Craig-Hallum Flags Caution On Navitas Share Price Jump, Says Stock Is ‘Getting Ahead Of Itself’

Navitas Semiconductor Corp’s (NVTS) update on its 800-volt power system has drawn caution from Craig-Hallum, which noted that the announcement is largely a reiteration of information first shared in May this year.

Craig-Hallum noted the sharp rise in Navitas' stock price, which briefly surpassed $12 in premarket trading, and stated that the stock was "getting ahead of itself." 

The firm noted the company has yet to secure confirmed design wins related to the 800V platform. Navitas Semiconductor's stock traded over 16% higher and was the top trending ticker on Stocktwits on Tuesday morning. Retail sentiment around the stock shifted to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours. 

According to Craig-Hallum, the latest press release did not introduce significant new information. Instead, it appeared to be a repackaged version of the May 2025 announcement. This repetition, coupled with a dramatic stock rally, prompted Craig-Hallum to issue the warning. 

Navitas said it has made progress in the development of its gallium nitride (GaN) and silicon carbide (SiC) devices aimed at supporting next-gen 800-volt direct current (VDC) infrastructure for data centers powered by Nvidia Corp. (NVDA). The 800 VDC architecture reduces energy loss by minimizing resistive inefficiencies and cutting down on copper consumption, it added. 

 “As the industry moves rapidly toward megawatt-scale AI computing platforms, the need for more efficient, scalable, and reliable power delivery becomes absolutely critical. The transition from legacy 54 V architectures to 800 VDC is not just evolutionary, it’s transformational,” said President and CEO Chris Allexandre.

Navitas’ stock has gained over 240% in 2025 and over 382% in the last 12 months. 

Also See: TeraWulf Announces $3.2B Note Offering To Fund Data Center Buildout

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