2026 Q3 - tulosraportti
27 päivää sitten
‧40 min
4,20 EUR/osake
Viimeisin osinko
1,73%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 18.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 16.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 7.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. |
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
22.10.This is pure shit
It is not bottomless. This is a truly good business. They have just bought another large and good business. Which they may have paid too much for. In the autumn of next year, they will officially be merged with PTC. Until then, it is volatile.
·20.10. · MuokattuSome facts about Schneider's acquisition of PTC from my perspective: - Schneider is almost 8 times larger than PTC measured by market cap and has a 16 times larger revenue (2025) - Both companies have experienced a growth of c. 30% annually over the past 10 years. Both companies have recently experienced a major drop in the share price, which PTC has now almost recovered from, Schneider's drop relates to the news of the acquisition of PTC. Schneider is buying a lot of value regardless and is not exactly risking the store, even though the deal is large. If the market will react to a lower profit due to the investment in some quarters, it is so short-term that it should be exploited for acquisitions in my book.A few more facts about Schneider's acquisition of PTC from my point of view: The acquisition is exciting because it could turn out to be a game changer for Schneider Electric and bring the company much more solidly into the development of AI / Datacenters etc. Some of the strategic reasons for the acquisition: • According to Schneider itself, they complement each other: 'Schneider has traditionally had strong data on the actual operation and energy consumption in factories and buildings. PTC brings the upstream data – the actual design and construction of the machines and products – into the equation. This creates an unbroken digital thread from drawing board to recycling.' • Positioning against tech competitors: The acquisition genuinely enables Schneider Electric to act as a direct challenger to companies like Siemens and Dassault Systèmes, which have long dominated the market for integrated industrial software. • Boom in datacenters and AI infrastructure: The massive rollout of AI datacenters requires extremely close integration between physical hardware (cooling, power) and advanced software to optimize dense and energy-heavy systems. • Higher share of subscription revenue: PTC's transition to a pure SaaS model (software-as-a-service) means that Schneider's total revenue from software and services will rise to around 24% of the total business. All these points are important, but especially regarding the expansion of datacenters and AI infrastructure, as an investor I expect Schneider to be able to capture a larger slice of the enormous growth rates seen in this industry in the coming years.
·20.10.The specific news is that Schneider Electric last night announced a capital increase of approximately EUR 6 billion to finance the acquisition of software company PTC. That is the most likely explanation for the 3.2% drop this morning. New shares dilute existing shareholders' ownership stake and can put pressure on the share price, especially if sold at a discount. At the same time, the large financing need for the PTC acquisition has already created concern about debt and the return on the acquisition. Operations, on the other hand, show strength: Schneider upgraded on Friday after approximately 17% organic revenue growth in the third quarter. My assessment is therefore that the market is primarily reacting to the financing and the risk associated with the PTC acquisition.Which is surely correct but pretty idiotic since the market knew about the increase from previous announcement
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
27 päivää sitten
‧40 min
4,20 EUR/osake
Viimeisin osinko
1,73%Tuotto/v
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
- 22.10.This is pure shitIt is not bottomless. This is a truly good business. They have just bought another large and good business. Which they may have paid too much for. In the autumn of next year, they will officially be merged with PTC. Until then, it is volatile.
- ·20.10. · MuokattuSome facts about Schneider's acquisition of PTC from my perspective: - Schneider is almost 8 times larger than PTC measured by market cap and has a 16 times larger revenue (2025) - Both companies have experienced a growth of c. 30% annually over the past 10 years. Both companies have recently experienced a major drop in the share price, which PTC has now almost recovered from, Schneider's drop relates to the news of the acquisition of PTC. Schneider is buying a lot of value regardless and is not exactly risking the store, even though the deal is large. If the market will react to a lower profit due to the investment in some quarters, it is so short-term that it should be exploited for acquisitions in my book.A few more facts about Schneider's acquisition of PTC from my point of view: The acquisition is exciting because it could turn out to be a game changer for Schneider Electric and bring the company much more solidly into the development of AI / Datacenters etc. Some of the strategic reasons for the acquisition: • According to Schneider itself, they complement each other: 'Schneider has traditionally had strong data on the actual operation and energy consumption in factories and buildings. PTC brings the upstream data – the actual design and construction of the machines and products – into the equation. This creates an unbroken digital thread from drawing board to recycling.' • Positioning against tech competitors: The acquisition genuinely enables Schneider Electric to act as a direct challenger to companies like Siemens and Dassault Systèmes, which have long dominated the market for integrated industrial software. • Boom in datacenters and AI infrastructure: The massive rollout of AI datacenters requires extremely close integration between physical hardware (cooling, power) and advanced software to optimize dense and energy-heavy systems. • Higher share of subscription revenue: PTC's transition to a pure SaaS model (software-as-a-service) means that Schneider's total revenue from software and services will rise to around 24% of the total business. All these points are important, but especially regarding the expansion of datacenters and AI infrastructure, as an investor I expect Schneider to be able to capture a larger slice of the enormous growth rates seen in this industry in the coming years.
