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    Weebit Nano’s Valuation After Texas Instruments Deal And 2026 Revenue Guidance

    Simply Wall St·01/06/2026 18:25:03
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    Weebit Nano (ASX:WBT) has attracted fresh attention after licensing its resistive random access memory technology to Texas Instruments, alongside issuing 2026 revenue guidance that targets minimum revenue of A$10 million.

    See our latest analysis for Weebit Nano.

    The Texas Instruments agreement and 2026 guidance come after a mixed stretch for the share price, with a 17.5% 1 month share price return and a 9.81% 3 month share price return, while the 1 year total shareholder return sits at 52.6%.

    If this kind of semiconductor deal has your attention, it could be a good moment to see what else is out there in high growth tech and AI stocks.

    With the Texas Instruments deal in hand, 2026 revenue guidance of at least A$10 million and a share price that has already moved, the central question is whether Weebit Nano is still mispriced or whether the market is already assuming stronger growth ahead.

    Price-to-Book of 10.9x: Is It Justified?

    On a P/B of 10.9x, Weebit Nano sits well above the global semiconductor industry average of 2.7x, yet roughly in line with its immediate peer group at 11.1x.

    P/B compares a company’s market value to the book value of its equity, so a higher multiple usually reflects investors placing a premium on future potential rather than current net assets. For a business like Weebit Nano, which is still early on revenue and currently loss making, that premium often reflects expectations around commercialising its technology.

    The statements point to very fast forecast revenue growth of 92.2% per year and expectations that the company remains unprofitable over the next 3 years. The current P/B therefore suggests investors are paying up for growth without near term earnings support. Against the industry, a 10.9x P/B is significantly richer than the 2.7x average. However, compared to peers on 11.1x, the stock screens closer to the group norm, which suggests the premium is more about how this niche is being priced than about a clear outlier on valuation.

    See what the numbers say about this price — find out in our valuation breakdown.

    Result: Price-to-book of 10.9x (OVERVALUED)

    However, that premium sits against early stage revenue of A$4.41 million and a net loss of A$38.38 million, so any slowdown in adoption or licensing progress could quickly test sentiment.

    Find out about the key risks to this Weebit Nano narrative.

    Build Your Own Weebit Nano Narrative

    If you look at the numbers and come to a different conclusion or simply want to stress test the assumptions yourself, you can build a personalised thesis in just a few minutes, starting with Do it your way.

    A great starting point for your Weebit Nano research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.