2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 1 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 81 | - | - | ||
| 384 | - | - | ||
| 55 | - | - | ||
| 43 | - | - | ||
| 3 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 26.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
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
1 t sitten · MuokattuSivers Semiconductors (Q2 Interview): Turning Pipeline Momentum into Hardware Revenue (Redeye interview) https://www.redeye.se/research/1183799/sivers-semiconductors-q2-interview-turning-pipeline-momentum-into-hardware-revenue#
Super good interview. I just have to say, it's great to have the thesis confirmed. Sivers IS long-term at least a 10x bagger from here.- 2 t sitten · MuokattuSerenity´s (Holder of 1M+ stocks) post And I agree: Swedish media (team short sellers) is the cancer for growth for Sivers. The tumor has to be cut out. I don’t want to play investor activism here: But I hope the recent crash sends a message to $SIVE what investor base + focus really matters (not Sweden, not wireless). As well as that they should fire whatever board member or executive gave into local media criticisms: And told the CEO to prioritize on non-photonics / near term revenue, since the discussions was on AllSpace + pipeline conversion now. Not Ayar/GFS and H2 2027/2028 opportunities. It’s not hard to set clear future goals like NASDAQ listing filing by H1 2027 and use all your resources to execute on that. Not vague post and language hedge like no-growth conservative companies do. I’d argue this is better long term so they consolidate around: NPO/CPO, US funding, and forward vision + execution through scaling/M&A. Including divesting wireless/satcom/5G to 100% focus on photonics, if those are redirecting priorities. I’m still holding my 1M+ share count position but not going to blindly cheerlead or hold a company if they become misaligned on what I originally invested in them for (CPO).
Serenity does not want to engage in activism, but wants to fire managers, sell Wireless and move Sivers to Nasdaq. Today's Sivers doesn't even hold up according to himself! Media did not create the losses, the cash burn or the insider selling. They just wrote about it. - ·3 t sittenRedeye's "Base Case" already assumes approximately 29 percent annual growth until 2030. Nevertheless, the value lands at 7.40 kr against today's approximately 23 kr. To justify 30 kr, Redeye states that around 30 percent growth is required even during 2030–2039, meaning extreme growth for nearly 15 years. Their conclusion is that the share price has run ahead of the fundamentals. This, then, comes from the analysis coverage that Sivers themselves pay for.2 t sittenBaird raises Nvidia price target to $500 and the stock is down. Sometimes price targets just don´t work.
·5 t sittenI guess I'll buy more today then. What level are those buying aiming for today :)?
Don't forget that there are now so many more shareholders both here and on Avanza which now has 25000 shareholders. The chance for a short squeese is big..
·7 t sittenSeptember is known for being the worst month for the stock market, sivers is not alone in being down.@Humdidum The majority of reports point towards volume of CPO/NPO 2027. Many companies in the same sector have already made numerous % in profit/gain. In the report it wasn't very visible, but Vickram revealed more details in the call, specifically about 3 big players for pluggables and other avenues. But ramping is h2 2026 > 2027 and onwards. Currently, I agree that the numbers are tragic but the signals are there from Sivers and external partners who have mentioned working with Sivers specifically via other partners.
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.
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 1 min
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
- 1 t sitten · MuokattuSivers Semiconductors (Q2 Interview): Turning Pipeline Momentum into Hardware Revenue (Redeye interview) https://www.redeye.se/research/1183799/sivers-semiconductors-q2-interview-turning-pipeline-momentum-into-hardware-revenue#Super good interview. I just have to say, it's great to have the thesis confirmed. Sivers IS long-term at least a 10x bagger from here.
- 2 t sitten · MuokattuSerenity´s (Holder of 1M+ stocks) post And I agree: Swedish media (team short sellers) is the cancer for growth for Sivers. The tumor has to be cut out. I don’t want to play investor activism here: But I hope the recent crash sends a message to $SIVE what investor base + focus really matters (not Sweden, not wireless). As well as that they should fire whatever board member or executive gave into local media criticisms: And told the CEO to prioritize on non-photonics / near term revenue, since the discussions was on AllSpace + pipeline conversion now. Not Ayar/GFS and H2 2027/2028 opportunities. It’s not hard to set clear future goals like NASDAQ listing filing by H1 2027 and use all your resources to execute on that. Not vague post and language hedge like no-growth conservative companies do. I’d argue this is better long term so they consolidate around: NPO/CPO, US funding, and forward vision + execution through scaling/M&A. Including divesting wireless/satcom/5G to 100% focus on photonics, if those are redirecting priorities. I’m still holding my 1M+ share count position but not going to blindly cheerlead or hold a company if they become misaligned on what I originally invested in them for (CPO).Serenity does not want to engage in activism, but wants to fire managers, sell Wireless and move Sivers to Nasdaq. Today's Sivers doesn't even hold up according to himself! Media did not create the losses, the cash burn or the insider selling. They just wrote about it.
