2026 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧36 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 279 | - | - | ||
| 1 671 | - | - | ||
| 121 | - | - | ||
| 503 | - | - | ||
| 1 502 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sittenWith a number of possible triggers ahead of us – increased order volumes, new customers, production ramp-up and further AI design wins – the revenue picture could look completely different in 12–24 months🤞 What makes Napatech extra interesting for me is that we can actually have several major growth tracks simultaneously. d-Matrix is the most concrete AI case right now. The Corsair platform is in full production, and d-Matrix itself has stated that they will deliver in volume to, among others, hyperscalers, neoclouds, and leading AI laboratories. Napatech is part of this infrastructure, and has already gone from design win to first a production order for 1,000 cards and then a follow-on order. What will be next – if d-Matrix succeeds with larger rollouts at its customers? Even more exciting is perhaps the Tier-1 server OEM track. Napatech has previously stated that this program includes several use cases with potentially transformative volumes, and the company has worked its way from development and qualification towards the commercial phase. Napatech itself has said that the hardware design for d-Matrix largely reuses the design from the Tier-1 OEM program. This means that one technology investment can potentially be scaled out to several large customers and markets. Whether the Tier-1 OEM is actually Dell, Lenovo or another large server manufacturer, we still don't know. But both Dell and Lenovo have historical relationships and collaborations with Napatech. For me, therefore, the question is not only how big d-Matrix can become, but how many other large customers Napatech can gain through the same infrastructure. I think it will be an exciting autumn and start to 27 Good luck!- ·1 päivä sittenAI companies are crying out for more data center capacity. Many companies are now developing new types of data chips to process AI more efficiently. One of these companies is D-Matrix – and they are completely dependent on Napatech. They use the cards from Napatech so that their own cards can "talk" to each other. D-Matrix buys one card from Napatech for every fourth card they deliver. We are talking about D-Matrix selling thousands of cards annually, so it is an agreement that alone potentially can multiply the revenue several times, says Lodgaard. He emphasizes that some expectations are already priced in, so if the growth does not materialize, there is also significant downside in the stock, believes the analyst.
·27.8.Is there anyone here who has a good/short way to explain the relationship between the number of Ai-cards (from napa) and a datacenter. I understand there are hundreds of variables, but ballpark explained how many cards a small/medium/large datacenter typically can have. E.g. the orders they have received for 1000/2000 of the new ai-cards, is that enough to fill an entire datacenter (large/small) etc. Easier to boil things down to better understand :)
·26.8.ABG Sundal Collier raises its price target to 87 (85) 😊
It's not that deep. Updated figures from the company that will go into the model. The model spits out a new price target.
·26.8.The seller here is probably not aware that the CEO from d-Matrix the other day in an interview stated that they are going from selling 1-2 megawatts in 2026 (which probably roughly corresponds to the 3000 units Napa, so far, has received production orders for) to 30-50 megawatts in 2027. Then one can "do the math" oneself. In addition, it has always been the expectation that the Tier 1 OEM, which was also asked about yesterday, should start to ramp up in size in 2027, although it seems a bit delayed.There's probably some talk about a redemption of Warrants here too, I don't know if that's the reason for the recent decline?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧36 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenWith a number of possible triggers ahead of us – increased order volumes, new customers, production ramp-up and further AI design wins – the revenue picture could look completely different in 12–24 months🤞 What makes Napatech extra interesting for me is that we can actually have several major growth tracks simultaneously. d-Matrix is the most concrete AI case right now. The Corsair platform is in full production, and d-Matrix itself has stated that they will deliver in volume to, among others, hyperscalers, neoclouds, and leading AI laboratories. Napatech is part of this infrastructure, and has already gone from design win to first a production order for 1,000 cards and then a follow-on order. What will be next – if d-Matrix succeeds with larger rollouts at its customers? Even more exciting is perhaps the Tier-1 server OEM track. Napatech has previously stated that this program includes several use cases with potentially transformative volumes, and the company has worked its way from development and qualification towards the commercial phase. Napatech itself has said that the hardware design for d-Matrix largely reuses the design from the Tier-1 OEM program. This means that one technology investment can potentially be scaled out to several large customers and markets. Whether the Tier-1 OEM is actually Dell, Lenovo or another large server manufacturer, we still don't know. But both Dell and Lenovo have historical relationships and collaborations with Napatech. For me, therefore, the question is not only how big d-Matrix can become, but how many other large customers Napatech can gain through the same infrastructure. I think it will be an exciting autumn and start to 27 Good luck!
