Dr. Ranbir Singh indirectly sold 179,354 shares through SiCPower, LLC for a transaction value of ~$1.6 million on Dec. 12, 2025. This disposition represented 31.55% of Dr. Singh's total indirect holdings, with no direct shares held before or after the transaction.
AI data-center demand is lifting both Navitas Semiconductor and Lumentum, but surging optical sales and margin gains give LITE a clear edge over NVTS.
NVTS skyrockets 172% YTD as demand for its GaN and SiC chips grows alongside new AI data center power architectures.
Navitas Semiconductor expands key global partnerships to bolster its supply chain and prep for rising high-power demand through 2026-27.
Navitas Semiconductor leans into high-power markets as it joins NVIDIA's 800-volt AI factory ecosystem, aiming to turn early tech wins into future growth.
As Navitas Semiconductor gains traction in high-power AI chips, Advanced Micro Devices' strong data-center results are tempered by near-term challenges.
It's remarkable that a company holding approximately $150 million in cash has experienced a stock drop of 55% in only one month. Yet that is precisely what has transpired with Navitas Semiconductor Corp. (NASDAQ: NVTS), which is currently trading around $7.70.
Navitas Semiconductor Corporation (NVTS) is pivoting from mobile chargers to AI data centers with a possible future outlook to tap into energy infrastructure, and industrial electrification, targeting high-growth sectors. NVTS faces deteriorating fundamentals, with a 53% YoY revenue decline and high valuation multiples, making current stock levels speculative despite future growth projections. Execution risk is significant as NVTS transitions, requiring new customer relationships and facing strong competition from established chipmakers with integrated manufacturing.
Navitas is embarking on a strategic transformation. Navitas 2.0 will pivot away from the mobile market and toward AI data center infrastructure.
Navitas Semiconductor shares plunge 21.7% after weak Q3 results, but its pivot to high-power AI markets can fuel a long-term rebound.
Navitas' Q3 results continue to highlight a widening divergence between its weak underlying fundamentals and ballooning valuation premium. Despite increasing confidence in its foray in high-power opportunities under the "Navitas 2.0" strategy, elevated execution risks remain underappreciated. Near-term demand weakness stemming from the mobile exit, alongside limited visibility into its high-power pipeline and uncertainties over the Nvidia deal size raises durability concerns over its elevated growth expectations.
NVTS shares fall 9% as Q3 revenues plunge 53% and guidance points to further declines despite narrower losses.