2026 Q2 -tulosraportti
UUTTA
Tänään
‧56 min
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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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·10 t sittenAny thoughts on tomorrow?
The report is hardly strong enough to trigger large estimate upgrades for 2026, but it is probably strong enough to increase analysts' confidence in the 2027 estimates and that the growth turnaround is actually real. This could lead to moderate upward adjustments of the 2027 estimates, perhaps in the order of 2-5%, and in the long run be more important for the share price development than the Q2 figures themselves. LINK delivered as promised with a return to positive organic gross profit growth, maintained the H2 guidance, showed record-high contract signings and lifted NRR to 101%, which collectively strengthens the belief in continued growth into 2027.
·14 t sitten · MuokattuI see that some suggest the stock is under short attack again. Call me naive, but I don't think the decline is due to shorts. The short sellers in this stock consist of a handful of hedge funds, most of whom have been working to reduce their positions for some time. This report is not suitable to make the majority of these change their opinion. I bet that most hedge funds will still want to reduce their short positions. If one of them were to nevertheless want to test the short potential in these Q2 results, is it likely that the majority of the others would use this to cover their shorts? At least I think that this morning's sell-off could easily have been triggered by short-term Q2 speculators who envisioned making a quick 10% but instead ended up dumping Link on stop-loss. Time will tell :-) EDIT: Just while I was writing this post, Link has gone from 25.64 to 26.16In the period between 10:38 and 10:49, there went respectively 135.000 (26,00), 56.000 (26,41) and 100.000 (26,54) off market https://www.finansavisen.no/blokkhandler?symbol=link&name=# Apparently a larger buyer who has ordered +/- 300.000 shares and got a broker to use the dip for this. After this time, the price has gradually fallen back but has now woken up a bit again. I don't rule out that there are more broker assignments of this type out during the afternoon so maybe we close in green :-) ?
·15 t sittenDNB Carnegie's recommendation on Link Mobility: Link Mobility presented Q2 figures this morning showing that gross profit for the quarter came in at NOK 492 mill and adjusted EBITDA for the period ended at NOK 272 mill. We had previously estimated NOK 500 mill and NOK 280 mill respectively, while consensus was NOK 497 mill and NOK 272 mill respectively. In connection with this morning's review, we will specifically look for confirmation of whether organic growth came in at 2.5% year/year. In Q1, the corresponding growth was -1% year/year. Overall, for Q2, we expected gross profit growth of 18% year/year, while today's result shows that this growth for the period ended at 17% year/year. Based on our estimates for 2027 and after accounting for some discount relative to comparable companies, we have a price target for Link Mobility of NOK 31 per share before any potential changes. The share price closed yesterday at NOK 26.72 per share, and leading up to the report, we have had a buy recommendation.
·15 t sittenNordnet has not updated the number of shares in the company. This means that the company is not valued at 7.9bn, but down to a full 7.3bn at the current price. It is completely incomprehensible to me, but the market is apparently not as enthusiastic as us shareholders.P/e of 60 is surely extremely high ?? Or are the figures shown at Nordnet wrong?
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
UUTTA
Tänään
‧56 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sittenAny thoughts on tomorrow?The report is hardly strong enough to trigger large estimate upgrades for 2026, but it is probably strong enough to increase analysts' confidence in the 2027 estimates and that the growth turnaround is actually real. This could lead to moderate upward adjustments of the 2027 estimates, perhaps in the order of 2-5%, and in the long run be more important for the share price development than the Q2 figures themselves. LINK delivered as promised with a return to positive organic gross profit growth, maintained the H2 guidance, showed record-high contract signings and lifted NRR to 101%, which collectively strengthens the belief in continued growth into 2027.
- ·14 t sitten · MuokattuI see that some suggest the stock is under short attack again. Call me naive, but I don't think the decline is due to shorts. The short sellers in this stock consist of a handful of hedge funds, most of whom have been working to reduce their positions for some time. This report is not suitable to make the majority of these change their opinion. I bet that most hedge funds will still want to reduce their short positions. If one of them were to nevertheless want to test the short potential in these Q2 results, is it likely that the majority of the others would use this to cover their shorts? At least I think that this morning's sell-off could easily have been triggered by short-term Q2 speculators who envisioned making a quick 10% but instead ended up dumping Link on stop-loss. Time will tell :-) EDIT: Just while I was writing this post, Link has gone from 25.64 to 26.16In the period between 10:38 and 10:49, there went respectively 135.000 (26,00), 56.000 (26,41) and 100.000 (26,54) off market https://www.finansavisen.no/blokkhandler?symbol=link&name=# Apparently a larger buyer who has ordered +/- 300.000 shares and got a broker to use the dip for this. After this time, the price has gradually fallen back but has now woken up a bit again. I don't rule out that there are more broker assignments of this type out during the afternoon so maybe we close in green :-) ?
- ·15 t sittenDNB Carnegie's recommendation on Link Mobility: Link Mobility presented Q2 figures this morning showing that gross profit for the quarter came in at NOK 492 mill and adjusted EBITDA for the period ended at NOK 272 mill. We had previously estimated NOK 500 mill and NOK 280 mill respectively, while consensus was NOK 497 mill and NOK 272 mill respectively. In connection with this morning's review, we will specifically look for confirmation of whether organic growth came in at 2.5% year/year. In Q1, the corresponding growth was -1% year/year. Overall, for Q2, we expected gross profit growth of 18% year/year, while today's result shows that this growth for the period ended at 17% year/year. Based on our estimates for 2027 and after accounting for some discount relative to comparable companies, we have a price target for Link Mobility of NOK 31 per share before any potential changes. The share price closed yesterday at NOK 26.72 per share, and leading up to the report, we have had a buy recommendation.
- ·15 t sittenNordnet has not updated the number of shares in the company. This means that the company is not valued at 7.9bn, but down to a full 7.3bn at the current price. It is completely incomprehensible to me, but the market is apparently not as enthusiastic as us shareholders.P/e of 60 is surely extremely high ?? Or are the figures shown at Nordnet wrong?
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧56 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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sittenAny thoughts on tomorrow?The report is hardly strong enough to trigger large estimate upgrades for 2026, but it is probably strong enough to increase analysts' confidence in the 2027 estimates and that the growth turnaround is actually real. This could lead to moderate upward adjustments of the 2027 estimates, perhaps in the order of 2-5%, and in the long run be more important for the share price development than the Q2 figures themselves. LINK delivered as promised with a return to positive organic gross profit growth, maintained the H2 guidance, showed record-high contract signings and lifted NRR to 101%, which collectively strengthens the belief in continued growth into 2027.
- ·14 t sitten · MuokattuI see that some suggest the stock is under short attack again. Call me naive, but I don't think the decline is due to shorts. The short sellers in this stock consist of a handful of hedge funds, most of whom have been working to reduce their positions for some time. This report is not suitable to make the majority of these change their opinion. I bet that most hedge funds will still want to reduce their short positions. If one of them were to nevertheless want to test the short potential in these Q2 results, is it likely that the majority of the others would use this to cover their shorts? At least I think that this morning's sell-off could easily have been triggered by short-term Q2 speculators who envisioned making a quick 10% but instead ended up dumping Link on stop-loss. Time will tell :-) EDIT: Just while I was writing this post, Link has gone from 25.64 to 26.16In the period between 10:38 and 10:49, there went respectively 135.000 (26,00), 56.000 (26,41) and 100.000 (26,54) off market https://www.finansavisen.no/blokkhandler?symbol=link&name=# Apparently a larger buyer who has ordered +/- 300.000 shares and got a broker to use the dip for this. After this time, the price has gradually fallen back but has now woken up a bit again. I don't rule out that there are more broker assignments of this type out during the afternoon so maybe we close in green :-) ?
- ·15 t sittenDNB Carnegie's recommendation on Link Mobility: Link Mobility presented Q2 figures this morning showing that gross profit for the quarter came in at NOK 492 mill and adjusted EBITDA for the period ended at NOK 272 mill. We had previously estimated NOK 500 mill and NOK 280 mill respectively, while consensus was NOK 497 mill and NOK 272 mill respectively. In connection with this morning's review, we will specifically look for confirmation of whether organic growth came in at 2.5% year/year. In Q1, the corresponding growth was -1% year/year. Overall, for Q2, we expected gross profit growth of 18% year/year, while today's result shows that this growth for the period ended at 17% year/year. Based on our estimates for 2027 and after accounting for some discount relative to comparable companies, we have a price target for Link Mobility of NOK 31 per share before any potential changes. The share price closed yesterday at NOK 26.72 per share, and leading up to the report, we have had a buy recommendation.
- ·15 t sittenNordnet has not updated the number of shares in the company. This means that the company is not valued at 7.9bn, but down to a full 7.3bn at the current price. It is completely incomprehensible to me, but the market is apparently not as enthusiastic as us shareholders.P/e of 60 is surely extremely high ?? Or are the figures shown at Nordnet wrong?
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