASDAQ:NVTS) Earnings Are Under Threat
One thing we could say about the analysts on Navitas Semiconductor Corporation ( NASDAQ:NVTS ) - they aren't...Mise à jour du récit • Aug 06
GaN EV And Data Center Wins Will Unlock New Opportunities
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.Article d’analyse • Jul 12
With A 27% Price Drop For Navitas Semiconductor Corporation (NASDAQ:NVTS) You'll Still Get What You Pay For
The Navitas Semiconductor Corporation ( NASDAQ:NVTS ) share price has softened a substantial 27% over the previous 30...Article d’analyse • Jun 29
We're Not Very Worried About Navitas Semiconductor's (NASDAQ:NVTS) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Article d’analyse • May 23
Optimistic Investors Push Navitas Semiconductor Corporation (NASDAQ:NVTS) Shares Up 181% But Growth Is Lacking
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shares have had a really impressive month, gaining 181% after a shaky...Seeking Alpha • Mar 31
Navitas Semiconductor: Growth Should Recover In 2025
Summary Navitas Semiconductor had record revenue in 2024, up 5% year over year. NVTS stock price near record low on slower growth than in 2023. 430+ design wins in 2024, with $450 million associated revenue. Revenue growth should pick up significantly in H2 2025. We have a $13 share price target for 2030. Read the full article on Seeking Alpha
Nouveau récit • Mar 27
GaN EV And Data Center Wins Will Unlock New Opportunities
Projected growth in data centers and automotive sectors, supported by strategic partnerships and a robust backlog of design wins, boosts future revenue outlook.Seeking Alpha • Feb 21
Navitas Semiconductor Q4 Earnings Preview: Powers Up For A Pivotal Quarter
Summary Navitas Semiconductor's GaNFast and GeneSiC chips enhance device efficiency and longevity, positioning the company as a key player in fast charging and energy-efficient tech. Recent stock momentum and upcoming Q4 earnings report could signal a turnaround; key investor events may influence market perception. Strategic moves in AI data centers and EV sectors, including partnerships with Delta and LiteON, highlight Navitas' growth potential in energy efficiency. Infineon's backing and dual sourcing strategy could standardize GaN technology, potentially revolutionizing high-power applications and driving significant industry shifts. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Navitas Semiconductor: The Secret Ingredient To AI's Next Leap
Summary Despite weak Q3 earnings and Q4 guidance, Navitas won 72 designs in Q3, with revenue recovery expected in the second half of 2025. Navitas announced a new 48-volt GaN platform targeting AI data centers which could be highly demanded due to hyperscalers moving to 48-volt power units. Navitas’ partnership with Infineon could help increase GaN adoption and potentially pave the way for a future takeover. I’m reiterating my buy rating for Navitas and maintaining my price target of $70.43 by 2032. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
The Bottom Fishing Club - Navitas: Deep Value Leverage On AI/EV/Solar Growth
Summary Navitas is down -74% from its IPO price in late 2021, despite GaN chip technology that is gaining traction in a variety of digital-to-power applications. Smart phone, AI datacenter, EV auto, and solar power technologies do perform better with Navitas semiconductors inside. Trading at low price to sales and book value ratios, the stock is now quite undervalued if rapid growth returns in 2025. Read the full article on Seeking AlphaSeeking Alpha • Aug 25
Navitas Semiconductor: A Hidden Gem In The Semiconductor Space
Summary With its stock down 61% YTD, I believe Navitas is a bargain in light of its rich customer pipeline which it will start tapping into next year. Navitas’ revenues appear to have bottomed out considering the seasonality of its business and design wins. Navitas’ advanced technology, especially its data center offering, could help it return to its meteoric growth in the coming years. My price target for Navitas is $70.43 by 2032, representing 2179% upside from its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Jul 15
Navitas Semiconductor: Setting Up For 2025
Summary The management's comments about an expectation for moderation in growth for the second half of 2024 resulted in growing uncertainties about the recovery for the company. Likewise, guidance for 2Q24 points to softness in revenue due to lower demand in EV, solar, and industrial markets. Navitas Semiconductor's customer pipeline continues to grow across segments, growing 28% from just the December 2023 investor day. In the data center segment, AI is resulting in a growing need for its products, while the EV pipeline increased by more than 50%. Management remains focused on profitability, with the key $50 million quarterly revenue mark needed to reach operating profit breakeven. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Navitas: High Potential For AI Data Centers But Big China Exposure
Summary Navitas Semiconductor's share price has been declining despite increasing revenues, and the suitability of its power chips for AI data centers. The company specializes in GaN technology for power devices used in data centers, smartphones, and more, with potential for growth in high-demand markets. Near-term weakness in EV and solar markets, could impact Navitas' revenue growth and stock performance. The most important risk appears to be connected to the revenue exposure to China in case trade tensions with the U.S. escalate after November's elections. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 125 | -109 | -22 | -16 | 7 |
| 12/31/2027 | 73 | -107 | -41 | -38 | 8 |
| 12/31/2026 | 42 | -111 | -61 | -58 | 8 |
| 3/31/2026 | 40 | -134 | -48 | -46 | N/A |
| 12/31/2025 | 46 | -117 | -44 | -43 | N/A |
| 9/30/2025 | 57 | -125 | -47 | -45 | N/A |
| 6/30/2025 | 68 | -124 | -51 | -49 | N/A |
| 3/31/2025 | 74 | -98 | -56 | -53 | N/A |
| 12/31/2024 | 83 | -85 | -66 | -59 | N/A |
| 9/30/2024 | 91 | -77 | -80 | -73 | N/A |
| 6/30/2024 | 92 | -51 | -68 | -59 | N/A |
| 3/31/2024 | 89 | -87 | -60 | -53 | N/A |
| 12/31/2023 | 79 | -145 | -46 | -41 | N/A |
| 9/30/2023 | 66 | -120 | -31 | -26 | N/A |
| 6/30/2023 | 54 | -160 | -47 | -43 | N/A |
| 3/31/2023 | 45 | -68 | -47 | -42 | N/A |
| 12/31/2022 | 38 | 74 | -49 | -44 | N/A |
| 9/30/2022 | 33 | -39 | -57 | -52 | N/A |
| 6/30/2022 | 28 | -13 | -50 | -46 | N/A |
| 3/31/2022 | 25 | -66 | -49 | -46 | N/A |
| 12/31/2021 | 24 | -153 | -44 | -42 | N/A |
| 9/30/2021 | 21 | -40 | -35 | -33 | N/A |
| 6/30/2021 | 19 | -37 | -27 | -25 | N/A |
| 3/31/2021 | 16 | -23 | -22 | -21 | N/A |
| 12/31/2020 | 12 | -19 | -21 | -21 | N/A |
| 12/31/2019 | 2 | -17 | N/A | -18 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: NVTS devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: NVTS devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: NVTS devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NVTS ( 33.6% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NVTS ( 33.6% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: NVTS devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 09:36 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Navitas Semiconductor Corporation est couverte par 9 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tristan Gerra | Baird |
| Blake Friedman | BofA Global Research |
| Jonathan Tanwanteng | CJS Securities, Inc. |