Core Insights - Navitas Semiconductor, a leader in GaN power ICs, experienced a significant insider sale by Board member Dr. Ranbir Singh, who sold 179,354 shares valued at approximately $1.6 million on December 12, 2025, amid a year of rapid share gains [1][9]. Transaction Summary - The indirect sale involved 179,354 shares with a transaction value of $1.6 million, based on a reported price of $8.68 per share [2]. - Post-transaction, Dr. Singh's indirect holdings decreased from 568,450 to 389,096 shares, marking a 31.55% reduction in his indirect stake [6]. Company Overview - As of December 12, 2025, Navitas Semiconductor's stock price was $8.68, with a market capitalization of $1.68 billion and a trailing twelve-month revenue of $56.60 million [4]. - The company has seen a 1-year price change of 146.37% [4]. Company Snapshot - Navitas Semiconductor specializes in designing and selling gallium nitride (GaN) power integrated circuits for applications in consumer electronics, data centers, and electric vehicles [7]. - The company targets manufacturers and OEMs seeking higher efficiency and smaller form factors, with primary customers in China, the United States, Taiwan, Korea, and other international markets [7]. Industry Context - The insider sale comes amid concerns regarding the size and number of insider stock sales, particularly following a surge in share prices driven by excitement around the AI market [10]. - Despite the growth in the AI sector, Navitas Semiconductor reported a decline in third-quarter sales to $10.1 million from $21.7 million in the previous year, indicating challenges in profitability [11].

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 ...