Navitas Semiconductor Corporation (NASDAQ:NVTS) Given Average Recommendation of "Reduce" by Analysts
Navitas Semiconductor (NASDAQ:NVTS) has received a consensus "Reduce" recommendation from eight analysts, with an average one-year target price of $6.78. The company reported a Q4 EPS of ($0.05) and revenue of $7.30 million, a 59.4% year-over-year decrease, and analysts project an EPS of -0.51 for the current year. Despite insiders selling over 500,000 shares recently, they still own approximately 29.9% of the company.
NVTS Should I Buy
Navitas Semiconductor Corp (NVTS) is not recommended as a strong buy for long-term investors due to mixed technical signals, weak financial performance, and a lack of significant positive catalysts. Despite some bullish options data, recent financials show a significant revenue drop and net income decrease. Analyst ratings are generally "Hold," with price targets being lowered, anticipating the stock to remain range-bound until 800V socket allocations are dispersed.
Assessing Navitas Semiconductor (NVTS) Valuation After New GaNFast Power Board For NVIDIA AI Data Centers
Navitas Semiconductor (NVTS) recently introduced a new GaNFast power delivery board designed for NVIDIA AI data centers, following a significant 352.46% return over the past year. Despite this strong long-term performance, near-term momentum has cooled, and the current share price of $8.28 is slightly above Simply Wall St's narrative fair value of $8.15. While analysts have a consensus price target of $6.738, some more bullish projections go up to $8.0, with potential risks tied to softness in EV, solar, and industrial demand.
Navitas Semiconductor (NASDAQ:NVTS) Stock Price Down 7.9% - Should You Sell?
Navitas Semiconductor's stock (NASDAQ:NVTS) dropped 7.9% to $8.31 on Friday, with trading volume significantly lower than average. Analyst sentiment is generally weak, with a "Reduce" consensus rating and an average price target of $6.78. The company faces financial strains, including a 59.4% year-over-year revenue decrease, negative EPS, and a negative net margin, coupled with insider stock sales despite some institutional buying.
Vanguard disaggregates holdings; reports 0 NVTS shares (NVTS)
Vanguard has filed an amended Schedule 13G/A, reporting 0 shares beneficially owned and 0% of Navitas Semiconductor Corp (NVTS). This change is due to an internal realignment effective January 12, 2026, where Vanguard's subsidiaries will now report beneficial ownership separately, as permitted by SEC Release No. 34-39538. The filing clarifies reporting responsibility and does not reflect any trading activity or change in economic ownership by Vanguard.
Navitas (NVTS) soars 23% as new exec joins
Navitas Semiconductor (NVTS) stock soared 23% following the announcement that industry veteran Anthony Le Stourgeon has joined the company in a high-profile executive role. Le Stourgeon, known for his work at Microchip Technology with gallium nitride technology, is expected to drive significant advancements within Navitas' GaN power integrated circuits business. This strategic hire underscores Navitas' commitment to expanding its leadership in the GaN market.
A Look At Navitas Semiconductor (NVTS) Valuation After New 800 V AI Data Center Power Board Launch
Navitas Semiconductor (NVTS) has launched an 800 V to 6 V DC-DC power delivery board for NVIDIA's AI data centers, leading to significant share price growth over the past year. Despite the momentum, the company's valuation indicates it is currently overvalued, with a fair value estimate significantly lower than its last closing price and analyst consensus. The article highlights aggressive revenue expansion assumptions and calls for investors to consider market softness and gross margin pressures against the growth narrative.
Proposed 80,000-share restricted sale; NVTS (NASDAQ: NVTS) showing insider disposals
A Form 144 filing indicates a proposed sale of 80,000 restricted shares of Navitas Semiconductor Corp (NVTS) common stock by Morgan Stanley Smith Barney LLC, with a proposed sale date of September 20, 2025. The filing also details prior sales by Todd Glickman, who sold 98,152 shares on March 16, 2026, for over $1 million and 12,532 shares on February 26, 2026, for over $123,000. Regulatory observers note this is a notice of intent under Section 144, without specifying sale execution details or compliance.
Navitas Semiconductor CFO Sells Shares
Navitas Semiconductor Corp's CFO, Todd Glickman, sold 98,152 shares of Class A Common Stock for over $1 million on March 17, 2026, at a price of $10.78 per share. Following this transaction, Glickman still directly owns 735,231 shares of the company. The sale was reported in an SEC Form 4 filing.
Navitas Stock Tries To Recover After Steepest Drop In Nearly A Week — Why Retail Isn't Still Convinced
Navitas Semiconductor's shares saw a slight recovery after a sharp drop, with investor sentiment on Stocktwits flipping to 'bearish'. Despite the company announcing new power chips and showcasing GaNFast technology, retail investors are concerned about a lack of clear order visibility, while short interest in the stock has increased. Tonya Stevens has been appointed as the new CFO.
Navitas Semiconductor (NASDAQ:NVTS) CFO Sells $1,058,078.56 in Stock
Navitas Semiconductor (NASDAQ:NVTS) CFO Todd Glickman sold 98,152 shares of company stock for a total of $1,058,078.56 on March 17th, reducing his stake by 11.78%. The sale was disclosed in an SEC filing and follows a previous sale in February. NVTS stock traded down 6.4% to $9.82 on the day of the sale, and analysts generally have a "Reduce" rating for the company with a consensus price target of $6.78.
Navitas (NVTS) CFO sells 98K shares to cover equity award taxes
Navitas Semiconductor Corp's Senior V.P., CFO & Treasurer, Todd Glickman, sold 98,152 shares of Class A Common Stock at $10.78 per share. This sale was conducted to cover tax withholding obligations arising from the vesting of a compensatory equity award, including restricted stock units, and was structured to comply with Rule 10b5-1(c). Glickman does not control the timing or number of shares sold in such transactions, and he maintains a substantial holding of 735,231 shares after the sale.
ArrowMark Colorado Holdings LLC Cuts Stock Position in Navitas Semiconductor Corporation $NVTS
ArrowMark Colorado Holdings LLC significantly reduced its stake in Navitas Semiconductor Corporation, selling 70% of its shares in Q3. This divestment comes as company insiders have also been selling shares, with over $3.9 million worth offloaded in the last 90 days. Navitas Semiconductor reported a 59.4% year-over-year revenue decrease and analysts currently hold a "Reduce" rating for the stock with a consensus target price of $6.78.
Navitas Semiconductor (Nasdaq:NVTS) - Stock Analysis
This Simply Wall St report provides a detailed stock analysis of Navitas Semiconductor (NVTS), highlighting its market performance, financial health, and future growth prospects. While revenue is projected to grow significantly, the company faces risks such as volatile share prices, insider selling, and unprofitability in the near term. The analysis includes various analyst price targets and community narratives offering different perspectives on the stock's valuation and potential.
Navitas Semiconductor (NASDAQ: NVTS) accelerates RSU vesting for departing CFO
Navitas Semiconductor (NVTS) has accelerated the vesting of 211,528 restricted stock units (RSUs) for its former CFO and Treasurer, Todd Glickman. This acceleration, effective March 13, 2026, is in recognition of his service as he transitions out of the role and remains a consultant until March 30, 2026, to ensure a smooth handover to incoming CFO Tonya Stevens. The RSUs were originally scheduled to vest on September 20, 2026.
NVTS (NASDAQ: NVTS) Form 144 lists 8.0M shares vesting; potential sales
Navitas Semiconductor Corp (NASDAQ: NVTS) has filed a Form 144 indicating proposed sales of restricted Class A Common Stock tied to RSU vesting. The filing details future vesting events: 8,000,000 shares on September 3, 2025, and 22,559 shares on March 3, 2026. As of March 17, 2026, the company has 230,792,765 shares outstanding, with actual sales to be reported in future Form 4 filings or broker reports.
Navitas Semiconductor accelerates vesting of restricted stock units for outgoing CFO
Navitas Semiconductor accelerated the vesting of 211,528 restricted stock units for outgoing CFO Todd Glickman, recognizing his service during the transition period. Glickman will serve as a consultant until March 30, 2026, as Tonya Stevens takes over as CFO and Treasurer. The company also announced new power delivery innovations for AI data centers and appointed Stevens to her new role, following Glickman's planned departure.
Navitas Targets AI Racks With New 800 V GaNFast Power Architecture
Navitas Semiconductor introduced an 800V to 6V DC-DC GaNFast power delivery board designed for AI data centers, eliminating the need for a 48V intermediate bus. This innovation, showcased at NVIDIA GTC 2026 and APEC 2026, aims to improve power density and efficiency in advanced AI infrastructure, specifically targeting NVIDIA AI systems. The announcement comes as Navitas' stock has shown significant returns, and the company is integrating this new architecture with its existing SiC MOSFETs and solid-state transformer work.
Navitas debuts 800V–6V DC–DC power delivery board at NVIDIA GTC
Navitas Semiconductor has unveiled a new DC-DC power delivery board at NVIDIA GTC, capable of direct 800V to 6V conversion. This innovation aims to enhance efficiency, reliability, and power density in advanced NVIDIA AI infrastructure by eliminating the traditional 48V intermediate bus converter stage. The board boasts up to 96.5% peak efficiency and a power density of 2100W/in³, significantly improving system performance and reducing costs for AI workloads.
Navitas Debuts Revolutionary 800 V-6 V Power Delivery Board at NVIDIA GTC 2026
Navitas Semiconductor has unveiled a new 800 V–6 V DC-DC power delivery board at NVIDIA GTC 2026, designed to eliminate the traditional 48 V intermediate bus converter stage in compute server trays. This innovation aims to enhance system efficiency, reliability, and compute density by enabling direct conversion from 800 V to 6 V. The solution targets high-power AI infrastructure, supporting the transition to 800 VDC data center power and improving overall system performance and power density.
Phone-thin 800V power board frees space for NVIDIA AI GPUs in data centers
Navitas Semiconductor has announced a new 800 V–6 V DC-DC power delivery board utilizing GaNFast technology, designed to optimize power delivery for NVIDIA AI infrastructure in data centers. This innovative board aims for 96.5% peak efficiency and a power density of 2,100 W/in³, eliminating the traditional 48 V intermediate bus converter stage to free up space and improve efficiency. The ultra-low profile design, comparable to 20% thinner than a mobile phone, allows for closer integration with GPU boards, enhancing performance for AI workloads.
Navitas Semiconductor Expands with New High-Efficiency Power Packages
Navitas Semiconductor (NVTS) has seen its stock rise following the launch of new high-efficiency QDPAK and TO-247-4L packages for its 5th-generation SiC MOSFETs, targeting AI data centers and energy infrastructure. The company reported a Q4 revenue beat and projected strong Q1 2026 revenues, reflecting positive investor sentiment despite continued losses. Additionally, the appointment of Tonya Stevens as the new CFO is expected to guide Navitas through its growth phase with a renewed financial strategy.
Navitas Semiconductor’s Strategic Moves Propel Stock Surge
Navitas Semiconductor's stock surged by 13.27% following strategic advancements, including the introduction of innovative SiC MOSFET packages and key partnerships in AI and electrification markets. Despite historical earnings challenges and negative profitability, market optimism is growing due to a strong Q1 revenue forecast and a new CFO appointment. These developments highlight the company's evolution and strategic vision in high-growth sectors.
Navitas (NVTS) Soars 23% as New Exec Joins
Navitas Semiconductor Corp. (NASDAQ:NVTS) saw its share price jump by 23.17 percent after announcing the appointment of Tonya Stevens as its new Chief Finance Officer. The positive investor sentiment was further boosted by optimistic comments from Jim Cramer about the company's technology and its recent launch of new semiconductor products aimed at AI data centers. The article also includes promotional material for an AI stock report.
Navitas adds top-side-cooled QDPAK and low-profile TO-247-4L to package line-up in 5th-generation GeneSiC technology
Navitas Semiconductor Corp has introduced two new packages, the top-side-cooled QDPAK and a low-profile TO-247-4L, which integrate with their 5th-generation GeneSiC technology platform. These products offer enhanced power density and ruggedness, along with improved thermal management and reduced footprints for high-power applications like AI data centers. The new solutions aim to address the industry's demand for greater power in more compact spaces.
Diversify Advisory Services LLC Makes New $960,000 Investment in Navitas Semiconductor Corporation $NVTS
Diversify Advisory Services LLC has made a new investment of $960,000 in Navitas Semiconductor Corporation, acquiring 132,924 shares, which represents about 0.06% ownership. This comes as Navitas shares saw a significant surge after unveiling new GeneSiC packages for AI data centers and appointing a new CFO. Despite a rally, the company reported negative EPS and a substantial year-over-year revenue decline, alongside significant insider selling, though insiders retain a considerable stake.
Navitas (NVTS) climbs 25% on product launch; names new CFO
Navitas (NVTS) shares surged by 25% following the announcement of a new family of GaNFast power ICs, which boast increased power, higher efficiency, and greater integration. The company also appointed Anthony R. Sanders as its new Chief Financial Officer, effective March 11, 2024. These developments signify potential growth and improved financial leadership for Navitas.
Navitas surges 18% after releasing packages to improve efficiencies in AI data centers
Navitas Semiconductor (NVTS) shares surged 18% following the introduction of two new product packages aimed at enhancing efficiencies in artificial intelligence data centers. These innovations include the top-side cooled QDPAK and the low-profile TO-247-4-LP. The move is expected to significantly benefit AI data center operations.
NVTS Shares Close 25% Higher On New Product Launch — Retail Eyes Multi-Day Runner
Navitas Semiconductor (NVTS) saw its shares close 25% higher after launching two new silicon carbide MOSFET technology packages designed for AI data centers and grid infrastructure. The company also announced the appointment of Tonya Stevens as its new CFO. Retail sentiment shifted to "extremely bullish," with some users comparing NVTS to Nvidia.
Navitas (NVTS) Climbs 25% on Product Launch; Names New CFO
Navitas Semiconductor Corp. (NASDAQ:NVTS) saw its stock jump almost 25% following the launch of two new 5th generation semiconductor products designed for AI data centers. The company also announced the appointment of Tonya Stevens as its new Chief Financial Officer, effective March 30, replacing Todd Glickman. Stevens, formerly of Lattice Semiconductor, will be responsible for the company's financial strategy and its path to profitability.
30-year semiconductor finance veteran to guide Navitas 2.0 high-power push as CFO
Navitas Semiconductor (NVTS) has appointed Tonya Stevens as its new Chief Financial Officer, effective March 30, 2026. Stevens brings over 30 years of finance experience from the semiconductor industry, including roles at Lattice Semiconductor and Intel. Her responsibilities will include overseeing financial strategy, investor relations, and driving profitability as Navitas undergoes its "Navitas 2.0" transformation focused on high-power GaN and SiC markets.
Navitas Semiconductor Bolsters Leadership with Appointment of Tonya Stevens as Chief Financial Officer
Navitas Semiconductor has appointed Tonya Stevens as its new Chief Financial Officer, effective March 30, 2026. Stevens brings over 30 years of finance and accounting experience from the semiconductor and technology sectors, including a previous role as interim CFO at Lattice Semiconductor. She will be responsible for Navitas' financial strategy, investor relations, and driving profitability, particularly as the company focuses on high-power markets through its "Navitas 2.0" transformation.
Navitas Semiconductor (NASDAQ:NVTS) Shares Up 18.4% - What's Next?
Shares of Navitas Semiconductor (NASDAQ:NVTS) rose 18.4% to around $10.27 on Wednesday, though analyst sentiment remains cautious with an average "Reduce" rating and a target price of $6.78. The company's fundamentals appear weak, with a significant year-over-year revenue drop and negative EPS, and insiders have been net sellers of the stock. Institutional investors have generally increased their holdings, but analysts still recommend considering other stocks over NVTS.
Navitas Semiconductor Corp (NVTS) Shares Up 22.18% on Mar 11
Navitas Semiconductor Corp (NVTS) saw its shares surge by 22.18% on March 11, reaching an intraday high of $10.86 before closing at $10.61. This places the stock 40.39% below its 52-week high but 597.70% above its 52-week low, with a trading volume significantly higher than average. Wall Street analysts maintain an average "Hold" recommendation with an average target price of $8.15, while GuruFocus estimates a fair value of $3.31, suggesting a potential downside.
