2025 Q4 -tulosraportti
14 päivää sitten
‧13 min
1,70 NOK/osake
Irtoamispäivä 11.6.
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 334 | - | - | ||
| 338 | - | - | ||
| 1 929 | - | - | ||
| 1 360 | - | - | ||
| 71 | - | - |
Ylin
31,15VWAP
Alin
29,75VaihtoMäärä
8,1 266 139
VWAP
Ylin
31,15Alin
29,75VaihtoMäärä
8,1 266 139
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8 t sittenLet me be crystal clear that I am super optimistic about Zaptec now and in the years to come. Nevertheless, we must be aware that Østrhem himself says Q1 and Q3 are normally weak quarters seasonally. https://www.investornytt.no/nyheter/slik-snudde-han-zaptec/522091?utm_source=chatgpt.com In the livestream itself (which the article refers to) he explains that: • Q1 and Q3 are typically weaker quarters • Q2 and Q4 are stronger because installations and sales often increase towards summer and especially towards the end of the year. The reason for this in the charging industry is, among other things: • Installation season – more installations in warmer months and before year-end. • Budgets in housing cooperatives and commercial – many projects are decided and completed towards the end of the year. • Installer capacity – less activity in winter and holiday periods. Therefore, management often says that Q1 and Q3 are the most seasonally weak quarters for Zaptec. ✅ Short version (as investors often summarize it): • Q1: weak start after the turn of the year • Q2: better activity • Q3: summer/holiday → lower installation rate • Q4: clearly strongest quarter So, that we get better numbers in Q1 than Q4 is doubtful.
·9 t sittenFollowing the report, the same analyst from ABG has calculated a possible scenario if history repeats itself. He has concluded that revenue could increase to more than 2.2 billion in 2026 and EBIT could reach 300 million. In that case, the share price in zaptec should be 60 NOK. (See below) Zaptec reports orders and backlog every quarter. The interesting thing is whether there is a correlation between Q4 orders and revenue the following year. There is – and it is strong. If they deliver sales based on historical matrix, the share should double. This is a «home run» scenario, and not a base case. Nevertheless: Historically, you can take Q4 orders and multiply by a little over 3x to estimate next year's sales. In Q4, both orders and backlog were record high, at NOK 729m and NOK 645m. If we use the historical correlation between orders/backlog and revenue, it indicates ’26 sales of nearly NOK 2.2bn. That is over 20% above consensus. ’26 sales of NOK 2.2mrd will be up 40% yoy vs 2023 – 2025 sales CAGR of 33% With sales of NOK 2.2mrd, the scaling will truly impact EBIT; EBIT should be able to exceed NOK 300m – almost a doubling of consensus EBIT (~45% above ABGSC). If you set EV/EBIT at 15x, the share should double to NOK 60. See below With what we are seeing in electric car sales in important markets, Q1 should also be great.
·1 päivä sittenArticle about ABG's price target on Zaptec after Q4 figures; https://www.investornytt.no/nyheter/abg-etter-rekordkvartal-for-billig/522639
·1 päivä sittenSweden surprised positively in Q4 2025. Revenue there amounted to a full 115 million. In February 2026, the positive trend continues. 19,341 new passenger cars were registered (-1.4%). Of these, 40% are electric cars (7,730). In February 2025, 29% were electric cars (5,650). Thus, we have an increase of 36%. In Sweden, a good number of hybrid cars are also sold (25% of new cars). https://mobilitysweden.se/
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
14 päivää sitten
‧13 min
1,70 NOK/osake
Irtoamispäivä 11.6.
0,00%Tuotto/v
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
- ·8 t sittenLet me be crystal clear that I am super optimistic about Zaptec now and in the years to come. Nevertheless, we must be aware that Østrhem himself says Q1 and Q3 are normally weak quarters seasonally. https://www.investornytt.no/nyheter/slik-snudde-han-zaptec/522091?utm_source=chatgpt.com In the livestream itself (which the article refers to) he explains that: • Q1 and Q3 are typically weaker quarters • Q2 and Q4 are stronger because installations and sales often increase towards summer and especially towards the end of the year. The reason for this in the charging industry is, among other things: • Installation season – more installations in warmer months and before year-end. • Budgets in housing cooperatives and commercial – many projects are decided and completed towards the end of the year. • Installer capacity – less activity in winter and holiday periods. Therefore, management often says that Q1 and Q3 are the most seasonally weak quarters for Zaptec. ✅ Short version (as investors often summarize it): • Q1: weak start after the turn of the year • Q2: better activity • Q3: summer/holiday → lower installation rate • Q4: clearly strongest quarter So, that we get better numbers in Q1 than Q4 is doubtful.
