Latest news with #NavitasSemiconductor
Business Insider
5 days ago
- Business
- Business Insider
Navitas Semiconductor (NVTS) was downgraded to a Hold Rating at Deutsche Bank
Navitas Semiconductor (NVTS – Research Report) received a Hold rating and price target from Deutsche Bank analyst today. The company's shares closed yesterday at $7.19. Confident Investing Starts Here: The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Navitas Semiconductor with a $3.50 average price target. NVTS market cap is currently $1.41B and has a P/E ratio of -13.92. Based on the recent corporate insider activity of 42 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of NVTS in relation to earlier this year. Earlier this month, Todd Glickman, the Sr. V.P., CFO & Treasurer of NVTS sold 100,000.00 shares for a total of $800,000.00.
Yahoo
12-06-2025
- Automotive
- Yahoo
Why Nvidia-Backed Navitas Semiconductor Soared Today
Navitas announced it has been chosen by Nvidia to help power its next-generation data center systems. The company's advanced gallium nitride (GaN) and silicon carbide (SiC) technologies help with efficient power supply and solve key scaling issues. 10 stocks we like better than Navitas Semiconductor › Shares of Navitas Semiconductor (NASDAQ: NVTS) surged higher on Tuesday, finishing the day up 11%. The gain came as the S&P 500 (SNPINDEX: ^GSPC) and the Nasdaq Composite (NASDAQINDEX: ^IXIC) were both up 0.6%. Positive news from ongoing trade talks between the U.S. and China is helping boost the company's stock as it continues its massive run-up following the revelation of its partnership with Nvidia. U.S. and Chinese officials are in London attempting to reach a more permanent resolution to the trade war that was put on pause last month. Commerce Secretary Howard Lutnick said on Tuesday that the discussions were "going well" and that the representatives were "spending lots of time together" attempting to reach a deal. A permanent reduction of the massive tariffs both countries imposed on each other in recent months would be great news for the entire economy, but semiconductor companies could benefit specifically, depending on the details. Navitas announced last month that Nvidia had selected the company to help power its next-generation artificial intelligence (AI) data center systems, including the much-anticipated Rubin chips that will eventually succeed the current industry-leading Blackwell chips. Navitas, which specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-fueled chips. I think Navitas stock is worth owning; the seal of approval from Nvidia is huge. The company's balance sheet is solid, with minimal debt. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Why Nvidia-Backed Navitas Semiconductor Soared Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-06-2025
- Business
- Yahoo
Retail Investors Are Buying AI Stocks, But Not the Ones They Used To
The AI trade is back on after April's tariff rout, but retail investor purchases suggest it's taking a new shape. After a surge in dip buying following April's "Liberation Day" tariff announcement, "there's been a clear shift away from Mag 7+ names" into "second-derivative AI laggards and other higher-risk opportunities," according to a recent analysis of retail investor flows by Marco Iachini and Lucas Mantle at Vanda Research. Nvidia (NVDA), a favorite among retail investors over the last few years, saw large outflows starting in mid-May after shares jumped on easing tensions between the U.S. and China. Purchases of leveraged ETFs, which double or triple Nvidia's daily return, slumped to a 1-year low last month, "though options activity shows no signs of bearish positioning," according to Vanda. "We interpret this as classic profit-taking." Most of the Magnificent Seven stocks are down since the start of the year, but nearly the entire group has sharply rebounded from early April's tariff panic. Retail investors who bought the dip are likely locking in profits from these "core portfolio holdings." While investors are pivoting from the Magnificent Seven, they're not abandoning the AI trade. Rather, investors are piling into smaller data center stocks like Applied Digital (APLD), Navitas Semiconductor (NVTS), and CoreWeave (CRWV), all of which are affiliated with Nvidia. Retail investor purchases of each increased by more than 150% over the past month. Mom-and-pop traders have also been big buyers of quantum computing stocks, a reflection of their substantial risk appetite. In the last week of May, retail investors bought more D-Wave Quantum (QBTS), with its $6 billion market cap, than they did UnitedHealth Group (UNH), a $275 billion company. In the time that investors bought a net $17 million of Meta (META) stock, they funneled $25 million into Rigetti Computing (RGTI). Iachini and Mantle note it's common for retail investors to venture into riskier corners of the market after a successful bout of dip-buying. But plenty of uncertainty about tariff policy and the economic outlook remain despite the market's recent rebound. Retail investors taking on more risk recently, "while not unusual, suggests a level of complacency that may be mismatched with still-lingering macro risks and thus adds to our sense that we are living in the final innings of the current equity rally," they wrote. The market's risk appetite was on full display Monday, with the small-cap Russell 2000 and tech-heavy Nasdaq leading U.S. stock indexes higher. Shares of Navitas Semiconductor were up nearly 25% in recent trading, while CoreWeave advanced 15%. Read the original article on Investopedia Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
