2025 Q4 -tulosraportti
Tänään37 min
1,25 SEK/osake
Viimeisin osinko
5,80%Tuotto/v
Tarjoustasot
First North Sweden
Määrä
Osto
14
Myynti
Määrä
1 283
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 938 | - | - | ||
| 82 | - | - | ||
| 980 | - | - | ||
| 700 | - | - | ||
| 143 | - | - |
Ylin
18,8VWAP
Alin
13,78VaihtoMäärä
13 865 041
VWAP
Ylin
18,8Alin
13,78VaihtoMäärä
13 865 041
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2026 Q1 -tulosraportti | 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q4 -tulosraportti | 5.2. | |
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sitten · MuokattuI think today's drop seems completely insane. It seems as if the market is unable to think just a couple of quarters ahead. My best guess is that Fractal is now trading at 26e EV/EBIT at between 7-10 in a year where there is almost headwinds from all external factors. Here are my arguments for Fractal being a (very) good buy if one is able to look a couple of years into the future: - The current slowdown in growth and decline in earnings is due neither to internal factors nor, in my opinion, significantly increased competition in the gaming industry. The reason is, however, external factors such as sharply rising RAM prices, a fall in USD/SEK, and tariffs/customs duties. - It seems that the trade war has peaked (of course uncertain). In addition, Fractal has had the Section 301 exemption postponed until ultimo November 2026. - RAM prices will fall again at some point. Economic theory at least suggests that supply will increase when producers can make such good margins as they do currently. This can, of course, take time. - It is unlikely that USD/SEK will continue to weaken at the same pace as it has over the past year. - If one follows, for example, Newegg and Amazon's bestseller lists, it seems that Fractal is gaining market share. - Opex is expected to fall due to smaller inventory in the USA. - 9% growth in sales out in Q4 (22-23 USD in Q4) - And I could easily list more arguments
·2 t sittenReport today, among other things tariffs and high RAM costs affect... - Believe that at least Q1 and Q2 will be tough for the company. - They are surely glad to have a good BR-status in these times. Probably a good case in the long term, but extremely difficult to navigate in the short term
·3 päivää sittenhave looked at this a couple of times, but I think I'll wait and see what the earnings report shows. whether it's a falling knife or if there's soon a bottom
·8.1.LLM reflection My assessment: Speculative Buy / Hold Fractal Gaming Group looks like a stock that has been "oversold". For the long-term investor: The case is still intact. Fractal has a strong brand and is successfully expanding into new categories. If they hit analysts' estimated EPS (earnings per share) of 2.6 SEK for 2026, the stock is trading at a very low P/E ratio of around 11-12. For the cautious investor: Wait for the annual report on February 4, 2026. Here, management will provide their official "guidance" for 2026, which will determine whether ABG's pessimism is justified, or whether Redeye's optimistic price target of 60 SEK is more realistic. Conclusion: A quality company facing headwinds. If you have a strong stomach, the current price level is a historically attractive entry point, but expect volatility leading up to the February report.
·2 t sittenHigh inventory should at least provide improved cash flow. Bad luck that they invested a lot in inventory when the dollar was stronger.
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
Tänään37 min
1,25 SEK/osake
Viimeisin osinko
5,80%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
- ·1 t sitten · MuokattuI think today's drop seems completely insane. It seems as if the market is unable to think just a couple of quarters ahead. My best guess is that Fractal is now trading at 26e EV/EBIT at between 7-10 in a year where there is almost headwinds from all external factors. Here are my arguments for Fractal being a (very) good buy if one is able to look a couple of years into the future: - The current slowdown in growth and decline in earnings is due neither to internal factors nor, in my opinion, significantly increased competition in the gaming industry. The reason is, however, external factors such as sharply rising RAM prices, a fall in USD/SEK, and tariffs/customs duties. - It seems that the trade war has peaked (of course uncertain). In addition, Fractal has had the Section 301 exemption postponed until ultimo November 2026. - RAM prices will fall again at some point. Economic theory at least suggests that supply will increase when producers can make such good margins as they do currently. This can, of course, take time. - It is unlikely that USD/SEK will continue to weaken at the same pace as it has over the past year. - If one follows, for example, Newegg and Amazon's bestseller lists, it seems that Fractal is gaining market share. - Opex is expected to fall due to smaller inventory in the USA. - 9% growth in sales out in Q4 (22-23 USD in Q4) - And I could easily list more arguments
- ·2 t sittenReport today, among other things tariffs and high RAM costs affect... - Believe that at least Q1 and Q2 will be tough for the company. - They are surely glad to have a good BR-status in these times. Probably a good case in the long term, but extremely difficult to navigate in the short term
- ·3 päivää sittenhave looked at this a couple of times, but I think I'll wait and see what the earnings report shows. whether it's a falling knife or if there's soon a bottom
- ·8.1.LLM reflection My assessment: Speculative Buy / Hold Fractal Gaming Group looks like a stock that has been "oversold". For the long-term investor: The case is still intact. Fractal has a strong brand and is successfully expanding into new categories. If they hit analysts' estimated EPS (earnings per share) of 2.6 SEK for 2026, the stock is trading at a very low P/E ratio of around 11-12. For the cautious investor: Wait for the annual report on February 4, 2026. Here, management will provide their official "guidance" for 2026, which will determine whether ABG's pessimism is justified, or whether Redeye's optimistic price target of 60 SEK is more realistic. Conclusion: A quality company facing headwinds. If you have a strong stomach, the current price level is a historically attractive entry point, but expect volatility leading up to the February report.·2 t sittenHigh inventory should at least provide improved cash flow. Bad luck that they invested a lot in inventory when the dollar was stronger.
