2026 Q2 -tulosraportti
16 päivää sitten
‧43 min
0,92 SEK/osake
Irtoamispäivä 24.9.
1,51%Tuotto/v
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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sitten · MuokattuNow I'm parking in this one and adding more. Target price 300:-. The short sellers' case is based, among other things, on AI displacing and replacing what Vitec does. That may be a risk as we've only seen the beginning of AI, but it could also be that AI will be a help and increase margins. At least for the first few years, and after that, Vitec might start focusing on AI companies if they haven't already. Spoke a bit with ChatGTP this morning (:-)) and found that Vitec's acquisitions cost between 16-20 billion. The company value approximately 12 billion (9+3 (net debt)) is a bit below that. Period Estimated purchase price 1998–2010 approximately 1–2 billion kr 2011–2015 approximately 2–3 billion kr 2016–2020 approximately 4–5 billion kr 2021–2025 approximately 8–10 billion kr
As I wrote earlier board members have bought for some millions And some of these millions are at a price clearly above today's. Yes I feel satisfied with my 950 Even if they are somewhat down for the day. In total Vitec since the IM-time made me stop working permanently when I was 57 years old!
·24.7.After Q2. It feels more and more convincing that AI is not a drag for companies like Vitec. Or what do you think?
I haven't pressed buy yet as this just keeps falling and falling. But damn, I'm starting to get tempted 🙂 everyone seems terrified of software
·24.7.Nothing to say about the Q2 report that came out on July 14. 😎 Brief summary of Vitec Software Group's Q2 2026: - Strong growth: Revenue increased by 15 % to 935 MSEK, driven by both organic growth and acquisitions. - High share of recurring revenue: Recurring revenue rose by 12 % to 801 MSEK and accounts for around 86 % of revenue, which provides very good predictability. - Profitability improved: EBITA increased by 15 % to 271 MSEK, with a stable EBITA margin of 29 %. Operating profit rose by 17 % to 206 MSEK. - Strong cash flow: Cash EBIT increased by 18 %, and cash flow from operations was 92 MSEK, up from 85 MSEK the previous year. - Management's comment: CEO Olle Backman sees signs of a stronger market, while the company keeps costs under control. AI is highlighted as an important driver for new product features and organic growth. - Accounting change: Vitec changed revenue recognition in two subsidiaries in line with ESMA guidance. This reduces reported revenue, but does not affect profit, cash flow, or earnings per share. Comparative figures have been adjusted. Conclusion: The report was solid, with double-digit growth in both revenue and profit, still a very high share of subscription revenues, and an optimistic tone about the market outlook. The figures also came in somewhat above analysts' expectations.
23.7.Free cash flow to investor after Purchase of intangible assets and capitalized development cost is 0,6 bn. Market cap 9 bn. FCF yield to market cap is 6.6 ptc. Not bad but not great. What is the key arguments for purchasing this company?24.7.Vitec is attractive not because its current 6.6% FCF yield is exceptionally high, but because of its ability to compound cash flow over time. With around 85–90% recurring revenue, strong pricing power, resilient niche software businesses, and a long track record of value accretive acquisitions, the investment case rests on sustained 10%+ long-term FCF growth rather than today’s cash yield alone. Another important part of the investment case is industry consolidation. Many of the vertical software markets in which Vitec operates remain fragmented, providing a long runway for acquisitions. The company has a proven track record of acquiring niche software businesses, integrating them with a decentralized approach, and improving long-term cash flow, which supports continued growth beyond its organic expansion. I have started building a position at todays level. This is not investment advice, just my personal view.- ·22.7.Who is wrong Board members or the stock market? Different Board members buy The Stock goes down and down.
570 trades at 17:29:48 to 213.40 ?? approximately 40% of today's trading happens right before closing time, I actually don't understand this.
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
16 päivää sitten
‧43 min
0,92 SEK/osake
Irtoamispäivä 24.9.
1,51%Tuotto/v
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
- ·1 päivä sitten · MuokattuNow I'm parking in this one and adding more. Target price 300:-. The short sellers' case is based, among other things, on AI displacing and replacing what Vitec does. That may be a risk as we've only seen the beginning of AI, but it could also be that AI will be a help and increase margins. At least for the first few years, and after that, Vitec might start focusing on AI companies if they haven't already. Spoke a bit with ChatGTP this morning (:-)) and found that Vitec's acquisitions cost between 16-20 billion. The company value approximately 12 billion (9+3 (net debt)) is a bit below that. Period Estimated purchase price 1998–2010 approximately 1–2 billion kr 2011–2015 approximately 2–3 billion kr 2016–2020 approximately 4–5 billion kr 2021–2025 approximately 8–10 billion krAs I wrote earlier board members have bought for some millions And some of these millions are at a price clearly above today's. Yes I feel satisfied with my 950 Even if they are somewhat down for the day. In total Vitec since the IM-time made me stop working permanently when I was 57 years old!
- ·24.7.After Q2. It feels more and more convincing that AI is not a drag for companies like Vitec. Or what do you think?I haven't pressed buy yet as this just keeps falling and falling. But damn, I'm starting to get tempted 🙂 everyone seems terrified of software
- ·24.7.Nothing to say about the Q2 report that came out on July 14. 😎 Brief summary of Vitec Software Group's Q2 2026: - Strong growth: Revenue increased by 15 % to 935 MSEK, driven by both organic growth and acquisitions. - High share of recurring revenue: Recurring revenue rose by 12 % to 801 MSEK and accounts for around 86 % of revenue, which provides very good predictability. - Profitability improved: EBITA increased by 15 % to 271 MSEK, with a stable EBITA margin of 29 %. Operating profit rose by 17 % to 206 MSEK. - Strong cash flow: Cash EBIT increased by 18 %, and cash flow from operations was 92 MSEK, up from 85 MSEK the previous year. - Management's comment: CEO Olle Backman sees signs of a stronger market, while the company keeps costs under control. AI is highlighted as an important driver for new product features and organic growth. - Accounting change: Vitec changed revenue recognition in two subsidiaries in line with ESMA guidance. This reduces reported revenue, but does not affect profit, cash flow, or earnings per share. Comparative figures have been adjusted. Conclusion: The report was solid, with double-digit growth in both revenue and profit, still a very high share of subscription revenues, and an optimistic tone about the market outlook. The figures also came in somewhat above analysts' expectations.
