← Back to watchlist
Price
$23.70
USD
Day
-1.3%
YTD
—
Point-in-time evaluation
wait
PT raises (Needham $21, Baird $20) clear the $15+ revisit trigger, but production socket / 10-Q / Q2 print entry conditions still unmet.
May 6, 11:03 a.m.
Research feed
Latest imported research note for this ticker.
longwatchaleabitoreddit
Imported thesis
Pharos forward-arch 800V DC / wide-bandgap GaN pure-play for AI datacenter power distribution into 2027-2028.
Imported reasoning
Thesis-aligned and on Pharos forward-arch priority list. BUT 8-analyst consensus PT $14.46 sits 57% below current $33.41 — implied 0.43x to consensus. Operator entry must underwrite a TAM-implied 4-6x at 2028 (>$5B GaN-AI-DC TAM at 15% share capture) → high potential. Power & grid sleeve is OVERWEIGHT (37.1%), but NVTS could alternatively fill the empty Convex Optionality sleeve (0% / 5-10%). Wait for Q2 print to validate ramp or pullback toward $20-22.
Last imported
May 26, 08:05 a.m.
Source report
2026-05-26_midday.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Pharos forward-arch 800V DC / wide-bandgap GaN pure-play for AI datacenter power distribution into 2027-2028.
Sleeve
—
Consensus PT (USD)
$14.46
Holdings
No holdings recorded for this ticker.
Social Signal — last 90 days
@aleabitoreddit
2 mentions · 2 bullish / 0 bearish
NVTS and other fabless GaN/SiC pure-plays are positioned as primary beneficiaries of NVIDIA's 800V datacenter push through foundry models.
NVTS (GaN semiconductor player) benefits from 800V data-center power architecture ramp driven by NVIDIA adoption.
@zephyr_z9
1 mention · 1 bullish / 0 bearish
Navitas offers competitive GaN specs with lower Rds and higher power capacity than Infineon for 800V applications.