2026 Q1 -tulosraportti
UUTTA
4 päivää sitten
‧29 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 354 | - | - | ||
| 223 | - | - | ||
| 1 | - | - | ||
| 1 636 | - | - | ||
| 500 | - | - |
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
·5 t sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
·10 t sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
·11 t sittenThe commission troll is lurking37 ääntä 2 päivää 12 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
·13 t sittenI believe it will be another strong day :) Friday probably put Napatech on the map for more people who now want to join. A couple of excerpts from an article in Finansavisen on Friday; - In an update, ABG Sundal Collier writes that the Napatech order is the breakthrough they have been waiting for, and will probably be the first of many new orders.. — One has been waiting a bit for validation of what the management has said about the customer side, and with today's news, we get the validation. The management also seemed quite forward-leaning at the presentation; if it's now that it will really take off, says Steen (Sissener analyst Peder Steen) – "So you're not taking profit now?" – "No, we are not.." Link: https://www.finansavisen.no/teknologi/2026/05/08/8349871/aksjonaerer-i-ai-rakett-jeg-sa-den-kunne-ga-tigangeren·11 t sittenYes, then it might look a bit like that at the opening.. But I would be very surprised if more people don't open their eyes to this one also in the short term. It's not the potential that was fulfilled with Friday's news.. Rather a clear confirmation of the potential that lies there..
·1 päivä sittenIt will be very interesting to see how it goes tomorrow/Monday and throughout the week 😍🚀 "Strategically important," says analyst Lisa Wiermyhr, who predicts the stock even higher." https://www.dn.no/marked/napatech/sundt-as/ferd/mener-dagens-borsvinner-skal-enda-hoyere/2-1-1987328
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
UUTTA
4 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
- ·5 t sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
- ·10 t sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
- ·11 t sittenThe commission troll is lurking37 ääntä 2 päivää 12 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
- ·13 t sittenI believe it will be another strong day :) Friday probably put Napatech on the map for more people who now want to join. A couple of excerpts from an article in Finansavisen on Friday; - In an update, ABG Sundal Collier writes that the Napatech order is the breakthrough they have been waiting for, and will probably be the first of many new orders.. — One has been waiting a bit for validation of what the management has said about the customer side, and with today's news, we get the validation. The management also seemed quite forward-leaning at the presentation; if it's now that it will really take off, says Steen (Sissener analyst Peder Steen) – "So you're not taking profit now?" – "No, we are not.." Link: https://www.finansavisen.no/teknologi/2026/05/08/8349871/aksjonaerer-i-ai-rakett-jeg-sa-den-kunne-ga-tigangeren·11 t sittenYes, then it might look a bit like that at the opening.. But I would be very surprised if more people don't open their eyes to this one also in the short term. It's not the potential that was fulfilled with Friday's news.. Rather a clear confirmation of the potential that lies there..
- ·1 päivä sittenIt will be very interesting to see how it goes tomorrow/Monday and throughout the week 😍🚀 "Strategically important," says analyst Lisa Wiermyhr, who predicts the stock even higher." https://www.dn.no/marked/napatech/sundt-as/ferd/mener-dagens-borsvinner-skal-enda-hoyere/2-1-1987328
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 354 | - | - | ||
| 223 | - | - | ||
| 1 | - | - | ||
| 1 636 | - | - | ||
| 500 | - | - |
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
UUTTA
4 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
- ·5 t sittenAI on DPU delivered by Napatech: Napatech DPUs (Data Processing Units) are considered high-performance, industry-leading solutions, particularly in the fields of cloud computing, telecommunications, and AI infrastructure. They are known for providing robust acceleration for networking, security, and storage tasks, specifically designed for 100G and 400G environments. Here is a detailed breakdown of how Napatech DPUs perform: 1. Key Strengths and Performance CapabilitiesHigh-Speed Processing: Napatech's next-generation platforms, such as the F3070X and F3076X, offer 400G acceleration capabilities, meeting the demanding needs of modern AI, cloud, and enterprise datacenters.Offloading Efficiency: They effectively offload networking and security workloads from the host CPU, enabling improved throughput and reduced latency. This allows CPUs and GPUs to focus solely on compute-intensive AI training and inference tasks.Field-Programmable Gate Array (FPGA) Technology: By utilizing Altera (Intel) Agilex FPGAs, these DPUs offer flexibility, allowing functionality to be updated after deployment without changing hardware.Deterministic Performance: Napatech specializes in guaranteeing zero packet loss and delivering consistent low-latency performance for critical, high-speed data traffic. 2. Market Position and Use CasesAI Infrastructure: Napatech recently secured major commercial orders for their 400G DPUs to be used in AI inference systems, highlighting their relevance in accelerating AI workloads. Virtual Switch Acceleration (OVS): Their SmartNICs and DPUs, when paired with Link-Virtualization software, can increase virtual switch capacity by 15x (up to 129 million packets per second per core) compared to traditional software-only approaches. Cybersecurity & Monitoring: They enable real-time threat detection, encryption/decryption (TLS), and network forensics, which are crucial for security applications .5G Acceleration: They provide 5G User Plane Function (UPF) offload, helping telecom providers scale network capacity. 3. Key DPU ModelsF3076X 400G DPU: A top-tier 400G PCIe Gen5 card with an Altera Agilex FPGA and Intel Xeon D CPU, designed for maximum throughput and AI workloads.F2070X 200G DPU: A 2x100GbE PCIe card (Agilex FPGA + Xeon D CPU) often used for 100G/200G network offload and security. Summary: If you need a programmable, high-performance DPU for 100G+ networking that offers superior reliability and vendor-supported offload software, Napatech is a top-tier choice, particularly for AI and telco cloud infrastructure.
- ·10 t sittenNeed more articles like this: The article fits the Napa case quite well, because it's about the market now looking for the next AI bottleneck — and precisely network/data movement is an area where Napa is trying to become relevant. https://finance.yahoo.com/markets/article/markets-love-chasing-bottlenecks-wall-street-weighs-epic-run-in-ai-stocks-104248168.html
- ·11 t sittenThe commission troll is lurking37 ääntä 2 päivää 12 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyyn
- ·13 t sittenI believe it will be another strong day :) Friday probably put Napatech on the map for more people who now want to join. A couple of excerpts from an article in Finansavisen on Friday; - In an update, ABG Sundal Collier writes that the Napatech order is the breakthrough they have been waiting for, and will probably be the first of many new orders.. — One has been waiting a bit for validation of what the management has said about the customer side, and with today's news, we get the validation. The management also seemed quite forward-leaning at the presentation; if it's now that it will really take off, says Steen (Sissener analyst Peder Steen) – "So you're not taking profit now?" – "No, we are not.." Link: https://www.finansavisen.no/teknologi/2026/05/08/8349871/aksjonaerer-i-ai-rakett-jeg-sa-den-kunne-ga-tigangeren·11 t sittenYes, then it might look a bit like that at the opening.. But I would be very surprised if more people don't open their eyes to this one also in the short term. It's not the potential that was fulfilled with Friday's news.. Rather a clear confirmation of the potential that lies there..
- ·1 päivä sittenIt will be very interesting to see how it goes tomorrow/Monday and throughout the week 😍🚀 "Strategically important," says analyst Lisa Wiermyhr, who predicts the stock even higher." https://www.dn.no/marked/napatech/sundt-as/ferd/mener-dagens-borsvinner-skal-enda-hoyere/2-1-1987328
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 354 | - | - | ||
| 223 | - | - | ||
| 1 | - | - | ||
| 1 636 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Dataa ei löytynyt