2026 Q1 -tulosraportti
103 päivää sitten
‧29 min
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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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. | 7 päivää |
| 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
·8 t sittenSome thoughts on Napatech's latest AI orders – are there others who interpret this the same way? I'm trying to understand Napatech's latest announcement a bit better. They have now received 1,000 + approx. 2,000 AI cards in production orders, totaling around 3,000 cards. At the same time, they specifically state that the latest order does not affect the 2026 guidance, but that it is expected to have a positive effect on the 2027 results. As I interpret it, this is actually quite logical: The 2,000 cards are to be delivered from Q1 2027, and are therefore not part of the 2026 guidance. But does that also mean that we now have 3,000 cards with already secured volume going into 2027, on top of what is behind today's 2026 guidance? I also think it's important to distinguish between formal guidance and expectations. Napatech has not yet provided concrete 2027 guidance, but when they say that the order will have a positive effect on 2027 results, surely that must mean that expected 2027 earnings are practically higher than they were before the order? Another question I find interesting is who is actually behind the 3,000 cards. Napatech refers to this as a follow-up order related to an AI design win from 2025, but the customer is not named. Since d-Matrix is already publicly known as another AI design win, could this mean that this customer is actually a different player than d-Matrix? If that's true, I think it becomes quite interesting: AI customer A: 3,000 production cards d-Matrix: separate AI design win Other AI design wins: further potential Then we start to get more AI customers/design wins instead of the entire AI case being dependent on one customer. And then the question is whether d-Matrix is already included in the 2026 guidance of 8,700–10,700 cards. The guidance applies to the total number of cards, not just AI cards. If d-Matrix already contributes with deliveries in 2026, parts of this volume could be baked into today's guidance. But that doesn't necessarily mean that future d-Matrix volume is baked in. What I therefore find exciting to hear in the Q2/half-year report is whether management says anything more about: – how much AI volume is already included in the 2026 guidance – how much of the 2027 volume is now secured – whether the 3,000 cards are the first step in a larger rollout – and whether more AI design wins are approaching production. Because if the development actually becomes 1,000 → 3,000 → 5,000 → 10,000+++ cards, this starts to become very interesting! Are there others who interpret the announcements this way, or am I too optimistic here?
Difficult 🙂 there can be several directions, also thinking a lot 😁😁😁 but many billions are to be spent on AI ,hope napa finds a place and not everything goes to nvidia but there's a big chance to go ×5 or more
·9 t sittenWhat do people think about forward guidance? In the latest announcement, it specifically states that the order does not affect the guidance for 2026. But this is logical since delivery happens Q1 2027? They also write that the order is expected to have a positive impact on 2027 results. Isn't this an upward adjustment of guidance for 2027?
·17 t sittenWill this form a higher low now, at 44-45, or will it drop down towards 36-39 again? What are the expectations for the report next week? Thanks in advance for your reply.It will go up, for sure, it's just Monday, and most are sitting there expecting enormous growth, but the stock is volatile. You have to take that risk -5%. No danger will happen... a lot of good will happen.
·1 päivä sittenI have owned Napatech for about two years. After an intense summer two years ago. With a significant increase, expectations were high ahead of the Q3 report. Most of my portfolio was in the stock. But then the stock started to fall in value. With sad eyes, I watched my savings dwindle. But all the time I saw positivity. Continued to invest in this stock. And only this one. I sold everything during the rally a couple of months ago. I was probably quick, 42 kroner was not close to the peak price, but I had a profit. Much more than from the bank. Suddenly made good money on another stock, and now I'm in with a significantly larger position than I had before. I'm thinking, how do I handle this now? Will the report in a couple of weeks be positive, or will we see the downturn like two years ago. As now, expected gains after sale were reported. I just know that this time I'd rather take the loss than go down to the basement. I am actually positive, and believe in a price increase. And even more than I thought just a week ago. Good Sunday evening.Been in and out since early 2020, have always had faith - and I still do. That being said, I wouldn't put too much weight on the report; it's orders that will drive this upwards. I don't think the report itself will be price-driving, and I hope not many short-termers think it will be..
·1 päivä sittenNew breakthrough for AI stock – soaring on the stock exchange! https://www.finansavisen.no/teknologi/2026/08/14/8372862/nytt-gjennombrudd-for-ai-aksje-til-vaers-pa-bors Napatech wins its second commercial order within AI infrastructure. The stock is set to rise sharply, according to ABG Sundal Collier, which more than doubles the price target.
