Sivers Semiconductors: Tough quarter but promising order book - Redeye
Redeye states the report was below expecations across the board. The reason for the deviation is a postponed satcom order and tougher NRE comps in Wireless than anticipated. Redeye has reset its expecations, primarly on a later F100 ramp-up while Sivers continue to gain traction with AI-related projects. Sivers order book of SEK100m buoys near-term estimates estimates. Redeye lowers its fair value range.
Länk till analysen i sin helhet: https://www.redeye.se/research/1002381/sivers-semiconductors-tough-quarter-but-promising-order-book?utm_source=finwire&utm_medium=RSS