Added to YB: 2026-10-15
Pitch date: 2026-10-13
AMS.SW [bullish]
ams-OSRAM AG
-2.35%
current return
Author Info
Join @MichaelSikand and @KawzInvests as they use thematic analysis and narrative driven alpha to find stocks with multi-bagger potential. Sign up for the newsletter.
Company Info
ams-OSRAM AG engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the United States, and the Asia/Pacific.
Market Cap
CHF 2.1B
Pitch Price
CHF 20.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.87
P/E
-6.49
EV/Sales
1.06
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Laser Shortage Spells Opportunity for This LED Stock - ams-OSRAM AG
AMS.SW: ams OSRAM offers an underpriced option on “slow and wide” AI-data-center optics: it manufactures both microLED and microVCSEL arrays in-house and hired former NVIDIA networking director Ashkan Seyedi to build an AI Photonics unit that could become a triple-digit-million-euro opportunity by decade-end if the market scales. Shares trade at 0.7x sales, but adoption and reach remain unproven; net debt of about €1.74B and a €479M OSRAM minority-shareholder liability add downside risk if the semiconductor business stalls.
Read full article (9 min)