2025 Q4 -tulosraportti
13 päivää sitten
‧46 min
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
1 308
Myynti
Määrä
900
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 629 | - | - | ||
| 2 841 | - | - | ||
| 2 188 | - | - | ||
| 910 | - | - | ||
| 865 | - | - |
Ylin
117,5VWAP
Alin
114,3VaihtoMäärä
57,6 496 075
VWAP
Ylin
117,5Alin
114,3VaihtoMäärä
57,6 496 075
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
6 t sitten6 t sitten1.73% shorting… 🤔.
·3 t sittenIt increases because the shorters lose control. Typically when the stock tests the bottom.
·1 päivä sittenWhile waiting for an upturn - Investors are watching eagerly: Are new contracts coming? New markets? Increased market share? But in Tomra, there are few tangible announcements of major new agreements or clear expansion. The share price is not primarily driven by concrete, measurable breakthroughs, but by expectation – by the constant retelling that the technology is the future, that the breakthrough is just around the corner, that the next quarter will show the effect. Instead of spectacular contract announcements, there are regularly small insignificant signals: pilot projects, technology improvements, early-stage partnerships, and most recently cost-saving measures… Not necessarily large enough to fundamentally change the market position, but enough to keep the narrative alive. Throughout history, Christianity has preserved and strengthened faith in God, among other things, through stories of miracles, healings, and divine intervention. These function for believers as confirmations – signs that the central promise still holds true, even when the world is constantly changing. In the same way that a company can maintain investor confidence through stories of market potential and future breakthroughs, a religion can maintain a community of faith through stories that confirm its fundamental truth. In both cases, it's not just about empirical evidence in the moment, but about: • an overarching narrative • the community's trust • interpretation of individual events as confirming signs • expectation of future fulfillment The difference, of course, lies in what is at stake: financial return in one case, existential meaning in the other. But the structure of how expectation, narrative, and confirmation can maintain engagement over time can be analogous.
·1 päivä sitten · MuokattuHmm, we are far from the last optimist in Tomra - without the optimists, the case would have been priced lower. That one of the stock exchange's most expensive "growth companies", with a recently stated growth ambition (in all segments) for revenue, "tarnishes its image" with a message about downsizing, in one of the divisions is not by the book (creates uncertainty). That recycling can strengthen profitability is in the cards, but top-line growth from cutting 175 jobs? I am not comfortable pricing Tomra as a growth company, with strong momentum. They haven't deserved the "growth-label" for a while, growth is down e.g. YoY. I want more visibility, without it I am hesitant.·1 päivä sitten · MuokattuAbsolutely great and desirable that Tomra adapts to the market, but then the market will become cautious/wait-and-see. It is an expected and healthy reaction. If Recycling is bad business, I don't know. It would have been interesting to hear e.g. a podcast about the topic (it is naive to believe that will happen and I know no one who knows - e.g. on the inside).
·1 päivä sittenI don't understand why this just keeps falling and falling!! 4Q 2025 showed that Tomra stands strong. Margins remained solid, and the order backlog grew, especially in Food and Collection/DRS. The company is a global leader in reverse vending machines and is investing in new markets and AI-driven sorting, trends that will only grow with the circular economy and increasing regulations. With strong operations, high order intake, and clear long-term growth drivers, the fundamentals look good for the stock to reach 150 - 170kr. But it seems like someone wants to push it down to 100kr for a cheaper entry.·1 päivä sittenBe aware that being an optimist in the comment sections is "walk in the park". Surviving as a stock pessimist is for people who are hardened and have a certain knack (in all modesty).- ·2 päivää sitten · MuokattuWhy is Tomra too expensive and the share price falling? A PEG ratio of 3.6x (36/10) indicates that the market typically will not accept paying 36 times annual earnings, when EPS growth over the last 5 years has been zero and further growth is uncertain, even though Tomra again reports growth (10%). Previously they used the 15-figure. They have missed EPS previously, and must show results before sensible people believe in the announced growth rate. Those who do not understand PEG can AI search "why does the share price fall when the PEG ratio is 3"? In summary: A PEG of 3.6x means you are paying too much for future growth, and the share price corrects downwards to reflect actual growth.
