2025 Q4 -tulosraportti
54 päivää sitten
‧55 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
27 min sitten27 min sittenPity Sivers is not in Nasdaq US….
·12 min sittenIt will come. Everything cannot happen in one day. 😊
1 t sitten1 t sittenI'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". https://x.com/aleabitoreddit/status/2046507698037170575
2 t sitten2 t sitten$SIVE to $100+ per share if US-listed? YES … volatile journey YES Spicy but tasty.. Here’s the Full Bull Narrative Backed by Recent News With the fresh dual-listing evaluation announcement (April 15–16, 2026), @elonmusk “light speed” Terafab push, Google’s Marvell inference-chip talks, and the entire AI photonics flywheel accelerating , the path for $SIVE to reach $100/share (or more) like $LITE is not only possible… it’s the logical endpoint. Current Setup (April 21, 2026) • $SIVE trades at ~$3.40–3.68 USD (http://SIVE.ST ~28–31 SEK, SIVEF OTC). • Market cap: ~$780M–1B USD (after the explosive recent run). • Shares outstanding: ~297M. • $LITE sits at ~$895/share with a $64B market cap. $100/share on $SIVE = ~$30B market cap → roughly 30x from here. That sounds insane… until you look at what happened to $LITE in the exact same AI optics boom. The Re-Rating Narrative (Exactly Like $LITE’s Run) 1. US Listing = Instant Multiple Expansion A Nasdaq dual listing (already under formal evaluation) unlocks Wall Street institutions that can’t easily buy Stockholm-listed or OTC names. Liquidity explodes. Visibility explodes. The same “hidden Swedish gem” becomes a US-listed AI photonics pure-play. This is the catalyst that took other small-cap optics names from micro-cap obscurity to multi-billion-dollar valuations. 2. AI Monetization + Inference Boom = Massive Optics Demand Google’s talks with Marvell for new inference-specific TPUs (April 19 news) signal hyperscalers are now scaling revenue-generating AI (not just training). Inference clusters need even denser, lower-power optical interconnects. @elonmusk Terafab “light speed” fab push (Tesla + xAI + SpaceX) means terawatts of AI compute → orbital and terrestrial data centers that cannot run on copper. Every new chip deployment multiplies demand for high-power lasers and CPO components — $SIVE’s exact sweet spot (external light sources, DFB laser arrays for 800G/1.6T). 3. $SIVE Is Positioned in the Same Niche as $LITE But Earlier & Smaller $LITE went parabolic on AI laser + OCS + CPO revenue. $SIVE supplies the same high-power lasers via partnerships (O-Net, Enablence, POET, Jabil) + has its own $450M opportunity pipeline, LiDAR ramp (Q4 2026, up to $138M multi-year), and defense/SATCOM tailwinds. Once even a fraction of that pipeline converts + US listing hits, the re-rating from “small Swedish micro-cap” to “next AI optics leader” is explosive. 4. Operating Leverage Kicks In Hard Fixed costs are already in place. Revenue ramps (Photonics + Wireless) + higher-ASP AI products = margin explosion, just like we’re seeing at $LITE, $COHR, $AAOI. Bottom line: $LITE proved the model AI optics suppliers with real product momentum and US visibility can go from single-digit billions to $60B+. $SIVE is smaller today, but the catalysts are aligned: US listing + inference/AI scale-up + Musk tailwinds + $450M pipeline. In a continued bull market for AI infrastructure, $100/share is not fantasy it’s the math of re-rating a $1B company to a $30B AI optics player. https://x.com/II63222/status/2046493361884774585·1 t sitten · MuokattuRedeye previous base case/target price at a listing as well as updated comments. (1) Update/comment, April 16, on the capital raise and potential dual listing. https://www.redeye.se/research/1159965/sivers-semiconductors-capital-raise-and-us-listing-evaluation-signal-strategic-intent (2) Update/comment, March 20, on share price development, increased investor interest and trading activity as well as recent development of partnerships. https://www.redeye.se/research/1157776/sivers-semiconductors-comment-on-recent-development (3) Valuation basis for potential listing 2024/2025 which was paused/did not materialize. https://www.redeye.se/research/1027976/sivers-semiconductors-further-comment-on-spac-merger-plans
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
54 päivää sitten
