2026 Q1 -tulosraportti
UUTTA
2 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,39%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 75 | - | - | ||
| 325 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenAnyone else waiting a couple more days for it to bottom out?
·58 min sittenMostly a guess, but there is a technical support at 85/86. In addition, it always tempts us Nordnet users when a solid company makes such a dip. Potential institutional investors, however, don't react quite as quickly and like to see a couple of days of consolidation before they strike.
·4 t sitten · MuokattuI would be a bit careful thinking that Tomra is automatically cheap just because it fell a lot. The fall didn't come completely out of nowhere. Q1 was clearly weaker than the market expected, especially on margins and results. Revenues did increase, but profit before tax ended in negative territory, and Recycling still looks challenging. In addition, the 2026 guidance seems weaker than many had priced in. In the short term, the stock can of course get a rebound. When a large and liquid stock falls over 25 % in one day, there is often both short covering and people buying the dip. But that doesn't necessarily mean the bottom is set. In the 1–3 month perspective, I think the risk is still high. Analysts will probably have to adjust down estimates, and the market will likely wait for signs of better margins before confidence returns. I would pay extra attention to whether the stock manages to stabilize around 85–95 kr, and if large owners or insiders start buying. Long-term, Tomra is still a quality company with strong positions in deposit return schemes, sorting, and recycling. Collection is still growing, including in Poland and Portugal. But right now, the company must prove that growth also leads to better profitability. Possible rebound towards 100–110 kr, but the trend is damaged. I would not chase the stock here. Either wait for stabilization, or buy gradually if one tolerates high risk.
·3 t sitten · MuokattuAgreed. Buying gradually is never foolish. And don't chase. There will always be opportunities. That being said, I don't quite understand why the expectations for the various sub-segments were so high. Revenue shows decent growth. Margin slightly down, but most of this is temporary (even if strong competition is also part of the explanation). I believe we will be strongly up at the next crossroads, i.e., in a 1-3 month perspective, I disagree with your conclusion.·1 t sitten · MuokattuYes, agree that it was lower than expected, but remember it also said that the price targets were up to 200 kr. Furthermore, if one disregards 13 mill Euro in one-off costs, then one ends up with 10 mill in profit. Same as last year. Don't know if there will be a strong rebound, but I believe that in 1-3 months' time it will be significantly higher than today.
·11 t sittenOnly see upsides going forward. During stagflation, one becomes more aware of deposits. Plastic bottles are a petroleum product that currently has a relatively high price. In addition, stronger government requirements will come for recycling and saving. Tomra will probably get more wind in its sails and I bought with both hands on Friday. Thanks for the opportunity.
·3 t sittenmust top up a bit myself by Monday, have a small position with norne- ·16 t sitten · MuokattuABG Sundal Collier and Barclays see over 55% upside in Tomra with a new adjusted price target of 140kr after the crash. Excellent buying opportunity! Excerpt from Finansavisen Saturday April 25: ABG: Thesis holds In the more optimistic camp, ABG Sundal Collier has reiterated its buy recommendation, but cuts its price target from 150 to 140 kroner. "Confidence hit, but not a thesis break," writes analyst Daniel Vårdal Haugland. As Finansavisen wrote, Friday's report was not the first crash in Tomra's share price on a reporting day. The ABG analyst draws parallels to the third quarter 2023 quarterly report, a report that broke confidence, but which was followed by a strong share price increase on the next reporting day, when earnings momentum returned. Regarding the British market, where competitor Envipco recently announced two contracts, Tomra management reiterated its communication. It is expected that most tenders from large retailers will be signed this year, and that deliveries will mainly take place in 2027. The ABG analyst hoped that Tomra management would provide more details about the customer agreements, given Envipco's recent contracts. So even though 2026 will be weak and first-quarter figures were 35 percent weaker than expected, ABG believes that 2027 is intact. "At 90.0 kroner, Tomra trades at under 10x adjusted P/E on 2027 estimates, and our normalized valuation implies around 22 percent annual return (...) With the timeline for the UK intact and continued expectations of contract announcements, we reiterate BUY," writes Vårdal Haugland. Barclays: Exaggerated share price drop Barclays analyst Pallav Mittal commented in Friday's trading when Tomra's share price was down 25 percent, and urged to buy despite operating with a hold recommendation and a price target of 150 kroner. The share price collapse "we believe is largely due to investor concerns related to the deposit return scheme (DRS) in Poland and the profitability in Collection. At the same time, we point out that the long-term outlook for Collection is unchanged, and we believe the reaction is exaggerated."
·7 t sittenA low price target from DNB Carnegie shows how negative the market has become towards Tomra in the short term. This does not necessarily mean they are buying up, but when the discrepancy between analysts is so large, an interesting mispricing can occur if the 2027 case actually holds up.·5 t sittenAgreed. Q2 will be better. Both due to better weather and lower costs for installing/delivering, in combination with there still being well over half left of the 100 mill Euro which roughly were the contract values over there. If we additionally get one or two contracts announced from UK during spring, this could be very good, given today's pricing.
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.
