Added to YB: 2026-09-01
Pitch date: 2026-08-30
SIVE.ST [bullish]
Sivers Semiconductors AB (publ)
-2.49%
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 12.3B
Pitch Price
SEK 27.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
-59.65
P/E
-36.40
EV/Sales
46.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Six Pluggables and a Bottleneck
SIVE.ST: Sivers supplies InP lasers into an industry-wide shortage as AI networking shifts from pluggables toward co-packaged optics. Its management-reported opportunity pipeline has risen 268% since December to $1.2B, with Jabil’s 1.6T program targeting initial H1 2027 orders and an H2 ramp, plus new foundry capacity. The stock has already rerated 10x to ~$1.3B despite falling revenue and heavy cash burn; undisclosed customers, uncontracted pipeline and the risk of downstream packaging constraints make the ramp highly execution-dependent.
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