‧55 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 27 min sitten27 min sittenPity Sivers is not in Nasdaq US….·12 min sittenIt will come. Everything cannot happen in one day. 😊
- 1 t sitten1 t sittenI'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". https://x.com/aleabitoreddit/status/2046507698037170575
- 2 t sitten2 t sitten$SIVE to $100+ per share if US-listed? YES … volatile journey YES Spicy but tasty.. Here’s the Full Bull Narrative Backed by Recent News With the fresh dual-listing evaluation announcement (April 15–16, 2026), @elonmusk “light speed” Terafab push, Google’s Marvell inference-chip talks, and the entire AI photonics flywheel accelerating , the path for $SIVE to reach $100/share (or more) like $LITE is not only possible… it’s the logical endpoint. Current Setup (April 21, 2026) • $SIVE trades at ~$3.40–3.68 USD (http://SIVE.ST ~28–31 SEK, SIVEF OTC). • Market cap: ~$780M–1B USD (after the explosive recent run). • Shares outstanding: ~297M. • $LITE sits at ~$895/share with a $64B market cap. $100/share on $SIVE = ~$30B market cap → roughly 30x from here. That sounds insane… until you look at what happened to $LITE in the exact same AI optics boom. The Re-Rating Narrative (Exactly Like $LITE’s Run) 1. US Listing = Instant Multiple Expansion A Nasdaq dual listing (already under formal evaluation) unlocks Wall Street institutions that can’t easily buy Stockholm-listed or OTC names. Liquidity explodes. Visibility explodes. The same “hidden Swedish gem” becomes a US-listed AI photonics pure-play. This is the catalyst that took other small-cap optics names from micro-cap obscurity to multi-billion-dollar valuations. 2. AI Monetization + Inference Boom = Massive Optics Demand Google’s talks with Marvell for new inference-specific TPUs (April 19 news) signal hyperscalers are now scaling revenue-generating AI (not just training). Inference clusters need even denser, lower-power optical interconnects. @elonmusk Terafab “light speed” fab push (Tesla + xAI + SpaceX) means terawatts of AI compute → orbital and terrestrial data centers that cannot run on copper. Every new chip deployment multiplies demand for high-power lasers and CPO components — $SIVE’s exact sweet spot (external light sources, DFB laser arrays for 800G/1.6T). 3. $SIVE Is Positioned in the Same Niche as $LITE But Earlier & Smaller $LITE went parabolic on AI laser + OCS + CPO revenue. $SIVE supplies the same high-power lasers via partnerships (O-Net, Enablence, POET, Jabil) + has its own $450M opportunity pipeline, LiDAR ramp (Q4 2026, up to $138M multi-year), and defense/SATCOM tailwinds. Once even a fraction of that pipeline converts + US listing hits, the re-rating from “small Swedish micro-cap” to “next AI optics leader” is explosive. 4. Operating Leverage Kicks In Hard Fixed costs are already in place. Revenue ramps (Photonics + Wireless) + higher-ASP AI products = margin explosion, just like we’re seeing at $LITE, $COHR, $AAOI. Bottom line: $LITE proved the model AI optics suppliers with real product momentum and US visibility can go from single-digit billions to $60B+. $SIVE is smaller today, but the catalysts are aligned: US listing + inference/AI scale-up + Musk tailwinds + $450M pipeline. In a continued bull market for AI infrastructure, $100/share is not fantasy it’s the math of re-rating a $1B company to a $30B AI optics player. https://x.com/II63222/status/2046493361884774585·1 t sitten · MuokattuRedeye previous base case/target price at a listing as well as updated comments. (1) Update/comment, April 16, on the capital raise and potential dual listing. https://www.redeye.se/research/1159965/sivers-semiconductors-capital-raise-and-us-listing-evaluation-signal-strategic-intent (2) Update/comment, March 20, on share price development, increased investor interest and trading activity as well as recent development of partnerships. https://www.redeye.se/research/1157776/sivers-semiconductors-comment-on-recent-development (3) Valuation basis for potential listing 2024/2025 which was paused/did not materialize. https://www.redeye.se/research/1027976/sivers-semiconductors-further-comment-on-spac-merger-plans
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
54 päivää sitten
