---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000874358.md"
description: "With $SIVE, you're paying EXTREMELY premium 2027 multiples for a "what if" scenario.That is: What if Sivers' $1.2B opportunity pipeline converts into *actual* sales by roughly H2 2027.Whereas with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) and $Applied Optoelectronics(AAOI.US): you've already got revenue that's sold out, LTAs to 2028-30, shipping today, on 30-50% GMs. No "what if" needed.So either:1. $Lumentum(LITE.US), $Coherent Corp.(COHR.US) and even $Applied Optoelectronics(AAOI.US) are VERY cheap right now [5-14x 2027 sales].2. Or Sivers is VERY expensive right now [~35x 2027 sales based on my current modelling].I'll share a post later/this weekend for more detailed comments."
datetime: "2026-08-28T10:56:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000874358.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000874358.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000874358.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# With $SIVE, you're paying EXTREMELY premium 2027 m…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [SIVEF.US](https://longbridge.com/en/quote/SIVEF.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**