Navitas 2.0: GaN And SiC Powerhouse Pivoting Into The AI Data Center Boom [Seeking Alpha]
Navitas Semiconductor Corporation (NVTS)
Company Research
Source: Seeking Alpha
NVTS's unique GaN and SiC technology platform positions it as a key enabler for next-gen power architectures, with early adoption in NVIDIA's 800V AI factory ecosystem. The company's robust $150M cash balance and zero debt support aggressive R&D and customer engagement during a deliberate revenue trough and business reset. Despite premium valuation multiples, NVTS's anticipated 50%+ annual growth suggests long-term upside if execution remains strong. Annie Otzen/DigitalVision via Getty Images Investment Thesis Navitas Semiconductor ( NVTS ) is well positioned and right at the center of AI's exploding power needs, especially the global drive for energy efficiency. I am rating the company a Strong Buy. My rating stems This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or sim
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NVTS
News
- 1 Prediction for NVTS in 2026 [Yahoo! Finance]Yahoo! Finance
- "Gallium Nitride Semiconductor Devices Market Soars: Projected to Hit $24.53 Billion by 2030" [Yahoo! Finance]Yahoo! Finance
- Navitas Semiconductor to Report Q4 and Full Year 2025 Financial Results on Tuesday, February 24, 2026GlobeNewswire
- How Low Can Navitas Stock Go? [Forbes]Forbes
- Navitas (NVTS) Loses 9.6% as Tariffs Rattle Global Markets [Yahoo! Finance]Yahoo! Finance
NVTS
Earnings
- 11/3/25 - Beat
NVTS
Sec Filings
- 1/30/26 - Form SCHEDULE
- 12/19/25 - Form EFFECT
- 12/18/25 - Form 424B3
- NVTS's page on the SEC website