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.
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
103 päivää sitten
‧29 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
- ·8 t sittenSome thoughts on Napatech's latest AI orders – are there others who interpret this the same way? I'm trying to understand Napatech's latest announcement a bit better. They have now received 1,000 + approx. 2,000 AI cards in production orders, totaling around 3,000 cards. At the same time, they specifically state that the latest order does not affect the 2026 guidance, but that it is expected to have a positive effect on the 2027 results. As I interpret it, this is actually quite logical: The 2,000 cards are to be delivered from Q1 2027, and are therefore not part of the 2026 guidance. But does that also mean that we now have 3,000 cards with already secured volume going into 2027, on top of what is behind today's 2026 guidance? I also think it's important to distinguish between formal guidance and expectations. Napatech has not yet provided concrete 2027 guidance, but when they say that the order will have a positive effect on 2027 results, surely that must mean that expected 2027 earnings are practically higher than they were before the order? Another question I find interesting is who is actually behind the 3,000 cards. Napatech refers to this as a follow-up order related to an AI design win from 2025, but the customer is not named. Since d-Matrix is already publicly known as another AI design win, could this mean that this customer is actually a different player than d-Matrix? If that's true, I think it becomes quite interesting: AI customer A: 3,000 production cards d-Matrix: separate AI design win Other AI design wins: further potential Then we start to get more AI customers/design wins instead of the entire AI case being dependent on one customer. And then the question is whether d-Matrix is already included in the 2026 guidance of 8,700–10,700 cards. The guidance applies to the total number of cards, not just AI cards. If d-Matrix already contributes with deliveries in 2026, parts of this volume could be baked into today's guidance. But that doesn't necessarily mean that future d-Matrix volume is baked in. What I therefore find exciting to hear in the Q2/half-year report is whether management says anything more about: – how much AI volume is already included in the 2026 guidance – how much of the 2027 volume is now secured – whether the 3,000 cards are the first step in a larger rollout – and whether more AI design wins are approaching production. Because if the development actually becomes 1,000 → 3,000 → 5,000 → 10,000+++ cards, this starts to become very interesting! Are there others who interpret the announcements this way, or am I too optimistic here?Difficult 🙂 there can be several directions, also thinking a lot 😁😁😁 but many billions are to be spent on AI ,hope napa finds a place and not everything goes to nvidia but there's a big chance to go ×5 or more
- ·9 t sittenWhat do people think about forward guidance? In the latest announcement, it specifically states that the order does not affect the guidance for 2026. But this is logical since delivery happens Q1 2027? They also write that the order is expected to have a positive impact on 2027 results. Isn't this an upward adjustment of guidance for 2027?
- ·17 t sittenWill this form a higher low now, at 44-45, or will it drop down towards 36-39 again? What are the expectations for the report next week? Thanks in advance for your reply.It will go up, for sure, it's just Monday, and most are sitting there expecting enormous growth, but the stock is volatile. You have to take that risk -5%. No danger will happen... a lot of good will happen.
- ·1 päivä sittenI have owned Napatech for about two years. After an intense summer two years ago. With a significant increase, expectations were high ahead of the Q3 report. Most of my portfolio was in the stock. But then the stock started to fall in value. With sad eyes, I watched my savings dwindle. But all the time I saw positivity. Continued to invest in this stock. And only this one. I sold everything during the rally a couple of months ago. I was probably quick, 42 kroner was not close to the peak price, but I had a profit. Much more than from the bank. Suddenly made good money on another stock, and now I'm in with a significantly larger position than I had before. I'm thinking, how do I handle this now? Will the report in a couple of weeks be positive, or will we see the downturn like two years ago. As now, expected gains after sale were reported. I just know that this time I'd rather take the loss than go down to the basement. I am actually positive, and believe in a price increase. And even more than I thought just a week ago. Good Sunday evening.Been in and out since early 2020, have always had faith - and I still do. That being said, I wouldn't put too much weight on the report; it's orders that will drive this upwards. I don't think the report itself will be price-driving, and I hope not many short-termers think it will be..