- ·3 t sittenRedeye's "Base Case" already assumes approximately 29 percent annual growth until 2030. Nevertheless, the value lands at 7.40 kr against today's approximately 23 kr. To justify 30 kr, Redeye states that around 30 percent growth is required even during 2030–2039, meaning extreme growth for nearly 15 years. Their conclusion is that the share price has run ahead of the fundamentals. This, then, comes from the analysis coverage that Sivers themselves pay for.2 t sittenBaird raises Nvidia price target to $500 and the stock is down. Sometimes price targets just don´t work.
- ·5 t sittenI guess I'll buy more today then. What level are those buying aiming for today :)?Don't forget that there are now so many more shareholders both here and on Avanza which now has 25000 shareholders. The chance for a short squeese is big..
- ·7 t sittenSeptember is known for being the worst month for the stock market, sivers is not alone in being down.@Humdidum The majority of reports point towards volume of CPO/NPO 2027. Many companies in the same sector have already made numerous % in profit/gain. In the report it wasn't very visible, but Vickram revealed more details in the call, specifically about 3 big players for pluggables and other avenues. But ramping is h2 2026 > 2027 and onwards. Currently, I agree that the numbers are tragic but the signals are there from Sivers and external partners who have mentioned working with Sivers specifically via other partners.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 81 | - | - | ||
| 384 | - | - | ||
| 55 | - | - | ||
| 43 | - | - | ||
| 3 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 26.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧1 t 1 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 26.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 27.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 t sitten · MuokattuSivers Semiconductors (Q2 Interview): Turning Pipeline Momentum into Hardware Revenue (Redeye interview) https://www.redeye.se/research/1183799/sivers-semiconductors-q2-interview-turning-pipeline-momentum-into-hardware-revenue#Super good interview. I just have to say, it's great to have the thesis confirmed. Sivers IS long-term at least a 10x bagger from here.
- 2 t sitten · MuokattuSerenity´s (Holder of 1M+ stocks) post And I agree: Swedish media (team short sellers) is the cancer for growth for Sivers. The tumor has to be cut out. I don’t want to play investor activism here: But I hope the recent crash sends a message to $SIVE what investor base + focus really matters (not Sweden, not wireless). As well as that they should fire whatever board member or executive gave into local media criticisms: And told the CEO to prioritize on non-photonics / near term revenue, since the discussions was on AllSpace + pipeline conversion now. Not Ayar/GFS and H2 2027/2028 opportunities. It’s not hard to set clear future goals like NASDAQ listing filing by H1 2027 and use all your resources to execute on that. Not vague post and language hedge like no-growth conservative companies do. I’d argue this is better long term so they consolidate around: NPO/CPO, US funding, and forward vision + execution through scaling/M&A. Including divesting wireless/satcom/5G to 100% focus on photonics, if those are redirecting priorities. I’m still holding my 1M+ share count position but not going to blindly cheerlead or hold a company if they become misaligned on what I originally invested in them for (CPO).Serenity does not want to engage in activism, but wants to fire managers, sell Wireless and move Sivers to Nasdaq. Today's Sivers doesn't even hold up according to himself! Media did not create the losses, the cash burn or the insider selling. They just wrote about it.
- ·3 t sittenRedeye's "Base Case" already assumes approximately 29 percent annual growth until 2030. Nevertheless, the value lands at 7.40 kr against today's approximately 23 kr. To justify 30 kr, Redeye states that around 30 percent growth is required even during 2030–2039, meaning extreme growth for nearly 15 years. Their conclusion is that the share price has run ahead of the fundamentals. This, then, comes from the analysis coverage that Sivers themselves pay for.2 t sittenBaird raises Nvidia price target to $500 and the stock is down. Sometimes price targets just don´t work.
- ·5 t sittenI guess I'll buy more today then. What level are those buying aiming for today :)?Don't forget that there are now so many more shareholders both here and on Avanza which now has 25000 shareholders. The chance for a short squeese is big..
- ·7 t sittenSeptember is known for being the worst month for the stock market, sivers is not alone in being down.@Humdidum The majority of reports point towards volume of CPO/NPO 2027. Many companies in the same sector have already made numerous % in profit/gain. In the report it wasn't very visible, but Vickram revealed more details in the call, specifically about 3 big players for pluggables and other avenues. But ramping is h2 2026 > 2027 and onwards. Currently, I agree that the numbers are tragic but the signals are there from Sivers and external partners who have mentioned working with Sivers specifically via other partners.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 81 | - | - | ||
| 384 | - | - | ||
| 55 | - | - | ||
| 43 | - | - | ||
| 3 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 358 790 | 7 358 790 | 0 | 0 |