2026 Q1 -tulosraportti
79 päivää sitten
‧54 min
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 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenI bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.
·22 t sitten · MuokattuConsumer confidence has fallen sharply and a shortage of RAM chips is affecting the consumer electronics sector. In addition, we have information suggesting that the rollout of Doro Connect currently only covers one store, but a SIM connection rate of approximately 70 percent contributes significantly to confirming the rollout's long-term potential. Overall, we downgrade the estimates for adjusted EBITDA by approximately 10 percent for 2027 and 2028. Although the short-term outlook is difficult to assess (partly due to acquisitions), we believe that a P/E multiple of 8x for 2028 is too low. We therefore maintain the buy recommendation, but lower the target price to 55 kronor per share (65), writes Pareto. 70% SIM conversion is extremely good and surely no one believes it will stop at just one store with such figures. Shortage of RAM chips is a temporary problem.
70% conversion must however be seen in relation to the fact that they give away the phones for free or at a significant discount, but it will certainly be good in the long run.
·23 t sitten
A stronger dollar also pulls in the wrong direction by raising the cost of goods more than prices measured in Norwegian kroner. Huh? The dollar exchange rate has nothing to do with Xplora, right? Unless subcontractors sell in dollars?
·31.7.Could this be an acquisition candidate? 3 billion is just pocket change for a large player who wants to enter this market?
Yes, I absolutely believe that! For PE and other tech/retail players. If they go private, they will be able to accelerate growth even more and avoid having to deal with quarterly figures.
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 Q1 -tulosraportti
79 päivää sitten
‧54 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
- ·1 t sittenI bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.
- ·22 t sitten · MuokattuConsumer confidence has fallen sharply and a shortage of RAM chips is affecting the consumer electronics sector. In addition, we have information suggesting that the rollout of Doro Connect currently only covers one store, but a SIM connection rate of approximately 70 percent contributes significantly to confirming the rollout's long-term potential. Overall, we downgrade the estimates for adjusted EBITDA by approximately 10 percent for 2027 and 2028. Although the short-term outlook is difficult to assess (partly due to acquisitions), we believe that a P/E multiple of 8x for 2028 is too low. We therefore maintain the buy recommendation, but lower the target price to 55 kronor per share (65), writes Pareto. 70% SIM conversion is extremely good and surely no one believes it will stop at just one store with such figures. Shortage of RAM chips is a temporary problem.70% conversion must however be seen in relation to the fact that they give away the phones for free or at a significant discount, but it will certainly be good in the long run.
- ·23 t sittenA stronger dollar also pulls in the wrong direction by raising the cost of goods more than prices measured in Norwegian kroner. Huh? The dollar exchange rate has nothing to do with Xplora, right? Unless subcontractors sell in dollars?
- ·31.7.Could this be an acquisition candidate? 3 billion is just pocket change for a large player who wants to enter this market?Yes, I absolutely believe that! For PE and other tech/retail players. If they go private, they will be able to accelerate growth even more and avoid having to deal with quarterly figures.
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 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
2026 Q1 -tulosraportti
79 päivää sitten
‧54 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 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenI bought my first Xplora shares in August 2025, right after the Q3 figures, which were very strong. I read up on the company and got good input from other larger shareholders. Since then, I have delved much deeper into the business model and read the latest quarterly reports, and eventually made my own analyses. As the share price has fallen steadily, I have bought more shares. Now I have gradually reached a position that I am very satisfied with, however, the investment is currently in the red with a cost price of NOK 45. What do I think going forward? The company's strategy is very exciting and management appears very competent. Good acquisitions x 2, fantastic scaling if successful, based on profitable growth. The Doro rollout seems somewhat delayed, but as long as the technical side is in place (as Pareto has confirmed), revenues will come, and depending on conversion to own SIM cards being 20% or much higher, this will be profitable. The stock market is not rational and it is not easy to always see the connection between the company's performance and share price in the short term. If we fast forward 2-3 years, my assessment based on my own analyses is that the valuation can be several times higher than today. Whether this results in a share price of NOK 100 or NOK 150 or NOK 200, no one knows, of course. With 1 million customers in 2029, this will be gold regardless.
- ·22 t sitten · MuokattuConsumer confidence has fallen sharply and a shortage of RAM chips is affecting the consumer electronics sector. In addition, we have information suggesting that the rollout of Doro Connect currently only covers one store, but a SIM connection rate of approximately 70 percent contributes significantly to confirming the rollout's long-term potential. Overall, we downgrade the estimates for adjusted EBITDA by approximately 10 percent for 2027 and 2028. Although the short-term outlook is difficult to assess (partly due to acquisitions), we believe that a P/E multiple of 8x for 2028 is too low. We therefore maintain the buy recommendation, but lower the target price to 55 kronor per share (65), writes Pareto. 70% SIM conversion is extremely good and surely no one believes it will stop at just one store with such figures. Shortage of RAM chips is a temporary problem.70% conversion must however be seen in relation to the fact that they give away the phones for free or at a significant discount, but it will certainly be good in the long run.
- ·23 t sittenA stronger dollar also pulls in the wrong direction by raising the cost of goods more than prices measured in Norwegian kroner. Huh? The dollar exchange rate has nothing to do with Xplora, right? Unless subcontractors sell in dollars?
- ·31.7.Could this be an acquisition candidate? 3 billion is just pocket change for a large player who wants to enter this market?Yes, I absolutely believe that! For PE and other tech/retail players. If they go private, they will be able to accelerate growth even more and avoid having to deal with quarterly figures.
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