Navitas Semiconductor gains focus after Nvidia showcases its 800 V to 6 V DC DC power delivery board at Computex 2026 and announces AI data center infrastructure partnership

Nvidia featured Navitas Semiconductor's 800 V to 6 V DC DC power delivery board at Computex 2026 as part of a new partnership on advanced AI data center infrastructure.

Navitas is valued near US$7.4b and trading at US$25.08, but analysts' consensus fair value estimate is US$8.15, with the most bullish price target at US$13.0 and most bearish at US$4.2.

The stock has shown volatile momentum: down 18.23% over the past day, but up 50.36% over 30 days and 305.83% total shareholder return over 1 year.

Investors face competing signals: the rally reflects rapid revenue expansion and margin repair assumptions, yet softer demand in EV, solar and industrial markets and recent margin pressure could challenge the high growth narrative.