Semiconductors Belgian Community

Our community narratives are driven by numbers and valuation.

Electrification And Sensor Content Will Drive Long Term Upside Potential

Catalysts About Melexis Melexis designs and supplies mixed signal semiconductor solutions, with a core focus on sensors and motor drivers for automotive and selected industrial and robotics applications. What are the underlying business or industry changes driving this perspective?Read more

€92

37.4% undervalued

AnalystHighTarget's Fair Value

Revenue

11.74% p.a.

Profit Margin

20.94%

Future PE

21.08x

Price in 2029

€123.72

Melexis

Electrification And AI Cooling Trends Will Likely Pressure Margins And Limit Long-Term Upside

Catalysts About Melexis Melexis designs and sells semiconductor sensors and motor driver ICs for automotive and selected industrial and electronics applications. What are the underlying business or industry changes driving this perspective?Read more

€52

10.7% overvalued

AnalystLowTarget's Fair Value

Revenue

10.44% p.a.

Profit Margin

15.68%

Future PE

16.5x

Price in 2029

€69.98

Melexis

Electrification And Sensor Demand Are Expected To Drive Long-Term Upside

Catalysts About Melexis Melexis develops mixed signal semiconductor solutions and sensing technologies for automotive and industrial applications worldwide. What are the underlying business or industry changes driving this perspective?Read more

€71.92

20.0% undervalued

AnalystConsensusTarget's Fair Value

Revenue

10.02% p.a.

Profit Margin

18.1%

Future PE

19.97x

Price in 2028

€97.19

Popular Narratives

1286

Trending Discussion

yes it is, I'm bought it. My other silver hold: ASL, KUYA, BRC, AGAG, AAG, SLVR, BML, GGD, SCZ

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

Semiconductors Belgian Community

Electrification And Sensor Content Will Drive Long Term Upside Potential

Electrification And AI Cooling Trends Will Likely Pressure Margins And Limit Long-Term Upside

Electrification And Sensor Demand Are Expected To Drive Long-Term Upside

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yes it is, I'm bought it. My other silver hold: ASL, KUYA, BRC, AGAG, AAG, SLVR, BML, GGD, SCZ

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

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Semiconductors Belgian Community

Semiconductors Belgian Investing Ideas

Electrification And Sensor Content Will Drive Long Term Upside Potential

Electrification And AI Cooling Trends Will Likely Pressure Margins And Limit Long-Term Upside

Electrification And Sensor Demand Are Expected To Drive Long-Term Upside

Recently Updated Narratives

Palo Alto Networks (PANW): Collateral Damage

Paladin Energy will ride the uranium resurgence with increasing production and secure contracts

Rocket Lab (RKLB): A Rising Challenger in the Space Economy

Popular Narratives

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

The "Physical AI" Monopoly – A New Industrial Revolution

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Trending Discussion

yes it is, I'm bought it. My other silver hold: ASL, KUYA, BRC, AGAG, AAG, SLVR, BML, GGD, SCZ

High bankruptcy probability - definitely wouldn't buy. I am surprised that this popped up in my mail today.

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