By Simply Wall St
Publication Date: 2026-03-29 04:12:00
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge.
Navitas Semiconductor (NVTS) highlighted its GaNFast technology with a new 800 V to 6 V DC-DC power delivery board, designed to simplify and tighten power conversion for next-generation NVIDIA AI racks.
See our latest analysis for Navitas Semiconductor.
The new data center product launch comes after a 90 day share price return of 14.84%, even as the 7 day and 30 day share price returns of 5.37% and 8.00% suggest near term momentum has cooled. Over the past year, however, total shareholder return of 352.46% indicates that long term sentiment around Navitas’s role in high performance compute power solutions has shifted materially.
If you are comparing Navitas’s AI hardware angle with other opportunities in the sector, this is a good moment to scan 35 AI infrastructure stocks
With the share price close to the average analyst target and recent returns cooling after a very large 1 year move, you have to ask whether Navitas is still mispriced or if the market already reflects future growth.
With Navitas closing at $8.28 against a narrative fair value of $8.15, the current price sits slightly above what the most followed model implies, which puts extra focus on the assumptions driving that difference.
The analysts have a consensus price target of $6.738 for Navitas Semiconductor based on their expectations of its future earnings growth, profit…
