Navitas SemiconductorNVTS
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
284% more call options, than puts
Call options by funds: $3.1M | Put options by funds: $807K
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
16% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 44
4% more funds holding
Funds holding: 158 [Q4 2024] → 164 (+6) [Q1 2025]
4.15% less ownership
Funds ownership: 41.05% [Q4 2024] → 36.9% (-4.15%) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
46% less capital invested
Capital invested by funds: $275M [Q4 2024] → $149M (-$126M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Rosenblatt Kevin Cassidy | 17%downside $6 | Buy Maintained | 22 May 2025 |
Needham Quinn Bolton | 58%downside $3 | Buy Maintained | 6 May 2025 |
Morgan Stanley Joseph Moore | 79%downside $1.50 | Underweight Downgraded | 7 Apr 2025 |
Financial journalist opinion
Based on 25 articles about NVTS published over the past 30 days









