Acquisition News: Navitas Semiconductor announced the purchase of Claros for up to $232.8 million in cash and stock. The deal aims to integrate vertical power delivery and integrated voltage regulator technologies into its GaN and SiC portfolio for AI data centers.
Strategic Shift: Discussions highlight how this move completes a grid-to-xPU power chain and expands the 2030 serviceable addressable market beyond $8 billion. Analysts note the company's strong cash position supports the transition away from lower-margin consumer segments toward high-power AI applications.
Investor Sentiment: Social media commentary reflects bullish views on execution potential alongside concerns over near-term cash burn and dilution risks from the transaction.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 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 3 sales selling 4,113,272 shares for an estimated $112,406,756.
- RICHARD J HENDRIX has made 0 purchases and 3 sales selling 143,814 shares for an estimated $4,188,072.
- GARY KENT JR WUNDERLICH has made 0 purchases and 2 sales selling 108,165 shares for an estimated $3,041,573.
- TODD GLICKMAN (Sr. V.P., CFO & Treasurer) has made 0 purchases and 2 sales selling 110,684 shares for an estimated $1,181,142.
- 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 $10.5M in Q2 2026. This is a decrease of -27.34% 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 221 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 157 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
- D. E. SHAW & CO., INC. added 9,018,844 shares (+1599.5%) to their portfolio in Q2 2026, for an estimated $161,617,684
- JANE STREET GROUP, LLC added 4,930,681 shares (+317.9%) to their portfolio in Q2 2026, for an estimated $88,357,803
- GOLDMAN SACHS GROUP INC added 3,178,440 shares (+89.8%) to their portfolio in Q2 2026, for an estimated $56,957,644
- SLATE PATH CAPITAL LP removed 2,880,200 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $25,259,354
- POINT72 ASSET MANAGEMENT, L.P. removed 2,599,883 shares (-75.8%) from their portfolio in Q2 2026, for an estimated $46,589,903
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. added 2,405,977 shares (+132.3%) to their portfolio in Q2 2026, for an estimated $43,115,107
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.
