Added to YB: 2025-04-08
Pitch date: 2025-04-05
AWE.L [bullish]
Alphawave IP Group plc
+47.97%
current return
Author Info
Javen Turner is a value investor who likes companies that follow big trends and have big margins of safety. Sign up for the newsletter.
Company Info
Alphawave IP Group plc develops and sells wired connectivity solutions in North America, China, the Asia Pacific, Europe, the Middle East, Africa, and the United Kingdom.
Market Cap
GBP 1.2B
Pitch Price
GBP 1.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-116.89
P/E
-26.83
EV/Sales
4.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Alphawave IP - Who Are They? Why Do Qualcomm and Arm Want To Buy Them?
AWE.L: SerDes chip design co w/ Amazon, Microsoft partnerships. Strong tech, weak governance. Winddown of China biz for AI focus. Arm, Qualcomm bid interest. $1.2B mkt cap vs $5.7B peer Credo. Risks: volatile industry, inconsistent financials. New CFO ex-Rambus. US listing potential.
Read full article (8 min)