Core Insights - Navitas Semiconductor Corporation, a specialist in GaN power integrated circuits, experienced a significant insider sale by board member Gary Kent Wunderlich, who sold 128,300 shares for approximately $1.19 million amid a year of substantial share price increases [1][8]. Company Overview - Navitas Semiconductor Corporation has a market capitalization of $1.98 billion and reported a revenue of $56.60 million for the trailing twelve months (TTM), with a net income loss of $125 million [4]. - The company's stock price has increased by 149.71% over the past year, calculated as of December 11, 2025 [4]. Transaction Details - The insider sale involved 128,300 shares sold at a transaction value of $1.2 million, with a post-transaction direct ownership of 86,964 shares [2]. - Following the sale, Wunderlich's direct ownership stake decreased to 0.0404% of outstanding shares, while his indirect holdings remained unchanged at 1,263,000 shares [5]. Market Context - Navitas shares have surged due to increased interest in artificial intelligence, with the company shifting its focus towards the data center market, which has seen significant tech spending [9]. - The partnership with Nvidia, a leader in AI semiconductor chips, has contributed to the rise in Navitas stock, which reached a 52-week high of $17.79 in October [9]. Valuation Insights - Currently, Navitas stock is considered to be overvalued, with a price-to-sales ratio of approximately 30, suggesting that it may not be a prudent time for new investments [10].

Core Insights - Investment strategist Shay Boloor has identified ten sub-$10 billion market-cap companies poised to benefit from long-term trends leading into 2026, focusing on essential platforms and hard infrastructure rather than short-term narratives [1][19] Company Summaries - **Ondas Holdings (NASDAQ: ONDS)**: Developing a wireless connectivity layer for industrial and autonomous drones, with strong revenue growth momentum and a year-to-date stock increase of over 230% [2][3] - **Cipher Mining (NASDAQ: CIFR)**: Transitioning to a digital infrastructure owner with large-scale power and data-center assets, stock up over 250% year to date [6] - **Jumia Technologies (NYSE: JMIA)**: Refining its e-commerce and logistics model in Africa, with improved order volumes and a stock gain of about 215% [7] - **DigitalOcean Holdings (NYSE: DOCN)**: Regaining investor confidence with strong earnings and positioning as an AI inference cloud, stock up 40% year to date [8] - **IREN Limited (NASDAQ: IREN)**: Expanding compute capacity with record profitability and a nearly 285% stock increase [9] - **ClearPoint Neuro (NASDAQ: CLPT)**: Advancing image-guided navigation platforms for neurosurgeons, with a stock decrease of 18% year to date [10] - **Eos Energy Enterprises (NASDAQ: EOSE)**: Developing zinc-based energy storage systems for high-load environments, stock up 170% year to date [11] - **Navitas Semiconductor (NASDAQ: NVTS)**: Supplies gallium nitride power chips for AI data centers, stock up 145% year to date despite near-term pressures [14] - **Viking Therapeutics (NASDAQ: VKTX)**: Developing GLP-1 therapies for obesity and diabetes, with a stock decrease of about 10% [16] - **TransMedics Group (NASDAQ: TMDX)**: Scaling its organ care system with a focus on logistics, stock up about 90% [18]

Core Insights - Navitas is repositioning for long-term growth by exiting low-margin segments and focusing on AI data centers, advanced computing, and high-power electrification [1] - The selection of Navitas' GaN and SiC power chips by Nvidia indicates a potential turning point for the company that investors should not overlook [1] - The company is strengthening its distribution capabilities in Asia, which could enhance its market presence and growth prospects [1]

The niche chipmaker still faces tough near-term headwinds.Navitas Semiconductor's (NVTS 4.36%) stock has experienced significant fluctuations over the past year. In April, the chipmaker's stock hit a record low of $1.52 per share. That marked a decline of more than 90% from its record high of $20.16 in November 2021.Yet Navitas' stock currently trades at around $9. Most of that rally was driven by its new data center deal with Nvidia (NVDA 2.42%) this May, but is its stock still worth buying right now? What ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Allot Communications (ALLT) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Allot Communications is one of 602 companies in the Computer and Technology group. The Computer and Technology group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different se ...

Navitas expands globally with Avnet building on its existing Avnet Silica (Europe) relationship, to support high-growth high-power markets such as AI data centers, performance computing, energy and grid infrastructure and industrial electrification Navitas Expands Global Distribution Network with Avnet Navitas expands globally with Avnet building on its existing Avnet Silica (Europe) relationship, to support high-growth high-power markets such as AI data centers, performance computing, energy and grid inf ...

The stock is a high-risk, high-reward investment in semiconductor innovation.Silicon has been the industry standard among microchips since the late 1950s. Navitas Semiconductor (NVTS 0.55%) is trying to disrupt the status quo. The company is developing advanced semiconductors using gallium nitride (GaN) for low and medium-voltage applications, and silicon carbide (SiC) for high-voltage uses.The goal is to achieve an efficiency upgrade, with more advanced materials and technology-enabling semiconductors that ...

We came across a bullish thesis on Navitas Semiconductor Corporation on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on NVTS. Navitas Semiconductor Corporation's share was trading at $8.32 as of December 2nd. NVTS’s trailing P/E was 13.24 according to Yahoo Finance. Broadcom's (AVGO) CEO Is One Of The "Toughest," Says Jim Cramer electronics-6055226_1280 Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe ...

Key Takeaways NVTS outperformed peers as its GaN and SiC tech joins NVIDIA's 800-volt AI power ecosystem.Mid-voltage GaN and high-voltage SiC sampling expands NVTS' role across the full power path.Navitas shifts toward high-power markets with growth expected to build through 2026-27.Navitas Semiconductor ((NVTS) shares have rallied 172% year to date, outperforming the Zacks Electronics - Semiconductors industry’s growth of 52.9%. The stock also outperformed its industry peers, including Lam Research ((LRCX) ...

This fabless semiconductor innovator specializing in GaN power ICs saw a key insider reduce direct holdings, according to recent filings.Brian Long, Director, disposed of 164,184 shares of Navitas Semiconductor Corporation (NVTS +1.27%) through open-market sales on Dec. 1 and Dec. 2, 2025, as reported in a SEC Form 4 filing.Transaction summaryMetricValueShares sold164,184Transaction value~$1.4 millionPost-transaction shares22,048Post-transaction value (direct ownership)~$183,439Transaction value based on SE ...