Navitas insiders sell shares amid stock surge

March 3, 2026 at 03:10 UTC

4 min read

Navitas stock chart with insider selling activity during share price increase

Key Points

Navitas Semiconductor CFO Todd Glickman sold shares worth about $123,000 in late February
Director Ranbir Singh disposed of nearly 390,000 Navitas shares on the same date
Navitas recently reported quarterly revenue of $7.3 million and a net loss per share of $0.05
Analysts maintain an overall Hold rating on Navitas shares with a $6.32 average target

Navitas insiders execute significant share sales

Navitas Semiconductor Corporation has reported notable insider transactions involving senior executives and directors in late February 2026. Regulatory filings show that Chief Financial Officer Todd Glickman and Director Ranbir Singh both sold shares on Thursday, February 26th, against a backdrop of a sharply higher share price over the past year.

Glickman sold 12,532 shares of Navitas Class A common stock at an average price of $9.82, for total proceeds of $123,064.24. Singh sold 389,096 shares at an average price of $9.52, generating total value of $3,704,193.92. Both transactions were disclosed in documents filed with the U.S. Securities and Exchange Commission.

Details of CFO Glickman’s grant and sale

According to a filing cited by Stock Titan, Glickman received a grant of 32,636 shares that vested on February 26, 2026, and subsequently sold 12,532 shares at a weighted average price of $9.82. The sale was conducted under a Rule 10b5-1(c) trading plan and was designed to cover tax withholding obligations associated with the vesting of a compensatory award, with the CFO having no control over the timing or number of shares sold.

Following these transactions, Glickman directly holds 833,383 Navitas shares. MarketBeat data indicate that this represents a 1.48% decrease in his ownership stake. The remaining shares were valued at approximately $8.18 million based on the disclosed transaction price. On the same day, Investing.com also reported that Glickman acquired 32,636 shares at no cost, consistent with the vesting of a stock-based award.

Investing.com noted that, despite a significant surge in Navitas’s stock price, InvestingPro suggests the shares appear overvalued. The outlet also referenced recent corporate announcements, including Glickman’s upcoming departure as CFO, development of a new power platform for AI data centers, expanded distribution with Avnet, and a GaN technology partnership in India with Cyient Semiconductors.

Director Ranbir Singh’s large disposition

Director Ranbir Singh’s February 26th sale followed an earlier transaction in December. In the latest trade, Singh sold 389,096 shares at an average price of $9.52. In December, he had sold 179,354 shares at an average of $8.68, totaling about $1.56 million. Both transactions were disclosed via SEC filings.

The insider sales occurred as Navitas shares traded at $9.55 during midday trading on the following Monday, up $0.55, or 6.1%. The stock has a 12‑month trading range between $1.52 and $17.79, with a 50‑day moving average of $8.95 and a 200‑day moving average of $8.70.

Earnings performance and analyst views

Navitas recently reported quarterly results for the period ended around February 24th. The company posted a net loss of $0.05 per share, matching the consensus analyst estimate. Revenue came in at $7.30 million, ahead of expectations of $6.95 million, but down 59.4% from the same quarter a year earlier, when the company reported a loss of $0.06 per share.

Navitas recorded a negative return on equity of 15.27% and a negative net margin of 254.71%. Sell‑side analysts, on average, forecast that Navitas will post a full‑year loss of $0.51 per share. The company operates as a fabless semiconductor provider focused on gallium nitride power integrated circuits for applications ranging from fast chargers to industrial and automotive systems.

Analyst sentiment is mixed. Needham & Company LLC raised its price target from $8.00 to $13.00 and gave the stock a Buy rating in November. Rosenblatt Securities cut its target from $8.00 to $7.00 with a Neutral stance in February, while Weiss Ratings reiterated a “sell (d-)” view in January. Overall, MarketBeat and Investing.com report that two analysts rate Navitas as Buy, five as Hold, and two as Sell, with a consensus Hold rating and an average target price of $6.32.

Institutional investor activity

Institutional investors and hedge funds hold about 46.14% of Navitas shares, according to MarketBeat. Large holders have recently increased their stakes. Vanguard Group boosted its position by 10.0% in the fourth quarter to 14.69 million shares, while State Street grew its holding by 18.0% to 8.60 million shares.

Invesco Ltd. increased its position by 257.8% in the fourth quarter to 4.74 million shares, and Geode Capital Management expanded its stake by 12.8% to 4.42 million shares. UBS Group AG grew its holdings by 131.0% to 3.31 million shares. Smaller investors such as Allworth Financial LP, NewEdge Advisors LLC, CWM LLC, GAMMA Investing LLC, and Parkside Financial Bank & Trust also reported material percentage increases from low base levels.

Key Takeaways

Insider transactions at Navitas include both routine tax-related sales and sizable discretionary disposals, providing different signals about insider behavior.
The February insider activity coincides with a period of strong share price performance but also with continued operating losses and sharply lower revenue.
Analyst opinions remain divided, with targets clustered below the current price, underscoring uncertainty about Navitas’s near-term valuation.
Growing positions by major institutions suggest sustained professional investor interest despite mixed financial results and ongoing losses.