2026 Q1 -tulosraportti
55 päivää sitten
‧29 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.
20 t sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my position
Very good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact.
·20 t sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
·22 t sittena financial newspaper today, for those who do not have Abb. Delphi funds. "Riding the AI wave" Napatech, which supplies advanced network cards and software, is also in the portfolio. Lorentzen points out, however, that the outcome interval is larger than for Pexip. – It is an exciting company that can potentially benefit from the AI boom by making AI infrastructure faster and more efficient, he claims. – They have already secured a commercial agreement with d-Matrix, and we believe that more and larger agreements will come during the year. Recommendations Endurance B2 Impact Mutual insurance Pexip Napatech
·1 päivä sitten · MuokattuEither Napatech was far too overpriced when it was up at 60kr. Or it was correctly priced given the growth that is coming/may come. Cannot see changes that make the case any different now other than a general decline in tech/Ai stock prices. If data centers are still being built at the same pace, then perhaps this stock is not very highly priced now? Has anyone looked at any forward prise/sales figures?
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.
Uutiset
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.
2026 Q1 -tulosraportti
55 päivää sitten
‧29 min
Uutiset
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
- ·6 t sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.
- 20 t sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my positionVery good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact.
- ·20 t sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
- ·22 t sittena financial newspaper today, for those who do not have Abb. Delphi funds. "Riding the AI wave" Napatech, which supplies advanced network cards and software, is also in the portfolio. Lorentzen points out, however, that the outcome interval is larger than for Pexip. – It is an exciting company that can potentially benefit from the AI boom by making AI infrastructure faster and more efficient, he claims. – They have already secured a commercial agreement with d-Matrix, and we believe that more and larger agreements will come during the year. Recommendations Endurance B2 Impact Mutual insurance Pexip Napatech
- ·1 päivä sitten · MuokattuEither Napatech was far too overpriced when it was up at 60kr. Or it was correctly priced given the growth that is coming/may come. Cannot see changes that make the case any different now other than a general decline in tech/Ai stock prices. If data centers are still being built at the same pace, then perhaps this stock is not very highly priced now? Has anyone looked at any forward prise/sales figures?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
2026 Q1 -tulosraportti
55 päivää sitten
‧29 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.
- 20 t sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my positionVery good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact.
- ·20 t sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
- ·22 t sittena financial newspaper today, for those who do not have Abb. Delphi funds. "Riding the AI wave" Napatech, which supplies advanced network cards and software, is also in the portfolio. Lorentzen points out, however, that the outcome interval is larger than for Pexip. – It is an exciting company that can potentially benefit from the AI boom by making AI infrastructure faster and more efficient, he claims. – They have already secured a commercial agreement with d-Matrix, and we believe that more and larger agreements will come during the year. Recommendations Endurance B2 Impact Mutual insurance Pexip Napatech
- ·1 päivä sitten · MuokattuEither Napatech was far too overpriced when it was up at 60kr. Or it was correctly priced given the growth that is coming/may come. Cannot see changes that make the case any different now other than a general decline in tech/Ai stock prices. If data centers are still being built at the same pace, then perhaps this stock is not very highly priced now? Has anyone looked at any forward prise/sales figures?
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt