Navitas Stock: Sell After Director’s $1.6M Sale?

On a Tuesday in December, a director sold shares of Navitas Semiconductor. The shares were worth a million six hundred thousand dollars. The transaction was reported in a filing with the SEC. So it goes.

What Happened

Metric Value
Shares sold (indirect) 179,354
Transaction value $1.6 million
Post-transaction shares (direct) 0
Post-transaction shares (indirect) 389,096

Price per share: $8.68. Close of day: $8.59. A slight premium. Not enough to matter.

Questions

  • How does this compare to past sales? The director sold less than half of what he sold before. His stake shrank. So it goes.
  • What does this mean for ownership? His indirect holdings dropped by a third. The company’s stock? Still rising.
  • Was the sale fair? The price was a hair above the closing. No scandal, just a whisper.
  • Why the shell company? The shares were held through an LLC. The director claims no personal stake. Maybe. Maybe not.

Company Snapshot

Metric Value
Price (as of market close Dec. 12, 2025) $8.68
Market capitalization $1.68 billion
Revenue (TTM) $56.60 million
1-year price change 146.37%

Revenue fell. No profit. Shares up. The math doesn’t add up. But the market doesn’t care.

What This Means

Directors sell. That’s normal. But when they sell a lot, it’s a sign. Navitas’s stock has surged. But the company isn’t making money. And now, insiders are taking their chips off the table. So it goes.

Investors might think: “AI is hot!” But Navitas’s sales are down. Their price-to-sales ratio? 27. That’s high. And the insiders? They’re not buying. They’re selling. So it goes.

If you own this stock, ask yourself: Why? If you don’t, ask: Why would you? So it goes.

Glossary

Indirect sale: Selling through a company, not yourself. Form 4: A report. Disclaiming beneficial ownership: Saying you don’t own the shares. Beneficial ownership: Owning them anyway. SiCPower, LLC: A shell. Disposition: Selling. Median sale: The middle number. Entity-level management: Running the show. OEM: The company that makes parts. Gallium nitride: A material. TTM: Twelve months. Integrated circuit: A chip.

So it goes. 🚫

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2025-12-21 10:18