Navitas Semiconductor
NVTS
Market cap $1.31B

6.14 USD

-0.06

0.97%

Updated Aug 26, 9:38 AM EDT

1 day

-0.97%

5 days

-3.76%

1 month

-28.27%

3 months

-5.54%

6 months

136.15%

Year to date

75.93%

1 year

96.79%

5 years

-43.57%

10 years

-43.57%

About: Navitas Semiconductor Corp develops ultra-efficient gallium nitride (GaN) semiconductors that are revolutionizing power electronics. GaN power ICs integrate GaN power with drive, control, and protection to enable fast charging, high power density, and energy savings for mobile, consumer, enterprise, eMobility, and new energy markets. The company operates as one reportable segment, the design, development, manufacture, and marketing of integrated circuits and related components for use in mobile device and other markets. Geographically, the company operates in China, Europe, United States, Rest of Asia and Others. The majority of revenue is generated from China.

Employees: 280

Technology Semiconductors

0

Funds holding %

of 7,429 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

246% more capital invested

Capital invested by funds: $149M [Q1] → $517M (+$368M) [Q2]

124% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 42

107% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $22.1M

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

30% more funds holding

Funds holding: 165 [Q1] → 214 (+49) [Q2]

4.15% more ownership

Funds ownership: 37.0% [Q1] → 41.15% (+4.15%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$6

2%

downside

Avg. target

$7.33

19%

upside

High target

$8

30%

upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

Rosenblatt Kevin Cassidy	30%upside $8	Buy Maintained	26 Aug 2025
Needham N. Quinn Bolton	30%upside $8	Buy Reiterated	26 Aug 2025
Craig-Hallum Richard Shannon	2%downside $6	Hold Downgraded	5 Aug 2025

See Analyst Rankings

Financial journalist opinion

Based on 26 articles about NVTS published over the past 30 days

Navitas Semiconductor Names Chris Allexandre as President and Chief Executive Officer

TORRANCE, Calif., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, today announced that its Board of Directors has appointed Chris Allexandre as President and Chief Executive Officer, effective September 1, 2025. Allexandre, who will also join the Company's Board of Directors, succeeds Gene Sheridan, a Navitas founder, who will step down as President and CEO and from the Board on August 31, 2025.

Navitas Semiconductor Names Chris Allexandre as President and Chief Executive Officer

Zacks Investment Research

NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?

Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.

NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?

Zacks Investment Research

NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.

NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

The Motley Fool

Why Navitas Semiconductor Stock Was Sinking This Week

Specialty chipmaker Navitas Semiconductor (NVTS -0.64%) was looking anything but special over the past few trading days. The company was the subject of a recommendation downgrade, which pushed the stock well down in price and kept it there.

Why Navitas Semiconductor Stock Was Sinking This Week

Insiders Trade Millions in NVIDIA-Linked Navitas, Hims, & Shift4

Insider trading activity often serves as a window into how company executives view their own businesses. When insiders buy, it can signal confidence in future growth; when they sell, it may raise questions about valuation or near-term headwinds.

Insiders Trade Millions in NVIDIA-Linked Navitas, Hims, & Shift4

Zacks Investment Research

Navitas Shares Drop 18% in a Month: Buy, Sell or Hold the Stock?

NVTS stock slumps on weak Q2 results and soft outlook, but long-term AI data center and power transition opportunities remain in focus.

Navitas Shares Drop 18% in a Month: Buy, Sell or Hold the Stock?

The Motley Fool

Where Will Navitas Semiconductor Stock Be in 3 Years?

Navitas Semiconductor (NVTS -1.50%), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, took its investors on a wild ride after it went public by merging with a special purpose acquisition company (SPAC) on Oct. 21, 2021. Its stock opened at $13, soared to a record high of $22.19 a month later, but sank to an all-time low of $1.52 on April 4, 2025.

Where Will Navitas Semiconductor Stock Be in 3 Years?

The Motley Fool

If You'd Invested $10,000 in Navitas Semiconductor Stock 2 Years Ago, Here's How Much You'd Have Today

If you're wondering how much you'd have if you'd invested $10,000 in Navitas Semiconductor (NVTS 0.30%) stock two years ago -- and I'm sure you are since you're reading this -- the answer is about $7,500 as I write this on Aug. 10. While that might surprise investors in Navitas Semiconductor who've only been watching it in 2025, as it's up 85% so far this year, it does highlight some points about investing in growth stocks.

If You'd Invested $10,000 in Navitas Semiconductor Stock 2 Years Ago, Here's How Much You'd Have Today

Navitas Semiconductor: A High-Stakes Gamble On The Future Of AI Data Centers

Navitas reported a weak Q3 outlook due to exiting low-margin chargers and focusing on the opportunity in AI data centers. Navitas' weak near-to-medium-term outlook could be offset by initial current-gen revenues and better gross margins from the migration to Powerchip. Navitas' technological edge in GaN and SiC power semiconductors could see it generate $615 million in 800V data center revenues in 2030.

Navitas Semiconductor: A High-Stakes Gamble On The Future Of AI Data Centers

Zacks Investment Research

Navitas Stock Declines 15.7% on Q2 Loss, Revenues Down Y/Y

NVTS shares tumble after weak Q2 results and guidance, despite new NVIDIA and Powerchip deals targeting multi-billion-dollar markets by 2030.

Navitas Stock Declines 15.7% on Q2 Loss, Revenues Down Y/Y

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