Semileds Corp reported shareholder vote results
SEC 8-KRead source ↗
Semileds Corp is a US-listed company in the semiconductors industry. Its financial year ends in August.
Stock price today
Loading chart…
Third-party market data · may be delayed
Model estimate per share
Not valued: the figures our models need are missing or failed our data-quality checks.
Price vs value
No model value: limited reported history: available models are shown without a Buy/Hold/Sell rating. How we value companies.
Semileds Corp valuation: adjust assumptions and compare models →
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Funds6 adding, 4 cuttingOf 3 active managers that changed their stake, 2 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Semileds Corp's latest figures clears our strength thresholds.
Things to watch
- Volatile shares. Over the past year the shares showed annualised volatility of 101% and a beta of 2.4 against the S&P 500.
Latest results
- Share reaction
- +69.1% in the first session after the results on July 14, 2026, against +0.8% for the S&P 500
Price chart
- 1 day-4.4%
- 1 week-1.5%
- 1 month-15.5%
- This year+30.7%
- 1 year-32.2%
- 5 years-75.4%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- July 14, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Shareholder vote
- Results
Semileds Corp reported results
SEC 8-KRead source ↗
Valuation models
We value Semileds Corp as an operating company, with every model that fits that kind of business. Cost of equity 11.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.38 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: revenue and margins don't support a positive value |
| Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Semileds Corp with Semiconductors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Analysts' consensus
No analyst estimates are published for Semileds Corp: too few analysts cover it.
Positioning
- Short interest
- 2.9% of tradable shares
- Days to cover
- 6.66 at average volume
- Short interest, 1 month
- −28% to October 15, 2026
- Held by institutions
- 2% of shares
- Held by insiders
- 58.5% of shares
- Employees
- 118 full time
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| LEDS | +29% | −65% | −13% | −7% | +16% | +31% |
| Industry peers (median) | +36% | −34% | +16% | −15% | +19% | +13% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| LEDS | 42% | 25% | 58% | 33% | 58% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| LEDS | −82% | −69% | −65% | −41% | −55% | −50% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 96% from June 8, 2021 to November 13, 2023. Getting back needed a 2432% gain, and the shares have not yet recovered.
Price behaviour
- 52-week range
- $1.07 – $3.30
- From 52-week high
- −40.6%
- vs 50-day average
- −7.3%
- vs 200-day average
- +5.5%
- Volatility (1 year)
- 101%
- Beta vs S&P 500
- 2.35
Share price after results
- Next day
- 6 up, 6 down typical move ±11.1%
- After a week
- 5 up, 7 down typical move ±15.6%
- After a month
- 8 up, 4 down typical move ±28.2%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| July 14, 2026 | +69.1% | +0.8% | +65.1% | +58.6% |
| April 14, 2026 | 0.0% | +2.0% | +14.0% | +90.9% |
| January 14, 2026 | +1.5% | −0.2% | +0.5% | −17.0% |
| November 28, 2025 | −28.2% | +0.1% | −22.0% | −37.3% |
| July 11, 2025 | −7.1% | −0.2% | −27.0% | −35.6% |
| April 10, 2025 | −13.1% | −2.7% | −5.6% | +3.7% |
| January 10, 2025 | +0.7% | −1.4% | +24.4% | +25.2% |
| November 27, 2024 | +2.4% | +0.3% | −3.2% | +5.6% |
| July 8, 2024 | +1.5% | +0.2% | +4.5% | 0.0% |
| April 3, 2024 | −3.3% | −1.1% | −2.0% | +2.6% |
| January 12, 2024 | +0.7% | −0.3% | −11.2% | +18.7% |
| November 13, 2023 | −5.5% | +1.8% | −7.3% | +42.7% |
Fundamentals
Where the revenue comes from
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Other Products | $40.6M | 94.3% | ▲ 1725.7% |
| LED Components | $2.1M | 4.8% | ▼ 22.2% |
| Lighting Products | $228,000 | 0.5% | ▲ 7.5% |
| LED Chips | $149,000 | 0.3% | ▲ 60.2% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| India | $38.1M | 88.6% | — |
| Specified Groups of Countries Group One | $2.7M | 6.4% | ▼ 22.7% |
| Japan | $2.2M | 5.1% | ▲ 32.4% |
From Semileds Corp's 10-K filed November 28, 2025, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
Who owns it
Funds buying and selling- Reported value
- $236,791
- Institutions reporting
- 8
- Shares held vs prior quarter
- ▲ 10.6%
- Positions opened / closed
- 3 / 4
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Renaissance Technologies LLC | $132,107 | 79K | 55.8% | ▲ 28.2% |
| Citadel Advisors LLC | $84,240 | 50K | 35.6% | ▲ 129.6% |
| Virtu Financial LLC | $20,000 | 12K | 8.4% | New |
| Osaic Holdings, Inc. | $334 | 0K | 0.1% | New |
| Shp Wealth Management | $75 | 0K | 0.0% | 0.0% |
| Tower Research Capital LLC (TRC) | $22 | 0K | 0.0% | New |
| Sbi Securities Co., Ltd. | $8 | 0K | 0.0% | 0.0% |
| Caitong International Asset Management Co., Ltd | $5 | 0K | 0.0% | ▲ 200.0% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Semileds Corp's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
Next expected around October 12, 2026 estimated from the company's past filing pattern, not announced
- July 14, 2026
- April 14, 2026
- January 14, 2026
- November 28, 2025
- July 11, 2025
- April 10, 2025
Recent SEC filings
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Semileds Corp in brief
- What does Semileds Corp do?
- Semileds Corp is a US-listed company in the semiconductors industry. Its financial year ends in August.
- What is Semileds Corp's stock ticker?
- Semileds Corp trades under the ticker LEDS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Semileds Corp's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Renaissance Technologies LLC, Citadel Advisors LLC and Virtu Financial LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Follow research on Semileds Corp
New research on the companies we cover arrives in the weekly email. Free, one email a week.