TLDR
- Navitas Semiconductor (NVTS) stock rose 5.15% pre-market, continuing a 246% rally this year from $3.49 to $7.14
- The company launched 200mm GaN production with PSMC partner to improve cost efficiency and supply chain for AI data centers and EVs
- NVTS received technical award from VREMT for GaN and SiC technologies supporting major auto manufacturers like Volvo and ZEEKR
- Partnership with NVIDIA on 800V HVDC architecture for AI data centers demonstrates company’s innovation in energy-efficient solutions
- Short interest remains high at 27% of float while analyst price target of $4.31 sits well below current market price
Navitas Semiconductor shares jumped 5.15% in pre-market trading on July 21, 2025, extending what has been a remarkable year for the power semiconductor company. The stock has gained 246% year-to-date, climbing from $3.49 at the start of 2025 to $7.14 in pre-market action.
The company has consistently traded above the $6 mark in recent months. This represents a substantial improvement from its January starting point and shows the stock’s ability to maintain elevated levels.
NVTS currently trades well above its key moving averages. The 50-day moving average sits at $5.30 while the 200-day average is at $3.32, indicating bullish technical momentum.
The rise comes after several strategic developments that have caught investor attention. On July 1, Navitas announced plans to launch 200mm gallium nitride production in partnership with PSMC.
This production expansion aims to strengthen the supply chain and drive down costs. The move supports scaling of GaN technology across AI data centers, electric vehicles, solar applications, and home appliances.
Strategic Partnerships Drive Growth
The company’s collaboration with NVIDIA on 800V HVDC architecture for AI data centers has been particularly noteworthy. This partnership focuses on high-power data center racks and integrates both GaN and silicon carbide technologies into AI infrastructure.
#NVIDIA is redefining power electronics, and #Navitas is right at the heart of it!@YoleGroup interviews Navitas CEO Gene Sheridan as NVIDIA’s push for next-gen #AI data centers sparks a “Tesla moment” for #GaN technology. https://t.co/Zdw0n5JbzF $NVTS pic.twitter.com/H0fVawt2Eg
— Navitas Semiconductor (@NavitasSemi) July 16, 2025
Navitas also partnered with BrightLoop to deliver hydrogen fuel-cell charging solutions for heavy-duty transportation. The partnership utilizes the company’s GeneSiC MOSFET technology.
In June, VREMT Energy recognized Navitas with an ‘Outstanding Technical Collaboration Award.’ The award acknowledges contributions to next-generation GaN and SiC technologies that support major automotive manufacturers including Volvo, ZEEKR, and SMART.
The company launched a 12kW GaN and SiC platform in May 2025 achieving 97.8% efficiency. The platform was designed specifically for hyperscale AI data centers and meets Open Compute Project requirements.
Financial Metrics Present Mixed Picture
Despite the stock’s strong performance, analyst sentiment remains cautious. The average analyst price target stands at $4.31, well below the current trading price of $7.20.
Price targets range from a low of $1.50 to a high of $7.00. This wide range reflects uncertainty about the stock’s fair value at current levels.
Short interest adds another layer of complexity to the stock’s dynamics. Approximately 27% of the float is currently sold short, which could lead to increased volatility.
The high short interest could amplify moves in either direction. A positive catalyst might trigger a short squeeze, while negative news could accelerate any decline.
Navitas reported Q1 2025 results showing a production ramp-up for AI data centers, solar inverters, and EV markets. The company has shipped over 250 million GaN units with strong field reliability metrics.
The company’s SiC products have exceeded automotive-grade reliability standards. This performance supports the company’s push into the growing electric vehicle market.
Corporate governance updates include appointing Cristiano Amoruso to the board in May. The company also named Richard Hendrix as Chair of the Board and formed an Executive Steering Committee.
On July 3, Navitas announced its participation in the upcoming CJS Securities Conference. The conference provides another opportunity for management to present the company’s growth strategy to investors.
The company is scheduled to report Q2 earnings on August 4, 2025. Analysts are projecting only modest revenue growth for the quarter despite the stock’s strong performance.
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