2026 Q1 -tulosraportti
UUTTA
2 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,39%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
- ·4 t sittenAnyone else waiting a couple more days for it to bottom out?·58 min sittenMostly a guess, but there is a technical support at 85/86. In addition, it always tempts us Nordnet users when a solid company makes such a dip. Potential institutional investors, however, don't react quite as quickly and like to see a couple of days of consolidation before they strike.
- ·4 t sitten · MuokattuI would be a bit careful thinking that Tomra is automatically cheap just because it fell a lot. The fall didn't come completely out of nowhere. Q1 was clearly weaker than the market expected, especially on margins and results. Revenues did increase, but profit before tax ended in negative territory, and Recycling still looks challenging. In addition, the 2026 guidance seems weaker than many had priced in. In the short term, the stock can of course get a rebound. When a large and liquid stock falls over 25 % in one day, there is often both short covering and people buying the dip. But that doesn't necessarily mean the bottom is set. In the 1–3 month perspective, I think the risk is still high. Analysts will probably have to adjust down estimates, and the market will likely wait for signs of better margins before confidence returns. I would pay extra attention to whether the stock manages to stabilize around 85–95 kr, and if large owners or insiders start buying. Long-term, Tomra is still a quality company with strong positions in deposit return schemes, sorting, and recycling. Collection is still growing, including in Poland and Portugal. But right now, the company must prove that growth also leads to better profitability. Possible rebound towards 100–110 kr, but the trend is damaged. I would not chase the stock here. Either wait for stabilization, or buy gradually if one tolerates high risk.·3 t sitten · MuokattuAgreed. Buying gradually is never foolish. And don't chase. There will always be opportunities. That being said, I don't quite understand why the expectations for the various sub-segments were so high. Revenue shows decent growth. Margin slightly down, but most of this is temporary (even if strong competition is also part of the explanation). I believe we will be strongly up at the next crossroads, i.e., in a 1-3 month perspective, I disagree with your conclusion.·1 t sitten · MuokattuYes, agree that it was lower than expected, but remember it also said that the price targets were up to 200 kr. Furthermore, if one disregards 13 mill Euro in one-off costs, then one ends up with 10 mill in profit. Same as last year. Don't know if there will be a strong rebound, but I believe that in 1-3 months' time it will be significantly higher than today.
- ·11 t sittenOnly see upsides going forward. During stagflation, one becomes more aware of deposits. Plastic bottles are a petroleum product that currently has a relatively high price. In addition, stronger government requirements will come for recycling and saving. Tomra will probably get more wind in its sails and I bought with both hands on Friday. Thanks for the opportunity.·3 t sittenmust top up a bit myself by Monday, have a small position with norne
- ·16 t sitten · MuokattuABG Sundal Collier and Barclays see over 55% upside in Tomra with a new adjusted price target of 140kr after the crash. Excellent buying opportunity! Excerpt from Finansavisen Saturday April 25: ABG: Thesis holds In the more optimistic camp, ABG Sundal Collier has reiterated its buy recommendation, but cuts its price target from 150 to 140 kroner. "Confidence hit, but not a thesis break," writes analyst Daniel Vårdal Haugland. As Finansavisen wrote, Friday's report was not the first crash in Tomra's share price on a reporting day. The ABG analyst draws parallels to the third quarter 2023 quarterly report, a report that broke confidence, but which was followed by a strong share price increase on the next reporting day, when earnings momentum returned. Regarding the British market, where competitor Envipco recently announced two contracts, Tomra management reiterated its communication. It is expected that most tenders from large retailers will be signed this year, and that deliveries will mainly take place in 2027. The ABG analyst hoped that Tomra management would provide more details about the customer agreements, given Envipco's recent contracts. So even though 2026 will be weak and first-quarter figures were 35 percent weaker than expected, ABG believes that 2027 is intact. "At 90.0 kroner, Tomra trades at under 10x adjusted P/E on 2027 estimates, and our normalized valuation implies around 22 percent annual return (...) With the timeline for the UK intact and continued expectations of contract announcements, we reiterate BUY," writes Vårdal Haugland. Barclays: Exaggerated share price drop Barclays analyst Pallav Mittal commented in Friday's trading when Tomra's share price was down 25 percent, and urged to buy despite operating with a hold recommendation and a price target of 150 kroner. The share price collapse "we believe is largely due to investor concerns related to the deposit return scheme (DRS) in Poland and the profitability in Collection. At the same time, we point out that the long-term outlook for Collection is unchanged, and we believe the reaction is exaggerated."·7 t sittenA low price target from DNB Carnegie shows how negative the market has become towards Tomra in the short term. This does not necessarily mean they are buying up, but when the discrepancy between analysts is so large, an interesting mispricing can occur if the 2027 case actually holds up.·5 t sittenAgreed. Q2 will be better. Both due to better weather and lower costs for installing/delivering, in combination with there still being well over half left of the 100 mill Euro which roughly were the contract values over there. If we additionally get one or two contracts announced from UK during spring, this could be very good, given today's pricing.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 75 | - | - | ||
| 325 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
UUTTA
2 päivää sitten
‧47 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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2,15 NOK/osake
Viimeisin osinko
2,39%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenAnyone else waiting a couple more days for it to bottom out?·58 min sittenMostly a guess, but there is a technical support at 85/86. In addition, it always tempts us Nordnet users when a solid company makes such a dip. Potential institutional investors, however, don't react quite as quickly and like to see a couple of days of consolidation before they strike.
