2026 Q1 -tulosraportti
56 päivää sitten
‧29 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenthis is fairly interesting news - i don't have access to finansavisen but lets assume this is true... so biggest investor in NAPA, is also an investor in the enabler of the upside in NAPA... "Sundt in D-Matrix - Finansavisen today " "– There is limited focus on new investments in this part of the portfolio, but Sundt nevertheless made a new investment in D-Matrix in the autumn of 2025. D-Matrix is a Silicon Valley-based technology company that develops AI processors for efficient execution of language models and generative artificial intelligence in data centers, says Iqbal."Power access is becoming one of the biggest bottlenecks for new AI data centers. Many planned developments are being delayed because the power grid lacks capacity, and it can take several years to secure sufficient connection. At the same time, authorities – especially in the EU – are introducing increasingly strict requirements for energy efficiency and reporting of energy consumption in data centers. This development makes solutions that reduce power consumption and increase the utilization of server resources increasingly attractive. In this context, Napatech can be a gamechanger, because their technology enables higher server utilization and more AI capacity within a limited power budget.
·13 t sittenFA today: "Moving towards the "edge"" Nordnet analyst Roger Berntsen believes that today's cloud-based data processing models will increasingly be replaced by more decentralized solutions. SEES TECHNOLOGY SHIFT: Analyst Roger Berntsen at Nordnet. – The last decade has been about extreme centralization in gigantic data centers, but this model could hit a wall due to two critical factors, warns Roger Berntsen at Nordnet. – Firstly, the world's power grids could collapse under the weight of the enormous data centers, and secondly, future AI models, such as self-driving cars and industrial robotics, operate in real-time and cannot wait for data transfer to a remote cloud. The next major technology shift will therefore be that data processing moves out to the "edge", where power is actually available – also known as "edge-computing", according to the analyst. – In that regard, Dell Technologies and Hewlett Packard Enterprise are perfectly positioned, as they possess the necessary hardware architecture, he adds."
·1 päivä sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.- 2 päivää sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my position
Very good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact. 
·2 päivää sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
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.
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
56 päivää sitten
‧29 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenthis is fairly interesting news - i don't have access to finansavisen but lets assume this is true... so biggest investor in NAPA, is also an investor in the enabler of the upside in NAPA... "Sundt in D-Matrix - Finansavisen today " "– There is limited focus on new investments in this part of the portfolio, but Sundt nevertheless made a new investment in D-Matrix in the autumn of 2025. D-Matrix is a Silicon Valley-based technology company that develops AI processors for efficient execution of language models and generative artificial intelligence in data centers, says Iqbal."Power access is becoming one of the biggest bottlenecks for new AI data centers. Many planned developments are being delayed because the power grid lacks capacity, and it can take several years to secure sufficient connection. At the same time, authorities – especially in the EU – are introducing increasingly strict requirements for energy efficiency and reporting of energy consumption in data centers. This development makes solutions that reduce power consumption and increase the utilization of server resources increasingly attractive. In this context, Napatech can be a gamechanger, because their technology enables higher server utilization and more AI capacity within a limited power budget.
- ·13 t sittenFA today: "Moving towards the "edge"" Nordnet analyst Roger Berntsen believes that today's cloud-based data processing models will increasingly be replaced by more decentralized solutions. SEES TECHNOLOGY SHIFT: Analyst Roger Berntsen at Nordnet. – The last decade has been about extreme centralization in gigantic data centers, but this model could hit a wall due to two critical factors, warns Roger Berntsen at Nordnet. – Firstly, the world's power grids could collapse under the weight of the enormous data centers, and secondly, future AI models, such as self-driving cars and industrial robotics, operate in real-time and cannot wait for data transfer to a remote cloud. The next major technology shift will therefore be that data processing moves out to the "edge", where power is actually available – also known as "edge-computing", according to the analyst. – In that regard, Dell Technologies and Hewlett Packard Enterprise are perfectly positioned, as they possess the necessary hardware architecture, he adds."
- ·1 päivä sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.
- 2 päivää sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my positionVery good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact.
- ·2 päivää sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
2026 Q1 -tulosraportti
56 päivää sitten
‧29 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 25.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 26.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenthis is fairly interesting news - i don't have access to finansavisen but lets assume this is true... so biggest investor in NAPA, is also an investor in the enabler of the upside in NAPA... "Sundt in D-Matrix - Finansavisen today " "– There is limited focus on new investments in this part of the portfolio, but Sundt nevertheless made a new investment in D-Matrix in the autumn of 2025. D-Matrix is a Silicon Valley-based technology company that develops AI processors for efficient execution of language models and generative artificial intelligence in data centers, says Iqbal."Power access is becoming one of the biggest bottlenecks for new AI data centers. Many planned developments are being delayed because the power grid lacks capacity, and it can take several years to secure sufficient connection. At the same time, authorities – especially in the EU – are introducing increasingly strict requirements for energy efficiency and reporting of energy consumption in data centers. This development makes solutions that reduce power consumption and increase the utilization of server resources increasingly attractive. In this context, Napatech can be a gamechanger, because their technology enables higher server utilization and more AI capacity within a limited power budget.
- ·13 t sittenFA today: "Moving towards the "edge"" Nordnet analyst Roger Berntsen believes that today's cloud-based data processing models will increasingly be replaced by more decentralized solutions. SEES TECHNOLOGY SHIFT: Analyst Roger Berntsen at Nordnet. – The last decade has been about extreme centralization in gigantic data centers, but this model could hit a wall due to two critical factors, warns Roger Berntsen at Nordnet. – Firstly, the world's power grids could collapse under the weight of the enormous data centers, and secondly, future AI models, such as self-driving cars and industrial robotics, operate in real-time and cannot wait for data transfer to a remote cloud. The next major technology shift will therefore be that data processing moves out to the "edge", where power is actually available – also known as "edge-computing", according to the analyst. – In that regard, Dell Technologies and Hewlett Packard Enterprise are perfectly positioned, as they possess the necessary hardware architecture, he adds."
- ·1 päivä sittenExcerpt from an article in FA regarding yesterday's rise in the USA. No comparison intended, by the way; Small American stocks are concluding one of their strongest first halves in decades. The Russell 2000 index is up more than 21 percent year-to-date, and is on track for the best start to the year since 1991. According to CNBC, the rally follows a pattern investors know from larger companies: the rapid expansion of AI infrastructure. The difference is that the effect is now spreading from the largest tech companies to a broader network of suppliers, which gives small companies an unusually strong boost. – It's both a recovery in terms of valuation, and a fundamental story. The valuation gap was so large that a truck could drive through it. At the same time, fundamental conditions are improving in smaller companies, says portfolio manager Amy Zhang at Alger to CNBC.
- 2 päivää sittena few observations here USD is strengthening, good news for cash flow stock is back at 50 days moving average, which TA focused computers/people like Cerebras was flying yesterday in the US, up 20% - if D-matrix can copy Cerebras. sky is the limit for NAPA :) Fundamentally stock is at 4.5x P/S for next year, clearly market is still doubting the 2027 profile - rightfully - but as we get confirmation of the production ramp. that multiple will go higher one important trigger will be company coming out of investment period, starting to make money. I've added to my positionVery good point about the dollar exchange rate. For Q4, revenue was up 48% in USD, but only 36% in DKK, so the dollar exchange rate undoubtedly has an impact.
- ·2 päivää sittenDoes anyone have thoughts on whether Napatech is a typical company that could be acquired in the long term? With the technology and size they have today, which companies could potentially be suitable buyers? Just curious what people think.
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