2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧36 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: 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenIs 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 :)
·23 t sittenABG Sundal Collier raises its price target to 87 (85) 😊
They increased today, I see. The point? No, one can wonder about that every time an ANAlyst comes with their predictions. … one can never trust them anyway. They try to tell us that we should buy now, but whether that's right or if they want to dump shares on us, one usually finds out over time.
·1 päivä sittenThe 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?
2 päivää sittenHere's an AI analysis of todays call: Napatech (OSE: NAPA) reported its Q2 and H1 2026 financial results on August 25, 2026, delivering robust 55% year-over-year revenue growth to $7.4 million alongside strong gross margins of 67.3%. While the company's financial performance highlighted operational improvements and a sharp narrowing of EBITDA losses, its stock price remained unchanged at $41.60, reflecting a cautious balancing act by investors. Financial & Operational Summary Metric Q2 2026 PerformanceTrend (YoY) Revenue$7.4 million (DKK 48.1M)📈 Up 55% (52% in DKK)Gross Margin67.3% 🟢 Stable EBITDA Improved loss baseline🟢 Improved sharply Design Wins 12 new wins in H1 2026📈 Expanding ecosystem Analysis: Pros and Cons The Pros Strong Core Performance: Growth was fundamentally driven by the traditional Core Infrastructure segment, proving that the company's baseline business remains highly profitable and attractive to clients. Cost Discipline: Napatech achieved tighter cost containment by optimizing internal resources, lowering external costs, and reducing staff numbers, leading to a much healthier operating profile. Ecosystem Expansion: Securing 12 new strategic design wins in the first half of the year signals growing long-term validation for its SmartNIC and Data Processing Unit (DPU) solutions. Clear Dual-Track Vision: Management outlined a sustainable path of using high-margin cash flow generated from core operations to organically fund its future expansion into advanced cloud architectures. The Cons Lagging AI Infrastructure Revenue: Despite the overall growth, revenue specifically originating from Napatech’s AI Infrastructure segment actually declined year-over-year. While the company noted it is shifting from design wins to production, the timeline remains early-stage. Persistent Cash Burn: Investors remain cautious due to ongoing cash consumption and substantial working capital required to scale its product manufacturing pipeline. Muted Market Reaction: The flat stock response highlights that the market is waiting for tangible financial returns from the AI commercialization pivot rather than buying into forward-looking guidance alone.
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 Q2 -tulosraportti
UUTTA
2 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
- ·2 t sittenIs 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 :)
- ·23 t sittenABG Sundal Collier raises its price target to 87 (85) 😊They increased today, I see. The point? No, one can wonder about that every time an ANAlyst comes with their predictions. … one can never trust them anyway. They try to tell us that we should buy now, but whether that's right or if they want to dump shares on us, one usually finds out over time.
- ·1 päivä sittenThe 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?
- 2 päivää sittenHere's an AI analysis of todays call: Napatech (OSE: NAPA) reported its Q2 and H1 2026 financial results on August 25, 2026, delivering robust 55% year-over-year revenue growth to $7.4 million alongside strong gross margins of 67.3%. While the company's financial performance highlighted operational improvements and a sharp narrowing of EBITDA losses, its stock price remained unchanged at $41.60, reflecting a cautious balancing act by investors. Financial & Operational Summary Metric Q2 2026 PerformanceTrend (YoY) Revenue$7.4 million (DKK 48.1M)📈 Up 55% (52% in DKK)Gross Margin67.3% 🟢 Stable EBITDA Improved loss baseline🟢 Improved sharply Design Wins 12 new wins in H1 2026📈 Expanding ecosystem Analysis: Pros and Cons The Pros Strong Core Performance: Growth was fundamentally driven by the traditional Core Infrastructure segment, proving that the company's baseline business remains highly profitable and attractive to clients. Cost Discipline: Napatech achieved tighter cost containment by optimizing internal resources, lowering external costs, and reducing staff numbers, leading to a much healthier operating profile. Ecosystem Expansion: Securing 12 new strategic design wins in the first half of the year signals growing long-term validation for its SmartNIC and Data Processing Unit (DPU) solutions. Clear Dual-Track Vision: Management outlined a sustainable path of using high-margin cash flow generated from core operations to organically fund its future expansion into advanced cloud architectures. The Cons Lagging AI Infrastructure Revenue: Despite the overall growth, revenue specifically originating from Napatech’s AI Infrastructure segment actually declined year-over-year. While the company noted it is shifting from design wins to production, the timeline remains early-stage. Persistent Cash Burn: Investors remain cautious due to ongoing cash consumption and substantial working capital required to scale its product manufacturing pipeline. Muted Market Reaction: The flat stock response highlights that the market is waiting for tangible financial returns from the AI commercialization pivot rather than buying into forward-looking guidance alone.
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 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 |
2026 Q2 -tulosraportti
UUTTA
2 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
- ·2 t sittenIs 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 :)
- ·23 t sittenABG Sundal Collier raises its price target to 87 (85) 😊They increased today, I see. The point? No, one can wonder about that every time an ANAlyst comes with their predictions. … one can never trust them anyway. They try to tell us that we should buy now, but whether that's right or if they want to dump shares on us, one usually finds out over time.
- ·1 päivä sittenThe 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?
- 2 päivää sittenHere's an AI analysis of todays call: Napatech (OSE: NAPA) reported its Q2 and H1 2026 financial results on August 25, 2026, delivering robust 55% year-over-year revenue growth to $7.4 million alongside strong gross margins of 67.3%. While the company's financial performance highlighted operational improvements and a sharp narrowing of EBITDA losses, its stock price remained unchanged at $41.60, reflecting a cautious balancing act by investors. Financial & Operational Summary Metric Q2 2026 PerformanceTrend (YoY) Revenue$7.4 million (DKK 48.1M)📈 Up 55% (52% in DKK)Gross Margin67.3% 🟢 Stable EBITDA Improved loss baseline🟢 Improved sharply Design Wins 12 new wins in H1 2026📈 Expanding ecosystem Analysis: Pros and Cons The Pros Strong Core Performance: Growth was fundamentally driven by the traditional Core Infrastructure segment, proving that the company's baseline business remains highly profitable and attractive to clients. Cost Discipline: Napatech achieved tighter cost containment by optimizing internal resources, lowering external costs, and reducing staff numbers, leading to a much healthier operating profile. Ecosystem Expansion: Securing 12 new strategic design wins in the first half of the year signals growing long-term validation for its SmartNIC and Data Processing Unit (DPU) solutions. Clear Dual-Track Vision: Management outlined a sustainable path of using high-margin cash flow generated from core operations to organically fund its future expansion into advanced cloud architectures. The Cons Lagging AI Infrastructure Revenue: Despite the overall growth, revenue specifically originating from Napatech’s AI Infrastructure segment actually declined year-over-year. While the company noted it is shifting from design wins to production, the timeline remains early-stage. Persistent Cash Burn: Investors remain cautious due to ongoing cash consumption and substantial working capital required to scale its product manufacturing pipeline. Muted Market Reaction: The flat stock response highlights that the market is waiting for tangible financial returns from the AI commercialization pivot rather than buying into forward-looking guidance alone.
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