‧55 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 27 min sitten27 min sittenPity Sivers is not in Nasdaq US….·12 min sittenIt will come. Everything cannot happen in one day. 😊
- 1 t sitten1 t sittenI'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". https://x.com/aleabitoreddit/status/2046507698037170575
- 2 t sitten2 t sitten$SIVE to $100+ per share if US-listed? YES … volatile journey YES Spicy but tasty.. Here’s the Full Bull Narrative Backed by Recent News With the fresh dual-listing evaluation announcement (April 15–16, 2026), @elonmusk “light speed” Terafab push, Google’s Marvell inference-chip talks, and the entire AI photonics flywheel accelerating , the path for $SIVE to reach $100/share (or more) like $LITE is not only possible… it’s the logical endpoint. Current Setup (April 21, 2026) • $SIVE trades at ~$3.40–3.68 USD (http://SIVE.ST ~28–31 SEK, SIVEF OTC). • Market cap: ~$780M–1B USD (after the explosive recent run). • Shares outstanding: ~297M. • $LITE sits at ~$895/share with a $64B market cap. $100/share on $SIVE = ~$30B market cap → roughly 30x from here. That sounds insane… until you look at what happened to $LITE in the exact same AI optics boom. The Re-Rating Narrative (Exactly Like $LITE’s Run) 1. US Listing = Instant Multiple Expansion A Nasdaq dual listing (already under formal evaluation) unlocks Wall Street institutions that can’t easily buy Stockholm-listed or OTC names. Liquidity explodes. Visibility explodes. The same “hidden Swedish gem” becomes a US-listed AI photonics pure-play. This is the catalyst that took other small-cap optics names from micro-cap obscurity to multi-billion-dollar valuations. 2. AI Monetization + Inference Boom = Massive Optics Demand Google’s talks with Marvell for new inference-specific TPUs (April 19 news) signal hyperscalers are now scaling revenue-generating AI (not just training). Inference clusters need even denser, lower-power optical interconnects. @elonmusk Terafab “light speed” fab push (Tesla + xAI + SpaceX) means terawatts of AI compute → orbital and terrestrial data centers that cannot run on copper. Every new chip deployment multiplies demand for high-power lasers and CPO components — $SIVE’s exact sweet spot (external light sources, DFB laser arrays for 800G/1.6T). 3. $SIVE Is Positioned in the Same Niche as $LITE But Earlier & Smaller $LITE went parabolic on AI laser + OCS + CPO revenue. $SIVE supplies the same high-power lasers via partnerships (O-Net, Enablence, POET, Jabil) + has its own $450M opportunity pipeline, LiDAR ramp (Q4 2026, up to $138M multi-year), and defense/SATCOM tailwinds. Once even a fraction of that pipeline converts + US listing hits, the re-rating from “small Swedish micro-cap” to “next AI optics leader” is explosive. 4. Operating Leverage Kicks In Hard Fixed costs are already in place. Revenue ramps (Photonics + Wireless) + higher-ASP AI products = margin explosion, just like we’re seeing at $LITE, $COHR, $AAOI. Bottom line: $LITE proved the model AI optics suppliers with real product momentum and US visibility can go from single-digit billions to $60B+. $SIVE is smaller today, but the catalysts are aligned: US listing + inference/AI scale-up + Musk tailwinds + $450M pipeline. In a continued bull market for AI infrastructure, $100/share is not fantasy it’s the math of re-rating a $1B company to a $30B AI optics player. https://x.com/II63222/status/2046493361884774585·1 t sitten · MuokattuRedeye previous base case/target price at a listing as well as updated comments. (1) Update/comment, April 16, on the capital raise and potential dual listing. https://www.redeye.se/research/1159965/sivers-semiconductors-capital-raise-and-us-listing-evaluation-signal-strategic-intent (2) Update/comment, March 20, on share price development, increased investor interest and trading activity as well as recent development of partnerships. https://www.redeye.se/research/1157776/sivers-semiconductors-comment-on-recent-development (3) Valuation basis for potential listing 2024/2025 which was paused/did not materialize. https://www.redeye.se/research/1027976/sivers-semiconductors-further-comment-on-spac-merger-plans
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 201 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - | ||
| 350 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 28 177 156 | 28 177 156 | 0 | 0 |