- ·9 t sittenFollowing the report, the same analyst from ABG has calculated a possible scenario if history repeats itself. He has concluded that revenue could increase to more than 2.2 billion in 2026 and EBIT could reach 300 million. In that case, the share price in zaptec should be 60 NOK. (See below) Zaptec reports orders and backlog every quarter. The interesting thing is whether there is a correlation between Q4 orders and revenue the following year. There is – and it is strong. If they deliver sales based on historical matrix, the share should double. This is a «home run» scenario, and not a base case. Nevertheless: Historically, you can take Q4 orders and multiply by a little over 3x to estimate next year's sales. In Q4, both orders and backlog were record high, at NOK 729m and NOK 645m. If we use the historical correlation between orders/backlog and revenue, it indicates ’26 sales of nearly NOK 2.2bn. That is over 20% above consensus. ’26 sales of NOK 2.2mrd will be up 40% yoy vs 2023 – 2025 sales CAGR of 33% With sales of NOK 2.2mrd, the scaling will truly impact EBIT; EBIT should be able to exceed NOK 300m – almost a doubling of consensus EBIT (~45% above ABGSC). If you set EV/EBIT at 15x, the share should double to NOK 60. See below With what we are seeing in electric car sales in important markets, Q1 should also be great.
- ·1 päivä sittenArticle about ABG's price target on Zaptec after Q4 figures; https://www.investornytt.no/nyheter/abg-etter-rekordkvartal-for-billig/522639
- ·1 päivä sittenSweden surprised positively in Q4 2025. Revenue there amounted to a full 115 million. In February 2026, the positive trend continues. 19,341 new passenger cars were registered (-1.4%). Of these, 40% are electric cars (7,730). In February 2025, 29% were electric cars (5,650). Thus, we have an increase of 36%. In Sweden, a good number of hybrid cars are also sold (25% of new cars). https://mobilitysweden.se/
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 |
|---|---|---|---|---|
| 334 | - | - | ||
| 338 | - | - | ||
| 1 929 | - | - | ||
| 1 360 | - | - | ||
| 71 | - | - |
Ylin
31,15VWAP
Alin
29,75VaihtoMäärä
8,1 266 139
VWAP
Ylin
31,15Alin
29,75VaihtoMäärä
8,1 266 139
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
2025 Q4 -tulosraportti
14 päivää sitten
‧13 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 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
1,70 NOK/osake
Irtoamispäivä 11.6.
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenLet me be crystal clear that I am super optimistic about Zaptec now and in the years to come. Nevertheless, we must be aware that Østrhem himself says Q1 and Q3 are normally weak quarters seasonally. https://www.investornytt.no/nyheter/slik-snudde-han-zaptec/522091?utm_source=chatgpt.com In the livestream itself (which the article refers to) he explains that: • Q1 and Q3 are typically weaker quarters • Q2 and Q4 are stronger because installations and sales often increase towards summer and especially towards the end of the year. The reason for this in the charging industry is, among other things: • Installation season – more installations in warmer months and before year-end. • Budgets in housing cooperatives and commercial – many projects are decided and completed towards the end of the year. • Installer capacity – less activity in winter and holiday periods. Therefore, management often says that Q1 and Q3 are the most seasonally weak quarters for Zaptec. ✅ Short version (as investors often summarize it): • Q1: weak start after the turn of the year • Q2: better activity • Q3: summer/holiday → lower installation rate • Q4: clearly strongest quarter So, that we get better numbers in Q1 than Q4 is doubtful.
- ·9 t sittenFollowing the report, the same analyst from ABG has calculated a possible scenario if history repeats itself. He has concluded that revenue could increase to more than 2.2 billion in 2026 and EBIT could reach 300 million. In that case, the share price in zaptec should be 60 NOK. (See below) Zaptec reports orders and backlog every quarter. The interesting thing is whether there is a correlation between Q4 orders and revenue the following year. There is – and it is strong. If they deliver sales based on historical matrix, the share should double. This is a «home run» scenario, and not a base case. Nevertheless: Historically, you can take Q4 orders and multiply by a little over 3x to estimate next year's sales. In Q4, both orders and backlog were record high, at NOK 729m and NOK 645m. If we use the historical correlation between orders/backlog and revenue, it indicates ’26 sales of nearly NOK 2.2bn. That is over 20% above consensus. ’26 sales of NOK 2.2mrd will be up 40% yoy vs 2023 – 2025 sales CAGR of 33% With sales of NOK 2.2mrd, the scaling will truly impact EBIT; EBIT should be able to exceed NOK 300m – almost a doubling of consensus EBIT (~45% above ABGSC). If you set EV/EBIT at 15x, the share should double to NOK 60. See below With what we are seeing in electric car sales in important markets, Q1 should also be great.
- ·1 päivä sittenArticle about ABG's price target on Zaptec after Q4 figures; https://www.investornytt.no/nyheter/abg-etter-rekordkvartal-for-billig/522639
- ·1 päivä sittenSweden surprised positively in Q4 2025. Revenue there amounted to a full 115 million. In February 2026, the positive trend continues. 19,341 new passenger cars were registered (-1.4%). Of these, 40% are electric cars (7,730). In February 2025, 29% were electric cars (5,650). Thus, we have an increase of 36%. In Sweden, a good number of hybrid cars are also sold (25% of new cars). https://mobilitysweden.se/
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 |
|---|---|---|---|---|
| 334 | - | - | ||
| 338 | - | - | ||
| 1 929 | - | - | ||
| 1 360 | - | - | ||
| 71 | - | - |
Ylin
31,15VWAP
Alin
29,75VaihtoMäärä
8,1 266 139
VWAP
Ylin
31,15Alin
29,75VaihtoMäärä
8,1 266 139
Välittäjätilasto
Dataa ei löytynyt