Latest news with #NavitasSemiconductor
Time of India
2 days ago
- Automotive
- Time of India
Navitas stock soars 33% to 52-week high — what's driving the surge in this semiconductor star?
Navitas Semiconductor's stock soared, reaching a 52-week high of $9.18 with a market cap of $1.75 billion, fueled by a partnership with NVIDIA and anticipation for upcoming earnings. Despite a Deutsche Bank downgrade, the stock price target increased, and a new board member was added. The stock jumped 28.5% simply by announcing the earnings date, hinting at positive expectations. Tired of too many ads? Remove Ads Recent business news that boosted confidence Tired of too many ads? Remove Ads The real trigger behind today's stock jump What analysts and experts are saying Upcoming earnings call info About Navitas FAQs Navitas Semiconductor's stock price hit $9.18, the highest in 52 weeks — a big milestone for the company. The company now has a market cap of $1.75 billion. Just last week, the stock rose 15.67% and has jumped 90.73% in 6 the last one year, Navitas stock has gone up by 68.49%, showing strong investor interest. Liquidity is strong with a current ratio of 5.61, meaning the company can easily pay short-term bills. However, experts warn that the stock may be overvalued at its current price. The beta is 3.01, meaning the stock is very volatile compared to the overall market, as per the Investing approved all proposals at Navitas' 2025 annual meeting. Three directors were re-elected: Gene Sheridan, Ranbir Singh, and Cristiano Amoruso. KPMG LLP was approved again as the company's auditor for 2025, as per the partnered with Powerchip Semiconductor to make 200mm GaN on silicon chips — this should boost performance in many tech products. It is also working with NVIDIA on 800V high-voltage direct current tech for AI data centers — a very big though Deutsche Bank downgraded Navitas from Buy to Hold, it still raised the stock's price target because of the NVIDIA added Cristiano Amoruso to the board, who brings helpful experience as the company moves into AI, data centers, and EVs, as per the report by Navitas stock jumped 28.5% in early morning trading just because it announced the date of its next earnings report — August 4th. No earnings results were shared yet — just the date — but the stock still exploded, as per The Motley Fool might be rumors on Wall Street that the earnings will be better than expected. Most analysts expect a $0.05 per-share loss, but maybe some believe it'll beat that, as per the Global upgraded Texas Instruments, a bigger rival in power chips, saying the inventory cycle is improving — this could be good news for Navitas too. Still, Navitas has lost money 4 of the past 5 years, and is expected to lose money for 4 more years. The Motley Fool's Stock Advisor says Navitas didn't make it into their top 10 stock picks right will report Q2 results on Aug 4, 2025, after markets close. The earnings call will be at 2:00 PM Pacific / 5:00 PM Eastern, and investors can listen live online. A replay will be posted on the company's Investor Relations site, as per the is a power semiconductor company started in 2014, focused on GaNFast™ and GeneSiC™ tech for faster charging and energy savings. It works in key areas like AI data centers, electric vehicles, and mobile devices, as per the company has over 300 patents and is the first to offer a 20-year GaNFast warranty. Navitas is also the first semiconductor firm to be CarbonNeutral® certified, as stated by stock jumped 33% due to strong investor excitement over its NVIDIA partnership, new tech developments, and upcoming has high growth potential but is still losing money, so experts are divided on whether it's a good buy.
