192,720 Shares in Navitas Semiconductor Corporation $NVTS Purchased by Deutsche Bank AG

Deutsche Bank AG bought a new position in Navitas Semiconductor Corporation (NASDAQ:NVTS) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 192,720 shares of the company’s stock, valued at approximately $3,454,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. American Century Companies Inc. boosted its position in Navitas Semiconductor by 104.8% during the 2nd quarter. American Century Companies Inc. now owns 241,450 shares of the company’s stock valued at $1,581,000 after purchasing an additional 123,577 shares during the period. Prudential Financial Inc. acquired a new stake in Navitas Semiconductor in the second quarter worth $120,000. New York State Common Retirement Fund lifted its stake in Navitas Semiconductor by 102.7% in the second quarter. New York State Common Retirement Fund now owns 40,255 shares of the company’s stock valued at $264,000 after buying an additional 20,400 shares during the last quarter. Invesco Ltd. lifted its stake in Navitas Semiconductor by 75.2% in the second quarter. Invesco Ltd. now owns 3,206,008 shares of the company’s stock valued at $20,999,000 after buying an additional 1,376,205 shares during the last quarter. Finally, Baird Financial Group Inc. boosted its holdings in shares of Navitas Semiconductor by 2,514.3% during the second quarter. Baird Financial Group Inc. now owns 419,237 shares of the company’s stock valued at $2,746,000 after acquiring an additional 403,201 shares during the period. 46.14% of the stock is currently owned by institutional investors and hedge funds.

Navitas Semiconductor Price Performance

NVTS opened at $12.67 on Thursday. The company has a market capitalization of $3.31 billion, a price-to-earnings ratio of -9.53 and a beta of 3.86. Navitas Semiconductor Corporation has a 1-year low of $5.44 and a 1-year high of $34.17. The business has a 50 day moving average price of $14.17 and a two-hundred day moving average price of $14.63.

Navitas Semiconductor (NASDAQ:NVTS) last issued its quarterly earnings results on Monday, July 27th. The company reported ($0.04) earnings per share (EPS) for the quarter, meeting the consensus estimate of ($0.04). Navitas Semiconductor had a negative return on equity of 13.13% and a negative net margin of 856.85%.The company had revenue of $10.53 million for the quarter, compared to analysts’ expectations of $9.97 million. During the same period last year, the firm earned ($0.25) EPS. The firm’s revenue for the quarter was down 27.3% on a year-over-year basis. Equities analysts expect that Navitas Semiconductor Corporation will post -0.31 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on NVTS. Morgan Stanley reaffirmed an “underweight” rating and issued a $12.60 price objective on shares of Navitas Semiconductor in a report on Tuesday, July 28th. Wall Street Zen raised shares of Navitas Semiconductor from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Weiss Ratings upgraded shares of Navitas Semiconductor from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 17th. Robert W. Baird upped their target price on shares of Navitas Semiconductor from $9.00 to $20.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. Finally, Rosenblatt Securities restated a “neutral” rating and issued a $13.00 price target on shares of Navitas Semiconductor in a research note on Tuesday, July 28th. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Navitas Semiconductor has an average rating of “Hold” and a consensus target price of $15.92.

More Navitas Semiconductor News

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

• Positive Sentiment: Claros acquisition strengthens AI strategy: Navitas agreed to acquire power-management company Claros for up to approximately $232.8 million. Claros’ vertical power delivery (VPD) and integrated voltage regulator (IVR) technologies would extend Navitas’ portfolio from the electrical grid to the AI processor, potentially addressing power-delivery constraints in next-generation data centers. The deal is expected to more than double Navitas’ 2030 serviceable addressable market to over $8 billion. Navitas To Acquire Claros, Advancing AI Infrastructure with VPD & IVR Technology for Grid-to-xPU
• Positive Sentiment: Improving AI-related outlook: Analysts highlight 22% sequential revenue growth in the second quarter, more than 50% year-over-year growth in high-power revenue, and third-quarter guidance reportedly 17% above prior estimates. AI infrastructure is expected to contribute more than one-third of fourth-quarter 2026 revenue, while the 800V data-center opportunity could begin scaling meaningfully from 2027 onward. One analysis reiterated a buy rating with a $22 price target. Navitas Semiconductor: Q2 2026 Moved The 800V Story Closer To Revenue
• Neutral Sentiment: Analyst and institutional interest is mixed: Recent analyst targets range from $13 to $21, with a reported median of $20. Institutional buying has been substantial, but other funds have reduced or exited positions. A report claiming increased short interest lists zero shares and a zero-day days-to-cover ratio, making that data unreliable.
• Negative Sentiment: Execution and valuation risks remain: The Claros transaction requires regulatory approval and successful integration, with part of the consideration tied to future milestones and additional stock-based compensation. Navitas remains unprofitable, revenue was down 27.3% year over year in the latest reported quarter, and insider activity over the past six months consisted entirely of sales. These factors could limit the stock’s upside if AI growth takes longer to materialize.

Navitas Semiconductor Profile

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.