Added to YB: 2026-03-31
Pitch date: 2026-03-27
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
-6.54%
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 3.1B
Pitch Price
SEK 10.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
-47.31
P/E
-14.29
EV/Sales
8.81
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Photonics Valuation Problem: $SIVE
SIVE.ST (overview): Fabless InP DFB laser specialist for SiPh, CPO, optical I/O. Partnerships w/ Ayar, Jabil, MRVL Celestial, O-Net, Poet, Enablence position as chokepoint for CW lasers. TAM $2B+ by 2028; if 10% capture = $200M rev vs $40M 2026E annualized. Trades $270M MC - wide range justified given sparse info & pre-ramp stage. Fair value $100M-$500M depending on execution
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