Added to YB: 2026-03-13
Pitch date: 2026-03-11
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
-1.02%
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 1.1B
Pitch Price
SEK 4.13
Price Target
6.73
Dividend
N/A
EV/EBITDA
-18.39
P/E
-5.29
EV/Sales
3.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sivers Semiconductors: A Swedish Technology Dwarf Punching Far Above Its Weight in Three of Today’s Hottest Tech-Trends
SIVE.ST (overview): Swedish semiconductor niche player in mmWave chips & InP lasers for AI datacenters, SATCOM, LiDAR. $453M pipeline (+64% in '25); LiDAR customer raised 5yr rev outlook to $53-138M (vs $28-53M). FY25 rev SEK304M (+25% YoY), but GAAP loss SEK186M, cash SEK43M. Targets $50-55M rev for OCF breakeven, 25-30% CAGR, 50%+ gross margin, 30%+ EBITDA margin. Analyst PT SEK6.73 vs SEK3.90 current. Risks: illiquid, loss-making, reliant on few NRE contracts, capital raise likely, LiDAR ramp Q4'26 execution critical.
Read full article (9 min)