Yahoo
7 days ago
- Automotive
- Yahoo
Why Navitas Semiconductor Stock Surged Today
Key Points Navitas Semiconductor stock jumped thanks to bullish news for Nvidia today. Nvidia announced that it would receive approval to sell its H20 processors in China, and the news helped power valuation gains in the semiconductor industry. Navitas is still a relatively small partner for Nvidia, and its performance outlook is highly speculative. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock posted a day of big gains in Tuesday's trading. The company's share price climbed 6.1% in the daily session amid the backdrop of a 0.4% decline for the S&P 500 and a 0.1% gain for the Nasdaq Composite. The stock had been up as much as 10.7% in the session before ceding some ground. News that Nvidia will receive licensing approval to sell its H20 artificial intelligence (AI) processor in China helped spur bullish momentum for Navitas and other chip stocks today. Navitas stock is up roughly 259% over the last three months, with most of the stock's gains stemming from an announcement that the company had partnered with Nvidia. Navitas surges as Nvidia gets good news Nvidia said today that it had received confirmation from the Trump administration that licensing approval would be granted for the company to sell its H20 processor in China. The news helped push the AI hardware leader's valuation to a new record high, and the gains extended to other players in the semiconductor space. As a partner of Nvidia, Navitas saw a significant valuation jump from from the news. What's next for Navitas Semiconductor? With its last quarterly report, Navitas guided for sales to be between $14 million and $15 million in its June-ended quarter. Meanwhile, the company's midpoint guidance calls for a non-GAAP adjusted gross margin of roughly 38.5% in the period. The company will likely publish its results for the period next month. Navitas now has a market capitalization of roughly $1.2 billion and is valued at approximately 19 times this year's expected sales. Navitas is currently getting a large valuation premium thanks to its association with Nvidia. While Navitas stock looks risky, it's possible that the partnership with Nvidia will open big doors for its gallium nitride (GaN) and silicon carbide (SiC) power semiconductors in the data center market. 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 1,053% vs. just 180% for the S&P — that is beating the market by 873.17%!* 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 $680,559!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,005,670!* 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 July 15, 2025 Keith Noonan 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. Why Navitas Semiconductor Stock Surged 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
Yahoo
16-07-2025
- Automotive
- Yahoo
Prediction: 2 Stocks That'll Be Worth More Than Navitas Semiconductor 2 Years From Now
Navitas' valuations were inflated by its recent AI data center deal with Nvidia. ChargePoint should command a higher valuation as the EV market heats up again. Luminar could impress the bulls as its lidars gain acceptance among major automakers. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, saw its stock surge to a 52-week high of $9.17 on June 11. That marked a whopping 323% gain over its previous month. That rally was driven by Nvidia's decision to use Navitas' GaN and SiC chips -- which resist higher voltages, operate at higher temperatures, and switch at higher speeds than traditional silicon chips -- to process its AI workloads at its next-gen data centers. But as that initial euphoria faded, Navitas' stock retreated about 35% to around $6. Navitas is still a promising growth stock. From 2024 to 2027, analysts expect its revenue to increase at a compound annual growth rate (CAGR) of 17% as its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turns positive by the final year. That expansion should be fueled by milder headwinds for its core EV, industrial, and solar markets; the growing usage of fast chargers (which use GaN and SiC) chips; and its closely watched deal with Nvidia. But with a market cap of $1.2 billion, Navitas looks pricey at 19 times this year's sales. If it matches analysts' revenue forecasts through 2027, grows another 17% in 2028, and still trades at the same forward price-to-sales ratio, its market cap could rise 150% to $3 billion over the next two years. But if it's valued at a more reasonable 7 times sales, its market cap would drop to $1.1 billion. So Navitas' high valuation could limit its upside potential for the foreseeable future. Meanwhile, two less valuable tech stocks -- ChargePoint (NYSE: CHPT) and Luminar (NASDAQ: LAZR) -- might grow faster and eclipse Navitas' market cap over the next two years. ChargePoint manages more than 352,000 EV charging