Navitas Semiconductor (NVTS) Is Up 78.1% After Being Named Core Supplier for Nvidia’s AI Factory Power Systems – Has The Bull Case Changed?

• Earlier this week, GigaDevice announced the official launch of a Digital Power Joint Lab with Navitas Semiconductor, unveiling new high-efficiency GaN and SiC power solutions aimed at AI data centers, AI servers, photovoltaic inverters, and electric vehicles, with key advancements such as supporting Nvidia’s 800 VDC AI factory computing architecture.
• This collaboration and Navitas’s recognition as a core supplier to Nvidia mark a meaningful expansion of the company’s influence in next-generation AI infrastructure and underscore the commercial momentum behind its innovative power semiconductor technology.
• We’ll explore how Navitas’s newly publicized supplier role for Nvidia’s AI factory power systems might reshape its investment narrative.

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Navitas Semiconductor Investment Narrative Recap

To believe in Navitas Semiconductor as a shareholder, you need confidence in the company's ability to convert its breakthrough GaN and SiC power technologies into real, large-scale revenue gains, particularly in high-growth markets like AI data centers and EVs. The latest partnership with GigaDevice and supplier role for Nvidia confirm strong commercial traction, providing a significant near-term catalyst. However, ongoing softness in key end-markets like solar and EV, and the need for revenue growth to keep pace with elevated expectations, remain substantial risks.

Among recent announcements, the progress on 800 VDC power devices for Nvidia’s next-gen AI factories stands out. By addressing the demanding efficiency and power density standards for advanced data centers, Navitas positions itself at the heart of an emerging infrastructure shift, supporting key catalysts tied to its design win backlog and expansion in AI-backed sectors.

Yet, against this backdrop of new opportunities, it’s important to consider that, unlike these rapid advances, ongoing softness in solar, EV, and industrial markets could still pose...

Read the full narrative on Navitas Semiconductor (it's free!)

Navitas Semiconductor's narrative projects $129.8 million revenue and $18.3 million earnings by 2028. This requires 23.9% yearly revenue growth and a $142.8 million increase in earnings from -$124.5 million.

Uncover how Navitas Semiconductor's forecasts yield a $6.74 fair value, a 54% downside to its current price.

Exploring Other Perspectives

Thirteen individual valuations from the Simply Wall St Community put fair value for Navitas between US$2.10 and US$38.22 per share. Alongside these broad price targets, uncertainty in core end-markets like solar and EV continues to shape differences in outlooks for future performance.

Explore 13 other fair value estimates on Navitas Semiconductor - why the stock might be worth less than half the current price!

Build Your Own Navitas Semiconductor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Navitas Semiconductor research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.
• Our free Navitas Semiconductor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Navitas Semiconductor's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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