Added to YB: 2026-07-24
Pitch date: 2026-07-22
ALRIB.PA [bullish]
Riber S.A.
+0.5%
current return
Author Info
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Company Info
Riber S.A. provides molecular beam epitaxy (MBE) products and related services for the compound semiconductor in France.
Market Cap
EUR 217.0M
Pitch Price
EUR 9.97
Price Target
N/A
Dividend
0.97%
EV/EBITDA
31.22
P/E
41.44
EV/Sales
5.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Riber SA ($ALRIB): A Credible 10x Small-Cap in AI Optical Interconnects & Silicon Photonics
ALRIB.PA: MBE equipment leader (800+ systems) for AI optical interconnects—quantum-dot lasers (cash engine) + ROSIE 300mm oxide-on-silicon BTO modulator platform. €210M cap, ~€10-11/sh. FY25 rev €40.3M flat; H1'26 +19%. Bull: €180-250M rev by 2030 at 40%+ GM = 5-10x. Risks: lumpy, ROSIE early, €8M+ French export licenses refused. Key: 24 Sep H1 results, ROSIE ramp, margins.
Read full article (6 min)