- ·4 t sitten · MuokattuI would be a bit careful thinking that Tomra is automatically cheap just because it fell a lot. The fall didn't come completely out of nowhere. Q1 was clearly weaker than the market expected, especially on margins and results. Revenues did increase, but profit before tax ended in negative territory, and Recycling still looks challenging. In addition, the 2026 guidance seems weaker than many had priced in. In the short term, the stock can of course get a rebound. When a large and liquid stock falls over 25 % in one day, there is often both short covering and people buying the dip. But that doesn't necessarily mean the bottom is set. In the 1–3 month perspective, I think the risk is still high. Analysts will probably have to adjust down estimates, and the market will likely wait for signs of better margins before confidence returns. I would pay extra attention to whether the stock manages to stabilize around 85–95 kr, and if large owners or insiders start buying. Long-term, Tomra is still a quality company with strong positions in deposit return schemes, sorting, and recycling. Collection is still growing, including in Poland and Portugal. But right now, the company must prove that growth also leads to better profitability. Possible rebound towards 100–110 kr, but the trend is damaged. I would not chase the stock here. Either wait for stabilization, or buy gradually if one tolerates high risk.·3 t sitten · MuokattuAgreed. Buying gradually is never foolish. And don't chase. There will always be opportunities. That being said, I don't quite understand why the expectations for the various sub-segments were so high. Revenue shows decent growth. Margin slightly down, but most of this is temporary (even if strong competition is also part of the explanation). I believe we will be strongly up at the next crossroads, i.e., in a 1-3 month perspective, I disagree with your conclusion.·1 t sitten · MuokattuYes, agree that it was lower than expected, but remember it also said that the price targets were up to 200 kr. Furthermore, if one disregards 13 mill Euro in one-off costs, then one ends up with 10 mill in profit. Same as last year. Don't know if there will be a strong rebound, but I believe that in 1-3 months' time it will be significantly higher than today.
- ·11 t sittenOnly see upsides going forward. During stagflation, one becomes more aware of deposits. Plastic bottles are a petroleum product that currently has a relatively high price. In addition, stronger government requirements will come for recycling and saving. Tomra will probably get more wind in its sails and I bought with both hands on Friday. Thanks for the opportunity.·3 t sittenmust top up a bit myself by Monday, have a small position with norne
- ·16 t sitten · MuokattuABG Sundal Collier and Barclays see over 55% upside in Tomra with a new adjusted price target of 140kr after the crash. Excellent buying opportunity! Excerpt from Finansavisen Saturday April 25: ABG: Thesis holds In the more optimistic camp, ABG Sundal Collier has reiterated its buy recommendation, but cuts its price target from 150 to 140 kroner. "Confidence hit, but not a thesis break," writes analyst Daniel Vårdal Haugland. As Finansavisen wrote, Friday's report was not the first crash in Tomra's share price on a reporting day. The ABG analyst draws parallels to the third quarter 2023 quarterly report, a report that broke confidence, but which was followed by a strong share price increase on the next reporting day, when earnings momentum returned. Regarding the British market, where competitor Envipco recently announced two contracts, Tomra management reiterated its communication. It is expected that most tenders from large retailers will be signed this year, and that deliveries will mainly take place in 2027. The ABG analyst hoped that Tomra management would provide more details about the customer agreements, given Envipco's recent contracts. So even though 2026 will be weak and first-quarter figures were 35 percent weaker than expected, ABG believes that 2027 is intact. "At 90.0 kroner, Tomra trades at under 10x adjusted P/E on 2027 estimates, and our normalized valuation implies around 22 percent annual return (...) With the timeline for the UK intact and continued expectations of contract announcements, we reiterate BUY," writes Vårdal Haugland. Barclays: Exaggerated share price drop Barclays analyst Pallav Mittal commented in Friday's trading when Tomra's share price was down 25 percent, and urged to buy despite operating with a hold recommendation and a price target of 150 kroner. The share price collapse "we believe is largely due to investor concerns related to the deposit return scheme (DRS) in Poland and the profitability in Collection. At the same time, we point out that the long-term outlook for Collection is unchanged, and we believe the reaction is exaggerated."·7 t sittenA low price target from DNB Carnegie shows how negative the market has become towards Tomra in the short term. This does not necessarily mean they are buying up, but when the discrepancy between analysts is so large, an interesting mispricing can occur if the 2027 case actually holds up.·5 t sittenAgreed. Q2 will be better. Both due to better weather and lower costs for installing/delivering, in combination with there still being well over half left of the 100 mill Euro which roughly were the contract values over there. If we additionally get one or two contracts announced from UK during spring, this could be very good, given today's pricing.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 75 | - | - | ||
| 325 | - | - |
Välittäjätilasto
Dataa ei löytynyt