2025 Q4 -tulosraportti
86 päivää sitten
‧55 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 27 | - | - | ||
| 2 431 | - | - | ||
| 551 | - | - | ||
| 27 | - | - | ||
| 10 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. | 6 päivää |
| 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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·26 min sittenWe are facing significant passive inflows from both index funds and active funds in connection with the listing on May 29th. This will likely provide the stock with technical support in the coming weeks. At the same time, Voleon and Two Sigma hold significant short positions. A strong price increase could trigger a classic short squeeze, something we have already seen early signs of. The CPO supercycle has barely started. Goldman Sachs describes in its recent report "Optical Networking: The Next Mega Trend in AI Infrastructure" a market that is expected to grow from 15 to 154 billion dollars by 2028, a nearly tenfold increase in just two years. Sivers is among the best positioned companies in this market. With a current market capitalization of only around 18 billion SEK, the valuation appears very attractive given the structural tailwind. It is entirely possible that the Sivers stock delivers a larger percentage increase next year than it did the previous year, despite the already strong development. The stock is naturally volatile and involves high risk, but few other companies combine equally strong technological positioning and market growth within AI infrastructure right now.
·13 t sittenWhat's the deal with Sivers? Just heard about this stock and a quick check makes me wonder. I find nothing in the financial statement for 2025 (only read the summary so far) that explains why the stock would be so highly valued and became so suddenly. Do they have any components that are necessary for AI data centers that no one else has or that are drastically much better? Why do they then make a loss in such a case? That investments in AI data centers are booming is not particularly new, cf. Nvidia. Can someone explain briefly but concretely why the stock is so incredibly highly valued in relation to revenue and also the so-called Business Opportunity Pipeline? Interesting concept by the way, how do they define Business Opportunity Pipeline? Nice weekend all stock foxes
·10 t sittenPartly yes. Partly exaggerated. That is actually quite typical "bear-case" against Sivers right now. Here is what is actually true — and what is more hype/bash: ⸻ "No profit" YES, this is partly true. Sivers is still not properly profitable overall. But: * revenue is actually growing strongly * EBITDA has improved a lot * some quarters have been near break-even or positive adjusted EBITDA So: ❌ "completely dead company" is not correct. But: ✅ "the market is pricing in future growth, not today's earnings" is absolutely correct. ⸻ "No plan for profit" That is more of an exaggeration. The company itself says they are building towards: * AI photonics * datacenter optics * LiDAR * SATCOM * 5G/6G …and trying to scale revenue through partnerships and volume production. But it is true that: * they are still investing aggressively * they are in a growth phase * the market expects future explosion So this is not a "value cash machine". ⸻ "No large contracts" This is NOT entirely true. They actually have: * Jabil partnership for AI optics/CPO * Fortune 100 customer mentioned previously * LiDAR potential up to tens of millions of dollars * AI/datacenter photonics agreements BUT: it is also true that they do not yet have: * Nvidia-scale contracts * hyperscaler mega-deals * billion-dollar revenues So the bull-case is still "future potential". ⸻ "No factories" This is a bit misleading. They are more: * design/photonics/IP/component company than a gigantic factory producer like Intel or TSMC. Many semiconductor companies use: * foundries * partners * outsourced manufacturing So this alone is not necessarily bearish. ⸻ "Few valuable patents" Here it is harder to know for sure. They actually have: * photonics-IP * laser technology * mmWave/RF technology * MixComm technology But: it is true that they do not have the same patent moat as: * Nvidia * ASML * Broadcom Bull-case investors believe: * execution + niche tech is more important right now. ⸻ "New GameStop?" This part is actually not entirely stupid. Sivers has: * extreme hype * AI-retail-FOMO * enormous price increase * Nasdaq rumors * short interest * optics-mania That makes the stock DANGEROUSLY volatile. So yes: it is partly traded on narrative right now. ⸻ BUT here is the important thing: GameStop basically had: * dying business * no technological edge Sivers actually has: * real photonics products * real customers * real AI/datacenter exposure * growing revenue So it's not just a meme. The problem is just that the market might be pricing in an extreme amount of future success already.
·15 t sittenCame to think of this one - worth watching! https://www.hbomax.com/se/sv/shows/gaming-wall-street/61d252ae-72c6-49d9-8ca1-8800baa06e8d·14 t sitten · MuokattuOr it was this one (?)(Netflix), but the same topic/events: https://www.imdb.com/title/tt14036920/
·15 t sittenOf course I sold way too early today 😡 but oh well, better luck next time. I'll have to blame the midsummer heat which has a dulling effect on me...
