Navitas Semiconductor (NASDAQ:NVTS) Shares Gap Up – Time to Buy?

Navitas Semiconductor Corporation (NASDAQ:NVTS)’s stock price gapped up before the market opened on Friday . The stock had previously closed at $9.98, but opened at $10.43. Navitas Semiconductor shares last traded at $10.4980, with a volume of 5,809,783 shares changing hands.

Navitas Semiconductor News Roundup

Here are the key news stories impacting Navitas Semiconductor this week:

• Positive Sentiment: New products + manufacturing push — Navitas unveiled two 1200V SiC MOSFET packages designed for AI data centers, grid and industrial electrification and announced a manufacturing partnership to scale next‑gen production; this underpins the company’s strategic pivot to higher‑value markets. A Look At Navitas Semiconductor Valuation
• Positive Sentiment: GeneSiC product and CFO news lifted sentiment — The launch of 5th‑generation GeneSiC SiC devices and the appointment of a new CFO triggered a multi‑day rally and heavy volume as traders repositioned around growth narrative and execution. Navitas Stock Soars 25% Following CFO Appointment and GeneSiC Launch
• Positive Sentiment: High-profile endorsement — Jim Cramer commented that Navitas has “really great technology” that could translate into stronger earnings, a visibility boost for retail/institutional interest. Jim Cramer on Navitas Semiconductor
• Neutral Sentiment: Unusual options flow — Large call buying (reported ~82,851 calls) suggests speculative bullish positioning and higher short‑term volatility; watch open interest/expiry for directional risks. Navitas Target of Unusually Large Options Trading
• Neutral Sentiment: Momentum and coverage pieces highlight upside case — Several outlets note a strong one‑year run and argue the AI/high‑power pivot supports further gains, but these are narrative‑driven rather than new financial-proof points. 309% Gain in One Year
• Negative Sentiment: Analyst price target & ratings pressure — Rosenblatt reaffirmed a “neutral” rating with a $7 price target (~30% below current levels), which could cap upside until clearer revenue/earnings progress is shown. Rosenblatt Reaffirms Neutral on NVTS
• Negative Sentiment: Weak near‑term fundamentals — Most recent quarterly results show negative EPS, negative net margin and steep year‑over‑year revenue decline; the company remains unprofitable and execution on scaling advanced SiC production will be key.

Analyst Upgrades and Downgrades

NVTS has been the topic of a number of recent research reports. Rosenblatt Securities restated a “neutral” rating and issued a $7.00 target price on shares of Navitas Semiconductor in a report on Thursday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Navitas Semiconductor in a report on Thursday, January 22nd. One research analyst has rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Navitas Semiconductor has an average rating of “Reduce” and an average target price of $6.78.

Navitas Semiconductor Trading Up 1.2%

The business has a fifty day moving average price of $9.27 and a two-hundred day moving average price of $8.86. The company has a market cap of $2.33 billion, a price-to-earnings ratio of -17.72 and a beta of 3.16.

Navitas Semiconductor (NASDAQ:NVTS) last posted its quarterly earnings results on Tuesday, February 24th. The company reported ($0.05) EPS for the quarter, hitting the consensus estimate of ($0.05). Navitas Semiconductor had a negative net margin of 254.71% and a negative return on equity of 14.52%. The business had revenue of $7.30 million during the quarter, compared to analysts’ expectations of $6.95 million. During the same period last year, the company posted ($0.06) earnings per share. The firm’s quarterly revenue was down 59.4% compared to the same quarter last year. On average, analysts anticipate that Navitas Semiconductor Corporation will post -0.51 EPS for the current year.

Insider Transactions at Navitas Semiconductor

In related news, Director Dipender Saluja sold 873,488 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $8.10, for a total value of $7,075,252.80. Following the completion of the sale, the director owned 4,755,536 shares of the company’s stock, valued at approximately $38,519,841.60. The trade was a 15.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Ranbir Singh sold 389,096 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $9.52, for a total value of $3,704,193.92. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,284,352 shares of company stock valued at $10,984,988. 29.90% of the stock is currently owned by company insiders.

Institutional Trading of Navitas Semiconductor

Institutional investors have recently added to or reduced their stakes in the business. Kingsview Wealth Management LLC acquired a new position in shares of Navitas Semiconductor during the 2nd quarter worth $385,000. Geode Capital Management LLC lifted its stake in shares of Navitas Semiconductor by 3.9% in the 2nd quarter. Geode Capital Management LLC now owns 3,340,193 shares of the company’s stock valued at $21,882,000 after purchasing an additional 124,594 shares during the last quarter. Journey Strategic Wealth LLC bought a new stake in Navitas Semiconductor in the second quarter worth $229,000. Entropy Technologies LP bought a new stake in Navitas Semiconductor in the second quarter worth $759,000. Finally, Diversify Advisory Services LLC acquired a new position in Navitas Semiconductor during the third quarter worth $960,000. 46.14% of the stock is currently owned by institutional investors and hedge funds.

About Navitas Semiconductor

Navitas Semiconductor is a fabless semiconductor company specialized in gallium nitride (GaN) power integrated circuits. The company’s core mission centers on delivering high-efficiency, high-power-density power solutions that address the needs of modern electronic devices, ranging from fast chargers for consumer electronics to industrial and automotive power systems.

Navitas offers a portfolio of GaNFast power ICs designed to replace traditional silicon-based power components. These products integrate GaN transistors, drivers and protection features into single-chip solutions, enabling faster charging, reduced energy loss and smaller power supply footprints.