NVTS
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Navitas’ 2,300V SiC Module: What Samples Prove Before Grid Revenue
Navitas’ 2,300V SiC module expands its grid opportunity, but qualification, customer wins and shipment economics remain unverified. Our dated valuation is unchanged.
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Navitas’ NVIDIA Power Board: What Changes in the Investment Case
The 24 kW design strengthens Navitas’ AI power proposition. We test its effect on 800V adoption, captured revenue and valuation, retaining our dated scenarios pending commercial evidence.
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Navitas Semiconductor (NVTS) Stock Analysis: 800V Valuation and Risks
Navitas Semiconductor (NVTS) stock analysis of NVIDIA’s 800V ecosystem, revenue scenarios and dilution through 2035, and why we remain cautious on new purchases.