·14 t sittenA little profit is better than potentially no profit :)·14 t sitten · MuokattuTook home half a month's salary today but had I been a little less sun-baked, I would probably have had a bit more patience and common sense, and doubled the profit by following it a bit higher up. But one must not be greedy and one must be content and grateful for what one gets.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
86 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·26 min sittenWe are facing significant passive inflows from both index funds and active funds in connection with the listing on May 29th. This will likely provide the stock with technical support in the coming weeks. At the same time, Voleon and Two Sigma hold significant short positions. A strong price increase could trigger a classic short squeeze, something we have already seen early signs of. The CPO supercycle has barely started. Goldman Sachs describes in its recent report "Optical Networking: The Next Mega Trend in AI Infrastructure" a market that is expected to grow from 15 to 154 billion dollars by 2028, a nearly tenfold increase in just two years. Sivers is among the best positioned companies in this market. With a current market capitalization of only around 18 billion SEK, the valuation appears very attractive given the structural tailwind. It is entirely possible that the Sivers stock delivers a larger percentage increase next year than it did the previous year, despite the already strong development. The stock is naturally volatile and involves high risk, but few other companies combine equally strong technological positioning and market growth within AI infrastructure right now.
- ·13 t sittenWhat's the deal with Sivers? Just heard about this stock and a quick check makes me wonder. I find nothing in the financial statement for 2025 (only read the summary so far) that explains why the stock would be so highly valued and became so suddenly. Do they have any components that are necessary for AI data centers that no one else has or that are drastically much better? Why do they then make a loss in such a case? That investments in AI data centers are booming is not particularly new, cf. Nvidia. Can someone explain briefly but concretely why the stock is so incredibly highly valued in relation to revenue and also the so-called Business Opportunity Pipeline? Interesting concept by the way, how do they define Business Opportunity Pipeline? Nice weekend all stock foxes·10 t sittenPartly yes. Partly exaggerated. That is actually quite typical "bear-case" against Sivers right now. Here is what is actually true — and what is more hype/bash: ⸻ "No profit" YES, this is partly true. Sivers is still not properly profitable overall. But: * revenue is actually growing strongly * EBITDA has improved a lot * some quarters have been near break-even or positive adjusted EBITDA So: ❌ "completely dead company" is not correct. But: ✅ "the market is pricing in future growth, not today's earnings" is absolutely correct. ⸻ "No plan for profit" That is more of an exaggeration. The company itself says they are building towards: * AI photonics * datacenter optics * LiDAR * SATCOM * 5G/6G …and trying to scale revenue through partnerships and volume production. But it is true that: * they are still investing aggressively * they are in a growth phase * the market expects future explosion So this is not a "value cash machine". ⸻ "No large contracts" This is NOT entirely true. They actually have: * Jabil partnership for AI optics/CPO * Fortune 100 customer mentioned previously * LiDAR potential up to tens of millions of dollars * AI/datacenter photonics agreements BUT: it is also true that they do not yet have: * Nvidia-scale contracts * hyperscaler mega-deals * billion-dollar revenues So the bull-case is still "future potential". ⸻ "No factories" This is a bit misleading. They are more: * design/photonics/IP/component company than a gigantic factory producer like Intel or TSMC. Many semiconductor companies use: * foundries * partners * outsourced manufacturing So this alone is not necessarily bearish. ⸻ "Few valuable patents" Here it is harder to know for sure. They actually have: * photonics-IP * laser technology * mmWave/RF technology * MixComm technology But: it is true that they do not have the same patent moat as: * Nvidia * ASML * Broadcom Bull-case investors believe: * execution + niche tech is more important right now. ⸻ "New GameStop?" This part is actually not entirely stupid. Sivers has: * extreme hype * AI-retail-FOMO * enormous price increase * Nasdaq rumors * short interest * optics-mania That makes the stock DANGEROUSLY volatile. So yes: it is partly traded on narrative right now. ⸻ BUT here is the important thing: GameStop basically had: * dying business * no technological edge Sivers actually has: * real photonics products * real customers * real AI/datacenter exposure * growing revenue So it's not just a meme. The problem is just that the market might be pricing in an extreme amount of future success already.
- ·15 t sittenCame to think of this one - worth watching! https://www.hbomax.com/se/sv/shows/gaming-wall-street/61d252ae-72c6-49d9-8ca1-8800baa06e8d·14 t sitten · MuokattuOr it was this one (?)(Netflix), but the same topic/events: https://www.imdb.com/title/tt14036920/
- ·15 t sittenOf course I sold way too early today 😡 but oh well, better luck next time. I'll have to blame the midsummer heat which has a dulling effect on me...·14 t sittenA little profit is better than potentially no profit :)·14 t sitten · MuokattuTook home half a month's salary today but had I been a little less sun-baked, I would probably have had a bit more patience and common sense, and doubled the profit by following it a bit higher up. But one must not be greedy and one must be content and grateful for what one gets.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 |
|---|---|---|---|---|
| 27 | - | - | ||
| 2 431 | - | - | ||
| 551 | - | - | ||
| 27 | - | - | ||
| 10 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. | 6 päivää |
| 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
86 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 29.5. | 6 päivää |
| 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·26 min sittenWe are facing significant passive inflows from both index funds and active funds in connection with the listing on May 29th. This will likely provide the stock with technical support in the coming weeks. At the same time, Voleon and Two Sigma hold significant short positions. A strong price increase could trigger a classic short squeeze, something we have already seen early signs of. The CPO supercycle has barely started. Goldman Sachs describes in its recent report "Optical Networking: The Next Mega Trend in AI Infrastructure" a market that is expected to grow from 15 to 154 billion dollars by 2028, a nearly tenfold increase in just two years. Sivers is among the best positioned companies in this market. With a current market capitalization of only around 18 billion SEK, the valuation appears very attractive given the structural tailwind. It is entirely possible that the Sivers stock delivers a larger percentage increase next year than it did the previous year, despite the already strong development. The stock is naturally volatile and involves high risk, but few other companies combine equally strong technological positioning and market growth within AI infrastructure right now.