- ·1 päivä sittenNew breakthrough for AI stock – soaring on the stock exchange! https://www.finansavisen.no/teknologi/2026/08/14/8372862/nytt-gjennombrudd-for-ai-aksje-til-vaers-pa-bors Napatech wins its second commercial order within AI infrastructure. The stock is set to rise sharply, according to ABG Sundal Collier, which more than doubles the price target.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. | 7 päivää |
| 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
103 päivää sitten
‧29 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 Q2 -tulosraportti 25.8. | 7 päivää |
| 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
- ·8 t sittenSome thoughts on Napatech's latest AI orders – are there others who interpret this the same way? I'm trying to understand Napatech's latest announcement a bit better. They have now received 1,000 + approx. 2,000 AI cards in production orders, totaling around 3,000 cards. At the same time, they specifically state that the latest order does not affect the 2026 guidance, but that it is expected to have a positive effect on the 2027 results. As I interpret it, this is actually quite logical: The 2,000 cards are to be delivered from Q1 2027, and are therefore not part of the 2026 guidance. But does that also mean that we now have 3,000 cards with already secured volume going into 2027, on top of what is behind today's 2026 guidance? I also think it's important to distinguish between formal guidance and expectations. Napatech has not yet provided concrete 2027 guidance, but when they say that the order will have a positive effect on 2027 results, surely that must mean that expected 2027 earnings are practically higher than they were before the order? Another question I find interesting is who is actually behind the 3,000 cards. Napatech refers to this as a follow-up order related to an AI design win from 2025, but the customer is not named. Since d-Matrix is already publicly known as another AI design win, could this mean that this customer is actually a different player than d-Matrix? If that's true, I think it becomes quite interesting: AI customer A: 3,000 production cards d-Matrix: separate AI design win Other AI design wins: further potential Then we start to get more AI customers/design wins instead of the entire AI case being dependent on one customer. And then the question is whether d-Matrix is already included in the 2026 guidance of 8,700–10,700 cards. The guidance applies to the total number of cards, not just AI cards. If d-Matrix already contributes with deliveries in 2026, parts of this volume could be baked into today's guidance. But that doesn't necessarily mean that future d-Matrix volume is baked in. What I therefore find exciting to hear in the Q2/half-year report is whether management says anything more about: – how much AI volume is already included in the 2026 guidance – how much of the 2027 volume is now secured – whether the 3,000 cards are the first step in a larger rollout – and whether more AI design wins are approaching production. Because if the development actually becomes 1,000 → 3,000 → 5,000 → 10,000+++ cards, this starts to become very interesting! Are there others who interpret the announcements this way, or am I too optimistic here?Difficult 🙂 there can be several directions, also thinking a lot 😁😁😁 but many billions are to be spent on AI ,hope napa finds a place and not everything goes to nvidia but there's a big chance to go ×5 or more
- ·9 t sittenWhat do people think about forward guidance? In the latest announcement, it specifically states that the order does not affect the guidance for 2026. But this is logical since delivery happens Q1 2027? They also write that the order is expected to have a positive impact on 2027 results. Isn't this an upward adjustment of guidance for 2027?
- ·17 t sittenWill this form a higher low now, at 44-45, or will it drop down towards 36-39 again? What are the expectations for the report next week? Thanks in advance for your reply.It will go up, for sure, it's just Monday, and most are sitting there expecting enormous growth, but the stock is volatile. You have to take that risk -5%. No danger will happen... a lot of good will happen.
- ·1 päivä sittenI have owned Napatech for about two years. After an intense summer two years ago. With a significant increase, expectations were high ahead of the Q3 report. Most of my portfolio was in the stock. But then the stock started to fall in value. With sad eyes, I watched my savings dwindle. But all the time I saw positivity. Continued to invest in this stock. And only this one. I sold everything during the rally a couple of months ago. I was probably quick, 42 kroner was not close to the peak price, but I had a profit. Much more than from the bank. Suddenly made good money on another stock, and now I'm in with a significantly larger position than I had before. I'm thinking, how do I handle this now? Will the report in a couple of weeks be positive, or will we see the downturn like two years ago. As now, expected gains after sale were reported. I just know that this time I'd rather take the loss than go down to the basement. I am actually positive, and believe in a price increase. And even more than I thought just a week ago. Good Sunday evening.Been in and out since early 2020, have always had faith - and I still do. That being said, I wouldn't put too much weight on the report; it's orders that will drive this upwards. I don't think the report itself will be price-driving, and I hope not many short-termers think it will be..
- ·1 päivä sittenNew breakthrough for AI stock – soaring on the stock exchange! https://www.finansavisen.no/teknologi/2026/08/14/8372862/nytt-gjennombrudd-for-ai-aksje-til-vaers-pa-bors Napatech wins its second commercial order within AI infrastructure. The stock is set to rise sharply, according to ABG Sundal Collier, which more than doubles the price target.
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