Navitas Semiconductor (NVTS -1.56%) is emerging as a pure‑play powerhouse in gallium nitride chips, powering artificial intelligence (AI) data centers and electric vehicle (EV) systems. With Nvidia (NVDA -0.12%) and Powerchip deals lighting the fuse, could this under‑the‑radar stock skyrocket?
In 2021, a new presidential administration took shape while meme stocks and short squeezes sent markets into a frenzy. In 2025, another new presidential administration is taking shape, while meme stocks and short squeezes again send markets into a frenzy.
NVTS accelerates AI data center power delivery with cutting-edge PSUs, GaN/SiC tech and an NVIDIA-backed 800V HVDC platform.
Short interest is high at 24%, but days to cover is just 1.2, so a major short squeeze is quite unlikely. The main pillar of my bull case is their shift to higher-margin data center power chips, like the 12 kW platform, which could be a fit for Nvidia's Blackwell/Rubin. Higher copper prices due to tariffs could be a tailwind for Navitas, pushing more customers to adopt their power chips.
Navitas' 370% rally and GaN innovations put it ahead of ON Semiconductor in the race for power efficiency dominance.
Navitas Semiconductor (NVTS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
NVTS trims costs, stays debt-free, and eyes GaN and SiC innovation to drive growth and reach EBITDA breakeven by 2026.
After a 246% rally in three months, NVTS is exhibiting strength in GaN and SiC tech but soft revenues and high P/S may stall momentum.
NVTS forges major alliances to drive GaN and SiC adoption across AI, EV charging and clean energy.
NVTS expands its GaN footprint with major mobile, EV and solar wins as 2024 revenues jump over 50% year over year.
Nvidia's high-voltage design disrupts legacy suppliers, elevating previously hidden chipmakers to the forefront of the scalable AI data center ecosystem.