ports (over 35,000 of which are DC fast chargers) across the U.S. and Europe. It also provides its customers with access to more than 1.25 million charging ports across the world through its roaming partnerships. ChargePoint mainly helps businesses set up their own charging stations and set their own rates. Those systems are tethered to its network access, billing, and customer support services. It also provides residential charging systems for homes and apartment complexes. ChargePoint grew rapidly for years before its revenue abruptly declined 18% in fiscal 2025 (which ended this January). That slowdown was caused by rising interest rates, a chilly EV market, and tougher macro headwinds, which drove many businesses to postpone their installations of new EV charging ports. But as ChargePoint's growth stalled, it cut costs, pruned its workforce, and rolled out new dynamic pricing plans to boost its gross and operating margins. From fiscal 2025 to fiscal 2028, analysts expect ChargePoint's revenue to grow at a CAGR of 19% as its adjusted EBITDA turns positive by the final year. That growth should be driven by the EV market's recovery, declining interest rates, and other macro tailwinds. With a market cap of $318 million, ChargePoint's stock looks like a screaming bargain at 0.8 times this year's sales. If it matches analysts' estimates and trades at a more generous 5 times its forward sales by the beginning of fiscal 2028 (which begins in January 2027), its market cap could rise 11-fold to $3.5 billion. Luminar produces lidar (light detection and ranging) systems, which use lasers to detect the distance of surrounding objects and create detailed digital maps. They're often used in driverless vehicles to detect other cars, pedestrians, and road hazards. The company differentiates itself from its competitors by using an infrared light at the 1,550 nm wavelength, which is higher than the wavelengths used in other lidar systems. Luminar claims that advantage helps its lidars "see" more objects at longer ranges and higher resolutions. It also manufactures most of its own components instead of using off-the-shelf parts. A growing list of major automakers -- including Volvo and Volkswagen's Audi -- are using Luminar's lidars. But in 2024, Luminar's revenue only rose 8% as the EV and autonomous vehicle markets cooled and it struggled with Volvo's delayed launch of its EX90 SUV. That slowdown, along with persistent losses, sank Luminar's stock. From 2024 to 2027, analysts expect Luminar's revenue to grow at a CAGR of 45% as the market warms up again. It's still a highly speculative play, but the math suggests it could be a potential multibagger. With a market cap of $143 million, Luminar trades at just 1.7 times this year's sales. Assuming it matches analysts' expectations, grows its revenue by another 20% in 2028, and trades at a more generous 10 times its forward sales by the beginning of the final year, its market cap could grow more than 19 times to around $2.7 billion over the next two years. If you're looking for a high-risk, high-reward play, Luminar might check all the right boxes. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 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 $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 14, 2025 Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Volkswagen Ag. The Motley Fool has a disclosure policy. Prediction: 2 Stocks That'll Be Worth More Than Navitas Semiconductor 2 Years From Now 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
15-07-2025
- Automotive
- Globe and Mail
Prediction: 2 Stocks That'll Be Worth More Than Navitas Semiconductor 2 Years From Now
Key Points Navitas' valuations were inflated by its recent AI data center deal with Nvidia. ChargePoint should command a higher valuation as the EV market heats up again. Luminar could impress the bulls as its lidars gain acceptance among major automakers. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, saw its stock surge to a 52-week high of $9.17 on June 11. That marked a whopping 323% gain over its previous month. That rally was driven by Nvidia 's decision to use Navitas' GaN and SiC chips -- which resist higher voltages, operate at higher temperatures, and switch at higher speeds than traditional silicon chips -- to process its AI workloads at its next-gen data centers. But as that initial euphoria faded, Navitas' stock retreated about 35% to around $6. Navitas is still a promising growth stock. From 2024 to 2027, analysts expect its revenue to increase at a compound annual growth rate (CAGR) of 17% as its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turns positive by the final year. That expansion should be fueled by milder headwinds for its core EV, industrial, and solar markets; the growing usage of fast chargers (which use GaN and SiC) chips; and its closely