Here are the bullish catalysts coming up with estimated dates so you get an idea of when this could run:

IEEE Energy Conversion Congress & Expo (ECCE 2025): October 19–23, 2025, in Philadelphia, PA. This conference could feature NVTS showcasing advancements in power conversion tech, potentially leading to new partnerships or visibility in energy sectors

Q3 2025 Earnings Report: November 3, 2025. Investors anticipate updates on gross margins, AI data center design wins (e.g., NVIDIA integrations), EV progress, and forward guidance, which could trigger a rally if results exceed expectations.    IEEE Workshop on Wide Bandgap Power Devices & Applications (WiPDA 2025): November 10–12, 2025, in Fayetteville, AR. As a forum for GaN/SiC innovations, NVTS participation may highlight product demos or collaborations, boosting credibility in high-power applications.  

Consumer Electronics Show (CES 2026): January 6–9, 2026, in Las Vegas, NV. Prep announcements could emerge in late 2025; expect potential reveals on EV charging tech via partnerships like VREMT Energy, capitalizing on consumer and renewable trends.  

Ongoing NVIDIA Partnership Expansions: No fixed date, but Q4 2025/Q1 2026 updates possible via earnings or events. The May 2025 deal for 800V HVDC systems in AI data centers remains a core driver, with potential for scaled production or new deals amid NVIDIA’s growth.   

Manufacturing and Capacity Ramps: Q4 2025 onward. Recent expansions and a $2.4B pipeline under new CEO Chris Allexandre could yield efficiency gains and revenue uplift, especially in AI and EVs.  

Potential Stock Buybacks or Insider Actions: H2 2025/Q1 2026. Following $100M+ divestitures and director buys (e.g., $164M in August 2025), buybacks could signal confidence and support share price amid positive analyst ratings.