Navitas Semiconductor Corp
No SEC Form 4 filings for $NVTS in the last 30 days.
See all $NVTS insider activity →Navitas Semiconductor (NVTS) acquired Claros, with high power markets driving 50% YOY growth. Q3 revenue expected at $13.5M, with non-GAAP loss per share widening to $0.08. Analysts rate NVTS 'Hold' with an average price target of $14.45, implying 13.7% upside.
Navitas Semi acquires Claros, a developer of vertical power delivery and integrated voltage regulator tech for AI datacentres, for around $216m in cash and stock. The deal, expected to close by year-end, aims to enhance Navitas's power chip portfolio and address AI infrastructure power challenges. Claros's tech complements Navitas's GaN and SiC portfolio, targeting high-density AI racks.
NEURA Robotics acquired ADLATUS Robotics, expanding its Physical AI platform into autonomous cleaning. NexTech Solutions acquired BOOMSLANG Aerospace, adding uncrewed aerial systems. Navitas Semiconductor agreed to acquire Claros for $216M, enhancing its AI data center power delivery. Financial terms for NEURA and NexTech deals were not disclosed.
Over the past 7 days, alphai's AI scored 15 news stories mentioning NVTS (Navitas Semiconductor Corp). Coverage has skewed bullish: 13 bullish, 1 neutral, and 1 bearish.
Recent NVTS coverage spans mergers & acquisitions, earnings and market movers.
Guidance below expectations and continued losses pressured the stock, suggesting short‑term downside risk.
Deal expands Navitas' GaN/SiC portfolio into AI datacenter power, likely boosting growth outlook.
Potential upside from expanded product addressable market and revenue diversification.
The acquisition expands Navitas' addressable market to >$8 billion and adds VPD/IVR technology.
Acquisition expands product portfolio.
alphai scores every news story that mentions NVTS with an AI model for sentiment and relevance, and aggregates insider trades from Navitas Semiconductor Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Navitas Semiconductor (NVTS) acquired Claros, with high power markets driving 50% YOY growth. Q3 revenue expected at $13.5M, with non-GAAP loss per share widening to $0.08. Analysts rate NVTS 'Hold' with an average price target of $14.45, implying 13.7% upside.
2 min readNavitas Semi acquires Claros, a developer of vertical power delivery and integrated voltage regulator tech for AI datacentres, for around $216m in cash and stock. The deal, expected to close by year-end, aims to enhance Navitas's power chip portfolio and address AI infrastructure power challenges. Claros's tech complements Navitas's GaN and SiC portfolio, targeting high-density AI racks.
2 min readNEURA Robotics acquired ADLATUS Robotics, expanding its Physical AI platform into autonomous cleaning. NexTech Solutions acquired BOOMSLANG Aerospace, adding uncrewed aerial systems. Navitas Semiconductor agreed to acquire Claros for $216M, enhancing its AI data center power delivery. Financial terms for NEURA and NexTech deals were not disclosed.
2 min readNavitas Semiconductor will acquire Claros for up to $232.8M, expanding its AI infrastructure market to $8B by 2030. Claros' tech, used in AI data centers, complements Navitas' portfolio. Deal expected to close by 2026, pending approvals.
2 min readDick's Sporting Goods (DKS) fell 27% after reporting $5.59B in sales, missing estimates. Dynatrace (DT) rose 3% on a Morgan Stanley upgrade. Shift4 Payments (FOUR) gained 4% after a Wells Fargo upgrade. Moderna (MRNA) climbed 13% following a Wolfe Research upgrade. Marvell (MRVL) jumped 5% on higher price targets. AMD (AMD) rose 5% after a Raymond James upgrade. Kura Oncology (KURA) gained 10% after CEO bought shares. Navitas Semiconductor (NVTS) rose 5% on a $232.8M deal with Claros.
2 min readThree chip stocks (NVTS, AOSL, WOLF) under $50 are highlighted for AI data center exposure. NVTS, designed for NVDA's 800V racks, expects AI infrastructure to exceed 33% of revenue by year-end. AOSL trades at a forward P/E of 8, with AI server revenue projected to surge over 60%. WOLF reports mixed Q4 results but sees AI data center revenue growth. All have cash cushions and upcoming catalysts.
3 min readDick's Sporting Goods (DKS) shares fell 12% after reporting $5.59B revenue, below estimates. AMD (AMD) rose 2% following an upgrade to strong buy with a $641 target. Kura Oncology (KURA) climbed 11% after CEO's share purchase. Navitas Semiconductor (NVTS) jumped 5% on a $232.8M deal. United Airlines (UAL) gained 2.9% on new flight routes.
2 min readNavitas Semiconductor (NVTS) stock rose 5.0% in pre-market trading after announcing a $232.8M deal to acquire Claros, Inc., a power management solutions company. The acquisition aims to extend Navitas' reach in AI data center power infrastructure, with $216.0M paid at closing and the rest contingent on milestones. The company reassured investors that the deal won't materially alter its profitability timeline. The broader market is also supportive, with the NASDAQ and S&P 500 gaining 0.9% and 0.4
2 min readNavitas Semiconductor Corp (NVTS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Navitas To Acquire Claros, Advancing AI Infrastructure with VPD & IVR Technology for Grid-to-xPU The proposed acquisition is expected to provide the last step in power delivery to the core to complete Navitas’ grid-to-xPU high-power portfolio, accelerating its AI inf
2 min readNavitas Semiconductor (NVTS) will acquire Claros Inc. for up to $232.8M, with $216M paid at closing in cash and shares, and the rest in shares tied to milestones. The deal, expected to close by late 2026, adds Claros' power management tech to Navitas' portfolio, expanding its 2030 market to over $8B. Navitas shares closed 2.86% higher at $12.58 on Tuesday.
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