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3675.TWO TWO Semiconductors

Eris Technology Corp

$242,00
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Mcap
12,8B TWD
P/E
123,5x
EV / Rev
7,2x
Div yield
2,34 %
Op margin
2,5 %
ROE
5,7 %
Net margin
13,7 %
Debt / equity
0,81
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
TR 1Y
About

Eris Technology Corp is a semiconductor company that designs and develops high-performance computing solutions for data centers and artificial intelligence applications.

Business. Eris Technology Corp (3675.TWO) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design and sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
59
composite score
Valuation
123,5x
P/E
Analysts
Hold
1 analysts · indicative
Ownership
not yet wired
Profitability
5,7 %
return on equity
Quality
60
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 3675.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,1 %+0,7 %+2,5 %
    Energy+1,1 %+5,5 %+1,5 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary+0,4 %+5,7 %+0,8 %
    Information Technology · THIS SECTOR−0,3 %+4,8 %+0,1 %
    Financials−0,5 %−3,5 %−0,1 %
    Real Estate−0,7 %+10,8 %−0,3 %
    Consumer Staples−0,8 %+4,5 %−0,4 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 3675.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-25 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-06-25 · SE
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score59 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    Eris Technology Corp (3675.TWO) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design and sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    Eris Technology Corp has a market capitalization of $17.72 billion, with a price-to-earnings ratio of 184.77 and a price-to-book ratio of 10.57. The company's liquidity position is characterized by a current ratio of 1.51, indicating moderate liquidity risk. The debt-to-equity ratio stands at 0.81, suggesting a balanced capital structure with a mix of debt and equity financing.

    In terms of profitability, Eris Technology Corp reported a net income of $95.91 million on revenue of $700.39 million, resulting in a return on equity of 5.72% and a return on assets of 2.19%. These figures are below the industry median for return on equity and return on assets, indicating that the company is underperforming relative to its peers in terms of capital efficiency and asset utilization.

    The company's revenue is primarily concentrated in the semiconductor segment, with no disclosed geographic breakdown. This concentration may expose the company to sector-specific risks, such as supply chain disruptions or shifts in demand for semiconductor products.

    Looking ahead, Eris Technology Corp is projected to experience a modest growth trajectory, with analysts estimating a mean EPS of 6.16 TWD for the current fiscal year. However, the company's capital expenditure of -$26.09 million suggests a reduction in investment in new projects or facilities, which could impact long-term growth prospects.

    The risk assessment for Eris Technology Corp highlights a medium liquidity risk and a low dilution risk. The company's net cash position is negative after accounting for total debt, which could affect its ability to meet short-term obligations. Additionally, the company has a single "Hold" recommendation from analysts, with no strong buy or sell ratings, indicating a neutral outlook from the investment community.

    Recent events and filings have not provided significant new information about Eris Technology Corp. The company's financial performance and strategic direction remain largely unchanged, with no major announcements or regulatory actions reported in the latest available data.

    Key takeaways
    • Eris Technology Corp has a high price-to-earnings ratio, indicating potential overvaluation relative to earnings.
    • The company's return on equity and return on assets are below industry medians, suggesting inefficiencies in capital and asset use.
    • Revenue concentration in the semiconductor segment exposes the company to sector-specific risks.
    • Analysts have a neutral outlook on the company, with a single "Hold" recommendation and no strong buy or sell ratings.
    • The company's liquidity position is moderate, with a current ratio of 1.51 and a debt-to-equity ratio of 0.81.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 2

    Capital expenditure intensity is lower than the cohort median, suggesting more efficient capital deployment relative to revenue generation.

    Revenue CAGR of 6.4% over four years indicates moderate long-term top-line growth despite recent volatility.

    BEAR CASE · 3

    Debt-to-equity ratio of 0.81 places the company in the bottom quartile of the semiconductor cohort, indicating high leverage risk.

    The company carries a high credit risk flag, suggesting significant concerns regarding its ability to meet financial obligations.

