Overview
- The stock has risen more than 40% since early January and nearly 200% over the past year, according to Yahoo Finance.
- Navitas is redirecting its focus from lower‑power, lower‑margin products to data centers and industrial electrification.
- The company announced a collaboration with Nvidia in May 2025 to develop higher‑voltage data‑center architecture, with the financial impact yet to be disclosed.
- Navitas remains unprofitable and reported declining revenue in its most recent earnings update as it executes the shift in strategy.
- The company sells both GaN and SiC power chips touted for efficiency gains, with industry estimates citing a multi‑trillion‑dollar data‑center capex opportunity by 2030.