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NVTS Deepens Global Partnerships: Will This Fuel Long-Term Gains?
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Key Takeaways
NVTS deepened ties with WT Microelectronics to support high-power customers across Asia.
A long-term GlobalFoundries deal will help develop next-gen GaN devices for 2026 production.
NVTS' strategy shifts resources to high-power markets as it readies GaN and SiC products.
Navitas Semiconductor ((NVTS - Free Report) ) is strengthening its position in high-power markets through strategic partnerships. Last month, the company announced two crucial partnerships that are aimed at solidifying its supply chain and expanding global reach.
In late November, Navitas Semiconductor expanded its partnership with WT Microelectronics in Asia. NVTS is consolidating its distributor base, and WT Microelectronics will take the lead for customer engagement and logistics in Asia, per the partnership agreement. This collaboration is meant to improve support for high-power customers in the region.
Navitas Semiconductor announced a long-term partnership with GlobalFoundries in mid-November. Under this collaboration, the two companies will develop and manufacture next-generation Gallium Nitride (GaN) power devices at Global Foundries’ Vermont facility, with development planned for early 2026 and production expected later that year.
Furthermore, Navitas Semiconductor also continues to coordinate with foundry partners, including Taiwan Semiconductor Manufacturing Company and Powerchip Semiconductor Manufacturing Corporation, as it prepares mid-voltage GaN and high-voltage Silicon Carbide (SiC) products for future AI server and grid applications.
These strategic partnerships align with its recently announced “Navitas 2.0” strategy. Under the Navitas 2.0 strategy, the company is reallocating resources toward high-power customers, pruning lower-margin mobile business, and working more closely with hyperscalers, graphics processing unit vendors and system OEMs.
These partnerships bode well for the company's prospects as Navitas Semiconductor is trying to prepare for future demand. Through these strategic partnerships, NVTS aims to strengthen its supply chain, improve customer access, and prepare for large future opportunities, once high-power markets begin to scale in 2026 and 2027.
How Competitors Fare Against Navitas Semiconductor
The company faces strong competition from Wolfspeed ((WOLF - Free Report) ) and ON Semiconductor ((ON - Free Report) ) in the race to supply high-voltage solutions for AI data centers.
Wolfspeed is a key supplier for high-voltage applications in the SiC ecosystem. Moreover, Wolfspeed is building a $3-billion Mohawk Valley fab to supply SiC for high-voltage systems, including AI data center power infrastructure.
ON Semiconductor is expanding its SiC portfolio and targeting cloud infrastructure customers with integrated power modules. ON Semiconductor has also partnered with NVIDIA to accelerate the move to 800 Volts DC power systems for next-generation AI data centers.
NVTS' Price Performance, Valuation & Estimates
Shares of Navitas Semiconductor have skyrocketed 142.9% year to date compared with the Zacks Electronics – Semiconductors industry’s growth of 49.7%.
NVTS YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 49.3X, significantly higher than the industry’s average of 7.92X.
NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Navitas Semiconductor’s full-year 2025 bottom line indicates that loss per share will narrow to 21 cents from 24 cents incurred in the year-ago quarter. The consensus mark for 2026 is also pegged at a loss of 21 cents per share. The estimates for 2025 loss per share have narrowed down by a penny over the past 30 days, while the same for 2026 have increased 2 cents over the same time frame.
Image: Bigstock
NVTS Deepens Global Partnerships: Will This Fuel Long-Term Gains?
Key Takeaways
Navitas Semiconductor ((NVTS - Free Report) ) is strengthening its position in high-power markets through strategic partnerships. Last month, the company announced two crucial partnerships that are aimed at solidifying its supply chain and expanding global reach.
In late November, Navitas Semiconductor expanded its partnership with WT Microelectronics in Asia. NVTS is consolidating its distributor base, and WT Microelectronics will take the lead for customer engagement and logistics in Asia, per the partnership agreement. This collaboration is meant to improve support for high-power customers in the region.
Navitas Semiconductor announced a long-term partnership with GlobalFoundries in mid-November. Under this collaboration, the two companies will develop and manufacture next-generation Gallium Nitride (GaN) power devices at Global Foundries’ Vermont facility, with development planned for early 2026 and production expected later that year.
Furthermore, Navitas Semiconductor also continues to coordinate with foundry partners, including Taiwan Semiconductor Manufacturing Company and Powerchip Semiconductor Manufacturing Corporation, as it prepares mid-voltage GaN and high-voltage Silicon Carbide (SiC) products for future AI server and grid applications.
These strategic partnerships align with its recently announced “Navitas 2.0” strategy. Under the Navitas 2.0 strategy, the company is reallocating resources toward high-power customers, pruning lower-margin mobile business, and working more closely with hyperscalers, graphics processing unit vendors and system OEMs.
These partnerships bode well for the company's prospects as Navitas Semiconductor is trying to prepare for future demand. Through these strategic partnerships, NVTS aims to strengthen its supply chain, improve customer access, and prepare for large future opportunities, once high-power markets begin to scale in 2026 and 2027.
How Competitors Fare Against Navitas Semiconductor
The company faces strong competition from Wolfspeed ((WOLF - Free Report) ) and ON Semiconductor ((ON - Free Report) ) in the race to supply high-voltage solutions for AI data centers.
Wolfspeed is a key supplier for high-voltage applications in the SiC ecosystem. Moreover, Wolfspeed is building a $3-billion Mohawk Valley fab to supply SiC for high-voltage systems, including AI data center power infrastructure.
ON Semiconductor is expanding its SiC portfolio and targeting cloud infrastructure customers with integrated power modules. ON Semiconductor has also partnered with NVIDIA to accelerate the move to 800 Volts DC power systems for next-generation AI data centers.
NVTS' Price Performance, Valuation & Estimates
Shares of Navitas Semiconductor have skyrocketed 142.9% year to date compared with the Zacks Electronics – Semiconductors industry’s growth of 49.7%.
NVTS YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 49.3X, significantly higher than the industry’s average of 7.92X.
NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Navitas Semiconductor’s full-year 2025 bottom line indicates that loss per share will narrow to 21 cents from 24 cents incurred in the year-ago quarter. The consensus mark for 2026 is also pegged at a loss of 21 cents per share. The estimates for 2025 loss per share have narrowed down by a penny over the past 30 days, while the same for 2026 have increased 2 cents over the same time frame.
Image Source: Zacks Investment Research
Navitas Semiconductor currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.