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Navitas Semiconductor price target lowered to $7 from $9 at Needham

Needham lowered the firm’s price target on Navitas Semiconductor to $7 from $9 but keeps a Buy rating on the shares. The company posted a solid quarter but lower guide as weak macro demand is affecting its non-Mobile markets, the analyst tells investors in a research note. Navitas is seeing near-term demand weakness in EV, EV charging, Industrial and Solar markets, and overall hasn’t observed signs of a broader recovery for second half of 2024, the firm added. Needham states however that Mobile strength continues, and the company’s opportunity pipeline has grown to $1.6B, up from over $1.2B last quarter.

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