watched deal with Nvidia. But with a market cap of $1.2 billion, Navitas looks pricey at 19 times this year's sales. If it matches analysts' revenue forecasts through 2027, grows another 17% in 2028, and still trades at the same forward price-to-sales ratio, its market cap could rise 150% to $3 billion over the next two years. But if it's valued at a more reasonable 7 times sales, its market cap would drop to $1.1 billion. So Navitas' high valuation could limit its upside potential for the foreseeable future. Meanwhile, two less valuable tech stocks -- ChargePoint (NYSE: CHPT) and Luminar (NASDAQ: LAZR) -- might grow faster and eclipse Navitas' market cap over the next two years. ChargePoint ChargePoint manages more than 352,000 EV charging ports (over 35,000 of which are DC fast chargers) across the U.S. and Europe. It also provides its customers with access to more than 1.25 million charging ports across the world through its roaming partnerships. ChargePoint mainly helps businesses set up their own charging stations and set their own rates. Those systems are tethered to its network access, billing, and customer support services. It also provides residential charging systems for homes and apartment complexes. ChargePoint grew rapidly for years before its revenue abruptly declined 18% in fiscal 2025 (which ended this January). That slowdown was caused by rising interest rates, a chilly EV market, and tougher macro headwinds, which drove many businesses to postpone their installations of new EV charging ports. But as ChargePoint's growth stalled, it cut costs, pruned its workforce, and rolled out new dynamic pricing plans to boost its gross and operating margins. From fiscal 2025 to fiscal 2028, analysts expect ChargePoint's revenue to grow at a CAGR of 19% as its adjusted EBITDA turns positive by the final year. That growth should be driven by the EV market's recovery, declining interest rates, and other macro tailwinds. With a market cap of $318 million, ChargePoint's stock looks like a screaming bargain at 0.8 times this year's sales. If it matches analysts' estimates and trades at a more generous 5 times its forward sales by the beginning of fiscal 2028 (which begins in January 2027), its market cap could rise 11-fold to $3.5 billion. Luminar Luminar produces lidar (light detection and ranging) systems, which use lasers to detect the distance of surrounding objects and create detailed digital maps. They're often used in driverless vehicles to detect other cars, pedestrians, and road hazards. The company differentiates itself from its competitors by using an infrared light at the 1,550 nm wavelength, which is higher than the wavelengths used in other lidar systems. Luminar claims that advantage helps its lidars "see" more objects at longer ranges and higher resolutions. It also manufactures most of its own components instead of using off-the-shelf parts. A growing list of major automakers -- including Volvo and Volkswagen 's Audi -- are using Luminar's lidars. But in 2024, Luminar's revenue only rose 8% as the EV and autonomous vehicle markets cooled and it struggled with Volvo's delayed launch of its EX90 SUV. That slowdown, along with persistent losses, sank Luminar's stock. From 2024 to 2027, analysts expect Luminar's revenue to grow at a CAGR of 45% as the market warms up again. It's still a highly speculative play, but the math suggests it could be a potential multibagger. With a market cap of $143 million, Luminar trades at just 1.7 times this year's sales. Assuming it matches analysts' expectations, grows its revenue by another 20% in 2028, and trades at a more generous 10 times its forward sales by the beginning of the final year, its market cap could grow more than 19 times to around $2.7 billion over the next two years. If you're looking for a high-risk, high-reward play, Luminar might check all the right boxes. 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 $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor 's total average return is1,047% — a market-crushing outperformance compared to180%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 July 14, 2025
Yahoo
13-07-2025
- Automotive
- Yahoo
The Smartest EV Stocks to Buy With $500 Right Now
