Navitas Semiconductor Corporation (NVTS): A Bull Case Theory
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 Corp (NVTS)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 3,623,900 | $26,164,558 | -12% | 0.03% |
| 2. | 2,272,900 | $16,410,338 | +72% | 0% | |
| 3. | Citadel Investment Group Ken Griffin | 1,456,583 | $10,516,529 | -16% | 0% |
| 4. | 1,218,200 | $8,795,404 | +33% | 0% | |
| 5. | D E Shaw D. E. Shaw | 893,849 | $6,453,590 | +95% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.79 | 18,645,603 | $163,894,850.37 | 18,645,603 | 2025-07-28 | Filing | |
| $10.00 | 1,415,000 | $14,150,000.00 | 1,415,000 | 2021-10-19 | Filing | |
| $10.00 | 1,415,000 | $14,150,000.00 | 1,415,000 | 2021-10-19 | Filing | |
| $10.00 | 1,415,000 | $14,150,000.00 | 1,415,000 | 2021-10-19 | Filing | |
| $10.00 | 1,415,000 | $14,150,000.00 | 1,415,000 | 2021-10-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.68 | 179,354 | $1,556,828.59 | 389,096 | 2025-12-12 | Filing | |
| $8.10 | 873,488 | $7,075,252.80 | 4,755,536 | 2025-12-15 | Filing | |
| $8.65 | 315,396 | $2,728,175.40 | 5,629,024 | 2025-12-12 | Filing | |
| $9.31 | 49,651 | $462,250.81 | 86,964 | 2025-12-11 | Filing | |
| $9.25 | 78,649 | $727,503.25 | 136,615 | 2025-12-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,360,648 | $96,463,879 | 0% | |
| 2. | 11,658,362 | $84,173,375 | 0% | |
| 3. | 9,181,581 | $66,291,015 | 7.89% | |
| 4. | 7,289,324 | $52,628,919 | 0% | |
| 5. | 6,295,601 | $45,454,239 | 0.01% |
News See All
Navitas (NVTS) Soars 22% on $100-Million Fundraising Program
“This capital raise enables us to support Navitas’ transformation and accelerate our momentum into higher-power markets,” said Navitas Semiconductor Corp.
Navitas (NVTS) Falls 14.6% as Earnings Disappoint
For the fourth quarter of the year, Navitas Semiconductor Corp.
Navitas Semiconductor Corporation (NASDAQ:NVTS) Q3 2025 Earnings Call Transcript
Navitas Semiconductor Corporation (NASDAQ:NVTS) Q3 2025 Earnings Call Transcript November 3, 2025Navitas Semiconductor Corporation reports earnings inline with expectations.
Navitas (NVTS) Climbs to All-Time High Ahead of Earnings, Strong Optimism
Navitas rebounded on Monday to hit a new all-time high as investors began loading positions ahead of the results of its earnings performance, supported by strong optimism for the booming semiconductor...
11 Hot Growth Stocks to Invest in Now
On October 16, Tim Urbanowicz, Innovator Capital Management chief investment strategist, joined CNBC Television for an interview.
Navitas (NVTS) Jumps to All-Time High on Launch of Chip to Support Next-Gen AI
Navitas rallied for a 5th straight day on Wednesday to jump to a new all-time high as investor sentiment was bolstered by the launch of a new semiconductor capable of supporting Nvidia Corp.’s 800-volt...
Navitas (NVTS) Soars to Fresh High on Nvidia Partnership, Support for Next-Gen AI
Navitas climbed to a fresh record high on Tuesday, as investors cheered the official launch of a new semiconductor capable of supporting Nvidia Corp.’s 800-volt direct current (VDC) system for the next...
Navitas Semiconductor Corp. (NVTS) Surged on Tech Partnerships With Potential High-Profile Companies
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S.
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