2026 Q3 -tulosraportti
92 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenInteresting formations being built up, it will be fun to see how the work progresses in this company over the next quarters 26-27. I guess we will see another buyback program around 500 million during the autumn. It would be really interesting to see the development when confidence is restored in the market, I really hope a bid doesn't come from a larger player, but not unthinkable given the valuation and all the interesting IP going forward, it feels like many opportunities are hidden in the background. Have a nice weekend and enjoy it.
·1 päivä sittenHow does short selling work if it has risen 33% in one month? Doesn't that entail colossal costs for them? Must have hurt?- ·2 päivää sitten · MuokattuEmbracer Group Our starting point: stopping the bleeding in the company focusing on cash flow selling assets and building on successful concepts reducing debt. But the market still doesn't believe in the case. Remember the following: Stocks don't rise when companies become good They rise when market perception changes. Historically, the largest increase occurs when: Results are just starting to stabilize Analysts are still skeptical The multiple is still low i.e., just before consensus turns positive. 2026 — The Stabilization Year What typically happens during a turnaround: Cost programs fully take effect Cash flow becomes clearly positive Debt focus disappears from the investment case Game pipeline starts to show but not fully deliver Market behavior The stock frustrates investors Large movements without a trend Analysts slowly raise estimates This is exactly where we are now, this is almost always the decisive year in gaming turnarounds. Fundamental trigger At least one of the following occurs: AAA title sells clearly above expectation strong Metacritic + sales data IP value starts to be discounted again The market shifts from: "can they survive?" to "can they grow again?" i.e., just before consensus turns positive. Embracer 2026–2029 In almost all gaming turnarounds: 70–80 % of the total upside occurs before results look their best. The stock leads fundamentals. What makes Embracer unusual in my view, unlike many previous cases, the company has: an enormous IP portfolio already built pipeline fully financed turnaround driven by capital discipline, not creative rescue This means that the upside — if it happens — often becomes faster than the market expects. Act wisely and take care, friends!
·2 päivää sitten · MuokattuThe price is 100% driven by the algorithms that have worked out closer to 25 million shares to create the lowest possible stock price. When all 25 million shares have been bought back, we know what price the market sets. Stock prices are not driven by fundamentals but are exclusively controlled by the supply of shares. Fellowship is just a case where you need to wait out the algorithms to get an insanely good return with almost non-existent risk.·2 päivää sittenEmbracer Group Njaaa, sure, it has caused the stock to land at significantly lower levels than it would have without these catalysts with short selling. But the fact remains, Embracer Group rose to levels that were not reasonable in the market that prevailed at the time. Aggressive growth Acquisitions Multiple expansion The stock behavior had only one direction "Strong bull trend" from 2018-2021 The strategy breaks down in mid-2021 due to various triggers: financing falls costs explode market loses confidence 2022–2023 (Saudi deal falls through) The stock behavior results in a rapid collapse fueled by short selling and a large number of small investors abandoning ship. (10 000pcs) Thereafter, pure Capitulation occurs in the form of mass layoffs write-downs investors give up analysts lower price targets. But now the company has truly succeeded with a total restructuring and stabilization of the company. But the market has still not fully understood the case and the short sellers see their opportunities, which has changed in recent months and I believe we have seen the company's lowest levels ever, now the focus is on turnaround and organic growth within its strongest parts. 1. Risk falls faster than the market realizes 2. Institutions start buying quietly 3. The multiple is still extremely low 4. Short sellers will cover their positions over time 5. Possibly another buyback program of 500 million to reduce the free float, significantly better than dividends this year. Embracer has already done the most dangerous part of the turnaround, which has demonstrably had an effect, but has not yet reached the phase where the market pays a premium, but it will come. Have a nice evening. 
