NVTS Navitas Semiconductor Corp

NEUTRAL Impact: 2/10 DEFA14A
Horizon days Filed May 11, 2026 Processed 1mo ago SEC 0001104659-26-058744
Proxy solicitation materials
Latest settled — T+5d ⚠ clustered
NVTS ▲ +2.18% at T+5d
NEUTRAL call ✓ call won +2.18% · α vs SPY +2.10% · entry $19.25 → $19.67
Next anchor: T+20d due 6d ago
Last close $23.39 (close Jun 12) · +21.51% from $19.25 entry
Entry anchored
May 11, 05:02 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.54%
$19.25
settled 5w ago
T+5d
+2.18%
call +2.18% · α +2.10%
$19.67
settled 28d ago
T+20d
call — · α —
due 6d ago
T+60d
call — · α —
in 7w

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Executive Summary

Navitas Semiconductor filed additional definitive proxy soliciting materials for its 2026 Annual Meeting, scheduled for June 25, 2026. The filing notifies shareholders of four proposals: election of three Class II directors (Brian Long, David Moxam, Dipender Saluja), declassification of the board, an advisory vote on executive compensation, and ratification of KPMG as auditor. The board recommends a 'For' vote on all items. This is a routine proxy notice with no material financial impact.

Actionable Insight

Monitor the outcome of the board declassification vote (Proposal 2) as it could signal governance changes, but this filing itself is routine and does not provide a trading catalyst. The annual meeting results will be disclosed in a subsequent 8-K.

Key Facts

  • Annual Meeting scheduled for June 25, 2026 at 8:00 AM PT, virtual format
  • Proposal 1: Elect three Class II directors (Brian Long, David Moxam, Dipender Saluja) with terms expiring at 2029 unless board declassification passes, then expiring at 2027
  • Proposal 2: Approve amendment to declassify the board of directors, modifying all director terms to expire at the 2027 annual meeting
  • Proposal 3: Advisory vote on named executive officer compensation
  • Proposal 4: Ratify KPMG LLP as independent auditor for FY 2026
  • Board recommends 'For' on all four proposals
  • Vote deadline is June 24, 2026 at 11:59 PM ET
  • This DEFA14A is additional definitive proxy soliciting material filed by the registrant

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • No material risks identified from this routine proxy filing

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
47% bullish (15 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-058744
Document: 0001104659-26-058744-index-headers.html0001104659-26-058744
Document: 0001104659-26-058744-index.html0001104659-26-058744
Document: 0001104659-26-058744.txt0001104659-26-058744
20 reports for NVTS
Performance horizon
50% Hit rate 4 of 8 directional calls best @ T+60▲ +232.88%Feb 28, 2026
Filters
Rows
Reports for NVTS — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$21.10 awaiting T+1awaiting T+1$23.39 (+10.85%)
Jun 8, 2026
6d ago
S-3ASR
BEARISH ★ 7/10
$26.42 awaiting T+1awaiting T+1$23.39 (+11.47%)
Jun 3, 2026
11d ago
Press Release
NEUTRAL ★ 4/10
$30.84 $30.67▼ −0.55%▼ −0.95%$23.39 (−24.16%)
May 29, 2026
16d ago
Insider Cluster
BEARISH ★ 6/10
$24.86 $25.86▼ −4.02%▼ −3.87%$23.39 (+5.91%)
May 28, 2026
17d ago
144
NEUTRAL ★ 3/10
$26.60 $24.86▼ −6.54%▼ −6.82%$23.39 (−12.07%)
May 28, 2026
17d ago
144
NEUTRAL ★ 3/10
$28.51 $26.60▼ −6.70%▼ −6.94%$23.39 (−17.96%)
May 27, 2026
18d ago
144
BEARISH ★ 4/10
$28.51 $26.60▲ +6.70%▲ +6.94%$23.39 (+17.96%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$31.79 $28.88▼ −9.15%▼ −9.17%$23.39 (−26.42%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 4/10
$31.79 $29.89▼ −5.98%▼ −5.93%$23.39 (−26.42%)
May 15, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$19.67 $19.43▼ −1.22%▼ −0.57%$23.39 (+18.91%)
Showing 10 of 20

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