·2 päivää sitten · MuokattuYou are calculating historically!! PEG. The normal thing is to look at expected growth and forward EPS. Tomra is on the verge of opening several new markets. In addition, Food has made cost efficiencies, and so has Recycling. Analysts expect good growth and have price targets far above the current price. We'll meet after Q1 2026. I expect good figures!·1 päivä sitten · MuokattuYes, interesting to see if the Q4 upturn in Recycling/food is one-off or lasting. Most important for me is YoY/QoQ and to see the development curve. That provides decent control, in addition I rely on business experience as a guide. I look at historical rather than forward (more reliable figures) and prefer that when it comes to PEG. That is the ratio I place the least emphasis on. EV/ebita LTM is most out of whack. Tomra has missed the growth rate on the bottom line, that can turn around (agreed). Too bad Tomra doesn't have a reasonable direct yield, that would have helped, because for an already expensive stock to have significant upside is difficult for me to see. Why then own the stock? Mr. Market's mood is a factor that makes it impossible to say anything about development before Q1. Yep, let's exchange views later. 
·2 päivää sittenI've lost faith in this one. Does anyone have any positive news about the stock? Considering the Q4 results compared to last year's Q4, somewhat lower, but above expectations, why is the stock going the wrong way?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
13 päivää sitten
‧46 min
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 6 t sitten6 t sitten1.73% shorting… 🤔.·3 t sittenIt increases because the shorters lose control. Typically when the stock tests the bottom.
- ·1 päivä sittenWhile waiting for an upturn - Investors are watching eagerly: Are new contracts coming? New markets? Increased market share? But in Tomra, there are few tangible announcements of major new agreements or clear expansion. The share price is not primarily driven by concrete, measurable breakthroughs, but by expectation – by the constant retelling that the technology is the future, that the breakthrough is just around the corner, that the next quarter will show the effect. Instead of spectacular contract announcements, there are regularly small insignificant signals: pilot projects, technology improvements, early-stage partnerships, and most recently cost-saving measures… Not necessarily large enough to fundamentally change the market position, but enough to keep the narrative alive. Throughout history, Christianity has preserved and strengthened faith in God, among other things, through stories of miracles, healings, and divine intervention. These function for believers as confirmations – signs that the central promise still holds true, even when the world is constantly changing. In the same way that a company can maintain investor confidence through stories of market potential and future breakthroughs, a religion can maintain a community of faith through stories that confirm its fundamental truth. In both cases, it's not just about empirical evidence in the moment, but about: • an overarching narrative • the community's trust • interpretation of individual events as confirming signs • expectation of future fulfillment The difference, of course, lies in what is at stake: financial return in one case, existential meaning in the other. But the structure of how expectation, narrative, and confirmation can maintain engagement over time can be analogous.·1 päivä sitten · MuokattuHmm, we are far from the last optimist in Tomra - without the optimists, the case would have been priced lower. That one of the stock exchange's most expensive "growth companies", with a recently stated growth ambition (in all segments) for revenue, "tarnishes its image" with a message about downsizing, in one of the divisions is not by the book (creates uncertainty). That recycling can strengthen profitability is in the cards, but top-line growth from cutting 175 jobs? I am not comfortable pricing Tomra as a growth company, with strong momentum. They haven't deserved the "growth-label" for a while, growth is down e.g. YoY. I want more visibility, without it I am hesitant.·1 päivä sitten · MuokattuAbsolutely great and desirable that Tomra adapts to the market, but then the market will become cautious/wait-and-see. It is an expected and healthy reaction. If Recycling is bad business, I don't know. It would have been interesting to hear e.g. a podcast about the topic (it is naive to believe that will happen and I know no one who knows - e.g. on the inside).
