Recent discussions on X about Navitas Semiconductor (NVTS) have been centered around the company’s latest earnings report and strategic moves. The stock took a significant hit following a Q2 revenue miss and weaker-than-expected Q3 guidance, with some users noting a nearly 16% drop in share price. Despite the financial setbacks, there’s intrigue around the company’s pivot toward AI data centers and a high-profile partnership that could signal future growth.
Analyst downgrades have further fueled debates on X, with mixed opinions on whether the current price reflects long-term potential or ongoing risks. Some users express optimism about Navitas’ role in emerging technologies like hydrogen fuel-cell chargers and AI infrastructure, while others remain cautious due to recent volatility. The conversation remains dynamic as investors weigh short-term losses against speculative future gains.
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 49 times in the past 6 months. Of those trades, 1 have been purchases and 48 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 10 sales selling 24,031,352 shares for an estimated $202,803,584.
- BRIAN LONG has made 0 purchases and 7 sales selling 4,534,158 shares for an estimated $31,965,195.
- 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 3 sales selling 645,986 shares for an estimated $3,225,673.
- 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 113 institutional investors add shares of Navitas Semiconductor stock to their portfolio, and 82 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEUBERGER BERMAN GROUP LLC removed 4,372,803 shares (-97.5%) from their portfolio in Q1 2025, for an estimated $8,964,246
- POINT72 ASSET MANAGEMENT, L.P. removed 4,014,670 shares (-55.0%) from their portfolio in Q1 2025, for an estimated $8,230,073
- BANK OF AMERICA CORP /DE/ added 2,553,871 shares (+206.9%) to their portfolio in Q1 2025, for an estimated $5,235,435
- NEUMANN ADVISORY HONG KONG LTD removed 1,373,439 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $8,996,025
- BALYASNY ASSET MANAGEMENT L.P. removed 1,036,667 shares (-71.8%) from their portfolio in Q1 2025, for an estimated $2,125,167
- MILLENNIUM MANAGEMENT LLC added 847,665 shares (+5875.1%) to their portfolio in Q1 2025, for an estimated $1,737,713
- MORGAN STANLEY removed 719,070 shares (-53.2%) from their portfolio in Q1 2025, for an estimated $1,474,093
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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 08/05/2025
- Needham issued a "Buy" rating on 08/05/2025
- Morgan Stanley issued a "Underweight" rating on 04/07/2025
- Baird issued a "Outperform" rating on 03/05/2025
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 6 analysts offer price targets for $NVTS in the last 6 months, with a median target of $5.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $8.0 on 08/05/2025
- Richard Shannon from Craig-Hallum set a target price of $6.0 on 08/05/2025
- N. Quinn Bolton from Needham set a target price of $8.0 on 08/05/2025
- Joseph Moore from Morgan Stanley set a target price of $1.5 on 04/07/2025
- Tristan Gerra from Baird set a target price of $4.0 on 03/05/2025
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.
