AI Collaboration Buzz: Recent chatter on social media has been dominated by Navitas Semiconductor's partnership with a leading tech company to supply next-gen GaN and SiC devices for AI factory power systems. Many are thrilled about the potential growth this could unlock, driving significant attention to the stock. The excitement around this deal highlights the company’s role in powering AI advancements.
Insider Selling Debate: Another focal point online is the recent insider selling by a company director, sparking a mix of reactions. Some express concern over the timing, questioning confidence in future prospects, while others dismiss it as a personal financial move. This split in opinion keeps the discussion lively and nuanced.
Stock Surge Reaction: Posts on social media also note a recent spike in Navitas’ stock price, with some attributing it to strategic alliances and innovation updates. Enthusiasm is high as users speculate on long-term growth in AI and renewable sectors. The momentum has sparked renewed interest in the company’s 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 21 times in the past 6 months. Of those trades, 1 have been purchases and 20 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 2 sales selling 18,824,957 shares for an estimated $165,451,678.
- BRIAN LONG has made 0 purchases and 10 sales selling 4,410,991 shares for an estimated $30,673,501.
- DIPENDER SALUJA has made 0 purchases and 2 sales selling 1,188,884 shares for an estimated $9,803,428.
- TODD GLICKMAN (Sr. V.P., CFO & Treasurer) has made 0 purchases and 3 sales selling 174,965 shares for an estimated $1,784,712.
- GARY KENT JR WUNDERLICH has made 0 purchases and 3 sales selling 178,300 shares for an estimated $1,652,254.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Navitas Semiconductor Revenue
Navitas Semiconductor had revenues of $10.1M in Q3 2025. This is a decrease of -53.36% from the same period in the prior year.
You can track NVTS financials on Quiver Quantitative's NVTS stock page.
Navitas Semiconductor Hedge Fund Activity
We have seen 134 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 95 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 3,348,630 shares (-79.7%) from their portfolio in Q3 2025, for an estimated $24,177,108
- STATE STREET CORP added 3,280,959 shares (+81.9%) to their portfolio in Q3 2025, for an estimated $23,688,523
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,720,838 shares (+76.1%) to their portfolio in Q3 2025, for an estimated $19,644,450
- VANGUARD GROUP INC added 2,550,613 shares (+23.6%) to their portfolio in Q3 2025, for an estimated $18,415,425
- BANK OF AMERICA CORP /DE/ removed 2,073,319 shares (-63.8%) from their portfolio in Q3 2025, for an estimated $14,969,363
- INVESCO LTD. removed 1,881,778 shares (-58.7%) from their portfolio in Q3 2025, for an estimated $13,586,437
- BLACKROCK, INC. added 1,768,506 shares (+17.9%) to their portfolio in Q3 2025, for an estimated $12,768,613
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 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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 3 analysts offer price targets for $NVTS in the last 6 months, with a median target of $8.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $8.0 on 11/10/2025
- N. Quinn Bolton from Needham set a target price of $13.0 on 11/04/2025
- 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.
