How Navitas Semiconductor's GaN and SiC Power AI Grid Buildout

NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.

Zacks Investment Research • 20 hours ago

AI Power Boards and SiC Grid to Aid Navitas Semiconductor's Prospects

NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.

Zacks Investment Research • 20 hours ago

NVTS Stock: What the Neutral Stance Means at Today's Valuation

Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.

Zacks Investment Research • 20 hours ago

Navitas Trades at a Huge Premium: Buy, Hold or Sell the Stock?

Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.

Zacks Investment Research • 20 hours ago

Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks

NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.

Zacks Investment Research • May 26, 2026

Here's Why Navitas Shares Powered Higher Today (Hint: Another Bullish Data Point for AI Infrastructure Spending)

Vicor's raised guidance boosted AI infrastructure stocks, including Navitas. Navitas is pivoting toward high-power AI data center applications.

The Motley Fool • May 26, 2026

Can the Market's Hottest AI Power Stock Still Make You a Millionaire?

Navitas Semiconductor (NVTS +20.06%) is attracting intense investor attention as its "Navitas 2.0" strategy pushes the company toward AI data centers, industrial power, EVs, and energy storage. The upside story is compelling, but after a massive rally, the stock now needs consistent execution to prove the transition is real.

The Motley Fool • May 24, 2026

Navitas to Participate at Upcoming Investor Conferences

TORRANCE, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that Chris Allexandre, CEO, and Tonya Stevens, CFO, will participate and host one-on-one meetings with investors and analysts registered to attend the following upcoming investor conferences:

GlobeNewsWire • May 21, 2026

Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?

onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.

Zacks Investment Research • May 21, 2026

Is Navitas Finally Building a Path Toward Operating Breakeven?

Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.

Zacks Investment Research • May 20, 2026