
NVTS Stock Forecast & Price Target
NVTS Analyst Ratings
Bulls say
Navitas Semiconductor is positioned for significant growth, as it leads the market in Gallium Nitride (GaN) power integrated circuits, expected to see a serviceable addressable market (SAM) exceeding $2 billion by 2026. The company forecasts a revenue increase to $110 million by 2026, driven by the expansion of GaN power IC adoption across various markets, including mobile chargers and non-mobile consumer segments. With a projected five-year revenue compound annual growth rate (CAGR) of over 75% from 2021 to 2026, Navitas is anticipated to become one of the fastest-growing firms in the semiconductor industry, justifying a premium valuation compared to its analog and mixed-signal peers.
Bears say
Navitas Semiconductor operates in a highly cyclical semiconductor industry, which poses risks of substantial revenue declines during downturns, particularly if competition introduces compelling alternative products or if the mobile charging market experiences a slowdown. With a significant portion of its revenue generated from China, any geopolitical tensions or loss of key customers could further exacerbate revenue volatility and lead to difficulties in recovery. Additionally, the company has faced challenges in meeting cost reduction targets, placing pressure on its gross margins and overall financial stability.
This aggregate rating is based on analysts' research of Navitas Semiconductor Corp and is not a guaranteed prediction by Public.com or investment advice.
NVTS Analyst Forecast & Price Prediction
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