Coverage / SIVE / Trade Card

SIVE

Sivers Semiconductors AB

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old SEK 14.30 Basic Materials - Industrial Materials
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
SEK 14.30
Buy <=wait / entry
-
Trim >=take some off
-
Thesis breaknot set
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Significant orders from Tachyon Networks, ALL.SPACE, and SemiNex driving opportunity pipeline to $1.2 billion (up 268% from end-2025)
  • LIDAR customer to ramp production with Sivers lasers and amplifiers in Q4 2026, potential cumulative revenues $28M-$53M over 2026-2030
  • Multiple production ramps underway for 2026-2027 with strategic shift from NRE to product revenue
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

\n