Nvidia Collaboration: Social media discussions center on Navitas Semiconductor's recent integration into Nvidia's MGX ecosystem for AI infrastructure. Observers point to the company's GaNFast technology as a key factor in meeting rising power needs for AI systems.
Market Reaction: Posts note the stock's sharp 19 percent intraday surge following the announcement. Some participants flag concerns over stretched valuations relative to forward sales projections.
Broader Context: Commentary also references prior gains tied to GaN and SiC exposure in high-power applications. The overall tone reflects interest in the AI angle alongside caution on pricing.
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 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 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 4 sales selling 236,465 shares for an estimated $4,231,327.
- 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 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 $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 184 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 127 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.