- ·1 päivä sittenAI companies are crying out for more data center capacity. Many companies are now developing new types of data chips to process AI more efficiently. One of these companies is D-Matrix – and they are completely dependent on Napatech. They use the cards from Napatech so that their own cards can "talk" to each other. D-Matrix buys one card from Napatech for every fourth card they deliver. We are talking about D-Matrix selling thousands of cards annually, so it is an agreement that alone potentially can multiply the revenue several times, says Lodgaard. He emphasizes that some expectations are already priced in, so if the growth does not materialize, there is also significant downside in the stock, believes the analyst.
- ·27.8.Is there anyone here who has a good/short way to explain the relationship between the number of Ai-cards (from napa) and a datacenter. I understand there are hundreds of variables, but ballpark explained how many cards a small/medium/large datacenter typically can have. E.g. the orders they have received for 1000/2000 of the new ai-cards, is that enough to fill an entire datacenter (large/small) etc. Easier to boil things down to better understand :)
- ·26.8.ABG Sundal Collier raises its price target to 87 (85) 😊It's not that deep. Updated figures from the company that will go into the model. The model spits out a new price target.
- ·26.8.The seller here is probably not aware that the CEO from d-Matrix the other day in an interview stated that they are going from selling 1-2 megawatts in 2026 (which probably roughly corresponds to the 3000 units Napa, so far, has received production orders for) to 30-50 megawatts in 2027. Then one can "do the math" oneself. In addition, it has always been the expectation that the Tier 1 OEM, which was also asked about yesterday, should start to ramp up in size in 2027, although it seems a bit delayed.There's probably some talk about a redemption of Warrants here too, I don't know if that's the reason for the recent decline?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 279 | - | - | ||
| 1 671 | - | - | ||
| 121 | - | - | ||
| 503 | - | - | ||
| 1 502 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧36 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenWith a number of possible triggers ahead of us – increased order volumes, new customers, production ramp-up and further AI design wins – the revenue picture could look completely different in 12–24 months🤞 What makes Napatech extra interesting for me is that we can actually have several major growth tracks simultaneously. d-Matrix is the most concrete AI case right now. The Corsair platform is in full production, and d-Matrix itself has stated that they will deliver in volume to, among others, hyperscalers, neoclouds, and leading AI laboratories. Napatech is part of this infrastructure, and has already gone from design win to first a production order for 1,000 cards and then a follow-on order. What will be next – if d-Matrix succeeds with larger rollouts at its customers? Even more exciting is perhaps the Tier-1 server OEM track. Napatech has previously stated that this program includes several use cases with potentially transformative volumes, and the company has worked its way from development and qualification towards the commercial phase. Napatech itself has said that the hardware design for d-Matrix largely reuses the design from the Tier-1 OEM program. This means that one technology investment can potentially be scaled out to several large customers and markets. Whether the Tier-1 OEM is actually Dell, Lenovo or another large server manufacturer, we still don't know. But both Dell and Lenovo have historical relationships and collaborations with Napatech. For me, therefore, the question is not only how big d-Matrix can become, but how many other large customers Napatech can gain through the same infrastructure. I think it will be an exciting autumn and start to 27 Good luck!
- ·1 päivä sittenAI companies are crying out for more data center capacity. Many companies are now developing new types of data chips to process AI more efficiently. One of these companies is D-Matrix – and they are completely dependent on Napatech. They use the cards from Napatech so that their own cards can "talk" to each other. D-Matrix buys one card from Napatech for every fourth card they deliver. We are talking about D-Matrix selling thousands of cards annually, so it is an agreement that alone potentially can multiply the revenue several times, says Lodgaard. He emphasizes that some expectations are already priced in, so if the growth does not materialize, there is also significant downside in the stock, believes the analyst.
- ·27.8.Is there anyone here who has a good/short way to explain the relationship between the number of Ai-cards (from napa) and a datacenter. I understand there are hundreds of variables, but ballpark explained how many cards a small/medium/large datacenter typically can have. E.g. the orders they have received for 1000/2000 of the new ai-cards, is that enough to fill an entire datacenter (large/small) etc. Easier to boil things down to better understand :)
- ·26.8.ABG Sundal Collier raises its price target to 87 (85) 😊It's not that deep. Updated figures from the company that will go into the model. The model spits out a new price target.
- ·26.8.The seller here is probably not aware that the CEO from d-Matrix the other day in an interview stated that they are going from selling 1-2 megawatts in 2026 (which probably roughly corresponds to the 3000 units Napa, so far, has received production orders for) to 30-50 megawatts in 2027. Then one can "do the math" oneself. In addition, it has always been the expectation that the Tier 1 OEM, which was also asked about yesterday, should start to ramp up in size in 2027, although it seems a bit delayed.There's probably some talk about a redemption of Warrants here too, I don't know if that's the reason for the recent decline?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 279 | - | - | ||
| 1 671 | - | - | ||
| 121 | - | - | ||
| 503 | - | - | ||
| 1 502 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt