How Investors Are Reacting To Avnet (AVT) Expanding Its Global Navitas GaN and SiC Distribution Partnership

Simply Wall St.12-16

Navitas Semiconductor recently expanded its distribution agreement with Avnet, making Avnet a globally franchised partner to supply technical and commercial support for Navitas’ GaN and SiC power ...

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This deeper relationship broadens Avnet’s exposure to higher-complexity, wide bandgap semiconductors, potentially reinforcing its role in fast-growing, electronics-rich end markets that prize design expertise and global logistics. We’ll now examine how Avnet’s expanded role in distributing Navitas’ GaN and SiC technologies could reshape the company’s broader investment narrative. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Avnet Investment Narrative RecapTo own Avnet, you need to believe its global distribution platform can translate complex semiconductor content into steady cash generation, despite tight margins and regional swings in demand. The expanded Navitas agreement modestly supports the near term catalyst of stabilizing profitability, but does not yet change the central risk: persistent margin pressure as mix shifts toward lower margin regions and products. The most relevant recent update is Avnet’s Q1 FY26 result, where revenues improved but gross and operating margins stayed under pressure, with little sign of operating leverage. Seen alongside the Navitas expansion, it underlines that even higher value technologies may not quickly offset ongoing mix and pricing headwinds in Avnet’s core distribution engine. Yet beneath Avnet’s broader growth story, investors should be aware of how sustained margin compression could... Read the full narrative on Avnet (it's free!)Avnet's narrative projects $25.5 billion revenue and $680.5 million earnings by 2028. This requires 4.8% yearly revenue growth and about a $440 million earnings increase from $240.2 million today.Uncover how Avnet's forecasts yield a $53.00 fair value, a 6% upside to its current price.Exploring Other PerspectivesAVT 1-Year Stock Price Chart Four fair value estimates from the Simply Wall St Community span a wide range, from about US$10 per share up to US$64, showing how far opinions can stretch. As you weigh those viewpoints against the risk of continued margin pressure in Avnet’s core business, it becomes even more important to compare several different takes on the company’s prospects.Explore 4 other fair value estimates on Avnet - why the stock might be worth as much as 28% more than the current price!Build Your Own Avnet NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Avnet research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.Our free Avnet research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Avnet's overall financial health at a glance.Seeking Other Investments?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.Find companies with promising cash flow potential yet trading below their fair value.Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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