IQE plc (LON:IQE) Held Back By Insufficient Growth Even After Shares Climb 43%
Jan 10
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U.K. (FTSE) Semiconductors Industry Analysis
UpdatedJan 11, 2026
DataAggregated Company Financials
Companies6
- 7D8.4%
- 3M8.0%
- 1Y-4.8%
- YTD8.4%
The Semiconductors industry is up 8.4% in the last week, with IQE up 43%. Meanwhile, CML Microsystems actually underperformed within the industry, shrinking 8.5% in the last week. In contrast, the industry has lost 4.8% in the last 12 months. As for the next few years, earnings are forecast to decline by 68% per annum.
Industry Valuation and Performance
Has the U.K. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 11 Jan 2026 | UK£271.4m | UK£185.1m | -UK£53,963,000.00 | 29x | -5x | 1.5x |
| Tue, 09 Dec 2025 | UK£1.9b | UK£423.2m | -UK£184,130,707.59 | 29.2x | -10.5x | 4.6x |
| Thu, 06 Nov 2025 | UK£1.7b | UK£431.3m | -UK£189,846,583.21 | 12.9x | -9.1x | 4x |
| Sat, 04 Oct 2025 | UK£1.7b | UK£430.2m | -UK£184,697,014.35 | 10.6x | -9.3x | 4x |
| Mon, 01 Sep 2025 | UK£1.7b | UK£431.0m | -UK£85,342,658.48 | n/a | -19.7x | 3.9x |
| Wed, 30 Jul 2025 | UK£1.6b | UK£433.7m | -UK£85,715,124.92 | n/a | -19.1x | 3.8x |
| Fri, 27 Jun 2025 | UK£1.6b | UK£431.8m | -UK£85,095,485.42 | n/a | -18.8x | 3.7x |
| Sun, 25 May 2025 | UK£1.3b | UK£437.1m | -UK£84,241,163.15 | 32.1x | -16x | 3.1x |
| Tue, 22 Apr 2025 | UK£1.1b | UK£450.9m | -UK£69,542,196.80 | 29.6x | -16.3x | 2.5x |
| Thu, 20 Mar 2025 | UK£1.1b | UK£395.0m | -UK£98,123,709.29 | 29.8x | -11.5x | 2.9x |
| Sat, 15 Feb 2025 | UK£1.4b | UK£400.4m | -UK£100,082,696.32 | 30.5x | -14x | 3.5x |
| Mon, 13 Jan 2025 | UK£1.1b | UK£410.0m | -UK£97,861,717.90 | 34.6x | -11.4x | 2.7x |
| Wed, 11 Dec 2024 | UK£1.3b | UK£402.0m | -UK£94,978,633.93 | 32.7x | -14.1x | 3.3x |
| Fri, 08 Nov 2024 | UK£1.2b | UK£397.3m | -UK£76,662,109.32 | 10.9x | -15.7x | 3x |
| Sun, 06 Oct 2024 | UK£1.2b | UK£389.7m | -UK£74,603,984.89 | 21.6x | -15.6x | 3x |
| Tue, 03 Sep 2024 | UK£1.5b | UK£448.7m | -UK£57,133,711.38 | 22.1x | -25.9x | 3.3x |
| Thu, 01 Aug 2024 | UK£1.6b | UK£454.2m | -UK£58,016,045.98 | 22.4x | -27.9x | 3.6x |
| Sat, 29 Jun 2024 | UK£1.6b | UK£473.1m | -UK£58,147,833.14 | 12.7x | -27x | 3.3x |
| Mon, 27 May 2024 | UK£1.5b | UK£471.1m | -UK£57,834,680.86 | 14.1x | -26.2x | 3.2x |
| Wed, 24 Apr 2024 | UK£1.3b | UK£477.0m | -UK£58,791,037.50 | 13x | -21.4x | 2.6x |
| Fri, 22 Mar 2024 | UK£1.7b | UK£483.6m | -UK£104,156,652.43 | 13.6x | -16.6x | 3.6x |
| Sun, 18 Feb 2024 | UK£1.6b | UK£483.6m | -UK£104,446,267.09 | 15.1x | -15.4x | 3.3x |
| Tue, 16 Jan 2024 | UK£1.2b | UK£480.8m | -UK£106,207,423.00 | 15.6x | -11.4x | 2.5x |
| Thu, 14 Dec 2023 | UK£1.2b | UK£480.4m | -UK£106,838,804.00 | 13.8x | -11.6x | 2.6x |
| Sat, 11 Nov 2023 | UK£1.1b | UK£486.5m | -UK£107,083,569.00 | 13.1x | -10.6x | 2.3x |
| Mon, 09 Oct 2023 | UK£1.2b | UK£460.6m | -UK£120,481,658.00 | 48.4x | -10x | 2.6x |
| Wed, 06 Sep 2023 | UK£1.5b | UK£384.4m | -UK£83,138,207.00 | 49.8x | -17.6x | 3.8x |
| Fri, 04 Aug 2023 | UK£1.6b | UK£383.0m | -UK£83,129,888.00 | 48.1x | -19.1x | 4.1x |
| Sun, 02 Jul 2023 | UK£1.5b | UK£375.0m | -UK£84,319,149.00 | 47x | -18x | 4x |
| Tue, 30 May 2023 | UK£1.4b | UK£377.2m | -UK£86,859,236.00 | 57.5x | -16.2x | 3.7x |
| Thu, 27 Apr 2023 | UK£1.3b | UK£316.2m | -UK£27,480,887.00 | 39.5x | -48.6x | 4.2x |
| Sat, 25 Mar 2023 | UK£1.3b | UK£317.6m | -UK£27,062,816.00 | 36.9x | -47.1x | 4x |
| Mon, 20 Feb 2023 | UK£1.4b | UK£319.0m | -UK£26,748,182.00 | 40x | -53.1x | 4.4x |
| Wed, 18 Jan 2023 | UK£1.5b | UK£313.4m | -UK£24,921,671.00 | 35.3x | -61.3x | 4.9x |
Price to Earnings Ratio
-61.3x
Current Industry PE
- Investors are pessimistic on the British Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
- Revenues have also declined 16% per year.
- This means overall sales from these companies are declining and losses are subsequently expanding as well.
Industry Trends
Which industries have driven the changes within the U.K. Tech industry?
| GB Market | 1.88% | |
| Tech | 3.92% | |
| Semiconductors | 8.41% | |
| Semiconductor Equipment | 42.52% | |
| Semiconductors | -0.19% | |
Industry PE
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Semiconductors industry since they expect its earnings to decline by only 68% per year over the next 5 years, which isn't as bad as the other industries.
- This is even lower than its past earnings decline of 13% per year.
- In contrast, the Semiconductors industry is expected to see its earnings decline by 68% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IQE IQE | UK£0.073 | 42.5% +UK£21.4m | -34.7% | PS0.7x | |
| KMK Kromek Group | UK£0.10 | 7.7% +UK£4.9m | 115.4% | PE18.3x |
