Rosenblatt Securities Issues Positive Forecast for Navitas Semiconductor (NASDAQ:NVTS) Stock Price

06 May 2026, 19:48 by Scott Moore · The Cerbat Gem

Navitas Semiconductor (NASDAQ:NVTS – Get Free Report) had its target price boosted by stock analysts at Rosenblatt Securities from $7.00 to $13.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Rosenblatt Securities’ price target suggests a potential downside of 22.06% from the stock’s current price.

Other equities research analysts also recently issued reports about the stock. Needham & Company LLC lifted their target price on shares of Navitas Semiconductor from $13.00 to $21.00 and gave the stock a “buy” rating in a research report on Wednesday. Robert W. Baird lifted 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. Morgan Stanley reiterated an “underweight” rating and set a $13.70 target price on shares of Navitas Semiconductor in a research report on Wednesday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Navitas Semiconductor in a research report on Tuesday, April 21st. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $12.87.

Read Our Latest Report on Navitas Semiconductor

Navitas Semiconductor Stock Down 5.0%

Shares of NVTS stock traded down $0.87 during mid-day trading on Wednesday, reaching $16.68. 36,432,353 shares of the stock traded hands, compared to its average volume of 26,237,754. The company has a market cap of $3.85 billion, a price-to-earnings ratio of -29.26 and a beta of 3.62. The stock’s fifty day simple moving average is $10.78 and its two-hundred day simple moving average is $9.94. Navitas Semiconductor has a 1-year low of $1.83 and a 1-year high of $19.79.

Navitas Semiconductor (NASDAQ:NVTS – Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The company reported ($0.04) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.05) by $0.01. Navitas Semiconductor had a negative return on equity of 14.52% and a negative net margin of 254.71%.The company had revenue of $8.60 million during the quarter, compared to the consensus estimate of $8.22 million. During the same quarter in the prior year, the firm posted ($0.06) earnings per share. The firm’s revenue was down 38.7% compared to the same quarter last year. On average, equities research analysts anticipate that Navitas Semiconductor will post -0.26 EPS for the current fiscal year.

Insider Buying and Selling at Navitas Semiconductor

In other Navitas Semiconductor news, CEO Chris Allexandre sold 9,236 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $8.93, for a total transaction of $82,477.48. Following the completion of the sale, the chief executive officer owned 813,323 shares of the company’s stock, valued at approximately $7,262,974.39. This represents a 1.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Ranbir Singh sold 389,096 shares of the stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $9.52, for a total transaction of $3,704,193.92. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 509,016 shares of company stock valued at $4,967,814. 29.90% of the stock is currently owned by company insiders.

Institutional Trading of Navitas Semiconductor

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Independent Financial Group LLC acquired a new stake in Navitas Semiconductor during the 1st quarter valued at approximately $130,000. Bank of New York Mellon Corp increased its position in Navitas Semiconductor by 21.8% during the 1st quarter. Bank of New York Mellon Corp now owns 566,465 shares of the company’s stock valued at $4,968,000 after purchasing an additional 101,389 shares during the period. Geneos Wealth Management Inc. increased its position in Navitas Semiconductor by 3,200.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 4,125 shares of the company’s stock valued at $36,000 after purchasing an additional 4,000 shares during the period. NFSG Corp increased its position in Navitas Semiconductor by 54.3% during the 1st quarter. NFSG Corp now owns 204,972 shares of the company’s stock valued at $1,798,000 after purchasing an additional 72,098 shares during the period. Finally, Sanctuary Advisors LLC lifted its stake in Navitas Semiconductor by 48.4% in the first quarter. Sanctuary Advisors LLC now owns 16,761 shares of the company’s stock valued at $147,000 after buying an additional 5,464 shares during the period. Institutional investors and hedge funds own 46.14% of the company’s stock.

Navitas Semiconductor News Summary

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

Positive Sentiment: Needham raised its price target to $21 and reiterated a Buy rating, signaling stronger analyst conviction that could support further upside. Needham Raises PT to $21
Positive Sentiment: Q1 report beat estimates on both EPS (-$0.04 vs -$0.05) and revenue ($8.6M vs $8.22M), showing operational resilience vs. expectations. Q1 Beat — Zacks
Positive Sentiment: Company raised Q2 revenue guidance to $9.5M–$10.5M (above consensus ~$8.9M), suggesting a potential near-term revenue rebound. Q2 Guidance — GlobeNewswire
Positive Sentiment: Robert W. Baird published a positive forecast and other boutiques (cited in market write-ups) are increasingly upbeat, adding upward pressure to sentiment and liquidity. Baird Positive Forecast
Neutral Sentiment: Q1 earnings call transcript provides more detail for investors to assess margin drivers, customer demand, and product cadence — useful for modeling but not an immediate catalyst. Earnings Call Transcript — Seeking Alpha
Neutral Sentiment: Market write-ups are re-evaluating Navitas’s valuation given a push into AI/data-center opportunities and recent share gains — a mixed read depending on how quickly revenue from those markets materializes. Valuation & AI Data Center Piece — Yahoo Finance
Negative Sentiment: Revenue fell ~38.7% YoY and company still reports negative net margin and ROE, highlighting ongoing profitability challenges that could pressure the stock if recovery slows. Q1 Results — Press Release
Negative Sentiment: High intraday volume and volatile trading indicate investor uncertainty; the stock is trading lower today as the market weighs positive guidance and analyst upgrades against weaker underlying fundamentals. Market Trading Summary — MarketBeat

Navitas Semiconductor Company Profile

(Get Free Report)

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.