Added to YB: 2026-06-02
Pitch date: 2026-05-30
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
-50.1%
current return
Author Info
Jason's Chips takes you on a journey from deep semiconductor tech to DCF-derived intrinsic value via 50+ page research reports in an entertaining and simplified way. 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 16.6B
Pitch Price
SEK 71.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
-135.87
P/E
-74.19
EV/Sales
57.96
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Sivers Semiconductors Earnings Review Q1 2026
SIVE.ST (earnings): Q1'26 revenue miss (excused) + expanding 'opportunity pipeline,' but author calls it noise—every metric subjective, no contracts, no production orders, no forward guidance. Mgmt conceded inferior to Lumentum in every way ('but pie is growing'). Credit: margins >40% (above COHR) if achieved. Still a 'shitco'—startup until purchase orders w/ numbers materialize. Neutral.
Read full article (3 min)