NVTS icon

Navitas Semiconductor

7.19 USD
-0.13
1.78%
At close Jun 16, 4:00 PM EDT
Pre-market
7.03
-0.16
2.23%
1 day
-1.78%
5 days
-9.90%
1 month
245.67%
3 months
171.32%
6 months
121.91%
Year to date
106.02%
1 year
68.38%
5 years
-33.92%
10 years
-33.92%
 

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

0
Funds holding %
of 7,299 funds
0
Analysts bullish %
of 3 analysts

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

Low target
$1.50
79%
downside
Avg. target
$3.50
51%
downside
High target
$6
17%
downside

3 analyst ratings

positive
67%
neutral
0%
negative
33%
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

Positive
Seeking Alpha
23 hours ago
Navitas Semiconductor: Insider Sales Suggest Market Overly Enthusiastic
Navitas Semiconductor stock price surged from $2 to $8+ after announcing a collaboration with NVIDIA to improve power distribution in data centers. Trading volume increased dramatically, reaching up to 80x normal levels. Insiders have sold about 15 million NVTS shares, a quarter of their beneficial interest.
Navitas Semiconductor: Insider Sales Suggest Market Overly Enthusiastic
Positive
The Motley Fool
2 days ago
These 2 Nvidia Partners Will Power the Next Generation of Data Centers
The explosion in artificial intelligence (AI) demand is creating significant demand for data centers and the equipment that powers them. The leading AI computing platform provider, Nvidia (NVDA -2.20%), is developing the next generation of data center architecture.
These 2 Nvidia Partners Will Power the Next Generation of Data Centers
Positive
The Motley Fool
4 days ago
Here's Why Shares in Navitas Powered Higher Again This Week
Shares in Navitas Semiconductor (NVTS -1.88%) rose by almost 29% in the week to Thursday afternoon. The move comes as investors continue to digest the news that Nvidia is collaborating with Navitas to develop data center architecture for the next generation of data centers, due to launch in 2027.
Here's Why Shares in Navitas Powered Higher Again This Week
Positive
Zacks Investment Research
5 days ago
Navitas Semiconductor (NVTS) Soars 10.8%: Is Further Upside Left in the Stock?
Navitas Semiconductor (NVTS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Navitas Semiconductor (NVTS) Soars 10.8%: Is Further Upside Left in the Stock?
Negative
Forbes
5 days ago
50% Downside For Navitas Stock?
Navitas Semiconductor Corp. (NASDAQ: NVTS) has seen an impressive rise, with its stock price increasing nearly 300% from below $2 on May 22nd to over $8 currently. This substantial growth followed Navitas's announcement last month that Nvidia had selected the company to supply power for its next-generation artificial intelligence (AI) data center systems.
50% Downside For Navitas Stock?
Positive
The Motley Fool
6 days ago
Why Nvidia-Backed Navitas Semiconductor Soared Today
Shares of Navitas Semiconductor (NVTS 10.89%) surged higher on Tuesday, finishing the day up 11%. The gain came as the S&P 500 (^GSPC 0.55%) and the Nasdaq Composite (^IXIC 0.63%) were both up 0.6%.
Why Nvidia-Backed Navitas Semiconductor Soared Today
Positive
The Motley Fool
1 week ago
Why This Nvidia Partner's Stock Soared This Week
Shares in gallium nitride (GaN) and silicon carbide (SiC) semiconductor company Navitas Semiconductor (NVTS -10.91%) rose by more than 18% in the week to Friday morning. The move follows another week of positive news flow for a stock that's now up 69% in 2025, after being down by more than 50% in the year to mid-April.
Why This Nvidia Partner's Stock Soared This Week
Positive
The Motley Fool
1 week ago
Why Navitas Semiconductor Rocketed 164% in May
Shares of Navitas Semiconductor (NVTS -9.29%) rocketed 164.2% in May, according to data from S&P Global Market Intelligence.
Why Navitas Semiconductor Rocketed 164% in May
Positive
Seeking Alpha
1 week ago
Navitas: Not A Value Play, But I'm All In
Two weeks have passed, and Navitas Semiconductor Corporation stock is still holding up after the Nvidia collaboration was announced. NVTS is a debt free company, working with all of the top 10 smartphone OEMs around the globe, pulling 8 digits in revenue per quarter and double digit gross margins. My Bull case rests on three pillars: hype, a pivot towards higher margin power chips, and ok(ish) fundamentals to get the company through 2026.
Navitas: Not A Value Play, But I'm All In
Positive
Barrons
1 week ago
Navitas Semiconductor Got a 164% Boost From Nvidia. Why the Stock Is Rising Again.
Navitas has soared since its association with the artificial-intelligence heavyweight.
Navitas Semiconductor Got a 164% Boost From Nvidia. Why the Stock Is Rising Again.
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