Alphawave IP Group /£AWE

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About Alphawave IP Group

Alphawave IP Group plc, founded in 2017, is a leading semiconductor company based in the United Kingdom that specializes in high-speed connectivity technology for global data networks. Operating in the semiconductor sector, Alphawave IP designs and licenses complex silicon IP and chip solutions, supporting a range of standards essential for data-intensive applications. The company is listed on the London Stock Exchange under the ticker AWE, reflecting its focus on developing technology to enhance connected systems globally.

Ticker

£AWE

Sector

Semiconductors

Primary listing

LSE

Employees

991

Headquarters

Toronto, Canada

AWE Metrics

BasicAdvanced
£1.4B
-
-£0.04
1.36
-

What the Analysts think about AWE

Analyst ratings (Buy, Hold, Sell) for Alphawave IP Group stock.

Bulls say / Bears say

Qualcomm’s agreed $2.4 billion acquisition of Alphawave at a 96% premium offers shareholders a lucrative exit and validates the strategic value of Alphawave’s high-speed connectivity IP (Reuters).
Alphawave delivered record FY 2024 bookings of $515.5 million, up 34% year-on-year, reflecting robust demand for its connectivity and custom silicon offerings (Reuters).
Speculation around potential bids from Qualcomm and Arm, which drove shares up over 52%, highlights market recognition of Alphawave’s serdes technology as essential infrastructure for AI-driven semiconductors (Reuters).
The implied acquisition multiple exceeds 50 times Alphawave’s estimated 2025 EBITDA, suggesting the deal price may be driven more by M&A premiums than sustainable financial performance (Reuters).
Alphawave forwent providing a financial forecast for FY25 due to uncertainties from U.S. tariffs and global economic conditions, indicating limited visibility on near-term revenue and earnings trajectories (Reuters).
In FY 2024, Alphawave’s operating loss widened to $32.8 million and its adjusted EBITDA margin fell to 17%, underscoring persistent challenges in translating bookings growth into profitability (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 2025.

AWE Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AWE Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.

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