2026 Q1 -tulosraportti
UUTTA
Tänään
‧46 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 324 | - | - | ||
| 6 250 | - | - | ||
| 12 500 | - | - | ||
| 24 232 | - | - | ||
| 768 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
1 t sitten1 t sittenFra Petter Kongslie i SB1M: Link Mobility Group | LINK NO Strong commercial momentum support high single-digit estimate changes Conclusion Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.3% organic gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. All value levers in place. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.5% gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). FCF lifted 9% on average in 2026 and 2027. Following the report, we lift our 2026 and 2027 FCF estimates by 9% on average and model with CEPS of NOK2.5 in 2027 (previously NOK2.3). In 2026, we model with 3.3% organic gross profit growth and 1.6% gross profit growth in local currency in South Africa. In 2027, we model with organic growth of 6.3%. Based on this, our EBIT grow by 11% with 5% dividend yield on top assuming 50% pay-out ratio. Reiterate our Buy recommendation and lift our target from NOK30 to NOK35. Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. If we were to move current valuation one year forward, our implied target price would have been NOK37.5. The corresponding 2026 and 2027 EV/EBITA on the current share price is 12.3x and 10.9x, respectively.
·5 t sittenWith Link being no.2 on the list of companies with the largest trading volume today at a full 184 mill. Beats DnB. -What has actually happened today, have many large investors come in, or are there other reasons why trading volume is a full 184 Mill?
·6 t sittenDNB: From Link Mobility today we expected a report that would show a revenue in Q1 of NOK 2 billion, a gross profit of NOK 496 million and an EBITDA of NOK 268 million. With that, we were somewhat above the corresponding consensus of NOK 2 billion, NOK 490 million and NOK 258 million respectively. The actual result shows an EBITDA of NOK 265 million. After the company issued a profit warning for Q4 at the beginning of February and then presented a disappointing report in the middle of the same month, where they simultaneously communicated challenges in meeting growth ambitions also in Q1, the share price initially fell significantly. It has since recovered some of the decline and closed yesterday at NOK 25.72 per share. So far this year, however, the price is still down around 24 %. In addition to depending on the figures, we expect today's share price reaction to depend on what management says about changes in activity from those customers who in Q4 reduced the proportion of marketing funds allocated for use on the company's solutions. Furthermore, there will be a focus on the growth in new contracts and how quickly these customers ramp up the use of the same solutions. We see an attractive long-term potential for the company, but in the short term, we are more uncertain whether the net effect of the factors described above will be sufficient to convince investors that growth is back to previous levels. Before any changes, we have a hold recommendation with a price target of NOK 22 per share.
·6 t sittenI see that Hvaler Invest sold off 900k shares last week, apparently some risk reduction ahead of Q1 - the funds have not been used for other large purchases in Norway, at the same time H.I. has also freed up a lot of liquidity by selling heavily in Protector over the last couple of months.
·7 t sittenHave the short sellers woken up a bit now So the question is how far down they manage to drive it now. But we can still hope for a closing price up towards 28
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
Tänään
‧46 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
- 1 t sitten1 t sittenFra Petter Kongslie i SB1M: Link Mobility Group | LINK NO Strong commercial momentum support high single-digit estimate changes Conclusion Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.3% organic gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. All value levers in place. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.5% gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). FCF lifted 9% on average in 2026 and 2027. Following the report, we lift our 2026 and 2027 FCF estimates by 9% on average and model with CEPS of NOK2.5 in 2027 (previously NOK2.3). In 2026, we model with 3.3% organic gross profit growth and 1.6% gross profit growth in local currency in South Africa. In 2027, we model with organic growth of 6.3%. Based on this, our EBIT grow by 11% with 5% dividend yield on top assuming 50% pay-out ratio. Reiterate our Buy recommendation and lift our target from NOK30 to NOK35. Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. If we were to move current valuation one year forward, our implied target price would have been NOK37.5. The corresponding 2026 and 2027 EV/EBITA on the current share price is 12.3x and 10.9x, respectively.
- ·5 t sittenWith Link being no.2 on the list of companies with the largest trading volume today at a full 184 mill. Beats DnB. -What has actually happened today, have many large investors come in, or are there other reasons why trading volume is a full 184 Mill?
- ·6 t sittenDNB: From Link Mobility today we expected a report that would show a revenue in Q1 of NOK 2 billion, a gross profit of NOK 496 million and an EBITDA of NOK 268 million. With that, we were somewhat above the corresponding consensus of NOK 2 billion, NOK 490 million and NOK 258 million respectively. The actual result shows an EBITDA of NOK 265 million. After the company issued a profit warning for Q4 at the beginning of February and then presented a disappointing report in the middle of the same month, where they simultaneously communicated challenges in meeting growth ambitions also in Q1, the share price initially fell significantly. It has since recovered some of the decline and closed yesterday at NOK 25.72 per share. So far this year, however, the price is still down around 24 %. In addition to depending on the figures, we expect today's share price reaction to depend on what management says about changes in activity from those customers who in Q4 reduced the proportion of marketing funds allocated for use on the company's solutions. Furthermore, there will be a focus on the growth in new contracts and how quickly these customers ramp up the use of the same solutions. We see an attractive long-term potential for the company, but in the short term, we are more uncertain whether the net effect of the factors described above will be sufficient to convince investors that growth is back to previous levels. Before any changes, we have a hold recommendation with a price target of NOK 22 per share.
