Added to YB: 2026-08-19
Pitch date: 2026-08-17
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
-38.82%
current return
Author Info
No bio for this author
Company Info
Sivers Semiconductors AB (publ), through its subsidiaries, develops, manufactures, and sells chips, components, modules, and subsystems in North America, Europe, and Asia.
Market Cap
SEK 12.3B
Pitch Price
SEK 39.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-59.65
P/E
-36.40
EV/Sales
44.94
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The case for Sivers Semiconductors
SIVE.ST (small new position): AI optical laser play; highest-risk of trio (LITE/AAOI/SIVE) with most upside. InP DFB lasers/arrays for 800G/1.6T/CPO; partners Ayar, Jabil, SemiNex. But Q1 Photonics rev only SEK17.8M (-32% YoY), EBITDA loss; trades ~44x trailing group sales. Key programs target 2H27 sampling. Raised SEK700M (3.3% dilution) to fund capacity. Must convert laser shortage into revenue.
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