Nio is still thriving in China's crowded EV market. EVgo continues to expand its charging networks and is locking in more customers. Navitas' more advanced GaN and SiC chips could replace silicon chips in the future. 10 stocks we like better than Nio › Many electric vehicle (EV) stocks soared in 2020 and 2021, but a lot of them fizzled out over the following years as rising interest rates chilled the hot market. Price wars, supply chain disruptions, inflation, higher tariffs, and intensifying trade wars exacerbated that pressure. However, investors who can look past those near-term headwinds might find some promising plays in what has become an out-of-favor sector. I believe these three EV-oriented stocks -- Nio (NYSE: NIO), EVgo (NASDAQ: EVGO), and Navitas Semiconductor (NASDAQ: NVTS) -- could turn a modest $500 investment into a few thousand dollars in just a few years. Nio is a major producer of electric sedans and SUVs in China. Its core Nio brand sells higher-end vehicles; its Onvo brand sells cheaper SUVs; and its Firefly brand sells compact EVs. It differentiates itself from its competitors with swappable batteries which can be switched out at its own battery stations as a faster alternative to EV chargers. Nio faces tough competition in China, but it's gradually expanding into Europe. From 2019 to 2024, its deliveries surged nearly 11-fold from 20,565 to 221,970; its vehicle margin improved from negative 9.9% to positive 12.3%; and its revenue grew at a compound annual growth rate (CAGR) of 53%. That growth was fueled by its robust sales of its higher-end sedans and SUVs, the expansion of its swapping network and battery-as-a-service (BaaS) subscriptions, and its rising shipments in Europe. Government subsidies in China also helped it survive a severe credit crunch in early 2020. From 2024 to 2027, analysts expect Nio's revenue to grow at a CAGR of 26%. They also expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in the final year as it sells a higher mix of premium vehicles, expands its battery subscriptions, and streamlines its spending. But with a market cap of $7.8 billion, Nio trades at just 0.6 times this year's sales. Its valuations are being compressed by the trade war and tariffs, but it could soar higher on any hint of a trade deal or milder macro and competitive headwinds. EVgo is a leading builder of EV charging stations in the U.S. with 4,240 charging stalls serving 1.4 million customers at the end of the first quarter of 2025. Its drivers can pay for each individual charge or sign up for discounted plans, which start at $6.99 a month. Since the end of 2022, EVgo's number of charging stations increased by more than 50% as its total number of customers grew by over 150%. From 2022 to 2024, its revenue grew at a CAGR of 117%. That expansion was fueled by its acquisition of Recargo, which coincided with its special purpose acquisition company (SPAC) merger in 2021; its partnerships with General Motors, Berkshire Hathaway's Pilot Flying J, and Chevron; and federal and state incentives for the construction of more charging stalls. From 2024 to 2027, analysts expect EVgo's revenue to grow at a CAGR of 32% as those tailwinds pick up again. They also expect its adjusted EBITDA to turn positive in 2024 and continue climbing through 2027 as economies of scale kick in. With a market cap of $462 million, EVgo trades at just 1.3 times this year's sales. The softness of the U.S. EV market is likely squeezing its valuations, but it could command a much higher valuation once the macroenvironment improves. Navitas is a leading producer of gallium nitride (GaN) and silicon carbide (SiC) chips. These types of chips can resist higher voltages, switch at higher speeds, and operate at higher temperatures than traditional silicon chips. Its GaN integrated circuits (ICs) are widely used in EV chargers, and it produces SiC devices for EV platforms. It also supplies chips for laptop adapters, data center power supplies, solar inverters, industrial motor drives, and energy storage solutions. From 2020 to 2024, Navitas' revenue grew at a CAGR of 62% as its adjusted gross margin expanded from 33% to 42%. It achieved that growth even as the EV, solar, and industrial markets -- which were expected to generate robust demand for its GaN and SiC chips -- faced tough macroheadwinds over the past few years. From 2024 to 2027, analysts expect Navitas' revenue to increase at a CAGR of 17% as its adjusted EBITDA turns positive by the final year. That growth should be driven by a new artificial intelligence (AI) data center deal with Nvidia, the mainstream adoption of fast chargers in the consumer electronics market, and the broader usage of SiC chips in EV chargers. With a market cap of $1.2 billion, Navitas might seem a bit pricey at 19 times this year's sales. However, it could be well positioned to profit from the secular expansion of the nascent GaN and SiC markets. So not only is Navitas a near-term play on the EV market's recovery, it's also a long-term play on the disruption of traditional silicon chips. Before you buy stock in Nio, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nio 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 $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Leo Sun has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway, Chevron, and Nvidia. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy. The Smartest EV Stocks to Buy With $500 Right Now 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
