AI Power Pivot Gains Traction: Market observers on social media highlight Navitas Semiconductor's pivot toward gallium nitride technology for data center applications, noting collaborations with major chipmakers that position the firm in high-efficiency power delivery systems.
Strong Momentum Builds: Recent commentary points to substantial price appreciation exceeding 200 percent from earlier breakout levels, with participants discussing potential pullbacks to support zones around 17 to 20 as healthy opportunities amid ongoing AI infrastructure demand.
Profit-Taking Amid Optimism: Discussions reflect measured trimming of positions after sharp rallies, yet many express continued interest in the stock's role in addressing energy efficiency challenges for next-generation computing racks.
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 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $NVTS stock by insiders over the last 6 months:
- RANBIR SINGH has made 0 purchases and 4 sales selling 4,292,626 shares for an estimated $113,963,585.
- DIPENDER SALUJA has made 0 purchases and 2 sales selling 1,188,884 shares for an estimated $9,803,428.
- GARY KENT JR WUNDERLICH has made 0 purchases and 5 sales selling 286,465 shares for an estimated $4,693,827.
- RICHARD J HENDRIX has made 0 purchases and 3 sales selling 143,814 shares for an estimated $4,188,072.
- TODD GLICKMAN (Sr. V.P., CFO & Treasurer) has made 0 purchases and 3 sales selling 188,991 shares for an estimated $1,946,233.
- BRIAN LONG has made 0 purchases and 3 sales selling 212,349 shares for an estimated $1,812,285.
- CHRIS ALLEXANDRE (PRESIDENT AND CEO) has made 0 purchases and 2 sales selling 22,559 shares for an estimated $506,282.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Navitas Semiconductor Revenue
Navitas Semiconductor had revenues of $8.6M in Q1 2026. This is a decrease of -38.66% from the same period in the prior year.
You can track NVTS financials on Quiver Quantitative's NVTS stock page.
You can access data on NVTS stock through the Quiver Quantitative API.
Navitas Semiconductor Hedge Fund Activity
We have seen 183 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 128 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DAVIDSON KEMPNER CAPITAL MANAGEMENT LP removed 9,629,629 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $84,451,846
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 4,067,236 shares (-96.7%) from their portfolio in Q1 2026, for an estimated $35,669,659
- RENAISSANCE TECHNOLOGIES LLC removed 3,623,900 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $25,874,646
- INVESCO LTD. added 3,413,394 shares (+257.8%) to their portfolio in Q4 2025, for an estimated $24,371,633
- SLATE PATH CAPITAL LP removed 2,880,200 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $25,259,354
- BLACKROCK, INC. added 2,683,099 shares (+19.2%) to their portfolio in Q1 2026, for an estimated $23,530,778
- GOLDMAN SACHS GROUP INC added 2,369,294 shares (+202.4%) to their portfolio in Q1 2026, for an estimated $20,778,708
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
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 $20.0.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $21.0 on 05/06/2026
- Kevin Cassidy from Rosenblatt set a target price of $13.0 on 05/06/2026
- Tristan Gerra from Baird set a target price of $20.0 on 05/04/2026
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.
