Navitas Semiconductor Corp's stock has fallen by 7.97% as it crosses below the 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 1.46% and the S&P 500 down 1.30%.
The decline in Navitas's stock price is occurring amid a challenging market environment, where the company is navigating a PIPE resale overhang that may pressure short-term stock prices. Despite this, the company is implementing a strategic reset aimed at enhancing operational efficiency and competitiveness in the AI data center market, which could lead to long-term growth if executed successfully.
Investors are advised to remain vigilant as the company transitions its focus towards AI data centers and EV infrastructure. While the current market sentiment is cautious, the potential for future growth remains, contingent on the successful execution of its new strategy.
Wall Street analysts forecast NVTS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVTS is 8.80 USD with a low forecast of 4.20 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast NVTS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVTS is 8.80 USD with a low forecast of 4.20 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
2 Hold
1 Sell
Hold
Current: 10.190
Low
4.20
Averages
8.80
High
13.00
Current: 10.190
Low
4.20
Averages
8.80
High
13.00
Rosenblatt
Buy -> Neutral
downgrade
$8 -> $12
2025-10-20
Reason
Rosenblatt
Price Target
$8 -> $12
AI Analysis
2025-10-20
downgrade
Buy -> Neutral
Reason
Rosenblatt downgraded Navitas Semiconductor to Neutral from Buy with a price target of $12, up from $8. The firm sees expectations for the impact of 800VDC data center architecture as "well ahead of the market" and with the shares trading at about 60-times consensus FY26 revenue the firm thinks that investors "may not have the patience to see this market inflect" over the next roughly two years.
CJS Securities
Outperform -> Market Perform
downgrade
2025-08-18
Reason
CJS Securities
Price Target
2025-08-18
downgrade
Outperform -> Market Perform
Reason
CJS Securities downgraded Navitas Semiconductor to Market Perform from Outperform.
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Craig-Hallum
Buy
to
Hold
downgrade
$6
2025-08-05
Reason
Craig-Hallum
Price Target
$6
2025-08-05
downgrade
Buy
to
Hold
Reason
Craig-Hallum downgraded Navitas Semiconductor to Hold from Buy with a $6 price target.
Needham
Buy
maintain
$3 -> $8
2025-08-05
Reason
Needham
Price Target
$3 -> $8
2025-08-05
maintain
Buy
Reason
Needham raised the firm's price target on Navitas Semiconductor to $8 from $3 and keeps a Buy rating on the shares after its in-line Q2 results. The firm believes that the near-term estimates for the company will be compressed as Navitas undergoes a reconfiguration in its Mobile business and tariff uncertainty lingers, the analyst tells investors in a research note. The company's focus will shift towards higher power applications in Mobile (100W+), Data Center, and Energy Infrastructure, the firm added.
About NVTS
Navitas Semiconductor Corporation is a power-semiconductor company. The Company is engaged in designing, developing and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), silicon carbide (SiC) power devices, associated silicon system controllers and digital isolators used in power conversion and charging. Power supplies incorporating its products are used in a variety of electronics products, including fast chargers for mobile phones and laptops, consumer electronics, data centers, solar inverters and electric vehicles, among numerous other applications. Its GaNFast power ICs integrate GaN power and drive, with control, sensing, and protection to enable faster charging, higher power density and energy savings. Its GeneSiC power devices are optimized with reliable SiC solutions. It also offers a range of SiC MOSFETs and diodes, which have lower resistance at higher temperatures, 25°C cooler and have three times longer device life expectancy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
