Key Points Navitas stock scored a big rally after the company announced a new partnership with Nvidia. Navitas is providing gallium nitride (GaN) and silicon carbide (SiC) power semiconductors for Nvidia's next-gen data centers. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock posted huge gains across the last week of trading. The company's share price surged 78.1% compared to its valuation level at the end of the previous week's market close. Navitas ...

公司股价表现 - 公司股价在周二上涨超过25% [1] - 相较于今年4月初的低点，公司股价已上涨约700% [2] 与英伟达的合作进展 - 英伟达已选择公司作为其下一代高压人工智能工厂架构的关键供应商 [1] - 公司成功将其氮化镓和碳化硅功率半导体集成到英伟达新的800V人工智能架构中 [3] - 公司的芯片目前正积极支持英伟达的多兆瓦级人工智能工作负载，验证了其性能和可扩展性 [3] - 该进展表明公司获得了实际的商业进展，而非仅理论潜力，增强了投资者信心 [4] 增长前景与市场定位 - 随着对高能效电源解决方案的需求激增，公司正定位为英伟达的核心供应商，这改善了其增长前景 [4] - 尽管股价已大幅上涨，但期权交易员预计其近期和长期仍有上行空间 [5] - 到期日为10月24日的期权合约显示股价可能上涨至15.78美元，而2026年1月到期的合约则显示股价可能高达19.31美元 [5] 财务状况与估值 - 公司定于11月3日发布季度财报，市场共识预期其每股亏损0.09美元，较去年同期收窄25% [6] - 公司目前的市销率为21倍，相对于英伟达34倍的市销率，对于一只人工智能股票而言较为便宜 [6] 市场观点 - 华尔街认为与英伟达合作带来的大部分上行潜力已反映在公司股价中 [8]

Key Points Navitas Semiconductor's power chips have been selected to help build Nvidia's next-generation 800V HVDC architecture, which Nvidia intends to begin deploying in 2027. SS Innovations plans to submit its surgical robotic system to the FDA in Q4 2025 after completing validation studies at Johns Hopkins Hospital. Vertical Aerospace targets 2028 certification for its eVTOL aircraft and requires $700 million in total funding to reach that milestone. 10 stocks we like better than Navitas Semicon ...