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Semileds Corp. (LEDS)
NASDAQ:LEDS
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SemiLEDs (LEDS) Price & Analysis

201 Followers

LEDS Stock Chart & Stats

$2.15
-$0.03(-1.40%)
At close: 4:00 PM EDT
$2.15
-$0.03(-1.40%)

Bulls Say, Bears Say

Bulls Say
Cash Generation TurnaroundSemiLEDs' shift to consistently positive operating and free cash flow materially improves financial flexibility. Durable cash generation reduces near-term reliance on external funding, supports operating needs and selective capex, and provides a buffer to navigate cyclical demand in LED markets while management repairs profitability.
Clear LED Components Business ModelA focused B2B model selling LED chips and packaged modules gives SemiLEDs a straightforward revenue base tied to lighting/display supply chains. This specialization supports repeat OEM relationships, predictable order patterns, and the ability to leverage manufacturing know-how across end-markets, providing a durable commercial foundation if market demand normalizes.
Leverage Improving Versus Prior YearsThe downward trend in leverage signals progress repairing the balance sheet, lowering refinancing and interest-rate strain over time. Combined with positive free cash flow, gradual deleveraging enhances resilience, expands strategic optionality, and reduces the probability of forced capital raises during typical LED industry cycles.
Bears Say
Material Revenue DeclineA near-25% TTM revenue decline erodes scale and undercuts the company's ability to cover fixed manufacturing and R&D costs. Sustained top-line contraction reduces bargaining power with suppliers and customers, impairs long-term market position, and makes margin recovery and profitable growth more difficult without clear demand stabilization or share gains.
Very Thin, Compressing Gross MarginsGross margins near the low single digits leave little room to absorb input cost pressure or invest in product development. Persistent margin compression signals weak pricing power or adverse mix, limiting operating leverage and making sustained profitability dependent on structural cost improvements or move to higher-value products.
Negative Profitability And ReturnsOngoing net losses and negative returns undermine retained earnings and constrain reinvestment capacity. Even with better cash flow, persistent unprofitability increases the likelihood management must prioritize restructuring, margin improvement or external funding, which can limit long-term strategic initiatives and slow recovery of shareholder returns.

SemiLEDs News

LEDS FAQ

What was Semileds Corp.’s price range in the past 12 months?
Semileds Corp. lowest stock price was $1.01 and its highest was $3.62 in the past 12 months.
    What is Semileds Corp.’s market cap?
    Semileds Corp.’s market cap is $17.62M.
      When is Semileds Corp.’s upcoming earnings report date?
      Semileds Corp.’s upcoming earnings report date is Nov 11, 2026 which is in 98 days.
        How were Semileds Corp.’s earnings last quarter?
        Semileds Corp. released its earnings results on Jul 14, 2026. The company reported $0.184 earnings per share for the quarter, beating the consensus estimate of N/A by $0.184.
          Is Semileds Corp. overvalued?
          According to Wall Street analysts Semileds Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Semileds Corp. pay dividends?
            Semileds Corp. does not currently pay dividends.
            What is Semileds Corp.’s EPS estimate?
            Semileds Corp.’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Semileds Corp. have?
            Semileds Corp. has 8,273,403 shares outstanding.
              What happened to Semileds Corp.’s price movement after its last earnings report?
              Semileds Corp. reported an EPS of $0.184 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 47.368%.
                Which hedge fund is a major shareholder of Semileds Corp.?
                Currently, no hedge funds are holding shares in LEDS
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Semileds Corp.

                  SemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally. The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the end-users of lighting devices, as well as packs and sells its LED products. Its products are used for general lighting applications, including commercial, industrial, and residential lighting; LED luminaries and LED retrofits; and specialty industrial applications, including ultraviolet curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices, LED lighting for horticulture applications, architectural lighting, and entertainment lighting. SemiLEDs Corporation was incorporated in 2005 and is based in Chu-Nan, Taiwan.

                  SemiLEDs (LEDS) Earnings & Revenues

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                  Ownership Overview

                  1.26%0.11%<0.01%98.62%
                  <0.01% Other Institutional Investors
                  98.62% Public Companies and
                  Individual Investors
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