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    Is Navitas (NVTS) Quietly Rewiring Its Power Chip Moat With New High-Voltage and GaN Alliances?

    Simply Wall St·12/14/2025 17:24:02
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    • In early December 2025, Navitas Semiconductor expanded its global distribution agreement with Avnet, launched sample availability of new 2,300V and 3,300V ultra-high voltage SiC products with its AEC-Plus reliability benchmark, and entered a long-term GaN partnership with Cyient Semiconductor in India to build a local ecosystem for high-power applications.
    • Together, these moves deepen Navitas’ reach into AI data centers, energy and grid infrastructure, and industrial electrification, while consolidating distribution and localizing GaN supply chains in both mature and emerging power markets.
    • We’ll now assess how this broader Avnet distribution footprint and related initiatives affect Navitas’ existing investment narrative around high-power growth.

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    Navitas Semiconductor Investment Narrative Recap

    To own Navitas today, you have to believe its pivot from weak, low-margin consumer markets to higher-power GaN and SiC in AI data centers and energy infrastructure can offset current losses and revenue declines. The expanded Avnet deal, Cyient partnership, and new ultra-high-voltage SiC samples all line up with that thesis, but they do not change the core near term setup where the key catalyst is execution on data center design wins and the main risk is ongoing revenue softness across EV, solar, and industrial.

    Among the recent announcements, the expanded global distribution agreement with Avnet looks most directly tied to Navitas’ high-power growth story. By consolidating channel partners and giving Avnet responsibility for global technical and commercial support across GaN and SiC, Navitas is trying to make its products easier to adopt for data center, grid, and industrial customers, which sits squarely against the backdrop of weak current revenues but a sizable backlog of future design wins.

    Yet while these moves target long term demand, investors should also be aware that...

    Read the full narrative on Navitas Semiconductor (it's free!)

    Navitas Semiconductor's narrative projects $129.8 million revenue and $18.3 million earnings by 2028. This requires 23.9% yearly revenue growth and a $142.8 million earnings increase from -$124.5 million today.

    Uncover how Navitas Semiconductor's forecasts yield a $8.28 fair value, a 4% downside to its current price.

    Exploring Other Perspectives

    NVTS 1-Year Stock Price Chart
    NVTS 1-Year Stock Price Chart

    Twelve fair value estimates from the Simply Wall St Community span a wide range, from US$2.13 to US$38.22 per share. Given this spread, you may want to weigh those views against the current risk of continued revenue declines in key EV, solar, and industrial markets and what that could mean for Navitas’ path to scale in higher power applications.

    Explore 12 other fair value estimates on Navitas Semiconductor - why the stock might be worth less than half the current price!

    Build Your Own Navitas Semiconductor Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.