- ·1 päivä sittenI don't understand why this just keeps falling and falling!! 4Q 2025 showed that Tomra stands strong. Margins remained solid, and the order backlog grew, especially in Food and Collection/DRS. The company is a global leader in reverse vending machines and is investing in new markets and AI-driven sorting, trends that will only grow with the circular economy and increasing regulations. With strong operations, high order intake, and clear long-term growth drivers, the fundamentals look good for the stock to reach 150 - 170kr. But it seems like someone wants to push it down to 100kr for a cheaper entry.·1 päivä sittenBe aware that being an optimist in the comment sections is "walk in the park". Surviving as a stock pessimist is for people who are hardened and have a certain knack (in all modesty).
- ·2 päivää sitten · MuokattuWhy is Tomra too expensive and the share price falling? A PEG ratio of 3.6x (36/10) indicates that the market typically will not accept paying 36 times annual earnings, when EPS growth over the last 5 years has been zero and further growth is uncertain, even though Tomra again reports growth (10%). Previously they used the 15-figure. They have missed EPS previously, and must show results before sensible people believe in the announced growth rate. Those who do not understand PEG can AI search "why does the share price fall when the PEG ratio is 3"? In summary: A PEG of 3.6x means you are paying too much for future growth, and the share price corrects downwards to reflect actual growth.·2 päivää sitten · MuokattuYou are calculating historically!! PEG. The normal thing is to look at expected growth and forward EPS. Tomra is on the verge of opening several new markets. In addition, Food has made cost efficiencies, and so has Recycling. Analysts expect good growth and have price targets far above the current price. We'll meet after Q1 2026. I expect good figures!·1 päivä sitten · MuokattuYes, interesting to see if the Q4 upturn in Recycling/food is one-off or lasting. Most important for me is YoY/QoQ and to see the development curve. That provides decent control, in addition I rely on business experience as a guide. I look at historical rather than forward (more reliable figures) and prefer that when it comes to PEG. That is the ratio I place the least emphasis on. EV/ebita LTM is most out of whack. Tomra has missed the growth rate on the bottom line, that can turn around (agreed). Too bad Tomra doesn't have a reasonable direct yield, that would have helped, because for an already expensive stock to have significant upside is difficult for me to see. Why then own the stock? Mr. Market's mood is a factor that makes it impossible to say anything about development before Q1. Yep, let's exchange views later.
- ·2 päivää sittenI've lost faith in this one. Does anyone have any positive news about the stock? Considering the Q4 results compared to last year's Q4, somewhat lower, but above expectations, why is the stock going the wrong way?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
1 308
Myynti
Määrä
900
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 629 | - | - | ||
| 2 841 | - | - | ||
| 2 188 | - | - | ||
| 910 | - | - | ||
| 865 | - | - |
Ylin
117,5VWAP
Alin
114,3VaihtoMäärä
57,6 496 075
VWAP
Ylin
117,5Alin
114,3VaihtoMäärä
57,6 496 075
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
13 päivää sitten
‧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 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 6 t sitten6 t sitten1.73% shorting… 🤔.·3 t sittenIt increases because the shorters lose control. Typically when the stock tests the bottom.
- ·1 päivä sittenWhile waiting for an upturn - Investors are watching eagerly: Are new contracts coming? New markets? Increased market share? But in Tomra, there are few tangible announcements of major new agreements or clear expansion. The share price is not primarily driven by concrete, measurable breakthroughs, but by expectation – by the constant retelling that the technology is the future, that the breakthrough is just around the corner, that the next quarter will show the effect. Instead of spectacular contract announcements, there are regularly small insignificant signals: pilot projects, technology improvements, early-stage partnerships, and most recently cost-saving measures… Not necessarily large enough to fundamentally change the market position, but enough to keep the narrative alive. Throughout history, Christianity has preserved and strengthened faith in God, among other things, through stories of miracles, healings, and divine intervention. These function for believers as confirmations – signs that the central promise still holds true, even when the world is constantly changing. In the same way that a company can maintain investor confidence through stories of market potential and future breakthroughs, a religion can maintain a community of faith through stories that confirm its fundamental truth. In both cases, it's not just about empirical evidence in the moment, but about: • an overarching narrative • the community's trust • interpretation of individual events as confirming signs • expectation of future fulfillment The difference, of course, lies in what is at stake: financial return in one case, existential meaning in the other. But the structure of how expectation, narrative, and confirmation can maintain engagement over time can be analogous.·1 päivä sitten · MuokattuHmm, we are far from the last optimist in Tomra - without the optimists, the case would have been priced lower. That one of the stock exchange's most expensive "growth companies", with a recently stated growth ambition (in all segments) for revenue, "tarnishes its image" with a message about downsizing, in one of the divisions is not by the book (creates uncertainty). That recycling can strengthen profitability is in the cards, but top-line growth from cutting 175 jobs? I am not comfortable pricing Tomra as a growth company, with strong momentum. They haven't deserved the "growth-label" for a while, growth is down e.g. YoY. I want more visibility, without it I am hesitant.·1 päivä sitten · MuokattuAbsolutely great and desirable that Tomra adapts to the market, but then the market will become cautious/wait-and-see. It is an expected and healthy reaction. If Recycling is bad business, I don't know. It would have been interesting to hear e.g. a podcast about the topic (it is naive to believe that will happen and I know no one who knows - e.g. on the inside).
