ON Semiconductor's rising China and AI demand, paired with lower valuation, gives it an edge over Navitas Semiconductor's high-priced rally.
Ex-bull on Navitas Semiconductor here, with a position dating back to June 4, 2025. I took profits as I believe the risk of downward pressure has increased considerably. I believe dilution risk is high. Q3 guidance implies 214M shares vs. 199M in Q2 (7.5% sequential increase), and a relatively short cash runway makes more equity raises likely. I believe Q3 2025 earnings (Nov 3, after close) could be a profit-taking catalyst: revenue guided at $10M vs $21.7M last year (–54% yoy), gross margin 38.5% vs 40.3% prior.
Navitas Semiconductor (NVTS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Navitas Semiconductor Corp. (NASDAQ: NVTS) has emerged as one of the most significant rebound stories of 2025 in the semiconductor industry. The stock has more than doubled year-to-date, rising from approximately $5 at the beginning of the year to nearly $10 in mid-October.
Navitas Semiconductor (NASDAQ: NVTS) is quickly emerging as a standout AI stock this year.
Navitas Semiconductor skyrockets 90% in three months as it rides the AI data center boom and shifts to cost-efficient 8-inch GaN production.
Navitas Semiconductor Corporation surged +21% on execution updates for the new 800V GaN FETs made for Nvidia's AI data center architecture, driving efficiency and performance gains. The NVTS partnership with Nvidia positions it at the forefront of a major industry shift to high-voltage, efficient AI data centers, reducing copper usage and costs. Despite a 454% run-up and high valuation multiples, I remain optimistic due to Navitas' technological edge and strong free-cash-flow margin.
Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.
In April, Navitas Semiconductor's (NVTS 1.48%) stock sank to an all-time low of $1.52 per share. That marked a 92% drop from its all-time high of $20.16 in November 2021.
Navitas Semiconductor (NVTS 1.48%) has emerged as an innovator on the power side of the chip industry. Its gallium nitride (GaN) and silicon carbide (SiC) chips offer a higher level of efficiency compared to traditional silicon semiconductors, while using less energy and occupying less space.
Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.
Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.