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

1,144

Headquarters

Toronto, Canada

AWE Metrics

BasicAdvanced
£1.4B
-
-£0.17
1.42
-

What the Analysts think about AWE

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

Bulls say / Bears say

The company signed record bookings of US$515.5 million in FY 2024, a 34% year-on-year increase, demonstrating strong demand for its high-speed connectivity IP (Reuters).
Alphawave secured multiple 3 nm high-speed IP licensing deals for 800G/1.6T data centre and AI/HPC applications, reinforcing its technological leadership in next-generation connectivity (Reuters).
H1 2025 revenue rose 13% to US$103.0 million year-on-year, with end-customers increasing to 81 and top-three customer concentration falling to 22%, indicating a more diversified revenue base (Reuters).
Gross margin contracted to 38% in H1 2025 from 45% a year earlier due to elevated non-recurring engineering costs and increased IP commissions, pressuring profitability (Reuters).
In FY 2024, the company reported a net loss of US$42.5 million and adjusted EBITDA fell 18% to US$51.1 million, underscoring ongoing unprofitability despite revenue growth (Reuters).
The proposed US$2.4 billion acquisition by Qualcomm remains subject to UK Takeover Code conditions and multi-jurisdictional regulatory approvals, creating execution and timing uncertainty for shareholders (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 7 Oct 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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