- 23.7.Free cash flow to investor after Purchase of intangible assets and capitalized development cost is 0,6 bn. Market cap 9 bn. FCF yield to market cap is 6.6 ptc. Not bad but not great. What is the key arguments for purchasing this company?24.7.Vitec is attractive not because its current 6.6% FCF yield is exceptionally high, but because of its ability to compound cash flow over time. With around 85–90% recurring revenue, strong pricing power, resilient niche software businesses, and a long track record of value accretive acquisitions, the investment case rests on sustained 10%+ long-term FCF growth rather than today’s cash yield alone. Another important part of the investment case is industry consolidation. Many of the vertical software markets in which Vitec operates remain fragmented, providing a long runway for acquisitions. The company has a proven track record of acquiring niche software businesses, integrating them with a decentralized approach, and improving long-term cash flow, which supports continued growth beyond its organic expansion. I have started building a position at todays level. This is not investment advice, just my personal view.
- ·22.7.Who is wrong Board members or the stock market? Different Board members buy The Stock goes down and down.570 trades at 17:29:48 to 213.40 ?? approximately 40% of today's trading happens right before closing time, I actually don't understand this.
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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
2026 Q2 -tulosraportti
16 päivää sitten
‧43 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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
0,92 SEK/osake
Irtoamispäivä 24.9.
1,51%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sitten · MuokattuNow I'm parking in this one and adding more. Target price 300:-. The short sellers' case is based, among other things, on AI displacing and replacing what Vitec does. That may be a risk as we've only seen the beginning of AI, but it could also be that AI will be a help and increase margins. At least for the first few years, and after that, Vitec might start focusing on AI companies if they haven't already. Spoke a bit with ChatGTP this morning (:-)) and found that Vitec's acquisitions cost between 16-20 billion. The company value approximately 12 billion (9+3 (net debt)) is a bit below that. Period Estimated purchase price 1998–2010 approximately 1–2 billion kr 2011–2015 approximately 2–3 billion kr 2016–2020 approximately 4–5 billion kr 2021–2025 approximately 8–10 billion krAs I wrote earlier board members have bought for some millions And some of these millions are at a price clearly above today's. Yes I feel satisfied with my 950 Even if they are somewhat down for the day. In total Vitec since the IM-time made me stop working permanently when I was 57 years old!
- ·24.7.After Q2. It feels more and more convincing that AI is not a drag for companies like Vitec. Or what do you think?I haven't pressed buy yet as this just keeps falling and falling. But damn, I'm starting to get tempted 🙂 everyone seems terrified of software
- ·24.7.Nothing to say about the Q2 report that came out on July 14. 😎 Brief summary of Vitec Software Group's Q2 2026: - Strong growth: Revenue increased by 15 % to 935 MSEK, driven by both organic growth and acquisitions. - High share of recurring revenue: Recurring revenue rose by 12 % to 801 MSEK and accounts for around 86 % of revenue, which provides very good predictability. - Profitability improved: EBITA increased by 15 % to 271 MSEK, with a stable EBITA margin of 29 %. Operating profit rose by 17 % to 206 MSEK. - Strong cash flow: Cash EBIT increased by 18 %, and cash flow from operations was 92 MSEK, up from 85 MSEK the previous year. - Management's comment: CEO Olle Backman sees signs of a stronger market, while the company keeps costs under control. AI is highlighted as an important driver for new product features and organic growth. - Accounting change: Vitec changed revenue recognition in two subsidiaries in line with ESMA guidance. This reduces reported revenue, but does not affect profit, cash flow, or earnings per share. Comparative figures have been adjusted. Conclusion: The report was solid, with double-digit growth in both revenue and profit, still a very high share of subscription revenues, and an optimistic tone about the market outlook. The figures also came in somewhat above analysts' expectations.
- 23.7.Free cash flow to investor after Purchase of intangible assets and capitalized development cost is 0,6 bn. Market cap 9 bn. FCF yield to market cap is 6.6 ptc. Not bad but not great. What is the key arguments for purchasing this company?24.7.Vitec is attractive not because its current 6.6% FCF yield is exceptionally high, but because of its ability to compound cash flow over time. With around 85–90% recurring revenue, strong pricing power, resilient niche software businesses, and a long track record of value accretive acquisitions, the investment case rests on sustained 10%+ long-term FCF growth rather than today’s cash yield alone. Another important part of the investment case is industry consolidation. Many of the vertical software markets in which Vitec operates remain fragmented, providing a long runway for acquisitions. The company has a proven track record of acquiring niche software businesses, integrating them with a decentralized approach, and improving long-term cash flow, which supports continued growth beyond its organic expansion. I have started building a position at todays level. This is not investment advice, just my personal view.
- ·22.7.Who is wrong Board members or the stock market? Different Board members buy The Stock goes down and down.570 trades at 17:29:48 to 213.40 ?? approximately 40% of today's trading happens right before closing time, I actually don't understand this.
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