Semiconductors for global communications markets’ company CML Microsystems (CML) has issued an “AGM Statement” including that “a return to operational profitability now looks likely to be achieved earlier in the current financial year than previously expected”. How good is this news from the valuation at a now up to 315p share price - well ahead of our tip price?
‘Semiconductors for global communications markets’ company CML Microsystems (CML) has announced results for its year ended 31st March 2026 headlined “Strong second half recovery and strategic progress position CML for renewed growth”. How does the performance and outlook compare to the valuation at a current 280p share price?
CML Microsystems (CML) has issued a trading statement including that for its year ended 31st March 2026 it’s “pleased that in the second half, revenue grew by circa 18% compared to H1 FY26 and was also ahead of H2 FY25” and that “a number of industry issues, particularly around elevated inventory levels and supply chain constraints, are expected to show further progress”. So how does the performance and outlook compare to a current 205p share price, £34 million market cap, valuation?
Semiconductors company CML Microsystems (CML) has announced results for its half-year ended 30th September 2025 and that “improved order intake on both a sequential and comparable period basis supports the view that the group is entering another growth phase”. How are the results and outlook relative to a current 282p share price, £46.8 million market cap?
Shares in semiconductors developer CML Microsystems (CML) were previously featured by us with we concluding when selling that it was amongst the companies we liked from their then share price levels on a longer-term viewpoint but that the macroeconomic and ‘destocking’ environment suggested to us to be highly cautious. That remains so, but the 394p sell price compares to a now 270p to buy, £43 million market cap, and the following is why we consider that the shares offer upside again from here.
Most recently writing on semiconductors developer CML Microsystems (CML), in November with the shares down towards 230p I concluded that, at least in the next months, it was highly likely the-then trading environment would persist and that it was, therefore, likely profit warning ahoy on expectations that the company seemingly dare not detail – house broker Shore Capital’s more than £2 million adjusted pre-tax profit for the full-year and, as such, to still avoid. The shares most recently closed at 226p, and what of them currently falling to around 210p on the back of a 12:42pm (er, why?) “Trading Update”?
Most recently writing on semiconductors developer CML Microsystems (CML), in August with the shares up to 305p I cautioned as its expectations included improvement in customer inventory levels to commence during the second half of the year. What of now the results and statement after its half-year ended 30th September 2024 and the shares currently down towards 230p?
Mixed-signal, RF and microwave semiconductors company CML Microsystems (CML) has issued an AGM trading update commencing that “the group's operating results across the opening four months of the financial year are slightly ahead of the comparable period and are on track to meet market expectations for the year as a whole”. How creditable is that relative to a currently up to 305p share price, £48.9 million market capitalisation?
Previously writing on “semiconductors for global communications markets” company CML Microsystems (CML), in March with the shares down to 320p I concluded its trading trajectory sounded a note of caution ahead of full year results detail and to continue to avoid. The shares most recently closed at 337.5p, but what of them currently down towards 300p on the back of the results announcement today?
December-announced half year results from “semiconductors for global communications markets” company CML Microsystems (CML) emphasised “the financial and operational progress made during the period has been pleasing and gives the board a great deal of confidence as we continue to deliver value to our shareholders”. That was with the shares then at above 380p, but the HotStockRockets website noted in February industrial markets conditions concern and the shares were sold from the portfolio there at 394p. They most recently closed at 373p… and what of today a “trading update” currently seeing them down to 320p?
Semiconductors developer CML Microsystems (CML) has announced results for its half-year ended 30th September 2023 and emphasises that it is positioned well to fully capitalise on the opportunities available in the new and expanding markets in which it operates.
CML Microsystems (CML) has announced that it has completed the acquisition of Microwave Technology, Inc., and emphasises that the deal will accelerate its multi-year growth strategy and enhance its existing competencies.
An “AGM Statement” on August from CML Microsystems (CML) included that it “has commenced its new financial year positively and remains on course to achieve a year of further growth and improvements in revenues and operational profit” and is “excited by the growth that a combination of organic and acquisitive growth can deliver”. We concur from current share price levels – with, despite the AGM update, the shares still down from approaching 600p earlier this year to a 440p offer price.
