SecBot

SecBot
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001821769

NVTS

Navitas Semiconductor Corp
$12.91 ▲ +6.52%
Prev close $12.12
Market cap$3.1B
ConsensusHold
12-mo target$14.08 (+9.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Semiconductors
Snapshot
The big-picture read on NVTS right now — valuation, ownership and activity at a glance.
Market Cap
$3.1B
Cap Size
Mid Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$2.6B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $121.3M sell
Insider Net $
-$121.3M
Social Sentiment
66° Warm
SEC Reports
20
Press Releases
2
Price chart 30d +15.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 contract
U.S. Government Selects Navitas to Develop Next-Generation 10 kV SiC Power Semiconductors
Award recognizes Navitas' leadership in ultra-high-voltage (UHV) SiC technology and resilient U.S.-a
Aug 25, 2026 SEC
Navitas Semiconductor Corp announced a definitive agreement to acquire Claros, Inc. for an estimated aggregate purchase
8-K — Impact 7/10
Aug 25, 2026 Press
Navitas Semiconductor announced a definitive agreement to acquire Claros, Inc., a developer of vertical power delivery (
Impact 7/10
Aug 14, 2026 Event
HSR Early Termination: ON Semiconductor Corporation; Synaptics Incorporated
The FTC granted early termination of the HSR Act waiting period for a transaction involving ON Semic
Jul 31, 2026 Insider
Saluja Dipender was granted 951 shares
Director @ $13.15 ($12.5K)
Jul 31, 2026 Insider
Saluja Dipender was granted 951 shares
Director @ $13.15 ($12.5K)
Jul 27, 2026 SEC
Navitas Semiconductor reported Q2 2026 revenue of $10.5M, beating the $10.0M consensus and growing 22% sequentially, whi
PRESS-RELEASE — Impact 7/10
Jul 27, 2026 SEC
Navitas Semiconductor reported Q2 2026 revenue of $10.5M, up 22% sequentially, and guided Q3 revenue to $13.0-14.0M (28%
8-K — Impact 5/10
Analyst ratings buy % +6.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 50% rate it Buy or better · 14 analysts
Strong Buy 3 21% Buy 4 29% Hold 6 43% Sell 1 7% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 29, 2026RosenblattMAINTAINNeutral 54%
Jul 28, 2026RosenblattMAINTAINNeutral 54%
Jul 28, 2026NeedhamREITERATEBuy 50%
May 6, 2026RosenblattMAINTAINNeutral 54%
May 6, 2026NeedhamMAINTAINBuy 50%
May 4, 2026BairdMAINTAINOutperform 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20263461050%
Aug 1, 20263461050%
Jul 1, 20263471047%
Jun 1, 20263471047%
May 1, 20263471047%
Apr 1, 20263471047%
Mar 1, 20263471047%
Feb 1, 20263471047%
Price targets
Where 8 covering analysts think NVTS trades over the next 12 months.
$14.08 +9.0% upside Buy
Current$12.91 Low$8.00 Median$13.00 High$21.00 8 analysts
$8.00$21.00
Analyst rating Hold· 2.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
66°
Warm
BearishNeutralBullish
30 mentions 11 bullish 0 bearish 19 neutral
Recent posts
stocks Neutral 11d 5h ago
What is happening to $NVTS
▲ 1 · 💬 1· ⚡ 0.5
stocks Neutral 11d 6h ago
What is happening to $NVTS
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 15d 18h ago
What is happening to $NVTS
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 1mo ago
let's discuss the next bottleneck ---- my thoughts best risk reward is robotics
▲ 1 · 💬 5· ⚡ 0.5
wallstreetbets Neutral 2mo ago
NVTS navitas semiconductor
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 8 bearish, 2 mixed, 9 neutral · avg impact 4.7/10.Plus 2 press releases.
MIXED8-K7/10
Navitas Semiconductor Corp announced a definitive agreement to acquire Claros, Inc. for an estimated
Aug 25, 2026
BULLISHPRESS-RELEASE7/10
Navitas Semiconductor reported Q2 2026 revenue of $10.5M, beating the $10.0M consensus and growing 2
Jul 27, 2026
MIXED8-K5/10
Navitas Semiconductor reported Q2 2026 revenue of $10.5M, up 22% sequentially, and guided Q3 revenue
Jul 27, 2026
BEARISH8-K5/10
Navitas Semiconductor filed an 8-K disclosing that Wolfspeed has filed a patent infringement complai
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
contract
U.S. Government Selects Navitas to Develop Next-Generation 10 kV SiC Power Semiconductors
Award recognizes Navitas' leadership in ultra-high-voltage (UHV) SiC technology and resilient U.S.-anchored manufacturing supply chain Award recognize
Sep 3, 2026
other
Navitas to Present at the Citi Global TMT Conference on September 8, 2026
TORRANCE, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor , the industry leader in next-generation GaNFast™ gallium nitride (GaN) and
Sep 1, 2026
other
Navitas Delivers Latest Gen 5 GaNFast™ Manufactured in the U.S. Through GlobalFoundries Partnership to Accelerate AI Infrastructure
Combining Navitas’ proprietary Gen 5 GaNFast™ technology and expertise with GlobalFoundries’ advanced U.S. 200mm manufacturing and process baseline st
Aug 25, 2026
m_and_a
Navitas To Acquire Claros, Advancing AI Infrastructure with VPD & IVR Technology for Grid-to-xPU
The proposed acquisition is expected to provide the last step in power delivery to the core to complete Navitas’ grid-to-xPU high-power portfolio, acc
Aug 14, 2026
Enforcement
HSR Early Termination: ON Semiconductor Corporation; Synaptics Incorporated
The FTC granted early termination of the HSR Act waiting period for a transaction involving ON Semiconductor Corporation; Synaptics Incorporated.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$-0.04$-0.04–$-0.0325.7%+0.0%4↑ 0↓$0.0B7
Next Q$-0.03$-0.04–$-0.0231.4%+0.0%4↑ 0↓$0.0B7
Current FY$-0.15$-0.17–$-0.1325.0%+0.0%7↑ 0↓$0.0B7
Next FY$-0.13$-0.16–$-0.0816.0%+0.0%4↑ 3↓$0.1B8
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$-0.037—
7d ago$-0.037—
30d ago$-0.037—
60d ago$-0.037—
90d ago$-0.044+0.006
Institutional ownership
Which big funds own NVTS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.6B total value (147,649,883 shares) as of 2026-Q2. Top holders: BlackRock,, D., VANGUARD. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.16,237,182$291.0M11.1%—
D. E. Shaw & Co., Inc.9,582,697$171.7M6.5%DOUBLED +154.3%
VANGUARD CAPITAL MANAGEMENT LLC8,998,961$161.3M6.2%—
VANGUARD PORTFOLIO MANAGEMENT LLC8,980,628$160.9M6.1%ADD +86.8%
STATE STREET CORP8,211,604$147.2M5.6%—
Capricorn Investment Group LLC7,134,285$127.8M4.9%—
GOLDMAN SACHS GROUP INC6,718,193$120.4M4.6%ADD +89.8%
JANE STREET GROUP, LLC6,481,513$116.1M4.4%DOUBLED +317.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,572,800$99.9M3.8%DOUBLED +112.7%
JANE STREET GROUP, LLC5,352,000$95.9M3.7%DOUBLED +317.9%
Recent position changes
FundActionPrevCurrentChangeValue
D. E. Shaw & Co., Inc.DOUBLED3,767,6049,582,697+154.3%$171.7M
VANGUARD PORTFOLIO MANAGEMENT LLCADD4,806,4078,980,628+86.8%$160.9M
GOLDMAN SACHS GROUP INCADD3,539,7536,718,193+89.8%$120.4M
JANE STREET GROUP, LLCDOUBLED1,550,8326,481,513+317.9%$116.1M
Connor, Clark & Lunn Investment Management Ltd.DOUBLED1,818,4234,224,400+132.3%$75.7M
Neuberger Berman Group LLCDOUBLED12,8842,287,992+17658.4%$41.0M
JPMORGAN CHASE & COADD1,579,8712,201,069+39.3%$39.2M
FMR LLCDOUBLED81,8501,557,283+1802.6%$27.9M
Nuveen, LLCADD679,6001,295,359+90.6%$23.2M
FIRST TRUST ADVISORS LPADD942,6391,274,792+35.2%$22.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 34 transactions. Net -$121.3M — $0.00 bought, $121.3M sold.
DateInsiderTitleTypeSharesPriceValue
Jul 31, 2026Saluja DipenderDirectorAWARD951$13.15$12.5K
Jul 31, 2026Saluja DipenderDirectorAWARD951$13.15$12.5K
Jul 22, 2026Moxam DavidDirectorAWARD9,990——
Jul 22, 2026Amoruso CristianoDirectorAWARD9,990——
Jul 22, 2026Fischer Gregory MichaelDirectorAWARD9,990——
Jul 22, 2026Saluja DipenderDirectorAWARD9,990——
Jul 22, 2026Wunderlich Gary Kent JRDirectorAWARD9,990——
Jul 22, 2026LEE DAVINDirectorAWARD9,990——
Jul 22, 2026HENDRIX RICHARD JDirectorAWARD9,990——
Jul 22, 2026LONG BRIANDirectorAWARD9,990——
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NVTS.
Shares short
40,298,381
Settlement Sep 15, 2026
Change vs prior
+0.8%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈15.4%
Estimate — not % of float
All NVTS filing & press-release reports (26)