- ·1 päivä sittenI don't understand why this just keeps falling and falling!! 4Q 2025 showed that Tomra stands strong. Margins remained solid, and the order backlog grew, especially in Food and Collection/DRS. The company is a global leader in reverse vending machines and is investing in new markets and AI-driven sorting, trends that will only grow with the circular economy and increasing regulations. With strong operations, high order intake, and clear long-term growth drivers, the fundamentals look good for the stock to reach 150 - 170kr. But it seems like someone wants to push it down to 100kr for a cheaper entry.·1 päivä sittenBe aware that being an optimist in the comment sections is "walk in the park". Surviving as a stock pessimist is for people who are hardened and have a certain knack (in all modesty).
- ·2 päivää sitten · MuokattuWhy is Tomra too expensive and the share price falling? A PEG ratio of 3.6x (36/10) indicates that the market typically will not accept paying 36 times annual earnings, when EPS growth over the last 5 years has been zero and further growth is uncertain, even though Tomra again reports growth (10%). Previously they used the 15-figure. They have missed EPS previously, and must show results before sensible people believe in the announced growth rate. Those who do not understand PEG can AI search "why does the share price fall when the PEG ratio is 3"? In summary: A PEG of 3.6x means you are paying too much for future growth, and the share price corrects downwards to reflect actual growth.·2 päivää sitten · MuokattuYou are calculating historically!! PEG. The normal thing is to look at expected growth and forward EPS. Tomra is on the verge of opening several new markets. In addition, Food has made cost efficiencies, and so has Recycling. Analysts expect good growth and have price targets far above the current price. We'll meet after Q1 2026. I expect good figures!·1 päivä sitten · MuokattuYes, interesting to see if the Q4 upturn in Recycling/food is one-off or lasting. Most important for me is YoY/QoQ and to see the development curve. That provides decent control, in addition I rely on business experience as a guide. I look at historical rather than forward (more reliable figures) and prefer that when it comes to PEG. That is the ratio I place the least emphasis on. EV/ebita LTM is most out of whack. Tomra has missed the growth rate on the bottom line, that can turn around (agreed). Too bad Tomra doesn't have a reasonable direct yield, that would have helped, because for an already expensive stock to have significant upside is difficult for me to see. Why then own the stock? Mr. Market's mood is a factor that makes it impossible to say anything about development before Q1. Yep, let's exchange views later.
- ·2 päivää sittenI've lost faith in this one. Does anyone have any positive news about the stock? Considering the Q4 results compared to last year's Q4, somewhat lower, but above expectations, why is the stock going the wrong way?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
1 308
Myynti
Määrä
900
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 629 | - | - | ||
| 2 841 | - | - | ||
| 2 188 | - | - | ||
| 910 | - | - | ||
| 865 | - | - |
Ylin
117,5VWAP
Alin
114,3VaihtoMäärä
57,6 496 075
VWAP
Ylin
117,5Alin
114,3VaihtoMäärä
57,6 496 075
Välittäjätilasto
Dataa ei löytynyt