Key Points
-
Navitas announced today that one of its power-delivery boards was being showcased by Nvidia at a conference.
-
Navitas’s partnership with Nvidia presents huge growth opportunities.
Navitas Semiconductor(NASDAQ: NVTS) stock is posting big gains in Wednesday’s trading despite bearish pressures for the broader market.The company’s share price was up 22.5% as of 1:30 p.m. ET despite the S&P 500 being down 0.7% and the Nasdaq Composite being down 0.5%.
While rising oil costs and bond yields are weighing on the broader market today, Navitas’s valuation is surging thanks to news that the company’s tech is being featured byNvidia at events in Taipei, Taiwan. Navitas stock is now up 346% year to date as of this writing.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
Nvidia gives Navitas stock another boost
Navitas published a press release today stating that the company was honored to have participated in Nvidia’s Partner Ceremony on May 29 at the Taipei Nangang Exhibition Center. The company also announced that its announcing 800 V-to-6 V DC-DC power delivery board (PDB) is being featured at the Computex 2026 conference in Taiwan, which runs from June 2 through June 5. Navitas was featuredas part of a showcase for the Nvidia AI Factory MGX platform, and its stock has frequently seen big moves in relation to its partnership with Nvidia.
What’s next for Navitas?
Navitas’s partnership with Nvidia seemingly positions the tech specialist to score some big wins as the artificial intelligence infrastructure buildouts continue at a rapid pace. On the heels of the company’s explosive rally, Navitas is now valued at roughly $7.5 billion and trades at approximately 176 times this year’s expected sales. While that highly growth-dependent valuation profile comes with a lot of risk, the company has been posting very impressive business momentum and seemingly has a long growth runway.
Should you buy stock in Navitas Semiconductor right now?
Before you buy stock in Navitas Semiconductor, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Navitas Semiconductor wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $449,393!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,366,006!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 212% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 3, 2026.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
