Latest news with #Navitas Semiconductor
Yahoo
5 days ago
- Business
- Yahoo
If You'd Invested $10,000 in Navitas Semiconductor Stock 2 Years Ago, Here's How Much You'd Have Today
Key Points Its partnership with Nvidia is proof of the long-term potential for silicon carbide and gallium nitride chips. Investors are looking to 2027 and the launch of new data centers to spur Navitas' growth. 10 stocks we like better than Navitas Semiconductor › If you're wondering how much you'd have if you'd invested $10,000 in Navitas Semiconductor (NASDAQ: NVTS) stock two years ago -- and I'm sure you are since you're reading this -- the answer is about $7,500 as I write this on Aug. 10. While that might surprise investors in Navitas Semiconductor who've only been watching it in 2025, as it's up 85% so far this year, it does highlight some points about investing in growth stocks. Why Navitas Semiconductor's stock has gone up so much in 2025 The simple reason for this year's jump comes down to the mid-May announcement of a partnership with Nvidia to develop data center power architecture for the next generation of data centers, due to launch in 2027. The new more efficient, reliable, and lower-maintenance cost 800 V data centers need silicon carbide (SiC) and gallium nitride (GaN) chips (Navitas' specialty) in the power conversion process in the new data centers. Considerations for growth investors The fact that the stock is down over the last couple of years indicates that patience is key when investing in growth stocks, and it pays to avoid getting caught up in euphoria. For example, in the summer of 2023, Navitas offered 11.5 million shares at a price of $8, which the market eagerly took up. Unfortunately, some of its key end markets, like electric vehicles and consumer electronics (notably mobile phones), slowed markedly, and the stock declined. However, it makes sense to buy into weakness if you have data-backed belief in the long-term growth prospects of a company. This has happened as investors have jumped back into Navitas on the Nvidia news. Do the experts think Navitas Semiconductor is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Navitas Semiconductor make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,060% vs. just 182% for the S&P — that is beating the market by 877.59%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 11, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. If You'd Invested $10,000 in Navitas Semiconductor Stock 2 Years Ago, Here's How Much You'd Have Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
08-08-2025
- Business
- Globe and Mail
Here's Why Navitas Semiconductor Shares Slumped This Week
Key Points The key to the investment case is its exciting partnership with Nvidia to develop the architecture for the next generation of data centers. Navitas investors can start thinking about a big jump in sales in 2027, and possibly profitability thereafter. 10 stocks we like better than Navitas Semiconductor › Shares in Navitas Semiconductor (NASDAQ: NVTS) fell by 14.7% in the week to Friday morning. The move comes in a week when the company released its second-quarter results. What happened to Navitas Semiconductor The earnings were in line with analyst expectations, but the magnitude of the losses may have reminded investors that it will be a while before Navitas turns profitable. In addition, the need to raise capital to support investment resulted in the sale of 20 million shares. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » As such, investors need to get used to the idea that the company will make losses over the next few years, and raising capital via equity sales can dilute existing shareholders' claim on future profits and cash flows. What it means to investors The points above help remind investors that Navitas is a growth stock in its early stages. Still, that's no bad thing. The case for buying the stock is based on its partnership with Nvidia to support the next generation of 800V data centers. The new data centers have a fundamentally different architecture, notably in terms of how power is converted from the grid to the IT rack, and Navitas' silicon carbide (SiC) and gallium nitride (GaN) solutions can play a key role in the power train architecture. CEO Gene Sheridan believes Navitas' technologies "can support a 100x increase in server rack power capacity for AI data centers" -- a significant enhancement and one that will help address the question of power demand to fuel AI data centers. According to the earnings release, "initial customer evaluations are complete with final engineering samples expected in Q4," and management anticipates "final supplier selections and system designs completed in 2026 in advance of volume production in 2027." That's when investors can start to think about profitability for Navitas. Should you invest $1,000 in Navitas Semiconductor right now? Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
Globe and Mail
06-08-2025
- Business
- Globe and Mail
Navitas Semiconductor Focuses on AI and Energy Growth
Navitas Semiconductor Corporation ( (NVTS)) has released its Q2 earnings. Here is a breakdown of the information Navitas Semiconductor Corporation presented to its investors. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Navitas Semiconductor Corporation, a leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, focuses on next-generation power semiconductors for AI data centers and energy infrastructure. The company reported a revenue of $14.5 million for the second quarter of 2025, with a strategic pivot towards AI data centers and energy infrastructure, supported by a $100 million capital raise and a new manufacturing partnership. Key financial highlights include a reduction in GAAP loss from operations to $21.7 million and an increase in cash reserves to $161.2 million. Navitas has partnered with NVIDIA to develop next-generation 800V data centers, leveraging its GaN and SiC technologies across three power conversion stages, with a significant market potential projected by 2030. Looking ahead, Navitas plans to focus on high-end mobile, consumer, and appliance segments while expanding its presence in AI data centers and energy infrastructure, anticipating a challenging but promising growth trajectory.
