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Jupiter Topco LLC purchased a new stake in shares of Navitas Semiconductor Corporation (NASDAQ: NVTS) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 91,967 shares of the company's stock, valued at approximately $1,649,000. Several other large investors also recently bought and
TORRANCE, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the Company will participate at the Citi 2026 Global TMT Conference to be held at the New York Hilton Midtown Hotel.
Combining Navitas' proprietary Gen 5 GaNFast™ technology and expertise with GlobalFoundries' advanced U.S. 200mm manufacturing and process baseline strengthens U.S. leadership in GaN and secures the domestic supply chain for next-generation AI and critical infrastructure
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage and high-frequency power conversion as AI data center demand accelerates. Recent revenue growth and a pivot toward high-power AI infrastructure signal early traction, but durable, scaled revenues and margin expansion remain unproven.
I'm reiterating Navitas Semiconductor as a buy with a revised $22 price target. Q2 2026 results showed 22% sequential revenue growth and over 50% y/y high-power revenue growth, with Q3 guidance 17% above prior estimates. AI infrastructure is set to exceed one-third of Q4 2026 revenue, with an expanding backlog and 800V AI data center ramping expected from 2027.
Algert Global LLC lessened its position in Navitas Semiconductor Corporation (NASDAQ: NVTS) by 10.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 560,676 shares of the company's stock after selling 68,407 shares during the period. Algert Global LLC owned about 0.21% of Navitas
Navitas wants to create a grid-to-chip power delivery system. To do so, it needs Claros' technology.