Emerging Semiconductor Stock Outperforming Nvidia and Broadcom in 2026

Avatar photo

“`markdown
**Key Points:**

Several semiconductor stocks, including Nvidia and Broadcom, have seen gains in 2026, with Nvidia rising approximately 3% and Broadcom increasing about 5%. However, Navitas Semiconductor, a lesser-known company, has outpaced its competitors, drawing significant investor interest this year.

In March 2026, Navitas launched a new DC-DC power delivery board capable of converting 800 volts to 6 volts in a single power stage, designed to support Nvidia’s AI infrastructure. Following this development, Morgan Stanley raised Navitas’s price target to $12.50 from $4.20, and Baird increased its target to $20 from $9. Navitas is currently trading at a price-to-sales ratio of 92, significantly higher than its five-year average of 11.8, indicating high market expectations.

As of now, analysts advise caution to investors considering Navitas, suggesting they wait for a price pullback to enter the market.
“`

5 Stocks Our Experts Predict Could Double In the Next Year

By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.

The free Daily Market Overview 250k traders and investors are reading

Read Now