Have your own idea? Try our Stock Screener
U.K. (FTSE) Semiconductors Industry Analysis
UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies6
- 7D12.9%
- 3M39.6%
- 1Y-11.5%
- YTD21.3%
Over the last 7 days, the Semiconductors industry has risen 13%, driven by gains from IQE of 30%. However, the industry is down 12% over the past year. In the next few years, earnings are forecast to decline by 23% annually.
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 |
|---|---|---|---|---|---|---|
| Mon, 16 Feb 2026 | UK£303.7m | UK£199.9m | -UK£44,513,000.00 | 20.4x | -6.8x | 1.5x |
| Wed, 14 Jan 2026 | UK£303.2m | UK£185.1m | -UK£53,963,000.00 | 29.6x | -5.6x | 1.6x |
| Fri, 12 Dec 2025 | UK£2.0b | UK£421.3m | -UK£183,091,605.54 | 27.9x | -10.7x | 4.6x |
| Sun, 09 Nov 2025 | UK£1.7b | UK£429.2m | -UK£188,678,248.30 | 12.8x | -8.8x | 3.9x |
| Tue, 07 Oct 2025 | UK£1.7b | UK£430.2m | -UK£184,710,985.47 | 11x | -9.3x | 4x |
| Thu, 04 Sep 2025 | UK£1.7b | UK£432.3m | -UK£85,522,088.66 | n/a | -19.5x | 3.9x |
| Sat, 02 Aug 2025 | UK£1.6b | UK£435.4m | -UK£85,943,026.76 | n/a | -18.7x | 3.7x |
| Mon, 30 Jun 2025 | UK£1.6b | UK£432.3m | -UK£85,154,161.64 | n/a | -18.9x | 3.7x |
| Wed, 28 May 2025 | UK£1.4b | UK£437.6m | -UK£84,310,043.93 | 32.1x | -16.4x | 3.2x |
| Fri, 25 Apr 2025 | UK£1.1b | UK£451.6m | -UK£69,651,045.44 | 31.5x | -15.8x | 2.4x |
| Sun, 23 Mar 2025 | UK£1.1b | UK£396.1m | -UK£98,503,688.76 | 28.8x | -11.2x | 2.8x |
| Tue, 18 Feb 2025 | UK£1.4b | UK£400.4m | -UK£100,063,820.45 | 30.5x | -14x | 3.5x |
| Thu, 16 Jan 2025 | UK£1.2b | UK£409.9m | -UK£97,844,483.41 | 34.2x | -12x | 2.9x |
| Sat, 14 Dec 2024 | UK£1.1b | UK£403.8m | -UK£95,636,827.31 | 32.7x | -11.6x | 2.8x |
| Mon, 11 Nov 2024 | UK£1.2b | UK£398.0m | -UK£77,210,302.55 | 11x | -15.6x | 3x |
| Wed, 09 Oct 2024 | UK£1.1b | UK£390.1m | -UK£74,732,012.53 | 21.2x | -14.8x | 2.8x |
| Fri, 06 Sep 2024 | UK£1.4b | UK£448.2m | -UK£57,059,758.48 | 22.4x | -24.8x | 3.2x |
| Sun, 04 Aug 2024 | UK£1.5b | UK£455.1m | -UK£58,153,751.38 | 21.7x | -25.6x | 3.3x |
| Tue, 02 Jul 2024 | UK£1.6b | UK£473.0m | -UK£58,139,672.82 | 12.3x | -26.9x | 3.3x |
| Thu, 30 May 2024 | UK£1.5b | UK£471.6m | -UK£57,922,404.30 | 13.9x | -26.6x | 3.3x |
| Sat, 27 Apr 2024 | UK£1.3b | UK£476.0m | -UK£58,632,931.30 | 14.1x | -22.9x | 2.8x |
| Mon, 25 Mar 2024 | UK£1.7b | UK£484.7m | -UK£104,264,959.31 | 13.6x | -16.6x | 3.6x |
| Wed, 21 Feb 2024 | UK£1.6b | UK£483.2m | -UK£104,400,113.59 | 14.9x | -15.7x | 3.4x |
| Fri, 19 Jan 2024 | UK£1.2b | UK£481.4m | -UK£106,261,269.00 | 15.4x | -11.5x | 2.5x |
| Sun, 17 Dec 2023 | UK£1.3b | UK£477.4m | -UK£106,547,114.00 | 13.8x | -12.3x | 2.7x |
| Tue, 14 Nov 2023 | UK£1.1b | UK£485.2m | -UK£106,957,108.00 | 12.6x | -10.7x | 2.3x |
| Thu, 12 Oct 2023 | UK£1.2b | UK£462.9m | -UK£119,203,812.00 | 22.1x | -10.2x | 2.6x |
| Sat, 09 Sep 2023 | UK£1.5b | UK£385.7m | -UK£83,145,614.00 | 49.8x | -17.7x | 3.8x |
| Mon, 07 Aug 2023 | UK£1.6b | UK£382.5m | -UK£83,127,282.00 | 48.1x | -19.1x | 4.1x |
| Wed, 05 Jul 2023 | UK£1.5b | UK£374.8m | -UK£84,318,106.00 | 51x | -18.1x | 4.1x |
| Fri, 02 Jun 2023 | UK£1.3b | UK£375.0m | -UK£86,846,509.00 | 58.1x | -15.5x | 3.6x |
| Sun, 30 Apr 2023 | UK£1.2b | UK£373.4m | -UK£42,846,542.00 | 82.9x | -28.6x | 3.3x |
| Tue, 28 Mar 2023 | UK£1.3b | UK£317.1m | -UK£27,152,857.00 | 36.8x | -48x | 4.1x |
| Thu, 23 Feb 2023 | UK£1.4b | UK£318.9m | -UK£26,780,924.00 | 39x | -51.8x | 4.3x |
Price to Earnings Ratio
-51.8x
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 3.3x 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 14% 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 | 0.59% | |
| Tech | 1.98% | |
| Semiconductors | 12.87% | |
| Semiconductor Equipment | 33.84% | |
| Semiconductors | 4.38% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings decline of 22.9%, which is worse than the prior year's decline of 12.6%.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Semiconductors industry since they expect its earnings to decline by only 23% 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 23% 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£0.11 | 29.7% +UK£23.8m | -27.9% | PS1.1x | |
| KMK Kromek Group | UK£0.11 | 14.2% +UK£9.0m | 52.1% | PE5.8x | |
| ENSI EnSilica | UK£0.49 | 2.1% +UK£966.0k | 7.6% | PS2.2x | |
| NANO Nanoco Group | UK£0.057 | 4.6% +UK£455.6k | -42.6% | PS1.4x |
