2Mes·

SEALSQ is included in the NASDAQ Global Select Market, Sealsq: A quant play that is not completely overvalued

Shares of SEALSQ ( NASDAQ: LAES ) rose 5% in premarket trading on Friday after the company announced that its common stock has been admitted to trading on the NASDAQ Global Select Market effective October 27, 2025.

In addition, the company said its market capitalization recently surpassed $1 billion and has remained above that threshold since.

SEALSQ stands out as fairly valued in the quant space, with strong revenue growth of 41% and a solid cash balance of $220 million.

LAES' collaboration with the US Department of Defense and IC Alps could generate recurring revenue and expand the product portfolio.

Guidance is for FY25 revenue of $17.5-20 million, with the possibility of exceeding $50 million by FY27, supported by a pipeline of $175 million.

Despite dilution risks, LAES offers an attractive risk/reward profile and could become a leading profitable quant company, although the sector remains speculative.

full report at the link ⬇️

https://seekingalpha.com/article/4829179-sealsq-a-quantum-play-that-isnt-completely-overvalued

17 Commenti

Max@Divident_e

2Mes

My dear. Thank you

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~ S.@Semos25

2Mes

I've never heard of this company before. Very interesting. I'll read up on it.

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Tenbagger2024@Tenbagger2024

2Mes

@Semos25
Looking forward to your feedback 😘

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~ S.@Semos25

2Mes

@Tenbagger2024 Another question: $GOOGL is also working on quantum computers. Do you think other companies in this field should also be included in the portfolio?

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All-in-or-nothing@All-in-or-nothing

2Mes

@Semos25 $GOOGL and $HON are certainly the largest companies active in this field. Otherwise, there are countless hype stocks, some of which develop genuine quantum computing, while others have other approaches. Personally, I'm building up or expanding my position in the two companies I mentioned anyway, otherwise my focus with hype stocks is on genuine quantum computing and suppliers. I now have 2-3 interesting suppliers on my watch, so we'll see when I can find an entry point and where hinführt🤷🏼‍♂️.

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Tenbagger2024@Tenbagger2024

2Mes

@Semos25
I am also invested in Alphabet. That has been enough for me so far. IBM would be an alternative.
If I continue to invest in quantum companies, then I'll look for companies where it's only a sub-segment. And that generate sales and are profitable. Something like $FEIM

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All-in-or-nothing@All-in-or-nothing

2Mes

@Tenbagger2024 $LAES is actually about quantum-safe chips and encryption, so something completely different in this area. Really interesting, thanks for your work and for paying attention machen🙏🏻.

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Brian@Aktienhauptmeister

2Mes

Are you invested @Tenbagger2024?

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Tenbagger2024@Tenbagger2024

2Mes

@Aktienhauptmeister
Unfortunately only on the Watch

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Kate🦋@Iwamoto

2Mes

@Tenbagger2024 therefore save Nasdaq 100 ETF 😜

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Tenbagger2024@Tenbagger2024

2Mes

@Iwamoto
Strong index, almost as strong as my portfolio 🙈😂

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Kate🦋@Iwamoto

2Mes

@Tenbagger2024 Therefore: Core Satellite = Best strategy 😎

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Brian@Aktienhauptmeister

2Mes

@Tenbagger2024 I also came across the company a few weeks ago, but haven't really looked into it too much yet, just read a bit but nothing more. Then I see a post here about the company from you, of course 😬 and that should mean something 😁 thank you!

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Tenbagger2024@Tenbagger2024

2Mes

@Aktienhauptmeister
That's what makes our community special.
' Successful together "

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All-in-or-nothing@All-in-or-nothing

2Mes

But my dear: x15 in one year and you're talking about not being hopelessly overvalued? Do you have any forward multiples for the value?

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Tenbagger2024@Tenbagger2024

2Mes

@All-in-or-nothing in million $
Turnover 2025 18.4 2026 31.2
EbiT. 2025 -28,3. 2027 -7,6
Free cash flow.2025. -6.309. 2026 -3.316
EbiT margin 2025 -156.55 % 2026. -153.8 %

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Tenbagger2024@Tenbagger2024

2Mes

@All-in-or-nothing
You see, P/E ratio not yet in sight. I think that's why I won't invest.
But maybe interesting for some.
I'm still more with $FEIM

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