SIVE Sivers Semiconductors : Bullish and Bearish Analyst Opinions
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23
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Bull 96%
Bear 4%
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12:02
Apr 16
Apr 16
Maintain a long position targeting a potential 100% upside over the year, driven by anticipated institutional buying pressure.
MED
08:43
Apr 16
Apr 16
Go long $SIVE ahead of its planned US listing by end-of-year, as the uplisting event should increase visibility, liquidity, and potentially lead to a valuation re-rate.
MED
08:07
Apr 16
Apr 16
Go long SIVE based on its low $700m valuation as a key laser supplier to JBL and MRVL, with an upcoming NASDAQ listing expected to drive US institutional inflows.
HIGH
07:14
Apr 16
Apr 16
Buy Sivers Semiconductors as recent capital raises de-risk the balance sheet, JBL confirms use of their lasers, and a planned US NASDAQ listing will attract Western institutional capital.
HIGH
00:12
Apr 16
Apr 16
Buy SIVE as the recent $13M institutional capital raise eliminates balance sheet risks, and the pursuit of a US NASDAQ listing provides further upside catalysts.
HIGH
00:02
Apr 16
Apr 16
Long $SIVE due to high conviction in management execution following a $13.65M institutional capital raise, which is a strong positive signal and is likely earmarked for an upcoming, value-accretive NASDAQ uplisting.
MED
23:28
Apr 15
Apr 15
Buy SIVE ahead of its NASDAQ uplisting to capture institutional inflows, supported by its strong $600m valuation as a laser supplier for JBL and MRVL with minimal dilution.
HIGH
23:16
Apr 15
Apr 15
Position long in SIVE ahead of its upcoming NASDAQ listing, which is expected to act as a massive upside catalyst for price appreciation.
MED
23:10
Apr 15
Apr 15
Buy Sivers ahead of its US NASDAQ listing, as the move is likely to attract new US institutional investor demand and could drive a significant revaluation towards a $2B+ market cap.
MED
17:09
Apr 15
Apr 15
Go long SIVE targeting a $10B+ valuation over the next two years, driven by its ownership of a critical segment within the laser supply chain.
HIGH
08:26
Apr 15
Apr 15
Buy SIVE as it is significantly undervalued at a $620M market cap compared to multi-billion dollar peers, following institutional confirmation of its role as a critical laser supplier to major hyperscalers and JBL.
HIGH
07:23
Apr 15
Apr 15
Buy SIVE as it has the potential to scale into a $10B+ valuation laser company, following the growth trajectory of industry peers like MTSI and LITE.
MED
07:09
Apr 15
Apr 15
Buy SIVE as institutional confirmation of its role as a direct supplier of lasers for JBL's optical transceivers positions it as a critical component in hyperscaler supply chains with significant valuation upside.
HIGH
05:34
Apr 15
Apr 15
Go long Sivers Semiconductors as a direct release confirms Jabil is utilizing their lasers for 1.6T optical transceivers, validating the company's photonic roadmap and growth potential.
HIGH
05:30
Apr 15
Apr 15
Go long SIVE as their official partnership to supply DFB lasers for Jabil's 1.6T optical transceivers positions them as an undervalued hyperscaler supply chain play at a $500M market cap.
MED
15:12
Apr 13
Apr 13
Buy Sivers Semiconductors as it is significantly undervalued compared to US peers and benefits from integration into hyperscaler supply chains via Marvell and Jabil.
HIGH
14:20
Apr 13
Apr 13
Buy SIVE as co-packaged optics volume ramps have yet to hit the balance sheet, offering massive upside potential through TAM expansion down the transceiver stack.
HIGH
14:18
Apr 13
Apr 13
Go long SIVE ahead of a near-term US re-listing catalyst expected to unlock capital and close the significant valuation gap with peer LWLG.
HIGH
08:08
Apr 13
Apr 13
Buy SIVE due to its role as a laser supplier for major hyperscaler supply chains, a valuation disconnect at ~$430M, and exposure to the upcoming CPO and 1.6T transceiver market ramp.
HIGH
17:21
Apr 12
Apr 12
Short SIVE due to severe cash runway constraints, as negative operating cash flows and high R&D capex requirements threaten to quickly deplete their remaining cash position.
HIGH
16:46
Apr 12
Apr 12
Go long SIVE as the spin-off of its Photonics unit to the US provides a defensive shield against low-valuation dilution and opens access to higher-valuation capital.
MED
16:29
Apr 12
Apr 12
SIVE is a highly probable acquisition target for MRVL, as owning SIVE's ELS technology would secure the necessary laser supply to provide plug-and-play Light Engine products to hyperscalers.
MED
04:20
Apr 11
Apr 11
SIVE is significantly undervalued relative to peers in the coherent wavelength DFB laser space, trading at a ~$400M market cap while comparable companies are valued in the tens of billions.
MED
02:52
Apr 11
Apr 11
Frontrun CPO-related stocks because Nvidia is aggressively driving adoption and mass production timelines are occurring earlier than expected.
HIGH
About SIVE Analyst Coverage
Buzzberg tracks SIVE (Sivers Semiconductors) across 2 sources. 23 bullish vs 1 bearish calls from 2 analysts. Sentiment: predominantly bullish (92%). 24 total trade ideas tracked.