    Cash conversion ratio of 0.55 is below the semiconductor cohort median of 0.91, indicating weaker cash generation efficiency.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2025-02-25
    Q4 2024 · Quarter highlights

    Revenue UNKNOWN ERROR IN UNIVERSE PROCESSING 744.1M; Operating income UNKNOWN ERROR IN UNIVERSE PROCESSING 149.6M.

    RevenueUNKNOWN ERROR IN UNIVERSE PROCESSING 744.1M
    Operating incomeUNKNOWN ERROR IN UNIVERSE PROCESSING 149.6M
    Net incomeUNKNOWN ERROR IN UNIVERSE PROCESSING 114.8M
    Free cash flowUNKNOWN ERROR IN UNIVERSE PROCESSING 98.7M
    EPS
    Operating cash flowUNKNOWN ERROR IN UNIVERSE PROCESSING 356.3M
    Financials
    Income statement
    RevenueUNKNOWN ERROR IN UNIVERSE PROCESSING 744.1M
    Gross profitUNKNOWN ERROR IN UNIVERSE PROCESSING 312.1M
    Operating incomeUNKNOWN ERROR IN UNIVERSE PROCESSING 149.6M
    Net incomeUNKNOWN ERROR IN UNIVERSE PROCESSING 114.8M
    Margins
    Gross margin41.9%
    Operating margin20.1%
    Net margin15.4%
    FCF margin13.3%
    Balance sheet
    Total assetsUNKNOWN ERROR IN UNIVERSE PROCESSING 4.91B
    Total liabilitiesUNKNOWN ERROR IN UNIVERSE PROCESSING 2.14B
    Total equityUNKNOWN ERROR IN UNIVERSE PROCESSING 2.76B
    Cash & equivalents
    Long-term debtUNKNOWN ERROR IN UNIVERSE PROCESSING 1.48B
    Cash flow
    Operating cash flowUNKNOWN ERROR IN UNIVERSE PROCESSING 356.3M
    CapEx-UNKNOWN ERROR IN UNIVERSE PROCESSING 193.6M
    Free cash flowUNKNOWN ERROR IN UNIVERSE PROCESSING 98.7M
    SBC
    P&L flow · revenue → net income
    Revenue UNKNOWN ERROR IN UNIVERSE PROCESSING 744.1MOperating costs UNKNOWN ERROR IN UNIVERSE PROCESSING 594.5MTax UNKNOWN ERROR IN UNIVERSE PROCESSING 34.9MNet income UNKNOWN ERROR IN UNIVERSE PROCESSING 114.8M
    Highlights
    • Revenue UNKNOWN ERROR IN UNIVERSE PROCESSING 744.1M
    • Operating income UNKNOWN ERROR IN UNIVERSE PROCESSING 149.6M
    • Net margin 15.4%

    Valuation FY

    Market price
    $242,00
    Market cap
    $17.72B
    Enterprise value
    $19.07B
    P/E
    123.5x
    Non-GAAP P/E
    EV / Revenue
    7.2x
    EV / Op income
    87.7x
    EV / OCF
    359.9x
    P / B
    10.6x
    P / Tangible book
    10.6x
    Tangible book
    $1.68B
    Net cash
    -$1.35B
    Current ratio
    1.5
    Debt / equity
    0.8
    ROA
    2.2%
    ROE
    5.7%
    Cash conversion
    55.0%
    CapEx / revenue
    -3.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Forward curve

    — missing data

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell0

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    — missing data

    Benchmarks vs cohort

    Op Margin2,5 %Above median
    Net Margin13,7 %Above P75
    ROE5,7 %Above median
    Capex / Rev-3,7 %Above median
    D/E0,81Bottom quartile
    Cash Conv0,55Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Eris Technology Corp Market data — financials · 2026-05-26
    • Eris Technology Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3675.TWOCanonical
    TWO · TWD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    3675NVDAINTCAVGOSemiconductors
    This companyPeerSector

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-25 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage