Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?
Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.
NVTS - Navitas Semiconductor Corp
Price:
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--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$16.65
DETAILS
HIGH:
$21.00
LOW:
$12.60
MEDIAN:
$16.50
CONSENSUS:
$16.65
UPSIDE:
52.33%
Stock News
Navitas Closes Acquisition of Claros, Advancing AI Infrastructure with Grid-to-xPU Power Delivery
Completes Navitas' high-power portfolio with Claros' IVR technology, enabling vertical and embedded architectures and providing last step in power delivery to the core
NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?
Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.
Navitas and Microchip Collaborate to Deliver 800V Reference Design for Next-Generation AI Data Centers
Solution combines digital power control, GaN technology, and hardware-based security to accelerate development of high-efficiency rack power systems based on the 800V DC OCP standard Solution combines digital power control, GaN technology, and hardware-based security to accelerate development of high-efficiency rack power systems based on the 800V DC OCP standard
Navitas Semiconductor (NASDAQ:NVTS) Shares Gap Up – Still a Buy?
Navitas Semiconductor Corporation (NASDAQ: NVTS - Get Free Report)'s stock price gapped up prior to trading on Tuesday. The stock had previously closed at $11.73, but opened at $12.81. Navitas Semiconductor shares last traded at $11.8890, with a volume of 13,146,115 shares. Trending Headlines about Navitas Semiconductor Here are the key news stories impacting Navitas Semiconductor
Navitas Semiconductor's U.S. Army Deal Could Be Just The Beginning (Rating Upgrade)
Navitas Semiconductor Corporation receives a Buy rating, buoyed by a recent U.S. Army contract for next-gen silicon carbide power semiconductors. NVTS remains unprofitable, with quarterly revenue of $10.5M against high R&D and SG&A expenses, but boasts $557M in cash for runway. Competitive risks from Infineon, Texas Instruments, and onsemi and ongoing patent litigation could constrain margin expansion and the path to profitability.
What's Happening With Navitas Semiconductor Stock Wednesday?
Shares of Navitas Semiconductor Corp. (NASDAQ:NVTS) are trading flat Wednesday afternoon as investors weigh a major defense contract and fresh antitrust clearance.
LITE vs. NVTS: Which AI Data Center Stock Is the Better Buy?
Lumentum's AI-driven optical demand, strong earnings growth, and expanding data center opportunities set it apart from Navitas Semiconductor.
Navitas Semiconductor lands US Army award for high-voltage silicon carbide chips
Navitas Semiconductor Corp (Nasdaq:NVTS) won a US Army award to develop 10 kV silicon carbide power chips for military systems. The award covers the ALATTIS prototype project, which targets a domestic manufacturing process for silicon carbide insulated-gate bipolar transistors and associated PiN diodes.
What's driving Navitas Semiconductor stock higher and is there more to come?
Navitas Semiconductor (NVTS) stock opened in the green on Tuesday after getting selected by the US Army for its prestigious Advanced High-Power Electronics (ALATTIS) initiative. Under this contract, the power semiconductor company will accelerate the domestic development of ultra-high-voltage 10 kV Silicon Carbide (SiC) technology for critical defense systems.
Semiconductor Stock Pops on U.S. Army Contract
Shares of Navitas Semiconductor (NASDAQ:NVTS) were surging premarket, though the stock has since pared gains, last seen up 2% to trade at $11.96, after the company was selected to produce chips for the U.S. Army's ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.
Navitas Stock Extends Gains After Army Selects It for SiC Power Chip Development
Navitas Semiconductor Corporation (NASDAQ:NVTS) shares are trading higher on possible continued momentum Tuesday after the company announced late Monday that it was selected by the U.S. Army to develop next-generation 10 kV silicon carbide power semiconductor technology.
Wall Street Breakfast Podcast: Federal Boost For Navitas
Navitas Semiconductor (NVTS) surged 12% premarket after winning a U.S. Army contract to develop next-gen silicon carbide power semiconductor technology. Eli Lilly (LLY) signals intent for larger, earlier-stage acquisitions in infectious disease, women's health, and mental health to drive future growth.
Navitas Semiconductor Stock Surges After Hours: Here's Why
Navitas Semiconductor Corp (NASDAQ:NVTS) shares are soaring in extended trading Monday after the company was awarded the ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program.
U.S. Government Selects Navitas to Develop Next-Generation 10 kV SiC Power Semiconductors
TORRANCE, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced it has been awarded the ALATTIS (Accelerated, Large-Area, 10 kV SiC IGBT) program to develop next-generation 10 kV silicon carbide (SiC) power semiconductor technology.