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
First North Sweden
Määrä
Osto
14
Myynti
Määrä
1 283
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 938 | - | - | ||
| 82 | - | - | ||
| 980 | - | - | ||
| 700 | - | - | ||
| 143 | - | - |
Ylin
18,8VWAP
Alin
13,78VaihtoMäärä
13 865 041
VWAP
Ylin
18,8Alin
13,78VaihtoMäärä
13 865 041
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2026 Q1 -tulosraportti | 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q4 -tulosraportti | 5.2. | |
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 |
2025 Q4 -tulosraportti
Tänään37 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 | 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q4 -tulosraportti | 5.2. | |
| 2025 Q3 -tulosraportti | 23.10.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 6.2.2025 |
1,25 SEK/osake
Viimeisin osinko
5,80%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sitten · MuokattuI think today's drop seems completely insane. It seems as if the market is unable to think just a couple of quarters ahead. My best guess is that Fractal is now trading at 26e EV/EBIT at between 7-10 in a year where there is almost headwinds from all external factors. Here are my arguments for Fractal being a (very) good buy if one is able to look a couple of years into the future: - The current slowdown in growth and decline in earnings is due neither to internal factors nor, in my opinion, significantly increased competition in the gaming industry. The reason is, however, external factors such as sharply rising RAM prices, a fall in USD/SEK, and tariffs/customs duties. - It seems that the trade war has peaked (of course uncertain). In addition, Fractal has had the Section 301 exemption postponed until ultimo November 2026. - RAM prices will fall again at some point. Economic theory at least suggests that supply will increase when producers can make such good margins as they do currently. This can, of course, take time. - It is unlikely that USD/SEK will continue to weaken at the same pace as it has over the past year. - If one follows, for example, Newegg and Amazon's bestseller lists, it seems that Fractal is gaining market share. - Opex is expected to fall due to smaller inventory in the USA. - 9% growth in sales out in Q4 (22-23 USD in Q4) - And I could easily list more arguments
- ·2 t sittenReport today, among other things tariffs and high RAM costs affect... - Believe that at least Q1 and Q2 will be tough for the company. - They are surely glad to have a good BR-status in these times. Probably a good case in the long term, but extremely difficult to navigate in the short term
- ·3 päivää sittenhave looked at this a couple of times, but I think I'll wait and see what the earnings report shows. whether it's a falling knife or if there's soon a bottom
- ·8.1.LLM reflection My assessment: Speculative Buy / Hold Fractal Gaming Group looks like a stock that has been "oversold". For the long-term investor: The case is still intact. Fractal has a strong brand and is successfully expanding into new categories. If they hit analysts' estimated EPS (earnings per share) of 2.6 SEK for 2026, the stock is trading at a very low P/E ratio of around 11-12. For the cautious investor: Wait for the annual report on February 4, 2026. Here, management will provide their official "guidance" for 2026, which will determine whether ABG's pessimism is justified, or whether Redeye's optimistic price target of 60 SEK is more realistic. Conclusion: A quality company facing headwinds. If you have a strong stomach, the current price level is a historically attractive entry point, but expect volatility leading up to the February report.·2 t sittenHigh inventory should at least provide improved cash flow. Bad luck that they invested a lot in inventory when the dollar was stronger.
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
First North Sweden
Määrä
Osto
14
Myynti
Määrä
1 283
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 938 | - | - | ||
| 82 | - | - | ||
| 980 | - | - | ||
| 700 | - | - | ||
| 143 | - | - |
Ylin
18,8VWAP
Alin
13,78VaihtoMäärä
13 865 041
VWAP
Ylin
18,8Alin
13,78VaihtoMäärä
13 865 041
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 891 257 | 891 257 | 0 | 0 |