Navitas: Nvidia's Power Problem Is Their Revenue Stream [Seeking Alpha]
Navitas Semiconductor Corporation (NVTS)
Company Research
Source: Seeking Alpha
NVTS's silicon carbide and GaN solutions enable higher efficiency and power density, validated by Nvidia's adoption in next-gen 800V AI factory architectures. Despite a post-news pullback, I'm maintaining NVTS stock with a Buy, mainly backed by a deepening Nvidia partnership, expanding product pipeline, and strong technical support levels. With forward EV/Sales at 60x, NVTS must execute flawlessly; investors should monitor support at $10.8 and the path to 2027 revenue inflection. MinoruM/DigitalVision via Getty Images Investment thesis: AI data centers are getting so dense and so hot that the old ways of cooling chips aren't working anymore. Navitas Semiconductor Corporation ( NVTS ) released two new packaging solutions on Wednesday This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself,
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News
- Here's Why This Executive Sold 98K Shares of Navitas Stock [Yahoo! Finance]Yahoo! Finance
- How The Navitas Semiconductor (NVTS) Story Is Shifting As Growth Signals And Valuation Reset Align [Yahoo! Finance]Yahoo! Finance
- Stock Market Today, March 16: Navitas Rises After Launching New SiC Power Chips for AI Data Centers [Yahoo! Finance]Yahoo! Finance
- Navitas Debuts Revolutionary 800 V–6 V Power Delivery Board at NVIDIA GTC 2026 [Yahoo! Finance]Yahoo! Finance
- Navitas Debuts Revolutionary 800 V–6 V Power Delivery Board at NVIDIA GTC 2026GlobeNewswire
NVTS
Earnings
- 2/24/26 - In-Line
NVTS
Sec Filings
- 3/17/26 - Form 4
- 3/17/26 - Form 144
- 3/17/26 - Form 8-K
- NVTS's page on the SEC website