AI Partnership Sparks Surge: Recent chatter on X about Navitas Semiconductor (NVTS) has exploded due to its partnership with a major tech giant in the AI space, particularly for next-gen power solutions. Many are thrilled by the stock’s dramatic rise, with some noting gains of over 50% tied to this collaboration. The focus is on how Navitas’ GaN and SiC technologies could play a key role in AI data centers.
Valuation Concerns Emerge: Despite the excitement, some discussions on X highlight caution after a recent analyst downgrade citing stretched valuation. There’s debate over whether the current rally reflects fundamentals or hype, with adoption timelines for key technologies still years away. This has sparked mixed views on the stock’s near-term trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Navitas Semiconductor Insider Trading Activity
Navitas Semiconductor insiders have traded $NVTS stock on the open market 52 times in the past 6 months. Of those trades, 1 have been purchases and 51 have been sales.
Here’s a breakdown of recent trading of $NVTS stock by insiders over the last 6 months:
- RANBIR SINGH has made 1 purchase buying 18,645,603 shares for an estimated $163,894,850 and 9 sales selling 24,026,952 shares for an estimated $202,792,369.
- BRIAN LONG has made 0 purchases and 12 sales selling 7,192,565 shares for an estimated $47,956,966.
- EUGENE SHERIDAN (PRESIDENT & CEO) has made 0 purchases and 5 sales selling 2,755,783 shares for an estimated $14,443,137.
- LLC SICPOWER, has made 0 purchases and 4 sales selling 986,238 shares for an estimated $6,628,166.
- DAVID MOXAM has made 0 purchases and 3 sales selling 867,848 shares for an estimated $5,419,720.
- TODD GLICKMAN (Sr. V.P., CFO & Treasurer) has made 0 purchases and 2 sales selling 632,342 shares for an estimated $3,190,335.
- RICHARD J HENDRIX has made 0 purchases and 8 sales selling 357,180 shares for an estimated $1,874,851.
- GARY KENT JR WUNDERLICH has made 0 purchases and 8 sales selling 301,603 shares for an estimated $1,733,172.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Navitas Semiconductor Hedge Fund Activity
We have seen 149 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 91 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RENAISSANCE TECHNOLOGIES LLC added 4,087,100 shares (+inf%) to their portfolio in Q2 2025, for an estimated $26,770,505
- MILLENNIUM MANAGEMENT LLC added 3,339,182 shares (+387.3%) to their portfolio in Q2 2025, for an estimated $21,871,642
- POINT72 ASSET MANAGEMENT, L.P. removed 3,283,525 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $21,507,088
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,961,840 shares (+483.2%) to their portfolio in Q2 2025, for an estimated $19,400,052
- CITADEL ADVISORS LLC added 1,727,943 shares (+inf%) to their portfolio in Q2 2025, for an estimated $11,318,026
- AMERIPRISE FINANCIAL INC removed 1,704,674 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $11,165,614
- MORGAN STANLEY added 1,684,672 shares (+266.4%) to their portfolio in Q2 2025, for an estimated $11,034,601
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Navitas Semiconductor Analyst Ratings
Wall Street analysts have issued reports on $NVTS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 08/26/2025
- Needham issued a "Buy" rating on 08/26/2025
To track analyst ratings and price targets for Navitas Semiconductor, check out Quiver Quantitative's $NVTS forecast page.
Navitas Semiconductor Price Targets
Multiple analysts have issued price targets for $NVTS recently. We have seen 4 analysts offer price targets for $NVTS in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $12.0 on 10/20/2025
- N. Quinn Bolton from Needham set a target price of $8.0 on 08/26/2025
- Richard Shannon from Craig-Hallum set a target price of $6.0 on 08/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
