2026 Q2 -tulosraportti
22 päivää sitten
‧45 min
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
81,67VWAP
Alin
75VaihtoMäärä
839,8 10 623 894
VWAP
Ylin
81,67Alin
75VaihtoMäärä
839,8 10 623 894
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·14 t sittenNow we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street
·14 t sittenWhy Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt
·1 päivä sitten · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR
·20.2.I wondered why DNB Teknologi A had fallen so much so far this year, I noticed that the fund has a lot of exposure to this. What a decline... Based on what I've read on the forum here, is it perhaps a bit underpriced at the moment? What do you think about this stock?
·2 päivää sittenMy worst investment ever. But it's not entirely set in stone until I eventually sell. So I'm holding what I have, I believe in the company but it's in a dangerous industry. Today is positive anyway 😅. It's up a couple of percent now so my position is only 58% minus instead of 61%>. Not that I have many winners, but I've actually never had such bad numbers in my portfolio. But as I said, I believe in it and it also has a bottom. Then the upside potential is quite good.- 12.2.12.2.Jira's Second Act: Why Atlassian's Vision for AI Is the Only One That Makes Sense in SaaS Right Now. https://www.linkedin.com/pulse/jiras-second-act-why-atlassians-vision-ai-only-one-makes-leader-nnwof/?trackingId=EwcvWVpk4CXixGmyX5wyEQ%3D%3D
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 Q2 -tulosraportti
22 päivää sitten
‧45 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sittenNow we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street·14 t sittenWhy Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt
- ·1 päivä sitten · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR
- ·20.2.I wondered why DNB Teknologi A had fallen so much so far this year, I noticed that the fund has a lot of exposure to this. What a decline... Based on what I've read on the forum here, is it perhaps a bit underpriced at the moment? What do you think about this stock?·2 päivää sittenMy worst investment ever. But it's not entirely set in stone until I eventually sell. So I'm holding what I have, I believe in the company but it's in a dangerous industry. Today is positive anyway 😅. It's up a couple of percent now so my position is only 58% minus instead of 61%>. Not that I have many winners, but I've actually never had such bad numbers in my portfolio. But as I said, I believe in it and it also has a bottom. Then the upside potential is quite good.
- 12.2.12.2.Jira's Second Act: Why Atlassian's Vision for AI Is the Only One That Makes Sense in SaaS Right Now. https://www.linkedin.com/pulse/jiras-second-act-why-atlassians-vision-ai-only-one-makes-leader-nnwof/?trackingId=EwcvWVpk4CXixGmyX5wyEQ%3D%3D
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
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
81,67VWAP
Alin
75VaihtoMäärä
839,8 10 623 894
VWAP
Ylin
81,67Alin
75VaihtoMäärä
839,8 10 623 894
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
2026 Q2 -tulosraportti
22 päivää sitten
‧45 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 Q3 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.2. | ||
Vuosittainen yhtiökokous 2025 2.12.2025 | ||
2026 Q1 -tulosraportti 30.10.2025 | ||
2025 Q4 -tulosraportti 7.8.2025 | ||
2025 Q3 -tulosraportti 1.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sittenNow we're going for it, glad I added a bit at 75 dollars! https://e24.no/boers-og-finans/i/GxM01V/tek-nedgang-paa-wall-street·14 t sittenWhy Atlassian stock rose sharply on February 26, 2026 • Positive analyst upgrade: On February 24, Jefferies analyst Brent Thill upgraded Atlassian to buy. He argued that AI-generated code will increase the need for Atlassian's collaboration and project tools, and estimated that the company could grow 20% per year. The analyst pointed out that the stock was trading at approximately 14.5 times free cash flow – an attractive level . • Strong Q2 figures: Results for the 2nd quarter of fiscal year 2026 showed revenue of approximately 1.6 billion USD, 23% higher than the previous year . Cloud revenue increased 26% to 1.1 billion USD . Adjusted earnings per share were 1.22 USD against an expected 1.14 USD, and operating income was 430.2 million USD with a margin of 27% . The company guided for next quarter's revenue of 1.689–1.697 billion USD . • AI investment and buybacks: Atlassian's AI platform Rovo had over 5 million monthly users , and management initiated share buybacks to capitalize on what they believe is a low stock price . • Reversal of previous pessimism: In February, concerns that AI could undermine the software sector led to a sharp drop in stock prices. The Jefferies upgrade and strong quarterly figures turned the sentiment; investors saw that AI can be an opportunity rather than a threat . Chatgpt
- ·1 päivä sitten · MuokattuClipped from LinkedIn today: Erik Fjellvær Hagen Managing Partner Viking Growth Dagens Næringsliv reports today on the fear of a «SaaS apocalypse». I share some thoughts on the matter and here is my perspective: Some asset managers are reducing, or liquidating, their exposure to SaaS. Sentiment has moved from optimism to risk aversion. It's easy to understand the concern. When AI agents challenge established business models, it creates uncertainty. Especially in companies that have been priced for high growth far into the future. But I think it's useful to zoom out a bit. Over the last 15 years, software has: - Gone from license to subscription - From on-prem to cloud - From tool to platform - From support function to business-critical infrastructure Every time we've heard the same thing: “Now the party's over.” Nevertheless, software has become more, not less, central. What we are seeing now, I don't perceive as an apocalypse, but as a new iteration. In my eyes, AI will not replace business-critical software. It will make it even stronger. The strongest companies will use AI to: - Automate more work processes - Increase value per customer - Create new pricing models - Take a larger share of the value chain When capital becomes more selective, real value creation becomes clearer. That is healthy. At Viking Growth, we invest in Nordic software companies that are deeply integrated into customers' workflows and critical work processes. That type of company doesn't disappear because technology evolves. On the contrary. In my assessment, AI will make the best even stronger. The question is not whether SaaS survives. The question is who builds SaaS 2.0. What do you think, correction or structural shift? Read the article in DN (plus article): https://lnkd.in/ekgaDrHR
- ·20.2.I wondered why DNB Teknologi A had fallen so much so far this year, I noticed that the fund has a lot of exposure to this. What a decline... Based on what I've read on the forum here, is it perhaps a bit underpriced at the moment? What do you think about this stock?·2 päivää sittenMy worst investment ever. But it's not entirely set in stone until I eventually sell. So I'm holding what I have, I believe in the company but it's in a dangerous industry. Today is positive anyway 😅. It's up a couple of percent now so my position is only 58% minus instead of 61%>. Not that I have many winners, but I've actually never had such bad numbers in my portfolio. But as I said, I believe in it and it also has a bottom. Then the upside potential is quite good.
- 12.2.12.2.Jira's Second Act: Why Atlassian's Vision for AI Is the Only One That Makes Sense in SaaS Right Now. https://www.linkedin.com/pulse/jiras-second-act-why-atlassians-vision-ai-only-one-makes-leader-nnwof/?trackingId=EwcvWVpk4CXixGmyX5wyEQ%3D%3D
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
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
81,67VWAP
Alin
75VaihtoMäärä
839,8 10 623 894
VWAP
Ylin
81,67Alin
75VaihtoMäärä
839,8 10 623 894
Välittäjätilasto
Dataa ei löytynyt