- ·6 t sittenI see that Hvaler Invest sold off 900k shares last week, apparently some risk reduction ahead of Q1 - the funds have not been used for other large purchases in Norway, at the same time H.I. has also freed up a lot of liquidity by selling heavily in Protector over the last couple of months.
- ·7 t sittenHave the short sellers woken up a bit now So the question is how far down they manage to drive it now. But we can still hope for a closing price up towards 28
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 |
|---|---|---|---|---|
| 324 | - | - | ||
| 6 250 | - | - | ||
| 12 500 | - | - | ||
| 24 232 | - | - | ||
| 768 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2026 Q1 -tulosraportti
UUTTA
Tänään
‧46 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 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 t sitten1 t sittenFra Petter Kongslie i SB1M: Link Mobility Group | LINK NO Strong commercial momentum support high single-digit estimate changes Conclusion Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.3% organic gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. All value levers in place. Central to our view is 1) large growth opportunities in existing geographical footprint with the average penetration being 16% of Norway, 2) commercial momentum with business wins at 10% of gross profit (supporting high-single digit gross profit growth with normal churn) and increasing share of CPaaS in the mix, which 3) is important for the operational scalability given that this revenue stream comes at ~2x gross margins compared to SMS. Consequently, even though we model with 6.5% gross profit growth in 2027 (~3.5% in 2026), we model with 11% EBIT growth and coupled with 100% cash conversion, we argue the company is positioned for dividends (we model 50% pay-out ratio, corresponding to NOK1.4 per share or 5% dividend yield), bolt-on M&A and de-leveraging (NIBD/EBITDA 1.3x year-end 2026 and 1.0x year-end 2027). FCF lifted 9% on average in 2026 and 2027. Following the report, we lift our 2026 and 2027 FCF estimates by 9% on average and model with CEPS of NOK2.5 in 2027 (previously NOK2.3). In 2026, we model with 3.3% organic gross profit growth and 1.6% gross profit growth in local currency in South Africa. In 2027, we model with organic growth of 6.3%. Based on this, our EBIT grow by 11% with 5% dividend yield on top assuming 50% pay-out ratio. Reiterate our Buy recommendation and lift our target from NOK30 to NOK35. Following Link Mobility 1Q26, we lift our 2026 and 2027 FCF by 9% on average, model with 2027 CEPS of NOK2.5 (previously NOK2.3), lift our target from NOK30 to NOK35 and reiterate our Buy recommendation. At the current share price, Link Mobility trades at a 2026/2027 P/CEPS of 15x and 11x and our target corresponds to 20x and 14x, respectively. If we were to move current valuation one year forward, our implied target price would have been NOK37.5. The corresponding 2026 and 2027 EV/EBITA on the current share price is 12.3x and 10.9x, respectively.
- ·5 t sittenWith Link being no.2 on the list of companies with the largest trading volume today at a full 184 mill. Beats DnB. -What has actually happened today, have many large investors come in, or are there other reasons why trading volume is a full 184 Mill?
- ·6 t sittenDNB: From Link Mobility today we expected a report that would show a revenue in Q1 of NOK 2 billion, a gross profit of NOK 496 million and an EBITDA of NOK 268 million. With that, we were somewhat above the corresponding consensus of NOK 2 billion, NOK 490 million and NOK 258 million respectively. The actual result shows an EBITDA of NOK 265 million. After the company issued a profit warning for Q4 at the beginning of February and then presented a disappointing report in the middle of the same month, where they simultaneously communicated challenges in meeting growth ambitions also in Q1, the share price initially fell significantly. It has since recovered some of the decline and closed yesterday at NOK 25.72 per share. So far this year, however, the price is still down around 24 %. In addition to depending on the figures, we expect today's share price reaction to depend on what management says about changes in activity from those customers who in Q4 reduced the proportion of marketing funds allocated for use on the company's solutions. Furthermore, there will be a focus on the growth in new contracts and how quickly these customers ramp up the use of the same solutions. We see an attractive long-term potential for the company, but in the short term, we are more uncertain whether the net effect of the factors described above will be sufficient to convince investors that growth is back to previous levels. Before any changes, we have a hold recommendation with a price target of NOK 22 per share.
- ·6 t sittenI see that Hvaler Invest sold off 900k shares last week, apparently some risk reduction ahead of Q1 - the funds have not been used for other large purchases in Norway, at the same time H.I. has also freed up a lot of liquidity by selling heavily in Protector over the last couple of months.
- ·7 t sittenHave the short sellers woken up a bit now So the question is how far down they manage to drive it now. But we can still hope for a closing price up towards 28
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 |
|---|---|---|---|---|
| 324 | - | - | ||
| 6 250 | - | - | ||
| 12 500 | - | - | ||
| 24 232 | - | - | ||
| 768 | - | - |
Välittäjätilasto
Dataa ei löytynyt