NVTS Stock Jumps Premarket: Retail Hype Builds, But Analysts Say Not So Fast

• Navitas is seen as a leader in next-generation power chips with applications in AI infrastructure.
• NVTS stock gained 8% in Wednesday’s premarket, eyeing a higher close for a third straight day.
• Stockwits sentiment for NVTS was ‘extremely bullish,’ unchanged since last week. 

Navitas Semiconductor Corp.’s shares rallied 8% in early premarket trading on Wednesday, eyeing their third straight day of gains, amid renewed hype around its next-generation power chips with applications in AI infrastructure and a new broad appointment.

Navitas is positioned as an early leader in gallium nitride (GaN) and silicon carbide (SiC), which are said to be extremely efficient in power transmission. Last week, the company appointed Gregory M. Fischer, a chip sector veteran who has earlier held senior leadership roles at Broadcom and Conexant Systems, as a director on its board. 

Navitas shares have gained in seven of the last eight sessions – and nearly doubled since their recent low on Mar. 30. On Stocktwits, the retail sentiment has remained in the ‘extremely bullish’ zone since last Friday, even as the debate brews over whether the gains sustain.

“$NVTS Another 20% day,” said a trader, referring to the over 16% rise in the stock on Tuesday. Another wrote: “This is a gold mine don't sell anytime soon. When bears panic buy more.”

Some traders remained on the sidelines. “I get they have a deal with Nvidia and that's great. But until the deal starts bringing in revenue this spike is hype and not justified,” said a user. In May 2025, Navitas announced a collaboration with Nvidia to develop an advanced 800V high-voltage direct current (HVDC) architecture for AI data centers.

Analysts are advising to rein in expectations. Of the eight brokerages covering the stock, five have a ‘hold’ rating, two recommend ‘Buy’ or higher and one recommends ‘Sell,’ according to Koyin. In fact, their average price target of $8.16, is just over half of the $15.33 latest closing price of NVTS stock.

Navitas shares are up 115% year to date. In recent years, the company has reorganized its business, shifting focus away from consumer electronics toward AI data centers, electric vehicles and industrial markets — with a key priority on expanding and scaling its SiC portfolio.

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