Added to YB: 2026-07-30
Pitch date: 2026-07-27
LAES [neutral]
SEALSQ Corp
-6.64%
current return
Author Info
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Company Info
SEALSQ Corp, together with its subsidiaries, designs, develops, and markets semiconductors in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$465.7M
Pitch Price
$2.41
Price Target
6.00
Dividend
N/A
EV/EBITDA
-1.24
P/E
-9.75
EV/Sales
2.52
Sector
Semiconductors and Semiconductor Equipment
Category
value
Quantum Upside for $0.24/Share - SEALSQ
LAES (pass): Swiss fabless secure-chip maker at $2.43 w/ ~$2.19/share net cash (~$495M vs $8M debt); paying $0.24 for biz + QS7001 post-quantum chip + $200M quantum fund. SOTP $3.03 (25% upside), analyst targets $4-8. But 14x dilution, $30M burn, live ATM, WISeKey controls 51% vote, QS7001 pre-revenue until H2 2026, no insider buys. Too early; revisit 2027.
Read full article (18 min)