06-06-2025
- Automotive
- Globe and Mail
Here's Why Aehr Test Systems Surged Again This Week
Shares in Aehr Test Systems (NASDAQ: AEHR) rose another 15.9% in the week to Friday morning. The move marks another wave of optimism for its potential to diversify away from its core silicon carbide (SiC) wafer-level burn-in (WLBI) test solutions and into new markets such as the gallium nitride (GaN) WLBI market. Why developing new markets matters Not only would diversification help reduce dependence on the SiC WLBI market (where ON Semiconductor is traditionally a major customer for Aehr), it would also move Aehr Test Systems into a GaN market that appears to be building momentum. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The good news is Aehr disclosed that three of its four customers, each of which represented more than 10% of its revenue in the third quarter, were in artificial intelligence processors and in the GaN WLBI market on its recent earnings call. The latter is pertinent considering that Navitas Semiconductor recently said it had been selected to collaborate with Nvidia to develop GaN and SiC chips for the next-generation data center architecture. The news sent Navitas stock soaring, and this week Navitas also said it had a partnership in place to develop SiC chips with BrightLoop. Navitas and Aehr Test Systems All of which raises the question whether Navitas is one of the customers Aehr's management mentioned recently. Confidentiality agreements preclude disclosure, but at a recent William Blair conference, the moderator referenced the Navitas/Nvidia collaboration when introducing Aehr CEO Gayn Erickson. Erickson didn't deny that Navitas is a customer. That's way short of a strong conclusion that Navitas is a significant Aehr customer, and Sherlock Holmes would blush at the logic, but it's probably what's driving the stock higher this week. Should you invest $1,000 in Aehr Test Systems right now? Before you buy stock in Aehr Test Systems, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Aehr Test Systems wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor 's total average return is789% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 2, 2025
Yahoo
03-06-2025
- Business
- Yahoo
Why Nvidia-Backed Navitas Semiconductor Is Soaring Today
Navitas announced a new deal on Tuesday that will see its advanced chips used in hydrogen fuel-cell chargers. The company also presented today at the Baird Global Consumer, Technology & Services Conference 2025. The company's advanced gallium nitride (GaN) and silicon carbide (SiC) technologies help with efficient power supply and solve key scaling issues. 10 stocks we like better than Navitas Semiconductor › Shares of Navitas Semiconductor (NASDAQ: NVTS) are soaring on Tuesday. The company's stock jumped 15.7% as of 1:02 p.m. ET. The move comes as the S&P 500 (SNPINDEX: ^GSPC) gained 0.6% and the Nasdaq Composite (NASDAQINDEX: ^IXIC) jumped 1%. The innovative semiconductor company, which uses gallium nitride (GaN) and silicon carbide (SiC) instead of the standard silicon, announced a new partnership today, as well as presented at a prominent industry conference. The company will partner with BrightLoop to bring its advanced chip technology to BrightLoop's latest series of hydrogen fuel-cell chargers. The charges are designed to support efficient and green power to heavy-duty agricultural transportation equipment. Given the enormous power requirements of equipment of this scale, the deal is further validation of Navitas' approach and technology. The company also presented today at the Baird Global Consumer, Technology & Services Conference 2025. CEO Gene Sheridan laid out his vision for the company's future, focusing on its shift toward high-voltage power solutions -- the same solutions that helped it ink the BrightLoop deal. The positive news comes soon after Navitas announced that Nvidia had selected it to help power its next-generation artificial intelligence (AI) data center systems. The news sent Navitas stock flying, not only because of the direct monetary value of the deal, but because of the incredible validation of its technology. If Nvidia is backing Navitas, it's likely others will follow in its footsteps and invest in GaN and SiC chip solutions from Navitas. I think Navitas stock is worth owning; the seal of approval from Nvidia is a game changer, and the company's balance sheet is solid, with minimal debt. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,385!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $842,015!* Now, it's worth noting Stock Advisor's total average return is 987% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Why Nvidia-Backed Navitas Semiconductor Is Soaring Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