Navitas Semiconductor Shares Surge on Strategic Pivot to AI Data Centers and High-Power Markets
Navitas Semiconductor (NASDAQ: NVTS) shares jumped over 22% as the company announced a strategic pivot towards high-growth sectors like AI data centers and energy infrastructure, a transformation dubbed "Navitas 2.0." High-power applications now account for the majority of their quarterly revenue, reflecting a successful shift away from lower-margin consumer businesses. Despite a Q4 2025 operating loss, strong cash reserves and no debt position the company for significant future investments and growth in the booming AI infrastructure market, where its GaN and SiC technologies offer superior efficiency.
Navitas Semiconductor Bolsters Leadership with Appointment of Tonya Stevens as Chief Financial Officer
Navitas Semiconductor announced the appointment of Tonya Stevens as Chief Financial Officer, effective March 30, 2026. Stevens brings over 30 years of finance and accounting experience from the semiconductor industry, including roles at Lattice Semiconductor and Intel. Her focus will be on strengthening Navitas' financial foundation, driving operational rigor, and scaling the business for sustained long-term value, supporting the company's "Navitas 2.0" transformation into high-power markets.
Navitas Semiconductor Bolsters Leadership with Appointment of Tonya Stevens as Chief Financial Officer
Navitas Semiconductor announced the appointment of Tonya Stevens as Chief Financial Officer, effective March 30, 2026. Stevens brings over 30 years of global finance and accounting experience in the semiconductor and technology sectors, most recently serving as Chief Accounting Officer and Interim CFO at Lattice Semiconductor. Her role will focus on strengthening Navitas' financial foundation, driving operational rigor, and supporting the company's growth in high-power markets.
Navitas Semiconductor Launches Groundbreaking Power Platforms Targeting AI and Energy Markets
Navitas Semiconductor is making significant advancements with new power platforms aimed at AI data centers and energy markets, which has led to a 14.4% surge in its stock. The company unveiled a 10 kW DC-DC power platform for AI efficiency and a fifth-generation GeneSiC technology platform, focusing on high-efficiency, high-power-density solutions. Despite ongoing losses, an optimistic Q1 2026 revenue forecast and strategic partnerships reflect a strong push towards innovative, high-powered technologies.
Navitas Semiconductor Stock Soars After New Product Launch
Navitas Semiconductor (NASDAQ: NVTS) shares are trading higher following the launch of two new additions to its 5th generation GeneSiC silicon carbide power semiconductor platform. These new products are designed for AI data centers and energy infrastructure, offering improved power density, thermal performance, and system efficiency. The company's stock has seen a significant climb after reporting strong Q4 results and issuing positive Q1 guidance.
Navitas (NVTS) Climbs 25% on Product Launch; Names New CFO
Navitas Semiconductor (NVTS) shares rose 25% following the launch of two new 5th-generation semiconductor products designed for AI data centers, setting new benchmarks for power density. Concurrently, the company announced Tonya Stevens as its new CFO, who previously served at Lattice Semiconductor, to lead its financial strategy and drive profitability. The article also suggests that while NVTS has potential, other AI stocks might offer better returns with limited downside risk.
Navitas Semiconductor Corporation (NASDAQ:NVTS) Receives Consensus Recommendation of "Reduce" from Brokerages
Navitas Semiconductor Corporation (NASDAQ:NVTS) has received a consensus "Reduce" recommendation from brokerages, with an average 12-month target price of $6.78. This comes after the company reported quarterly EPS in line with expectations but a significant 59.4% year-over-year revenue drop. Additionally, insiders have sold a substantial number of shares, reflecting a notable disposition amidst recent volatility.
Navitas Semiconductor (NASDAQ:NVTS) CEO Sells $82,477.48 in Stock
Navitas Semiconductor CEO Chris Allexandre sold 9,236 shares of the company's stock for $82,477.48, reducing his stake by 1.12%. This transaction follows the company's earnings report, which met EPS estimates but showed a 59.4% year-over-year revenue plunge and deeply negative net margins. Analysts currently rate NVTS as "Reduce" with a consensus price target of $6.78.
Is Navitas Semiconductor (NVTS) Trading Profit for an AI Power Future Amid CFO Exit?
Navitas Semiconductor reported increased losses in 2025 despite higher sales, announced its CFO's departure, and is aggressively pursuing AI data center and grid power solutions. The company's strategy involves leveraging its GaN and SiC technologies for high-voltage applications, particularly through a collaboration with EPFL on solid-state transformers for AI data centers, which is seen as a key growth catalyst. While this push into AI presents potential for significant future revenue, it also introduces execution risk and increased dependence on a niche market.
New 250kW solid-state transformer targets energy-hungry AI data centers
Navitas Semiconductor and EPFL have unveiled a 250 kW solid-state transformer (SST) designed for AI data centers, converting 3.3 kV AC to 800 V DC using Navitas's GeneSiC 3300V and 1200V SiC MOSFETs. This modular, single-stage SST aims to enhance grid-to-rack efficiency and address the rising energy demands and thermal challenges of next-generation AI data centers. The technology will be demonstrated at APEC 2026, highlighting a scalable 800 V-DC distribution approach with potential for heat reuse.
Navitas, EPFL to Demonstrate Novel Solid-State Transformer Solution for AI Data Center, Enabling 800 V DC Implementation
Navitas Semiconductor and EPFL are set to demonstrate a 250kW Solid-State Transformer (SST) solution at APEC 2026, designed to enable 800V DC implementation in AI data centers. This SST platform, developed by EPFL using Navitas' GeneSiC™ 3300V and 1200V SiC devices, aims to improve efficiency and scalability by eliminating bulky low-frequency transformers. The collaboration addresses the growing energy and thermal challenges in AI data centers by providing a highly efficient medium-voltage power conversion solution.
Navitas Semiconductor Corporation $NVTS Shares Sold by Arete Wealth Advisors LLC
Arete Wealth Advisors LLC reduced its stake in Navitas Semiconductor Corporation by 39%, selling nearly 180,000 shares. This move contributed to a trend of net selling by insiders who have offloaded over 1.6 million shares in the past 90 days. Despite institutional ownership of 46.14%, analysts maintain a "Hold" rating for NVTS, which recently reported a 59.4% year-over-year revenue decline.
Insider Selling: Navitas Semiconductor (NASDAQ:NVTS) Director Sells 389,096 Shares of Stock
Navitas Semiconductor director Ranbir Singh recently sold 389,096 shares of the company's stock for approximately $3.70 million on February 26th, in addition to a prior sale of 179,354 shares in December. The stock experienced a 6.1% increase, trading at $9.55 during midday, although the company reported negative earnings and a significant year-over-year revenue drop. Analysts currently rate NVTS as a "Hold" with an average price target of $6.32.
Navitas Semiconductor (NASDAQ:NVTS) CFO Sells $123,064.24 in Stock
Navitas Semiconductor's CFO, Todd Glickman, sold 12,532 shares worth $123,064.24 on February 26th, reducing his stake by 1.48%. This follows a previous sale of 78,307 shares in December. The company recently reported Q4 EPS of ($0.05) and revenue of $7.30 million, while analysts maintain a "Hold" rating with a $6.32 target price.
Navitas semi CFO Glickman sells $123k in shares
Navitas Semiconductor's CFO, Todd Glickman, sold 12,532 shares of Class A Common Stock for approximately $123,064 on February 26, 2026, while also acquiring 32,636 shares at no cost on the same day. Despite the company's significant stock surge, InvestingPro suggests it appears overvalued. This transaction follows recent announcements from Navitas, including Glickman's upcoming departure, new power platform development for AI data centers, expanded distribution with Avnet, and a new partnership with Cyient Semiconductors for GaN technology in India.
Navitas (NVTS) CFO logs stock grant and automated tax-cover sale
Navitas Semiconductor Corp's CFO, Todd Glickman, reported receiving a grant of 32,636 shares and subsequently selling 12,532 shares at a weighted average price of $9.82. These sales were conducted to cover tax withholding obligations associated with the vesting of a compensatory award under a Rule 10b5-1(c) plan, with the CFO having no control over the timing or number of shares sold. After these transactions, Glickman directly holds 833,383 shares of Navitas Class A common stock.
