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Navitas Semiconductor (NVTS) shares are up more than 25% on Tuesday after the company issued an update showcasing progress on its partnership with Nvidia (NVDA).<\/p>\n
Nvidia has picked the gallium nitride (GaN) and silicon carbide (SiC) firm as a key supplier for its next-gen high-voltage (HVDC) artificial intelligence (AI) factory architecture.<\/p>\n
Including today\u2019s rally,\u00a0Navitas stock is up roughly 700% versus its year-to-date low in early April.<\/p>\n NVTS update this morning detailed successful integration of GaN and SiC power semiconductors into Nvidia\u2019s new 800V artificial intelligence architecture.<\/p>\n The announcement confirmed that Navitas chips are now actively supporting the AI darling\u2019s multi megawatt AI workloads \u2013 validating both performance and scalability.<\/p>\n This progress indicates real commercial traction, not just theoretical potential \u2013 boosting investor confidence in Navitas\u2019 role within the broader AI infrastructure boom.<\/p>\n With demand for energy-efficient power solutions surging, Navitas is positioning as a core supplier to NVDA, which improves its growth outlook, and justified the sharp move higher in NVTS stock.<\/p>\n Despite a meteoric rally in Navitas shares over the past six months, options traders are positioning for further upside both in the near and long term.<\/p>\n According to Barchart data, contracts expiring Oct. 24 signal potential for another leg up to $15.78. Meanwhile, longer-dated contracts expiring January 2026 suggest NVTS stock could go as high as $19.31.<\/p>\n A near-term tailwind for Navitas Semiconductor could be its quarterly earnings release scheduled for Nov. 3. Consensus is for the Nasdaq-listed firm to lose $0.09 on a per-share basis \u2013 25% less than the same quarter last year.<\/p>\n Note that the semiconductor firm is currently going for a price-sales (P\/S) multiple of 21x, which is rather inexpensive for an\u00a0AI stock. NVDA itself, for example, is currently going for 34x sales.<\/p>\n Wall Street firms, however, view much of the upside related to the Nvidia partnership as already priced in Navitas stock.<\/p>\n<\/p><\/div>\n Navitas Semiconductor (NVTS) shares are up more than 25% on Tuesday after the company issued an update showcasing progress on its partnership with Nvidia (NVDA). Nvidia has picked the gallium nitride (GaN) and silicon carbide (SiC) firm as a key supplier for its next-gen high-voltage (HVDC) artificial intelligence (AI) factory architecture. Including today\u2019s rally,\u00a0Navitas stock … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":6396,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-6395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.jubi24.com\/wp-content\/uploads\/2025\/10\/How-Much-Higher-Can-Nvidia-Take-Navitas-Semiconductor-Stock.jpeg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/6395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6395"}],"version-history":[{"count":1,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/6395\/revisions"}],"predecessor-version":[{"id":6397,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/6395\/revisions\/6397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/media\/6396"}],"wp:attachment":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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