·3 päivää sittenDNB Carnegie raises the target price for Embracer to 90 kronor (80), reiterates buy
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 Q3 -tulosraportti
92 päivää sitten
‧49 min
26,62 SEK/osake
Viimeisin osinko
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenInteresting formations being built up, it will be fun to see how the work progresses in this company over the next quarters 26-27. I guess we will see another buyback program around 500 million during the autumn. It would be really interesting to see the development when confidence is restored in the market, I really hope a bid doesn't come from a larger player, but not unthinkable given the valuation and all the interesting IP going forward, it feels like many opportunities are hidden in the background. Have a nice weekend and enjoy it.
- ·1 päivä sittenHow does short selling work if it has risen 33% in one month? Doesn't that entail colossal costs for them? Must have hurt?
- ·2 päivää sitten · MuokattuEmbracer Group Our starting point: stopping the bleeding in the company focusing on cash flow selling assets and building on successful concepts reducing debt. But the market still doesn't believe in the case. Remember the following: Stocks don't rise when companies become good They rise when market perception changes. Historically, the largest increase occurs when: Results are just starting to stabilize Analysts are still skeptical The multiple is still low i.e., just before consensus turns positive. 2026 — The Stabilization Year What typically happens during a turnaround: Cost programs fully take effect Cash flow becomes clearly positive Debt focus disappears from the investment case Game pipeline starts to show but not fully deliver Market behavior The stock frustrates investors Large movements without a trend Analysts slowly raise estimates This is exactly where we are now, this is almost always the decisive year in gaming turnarounds. Fundamental trigger At least one of the following occurs: AAA title sells clearly above expectation strong Metacritic + sales data IP value starts to be discounted again The market shifts from: "can they survive?" to "can they grow again?" i.e., just before consensus turns positive. Embracer 2026–2029 In almost all gaming turnarounds: 70–80 % of the total upside occurs before results look their best. The stock leads fundamentals. What makes Embracer unusual in my view, unlike many previous cases, the company has: an enormous IP portfolio already built pipeline fully financed turnaround driven by capital discipline, not creative rescue This means that the upside — if it happens — often becomes faster than the market expects. Act wisely and take care, friends!·2 päivää sitten · MuokattuThe price is 100% driven by the algorithms that have worked out closer to 25 million shares to create the lowest possible stock price. When all 25 million shares have been bought back, we know what price the market sets. Stock prices are not driven by fundamentals but are exclusively controlled by the supply of shares. Fellowship is just a case where you need to wait out the algorithms to get an insanely good return with almost non-existent risk.·2 päivää sittenEmbracer Group Njaaa, sure, it has caused the stock to land at significantly lower levels than it would have without these catalysts with short selling. But the fact remains, Embracer Group rose to levels that were not reasonable in the market that prevailed at the time. Aggressive growth Acquisitions Multiple expansion The stock behavior had only one direction "Strong bull trend" from 2018-2021 The strategy breaks down in mid-2021 due to various triggers: financing falls costs explode market loses confidence 2022–2023 (Saudi deal falls through) The stock behavior results in a rapid collapse fueled by short selling and a large number of small investors abandoning ship. (10 000pcs) Thereafter, pure Capitulation occurs in the form of mass layoffs write-downs investors give up analysts lower price targets. But now the company has truly succeeded with a total restructuring and stabilization of the company. But the market has still not fully understood the case and the short sellers see their opportunities, which has changed in recent months and I believe we have seen the company's lowest levels ever, now the focus is on turnaround and organic growth within its strongest parts. 1. Risk falls faster than the market realizes 2. Institutions start buying quietly 3. The multiple is still extremely low 4. Short sellers will cover their positions over time 5. Possibly another buyback program of 500 million to reduce the free float, significantly better than dividends this year. Embracer has already done the most dangerous part of the turnaround, which has demonstrably had an effect, but has not yet reached the phase where the market pays a premium, but it will come. Have a nice evening.
- ·3 päivää sittenDNB Carnegie raises the target price for Embracer to 90 kronor (80), reiterates buy
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 20.5. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
2026 Q3 -tulosraportti
92 päivää sitten
‧49 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 Q4 -tulosraportti 20.5. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 12.2. | ||
2026 Q2 -tulosraportti 13.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 14.8.2025 | ||
2025 Q4 -tulosraportti 22.5.2025 |
26,62 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenInteresting formations being built up, it will be fun to see how the work progresses in this company over the next quarters 26-27. I guess we will see another buyback program around 500 million during the autumn. It would be really interesting to see the development when confidence is restored in the market, I really hope a bid doesn't come from a larger player, but not unthinkable given the valuation and all the interesting IP going forward, it feels like many opportunities are hidden in the background. Have a nice weekend and enjoy it.
- ·1 päivä sittenHow does short selling work if it has risen 33% in one month? Doesn't that entail colossal costs for them? Must have hurt?
- ·2 päivää sitten · MuokattuEmbracer Group Our starting point: stopping the bleeding in the company focusing on cash flow selling assets and building on successful concepts reducing debt. But the market still doesn't believe in the case. Remember the following: Stocks don't rise when companies become good They rise when market perception changes. Historically, the largest increase occurs when: Results are just starting to stabilize Analysts are still skeptical The multiple is still low i.e., just before consensus turns positive. 2026 — The Stabilization Year What typically happens during a turnaround: Cost programs fully take effect Cash flow becomes clearly positive Debt focus disappears from the investment case Game pipeline starts to show but not fully deliver Market behavior The stock frustrates investors Large movements without a trend Analysts slowly raise estimates This is exactly where we are now, this is almost always the decisive year in gaming turnarounds. Fundamental trigger At least one of the following occurs: AAA title sells clearly above expectation strong Metacritic + sales data IP value starts to be discounted again The market shifts from: "can they survive?" to "can they grow again?" i.e., just before consensus turns positive. Embracer 2026–2029 In almost all gaming turnarounds: 70–80 % of the total upside occurs before results look their best. The stock leads fundamentals. What makes Embracer unusual in my view, unlike many previous cases, the company has: an enormous IP portfolio already built pipeline fully financed turnaround driven by capital discipline, not creative rescue This means that the upside — if it happens — often becomes faster than the market expects. Act wisely and take care, friends!·2 päivää sitten · MuokattuThe price is 100% driven by the algorithms that have worked out closer to 25 million shares to create the lowest possible stock price. When all 25 million shares have been bought back, we know what price the market sets. Stock prices are not driven by fundamentals but are exclusively controlled by the supply of shares. Fellowship is just a case where you need to wait out the algorithms to get an insanely good return with almost non-existent risk.·2 päivää sittenEmbracer Group Njaaa, sure, it has caused the stock to land at significantly lower levels than it would have without these catalysts with short selling. But the fact remains, Embracer Group rose to levels that were not reasonable in the market that prevailed at the time. Aggressive growth Acquisitions Multiple expansion The stock behavior had only one direction "Strong bull trend" from 2018-2021 The strategy breaks down in mid-2021 due to various triggers: financing falls costs explode market loses confidence 2022–2023 (Saudi deal falls through) The stock behavior results in a rapid collapse fueled by short selling and a large number of small investors abandoning ship. (10 000pcs) Thereafter, pure Capitulation occurs in the form of mass layoffs write-downs investors give up analysts lower price targets. But now the company has truly succeeded with a total restructuring and stabilization of the company. But the market has still not fully understood the case and the short sellers see their opportunities, which has changed in recent months and I believe we have seen the company's lowest levels ever, now the focus is on turnaround and organic growth within its strongest parts. 1. Risk falls faster than the market realizes 2. Institutions start buying quietly 3. The multiple is still extremely low 4. Short sellers will cover their positions over time 5. Possibly another buyback program of 500 million to reduce the free float, significantly better than dividends this year. Embracer has already done the most dangerous part of the turnaround, which has demonstrably had an effect, but has not yet reached the phase where the market pays a premium, but it will come. Have a nice evening.
- ·3 päivää sittenDNB Carnegie raises the target price for Embracer to 90 kronor (80), reiterates buy
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt