Navitas Semiconductor Corporation (NVTS)
Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?
Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.
Navitas Semiconductor seen benefiting from 800V AI data center power redesign
Baird has reiterated its 'outperform' rating on Navitas Semiconductor (NASDAQ:NVTS), the power chipmaker, arguing that its latest Nvidia collaboration positions it to benefit from a redesign of power systems in artificial intelligence data centres. Navitas announced a 24-kilowatt power delivery board that converts 800 volts of direct current into 12 volts, targeting 97% efficiency at full load.
Can NVTS' Alliance With Microchip Accelerate Its AI Power Growth?
Navitas Semiconductor teams up with Microchip to develop an 800V-to-6V power design delivering up to 96% efficiency, targeting next-generation AI data centers.
Should Investors Buy Navitas Semiconductor Stock on the Dip?
The semiconductor stock has been volatile in 2026.
Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?
Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.
NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?
Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.
Navitas Semiconductor lands US Army award for high-voltage silicon carbide chips
Navitas Semiconductor Corp (Nasdaq:NVTS) won a US Army award to develop 10 kV silicon carbide power chips for military systems. The award covers the ALATTIS prototype project, which targets a domestic manufacturing process for silicon carbide insulated-gate bipolar transistors and associated PiN diodes.
Semiconductor Stock Pops on U.S. Army Contract
Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army's ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.
Navitas Semiconductor (NVTS) Up 24.3% Since Last Earnings Report: Can It Continue?
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base
Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage and high-frequency power conversion as AI data center demand accelerates. Recent revenue growth and a pivot toward high-power AI infrastructure signal early traction, but durable, scaled revenues and margin expansion remain unproven.
Navitas Semiconductor: Q2 2026 Moved The 800V Story Closer To Revenue
I'm reiterating Navitas Semiconductor as a buy with a revised $22 price target. Q2 2026 results showed 22% sequential revenue growth and over 50% y/y high-power revenue growth, with Q3 guidance 17% above prior estimates. AI infrastructure is set to exceed one-third of Q4 2026 revenue, with an expanding backlog and 800V AI data center ramping expected from 2027.
Is It Too Late to Buy Navitas Semiconductor (NVTS) After a 6% Single-Day Pop?
Navitas Semiconductor (NASDAQ:NVTS) gained more than 6% on Monday, Aug.
