New Narrative • Aug 01
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- 7D-1.0%
- 3M-30.3%
- 1Y269.9%
- YTD13.1%
Last week, the Semiconductors industry hasn't moved much but Sivers Semiconductors is up 9.6% in that time. As for the the longer term, the industry is up 270% over the past 12 months. Earnings are forecast to grow by 44% annually.
Industry Valuation and Performance
Has the Swedish Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | SEK 31.0b | SEK 2.1b | SEK 79.9m | 49x | 388.1x | 14.7x |
| Thu, 02 Jul 2026 | SEK 40.6b | SEK 1.9b | SEK 27.4m | 68.4x | 1478.8x | 20.8x |
| Sat, 30 May 2026 | SEK 43.0b | SEK 2.0b | SEK 63.5m | 68.3x | 676.7x | 21.5x |
| Mon, 27 Apr 2026 | SEK 10.5b | SEK 538.8m | -SEK 285,745,504.00 | n/a | -36.8x | 19.5x |
| Wed, 25 Mar 2026 | SEK 4.7b | SEK 538.8m | -SEK 285,746,000.00 | n/a | -16.3x | 8.7x |
| Fri, 20 Feb 2026 | SEK 1.8b | SEK 482.1m | -SEK 264,615,000.00 | n/a | -6.8x | 3.8x |
| Sun, 18 Jan 2026 | SEK 1.9b | SEK 482.2m | -SEK 263,062,463.00 | n/a | -7.3x | 4x |
| Tue, 16 Dec 2025 | SEK 2.0b | SEK 482.2m | -SEK 263,062,463.00 | n/a | -7.6x | 4.2x |
| Thu, 13 Nov 2025 | SEK 2.2b | SEK 542.0m | -SEK 276,681,463.00 | n/a | -7.9x | 4x |
| Sat, 11 Oct 2025 | SEK 2.6b | SEK 518.1m | -SEK 279,590,463.00 | n/a | -9.2x | 5x |
| Mon, 08 Sep 2025 | SEK 2.4b | SEK 518.1m | -SEK 279,590,463.00 | n/a | -8.6x | 4.6x |
| Wed, 06 Aug 2025 | SEK 2.4b | SEK 468.2m | -SEK 327,621,463.00 | n/a | -7.4x | 5.2x |
| Fri, 04 Jul 2025 | SEK 1.9b | SEK 366.2m | -SEK 310,194,463.00 | n/a | -6.3x | 5.3x |
| Sun, 01 Jun 2025 | SEK 1.9b | SEK 440.4m | -SEK 325,057,463.00 | n/a | -5.8x | 4.3x |
| Tue, 29 Apr 2025 | SEK 1.5b | SEK 410.4m | -SEK 283,497,463.00 | n/a | -5.3x | 3.6x |
| Thu, 27 Mar 2025 | SEK 1.4b | SEK 410.4m | -SEK 283,497,000.00 | n/a | -4.9x | 3.4x |
| Sat, 22 Feb 2025 | SEK 1.4b | SEK 482.2m | -SEK 322,216,285.00 | n/a | -4.4x | 2.9x |
| Mon, 20 Jan 2025 | SEK 1.4b | SEK 562.8m | -SEK 371,920,762.00 | n/a | -3.8x | 2.5x |
| Wed, 18 Dec 2024 | SEK 1.3b | SEK 562.8m | -SEK 371,920,762.00 | n/a | -3.4x | 2.3x |
| Fri, 15 Nov 2024 | SEK 1.0b | SEK 568.8m | -SEK 416,473,762.00 | n/a | -2.5x | 1.8x |
| Sun, 13 Oct 2024 | SEK 1.6b | SEK 559.4m | -SEK 407,468,762.00 | n/a | -3.9x | 2.8x |
| Tue, 10 Sep 2024 | SEK 1.7b | SEK 552.7m | -SEK 400,275,762.00 | n/a | -4.3x | 3.1x |
| Thu, 08 Aug 2024 | SEK 1.9b | SEK 560.3m | -SEK 379,429,762.00 | 6x | -5x | 3.4x |
| Sat, 06 Jul 2024 | SEK 1.6b | SEK 548.1m | -SEK 366,163,762.00 | 7.7x | -4.5x | 3x |
| Mon, 03 Jun 2024 | SEK 1.9b | SEK 496.0m | -SEK 364,250,285.00 | 7.4x | -5.1x | 3.8x |
| Wed, 01 May 2024 | SEK 2.4b | SEK 559.6m | -SEK 419,156,856.00 | 133.7x | -5.7x | 4.2x |
| Fri, 29 Mar 2024 | SEK 2.4b | SEK 601.1m | -SEK 459,702,856.00 | 135.4x | -5.2x | 4x |
| Sun, 25 Feb 2024 | SEK 1.9b | SEK 531.7m | -SEK 433,592,826.00 | 253.3x | -4.3x | 3.5x |
| Tue, 23 Jan 2024 | SEK 2.0b | SEK 497.2m | -SEK 354,161,164.00 | n/a | -5.7x | 4x |
| Thu, 21 Dec 2023 | SEK 2.3b | SEK 497.2m | -SEK 354,161,164.00 | n/a | -6.4x | 4.5x |
| Sat, 18 Nov 2023 | SEK 2.0b | SEK 511.8m | -SEK 368,781,164.00 | n/a | -5.3x | 3.8x |
| Mon, 16 Oct 2023 | SEK 1.8b | SEK 410.8m | -SEK 358,898,164.00 | n/a | -5x | 4.4x |
| Wed, 13 Sep 2023 | SEK 2.0b | SEK 410.8m | -SEK 358,898,164.00 | n/a | -5.7x | 5x |
| Fri, 11 Aug 2023 | SEK 2.4b | SEK 400.0m | -SEK 383,818,164.00 | n/a | -6.1x | 5.9x |
Price to Earnings Ratio
-6.1x
Current Industry PE
- Investors are optimistic on the Swedish Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 388x which is higher than its 3-year average PE of 67.2x.
- The 3-year average PS ratio of 5.7x is lower than the industry's current PS ratio of 14.7x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 74% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Swedish Tech industry?
| SE Market | 1.55% | |
| Tech | 3.75% | |
| Semiconductors | -0.97% | |
| Semiconductors | -0.63% | |
| Semiconductor Equipment | -8.55% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 26.8x.
- Analysts are expecting annual earnings growth of 43.6%, which is higher than its past year's earnings growth of 39.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 44% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 44% 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 | |
|---|---|---|---|---|---|
| SIVE Sivers Semiconductors | SEK 31.18 | 9.6% +SEK 923.1m | 796.5% | PS36.5x | |
| BEAMMW B BeammWave | SEK 14.14 | 6.8% +SEK 42.7m | 44.9% | PS37.2x | |
| LIGR Lightning Group | SEK 0.92 | 3.4% +SEK 545.3k | -20.4% | PS0.3x |