- ·13 t sittenWhat's the deal with Sivers? Just heard about this stock and a quick check makes me wonder. I find nothing in the financial statement for 2025 (only read the summary so far) that explains why the stock would be so highly valued and became so suddenly. Do they have any components that are necessary for AI data centers that no one else has or that are drastically much better? Why do they then make a loss in such a case? That investments in AI data centers are booming is not particularly new, cf. Nvidia. Can someone explain briefly but concretely why the stock is so incredibly highly valued in relation to revenue and also the so-called Business Opportunity Pipeline? Interesting concept by the way, how do they define Business Opportunity Pipeline? Nice weekend all stock foxes·10 t sittenPartly yes. Partly exaggerated. That is actually quite typical "bear-case" against Sivers right now. Here is what is actually true — and what is more hype/bash: ⸻ "No profit" YES, this is partly true. Sivers is still not properly profitable overall. But: * revenue is actually growing strongly * EBITDA has improved a lot * some quarters have been near break-even or positive adjusted EBITDA So: ❌ "completely dead company" is not correct. But: ✅ "the market is pricing in future growth, not today's earnings" is absolutely correct. ⸻ "No plan for profit" That is more of an exaggeration. The company itself says they are building towards: * AI photonics * datacenter optics * LiDAR * SATCOM * 5G/6G …and trying to scale revenue through partnerships and volume production. But it is true that: * they are still investing aggressively * they are in a growth phase * the market expects future explosion So this is not a "value cash machine". ⸻ "No large contracts" This is NOT entirely true. They actually have: * Jabil partnership for AI optics/CPO * Fortune 100 customer mentioned previously * LiDAR potential up to tens of millions of dollars * AI/datacenter photonics agreements BUT: it is also true that they do not yet have: * Nvidia-scale contracts * hyperscaler mega-deals * billion-dollar revenues So the bull-case is still "future potential". ⸻ "No factories" This is a bit misleading. They are more: * design/photonics/IP/component company than a gigantic factory producer like Intel or TSMC. Many semiconductor companies use: * foundries * partners * outsourced manufacturing So this alone is not necessarily bearish. ⸻ "Few valuable patents" Here it is harder to know for sure. They actually have: * photonics-IP * laser technology * mmWave/RF technology * MixComm technology But: it is true that they do not have the same patent moat as: * Nvidia * ASML * Broadcom Bull-case investors believe: * execution + niche tech is more important right now. ⸻ "New GameStop?" This part is actually not entirely stupid. Sivers has: * extreme hype * AI-retail-FOMO * enormous price increase * Nasdaq rumors * short interest * optics-mania That makes the stock DANGEROUSLY volatile. So yes: it is partly traded on narrative right now. ⸻ BUT here is the important thing: GameStop basically had: * dying business * no technological edge Sivers actually has: * real photonics products * real customers * real AI/datacenter exposure * growing revenue So it's not just a meme. The problem is just that the market might be pricing in an extreme amount of future success already.
- ·15 t sittenCame to think of this one - worth watching! https://www.hbomax.com/se/sv/shows/gaming-wall-street/61d252ae-72c6-49d9-8ca1-8800baa06e8d·14 t sitten · MuokattuOr it was this one (?)(Netflix), but the same topic/events: https://www.imdb.com/title/tt14036920/
- ·15 t sittenOf course I sold way too early today 😡 but oh well, better luck next time. I'll have to blame the midsummer heat which has a dulling effect on me...·14 t sittenA little profit is better than potentially no profit :)·14 t sitten · MuokattuTook home half a month's salary today but had I been a little less sun-baked, I would probably have had a bit more patience and common sense, and doubled the profit by following it a bit higher up. But one must not be greedy and one must be content and grateful for what one gets.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 |
|---|---|---|---|---|
| 27 | - | - | ||
| 2 431 | - | - | ||
| 551 | - | - | ||
| 27 | - | - | ||
| 10 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt