2025 Q4 -tulosraportti
28 päivää sitten
‧34 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 64 | - | - | ||
| 121 | - | - | ||
| 94 | - | - | ||
| 144 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenI am back! Hope it starts to be reported heavily here from Napa throughout the spring :)·7 t sittenSo what am I really waiting for… I'm waiting for the technical trend to continue. Thought 30ish was a reasonable entry. Additionally, it's a bet that their partners will get some really big orders where Napa's products are important components. It's quite possible it's still a year away, but then I'm relying on the aforementioned trend. Maybe some more partnerships will be announced too?
·19.3.Napatech Q4/2025 – briefly summarized: • Strong growth (Q4 +48% YoY) • Margins solid (~70%) • Losses reduced • Guidance points towards ~50% growth in 2026 In other words: the case is moving from “hope” to actual growth. BUT – still no big “AI-trigger” or clear volume yet. That's probably why the stock isn't doing much. For me, the report confirms that things are going in the right direction, but the big question going forward is still: When will the first proper commercial AI scaling come? It will be exciting to follow the next quarters.- ·17.3.Small reminder: Napatech reports 19/3. It will be exciting to hear what they say – not just about the numbers, but especially regarding: • AI / d-Matrix • pipeline / new design wins • signs of commercialization The case here is not about what they did yesterday, but about what is actually starting to happen going forward. It has been quiet in the stock for a long time now, but that's often how it is before things eventually start to move. It will be interesting to see if they give any concrete signals this time – or if we are still in the “waiting phase”. 🤞🏻 Anyone else paying extra attention to the call?
·18.3.Where do you see information about any report March 19? 
·11.3.A lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.- ·11.3.Interesting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
28 päivää sitten
‧34 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenI am back! Hope it starts to be reported heavily here from Napa throughout the spring :)·7 t sittenSo what am I really waiting for… I'm waiting for the technical trend to continue. Thought 30ish was a reasonable entry. Additionally, it's a bet that their partners will get some really big orders where Napa's products are important components. It's quite possible it's still a year away, but then I'm relying on the aforementioned trend. Maybe some more partnerships will be announced too?
- ·19.3.Napatech Q4/2025 – briefly summarized: • Strong growth (Q4 +48% YoY) • Margins solid (~70%) • Losses reduced • Guidance points towards ~50% growth in 2026 In other words: the case is moving from “hope” to actual growth. BUT – still no big “AI-trigger” or clear volume yet. That's probably why the stock isn't doing much. For me, the report confirms that things are going in the right direction, but the big question going forward is still: When will the first proper commercial AI scaling come? It will be exciting to follow the next quarters.
- ·17.3.Small reminder: Napatech reports 19/3. It will be exciting to hear what they say – not just about the numbers, but especially regarding: • AI / d-Matrix • pipeline / new design wins • signs of commercialization The case here is not about what they did yesterday, but about what is actually starting to happen going forward. It has been quiet in the stock for a long time now, but that's often how it is before things eventually start to move. It will be interesting to see if they give any concrete signals this time – or if we are still in the “waiting phase”. 🤞🏻 Anyone else paying extra attention to the call?·18.3.Where do you see information about any report March 19?
- ·11.3.A lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.
- ·11.3.Interesting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 64 | - | - | ||
| 121 | - | - | ||
| 94 | - | - | ||
| 144 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
2025 Q4 -tulosraportti
28 päivää sitten
‧34 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 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenI am back! Hope it starts to be reported heavily here from Napa throughout the spring :)·7 t sittenSo what am I really waiting for… I'm waiting for the technical trend to continue. Thought 30ish was a reasonable entry. Additionally, it's a bet that their partners will get some really big orders where Napa's products are important components. It's quite possible it's still a year away, but then I'm relying on the aforementioned trend. Maybe some more partnerships will be announced too?
- ·19.3.Napatech Q4/2025 – briefly summarized: • Strong growth (Q4 +48% YoY) • Margins solid (~70%) • Losses reduced • Guidance points towards ~50% growth in 2026 In other words: the case is moving from “hope” to actual growth. BUT – still no big “AI-trigger” or clear volume yet. That's probably why the stock isn't doing much. For me, the report confirms that things are going in the right direction, but the big question going forward is still: When will the first proper commercial AI scaling come? It will be exciting to follow the next quarters.
- ·17.3.Small reminder: Napatech reports 19/3. It will be exciting to hear what they say – not just about the numbers, but especially regarding: • AI / d-Matrix • pipeline / new design wins • signs of commercialization The case here is not about what they did yesterday, but about what is actually starting to happen going forward. It has been quiet in the stock for a long time now, but that's often how it is before things eventually start to move. It will be interesting to see if they give any concrete signals this time – or if we are still in the “waiting phase”. 🤞🏻 Anyone else paying extra attention to the call?·18.3.Where do you see information about any report March 19?
- ·11.3.A lot of talk about D-matrix and design win. Does anyone have an overview if D-matrix has given out many design wins to competitors of Napatech? What is their alternative? If they have plenty of awards to others, then that is negative.
- ·11.3.Interesting podcast about d-Matrix and how they build ultra-low latency AI inference: https://techtalksnetwork.com/podcast/tech-talks-daily/episode/d-matrix-ultra-low-latency-batched-inference-for-gen-ai In short: The AI market is now moving from training → inference. Once models are trained, they will be run millions of times in production (chatbots, copilots etc.). Then latency and networking between servers become extremely important. d-Matrix is therefore building a scale-out inference architecture, where many nodes collaborate to deliver low latency and high throughput. What's interesting for us is that Napatech is already chosen into this platform with its programmable NIC / SmartNIC which handles the data plane between the servers. If this type of AI architecture actually gains a foothold in data centers, network acceleration can become a key component in AI infrastructure – not just GPUs. The question I'm left with is really: How many Napatech cards can there potentially be per AI cluster if such solutions are scaled? Could be an area worth following going forward.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 64 | - | - | ||
| 121 | - | - | ||
| 94 | - | - | ||
| 144 | - | - |
Välittäjätilasto
Dataa ei löytynyt