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    How Investors Are Reacting To Navitas Semiconductor (NVTS) U.S. Chip Shipments

    Simply Wall St·09/09/2026 10:20:49
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    • Navitas Semiconductor announced that first shipments of its U.S.-manufactured 5th Generation GaNFast power devices with GlobalFoundries began in September, using the Burlington, Vermont 200 mm GaN-on-silicon line to serve AI infrastructure, performance computing, industrial electrification, and national security uses.
    • This move brings Navitas Semiconductor’s next-generation GaNFast production onshore, which can matter for customers that care about supply chain security, domestic sourcing, and tighter alignment between chip design and U.S.-based high volume manufacturing.
    • The focus now turns to how U.S. Gen 5 GaNFast production with GlobalFoundries could influence Navitas Semiconductor’s longer-term investment narrative.

    Scan beyond Navitas Semiconductor and line up other chip makers exposed to the same AI buildout by reviewing our curated list of 55 AI infrastructure stocks.

    Navitas Semiconductor Investment Narrative Recap

    To own Navitas Semiconductor you need to believe GaN and SiC power chips can convert that $450m design win backlog and data center and EV pipelines into sustained revenue growth while the firm is still loss making. The short term swing factor is whether demand in AI infrastructure and data centers offsets ongoing softness in solar, EV, industrial, and consumer end markets. The fresh U.S. Gen 5 GaNFast production milestone supports that demand story but does not remove margin pressure from less favorable mix, cost cutting, and the impact of prior one off charges.

    The recent GlobalFoundries partnership milestone matters most right now. First U.S. Gen 5 GaNFast shipments from Burlington give Navitas Semiconductor a domestic production route for AI and high performance computing projects that were previously attached to its data center catalyst. That concrete manufacturing path can help the firm back up claims around its 40 data center project wins and broader pipeline. Execution risk remains. Management still needs to prove it can translate those programs into healthier gross margins and a path toward the EBITDA targets tied to its cost reduction plans.

    Yet the picture becomes much less straightforward once you consider...

    Read the full Navitas Semiconductor narrative to see the case behind these numbers.

    Navitas Semiconductor's current narrative is built around analyst expectations that revenue grows at 52.3% a year and that earnings move from a loss of US$133.9 million today to a profit of US$24.0 million by 2029, a swing of about US$158 million, supported by an implied 2029 revenue figure of US$143.2 million.

    Navitas Semiconductor's forecasts anchor fair value at $14.46 versus a $12.00 share price, a 21% upside to its current price that could narrow quickly.

    NasdaqGM:NVTS 1-Year Stock Price Chart
    NasdaqGM:NVTS 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view around Navitas Semiconductor leans hard into the upside from U.S. manufacturing. Bullish analysts were already modeling revenue growth of 68% a year and potential 2029 earnings of US$32.4 million before this GlobalFoundries news. That is far more optimistic than consensus. You can expect those projections to be revisited once conference commentary lands.

    If you want to sanity check the market view on Navitas Semiconductor, you can compare these forecasts with 2 other fair value estimates for Navitas Semiconductor.

    Reach Your Own Conclusion

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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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.