Added to YB: 2026-09-02
Pitch date: 2026-08-30
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
-9.75%
current return
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
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 27.28
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
SIVE. What’s Going On?
SIVE.ST (earnings): Sivers remains an early-stage commercialization story whose business has not caught up with the share-price surge and heightened investor expectations. The optical opportunity could be significant by the time its products ramp, supporting a small position established in the 30s with a multi-year horizon, but customer commitments, production orders, revenue scale and execution still need to materialize; the commercialization timeline has not accelerated with the stock.
Read full article (2 min)