Sivers Semiconductors: Soft Q2 due to Timing Effect – Guidance Intact - Redeye
Redeye states that while Q2 was soft, it was due to a timing effect implying that Q3 will be strong. Sivers maintains its 2023 guidance on both 100%+ growth for 2023 and positive EBITDA in H2 2023 - supported by an already existing backlog. Redeye only expects to lower its 2023 estimates slightly. However, Redeye has revised its view on Ayar Labs and expects to raise its long-term estimates and its fair value range.
Länk till analysen i sin helhet: https://www.redeye.se/research/932290/sivers-semiconductors-soft-q2-due-to-timing-effect-guidance-intact?utm_source=finwire&utm_medium=RSS