Jim Cramer: This Tech Stock Is A ‘Good Spec, But Not A Great One'
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he cannot recommend Rocket Companies, Inc. (NYSE:RKT). That's because the Federal Reserve delivered a quarter-point rate hike last week, and a “rate hike is the worst thing for these guys.
Magnachip Announces Strategic Investment by Navitas Semiconductor
SEOUL, South Korea--(BUSINESS WIRE)--Magnachip Semiconductor Corporation (NYSE: MX) (“Magnachip” or the “Company”), a designer and manufacturer of analog and mixed-signal power semiconductor platform solutions, today announced that Navitas Semiconductor Corporation (Nasdaq: NVTS) (“Navitas”) has agreed to make a $5 million strategic equity investment in Magnachip. Under the terms of a privately negotiated stock purchase agreement, Magnachip will issue and sell 1,461,988 shares of its common sto.
Baird Financial Group Inc. Sells 96,207 Shares of Navitas Semiconductor Corporation $NVTS
Baird Financial Group Inc. reduced its position in shares of Navitas Semiconductor Corporation (NASDAQ: NVTS) by 24.3% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 299,060 shares of the company's stock after selling 96,207 shares during the
Navitas Semiconductor (NASDAQ:NVTS) versus Entegris (NASDAQ:ENTG) Head to Head Review
Entegris (NASDAQ: ENTG - Get Free Report) and Navitas Semiconductor (NASDAQ: NVTS - Get Free Report) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, institutional ownership, valuation, profitability, earnings and dividends. Institutional and Insider Ownership 46.1% of Navitas Semiconductor shares
Navitas Semiconductor Corp (NVTS) Stock Down 3.4% but Still Overvalued -- GF Score: 62/100
On September 09, 2026, Navitas Semiconductor Corp (NVTS) shares fell 3.4% to a current price of $11.59, marking a significant drop from the 52-week high of $34.
Price Targets
Navitas Semiconductor price target lowered to $12.60 from $13.70 at Morgan Stanley
$12.60
(was $11.41)
Joseph Moore
·
Morgan Stanley
Navitas Semiconductor price target lowered to $13 from $15 at Jefferies
$13.00
(was $11.41)
Jefferies
Navitas Semiconductor price target raised to $21 from $13 at Needham
$21.00
(was $16.25)
Quinn Bolton
·
Needham
Navitas Semiconductor price target raised to $13.70 from $12.50 at Morgan Stanley
$13.70
(was $17.55)
Joseph Moore
·
Morgan Stanley
Navitas Semiconductor price target raised to $20 from $9 at Baird
$20.00
(was $17.45)
Robert W. Baird
Navitas Semiconductor price target lowered to $4.40 from $4.60 at Morgan Stanley
$4.40
(was $6.77)
Morgan Stanley
Craig-Hallum downgrades Navitas Semiconductor to Hold from Buy
$6.00
(was $6.77)
Craig-Hallum
Navitas Semiconductor downgraded to Hold from Buy at Deutsche Bank
$3.50
(was $7.19)
Ross Seymore
·
Deutsche Bank
Navitas Semiconductor price target lowered to $4 from $5 at Baird
$4.00
(was $2.64)
Robert W. Baird
Navitas Semiconductor (NVTS) PT Lowered to $4 at Needham
$4.00
(was $2.36)
Quinn Bolton
·
Needham
Navitas Semiconductor (NVTS) PT Lowered to $5 at Baird
$5.00
(was $2.36)
Tristan Gerra
·
Robert W. Baird
Navitas Semiconductor price target lowered to $6.50 from $7.50 at Craig-Hallum
$6.50
(was $3.17)
Richard Shannon
·
Craig-Hallum
Navitas Semiconductor (NVTS) PT Lowered to $5 at Needham
$5.00
(was $3.11)
Quinn Bolton
·
Needham
Navitas Semiconductor (NVTS) PT Lowered to $10 at Rosenblatt
$10.00
(was $4.12)
Kevin Cassidy
·
Rosenblatt Securities
Navitas Sales Likely To Double In 2023 From Gen-4 GaN Rollouts In Newer And Higher Margin Markets, Analyst Says
$8.00
(was $6.13)
Quinn Bolton
·
Needham
Investors Eyeing Power of Navitas Semiconductor
$15.00
(was $6.96)
Kevin Cassidy
·
Rosenblatt Securities
Deutsche Bank Maintains Buy on Navitas Semiconductor, Lowers Price Target to $13
$13.00
(was $8.02)
Deutsche Bank
Navitas Semiconductor (NVTS) Stock: $16 Price Target From Deutsche Bank
$16.00
(was $9.56)
Ross Seymore
·
Deutsche Bank
Baird Initiates Coverage On Navitas Semiconductor with Outperform Rating, Announces Price Target of $22
$22.00
(was $16.51)
Robert W. Baird