- ·20.10.The specific news is that Schneider Electric last night announced a capital increase of approximately EUR 6 billion to finance the acquisition of software company PTC. That is the most likely explanation for the 3.2% drop this morning. New shares dilute existing shareholders' ownership stake and can put pressure on the share price, especially if sold at a discount. At the same time, the large financing need for the PTC acquisition has already created concern about debt and the return on the acquisition. Operations, on the other hand, show strength: Schneider upgraded on Friday after approximately 17% organic revenue growth in the third quarter. My assessment is therefore that the market is primarily reacting to the financing and the risk associated with the PTC acquisition.Which is surely correct but pretty idiotic since the market knew about the increase from previous announcement
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 18.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 16.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 7.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
27 päivää sitten
‧40 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 18.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 16.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 7.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
4,20 EUR/osake
Viimeisin osinko
1,73%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 22.10.This is pure shitIt is not bottomless. This is a truly good business. They have just bought another large and good business. Which they may have paid too much for. In the autumn of next year, they will officially be merged with PTC. Until then, it is volatile.
- ·20.10. · MuokattuSome facts about Schneider's acquisition of PTC from my perspective: - Schneider is almost 8 times larger than PTC measured by market cap and has a 16 times larger revenue (2025) - Both companies have experienced a growth of c. 30% annually over the past 10 years. Both companies have recently experienced a major drop in the share price, which PTC has now almost recovered from, Schneider's drop relates to the news of the acquisition of PTC. Schneider is buying a lot of value regardless and is not exactly risking the store, even though the deal is large. If the market will react to a lower profit due to the investment in some quarters, it is so short-term that it should be exploited for acquisitions in my book.A few more facts about Schneider's acquisition of PTC from my point of view: The acquisition is exciting because it could turn out to be a game changer for Schneider Electric and bring the company much more solidly into the development of AI / Datacenters etc. Some of the strategic reasons for the acquisition: • According to Schneider itself, they complement each other: 'Schneider has traditionally had strong data on the actual operation and energy consumption in factories and buildings. PTC brings the upstream data – the actual design and construction of the machines and products – into the equation. This creates an unbroken digital thread from drawing board to recycling.' • Positioning against tech competitors: The acquisition genuinely enables Schneider Electric to act as a direct challenger to companies like Siemens and Dassault Systèmes, which have long dominated the market for integrated industrial software. • Boom in datacenters and AI infrastructure: The massive rollout of AI datacenters requires extremely close integration between physical hardware (cooling, power) and advanced software to optimize dense and energy-heavy systems. • Higher share of subscription revenue: PTC's transition to a pure SaaS model (software-as-a-service) means that Schneider's total revenue from software and services will rise to around 24% of the total business. All these points are important, but especially regarding the expansion of datacenters and AI infrastructure, as an investor I expect Schneider to be able to capture a larger slice of the enormous growth rates seen in this industry in the coming years.
- ·20.10.The specific news is that Schneider Electric last night announced a capital increase of approximately EUR 6 billion to finance the acquisition of software company PTC. That is the most likely explanation for the 3.2% drop this morning. New shares dilute existing shareholders' ownership stake and can put pressure on the share price, especially if sold at a discount. At the same time, the large financing need for the PTC acquisition has already created concern about debt and the return on the acquisition. Operations, on the other hand, show strength: Schneider upgraded on Friday after approximately 17% organic revenue growth in the third quarter. My assessment is therefore that the market is primarily reacting to the financing and the risk associated with the PTC acquisition.Which is surely correct but pretty idiotic since the market knew about the increase from previous announcement
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt