2025 Q3 -tulosraportti
32 päivää sitten33 min
Tarjoustasot
Oslo Børs
Määrä
Osto
355
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 104 | - | - | ||
| 543 | - | - | ||
| 106 | - | - | ||
| 443 | - | - |
Ylin
24,6VWAP
Alin
24,2VaihtoMäärä
0,7 29 232
VWAP
Ylin
24,6Alin
24,2VaihtoMäärä
0,7 29 232
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 7.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
25.11.25.11.Pareto idag: SmartCraft - Bygglet increase prices by ~10% into ‘26e Bygglet looks to increase prices by a little more than 10% into ‘26e, based on their new prices listed on their website (link). Uncertain if these will be enforced on all customers immediately, but very positive to see a price increase at about double of that last year (~5%). Bygglet is by far the largest solution in the group, at ~30% of total revenue (and ~60% of Swedish). This a little above our expectation and if similar adjustments are made for the rest of the portfolio, we see upside to our estimates currently at 12% ARR growth in ‘26e. There can also be upside to consensus at 14%, though we think market expectations are below and that this could provide some comfort on accelerating growth into ‘26e. A clear positive in our view.
·4.11.– Still challenging Revenue in the quarter was 138 million kroner, against an expected 140 million. ARR revenues are stated as 505 million kroner at the end of the quarter. Consensus expects 512 million here. – The market situation is still challenging, but it is encouraging to see that we reduced churn for the first time in almost two years, says interim CEO Hanna Konyi at SmartCraft. The adjusted cash EBITDA was 14 percent lower than Arctic's estimates. The brokerage expects to downgrade estimates by approximately ten percent due to lower revenue and ARR – «the stock will likely follow suit», writes the brokerage. Pareto expects to downgrade its estimates by 5–10 percent, while ABG expects to do the same by 6–9 percent. DNB Carnegie expects consensus estimates for adjusted EBITDA to be downgraded by 2 percent, and expects no particularly large reaction – «the stock is expected to remain flat or fall somewhat.» «Strange timing» On October 6, the company announced that from October 1, it has introduced a new organizational structure, where business areas now replace geography or country. The move, which is cost-neutral, is intended to scale faster, adapt solutions more efficiently, and drive growth and efficiency, according to Arctic. «We do not have a clear opinion on the change at the present time, but find it somewhat peculiar that this comes so shortly after the CEO resigned, and three months before the new CEO takes office. «It is still unclear whether this was pre-planned with the former CEO, as it was also not mentioned in the second quarter report,» writes Arctic. DNB Carnegie maintains that the change is sensible. «We believe the company will over time move more towards one or more common platforms, in which case this appears to be a logical step,» writes DNB Carnegie.- ·16.7.Positive that Langdon Equity Partners is flagging above 5%, they are talented
·17.6.Changing stock exchange from Oslo to Stockholm, what does it mean for shareholders?
·10.8.Does that also mean that we who have the shares in the ASK Account must move them to a VPS account, such as a Stock and Fund Account?
·8.10.Do you think you can keep it in the same account since the company is in the EEA?
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 ja analyysit
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 Q3 -tulosraportti
32 päivää sitten33 min
Uutiset ja analyysit
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
- 25.11.25.11.Pareto idag: SmartCraft - Bygglet increase prices by ~10% into ‘26e Bygglet looks to increase prices by a little more than 10% into ‘26e, based on their new prices listed on their website (link). Uncertain if these will be enforced on all customers immediately, but very positive to see a price increase at about double of that last year (~5%). Bygglet is by far the largest solution in the group, at ~30% of total revenue (and ~60% of Swedish). This a little above our expectation and if similar adjustments are made for the rest of the portfolio, we see upside to our estimates currently at 12% ARR growth in ‘26e. There can also be upside to consensus at 14%, though we think market expectations are below and that this could provide some comfort on accelerating growth into ‘26e. A clear positive in our view.
- ·4.11.– Still challenging Revenue in the quarter was 138 million kroner, against an expected 140 million. ARR revenues are stated as 505 million kroner at the end of the quarter. Consensus expects 512 million here. – The market situation is still challenging, but it is encouraging to see that we reduced churn for the first time in almost two years, says interim CEO Hanna Konyi at SmartCraft. The adjusted cash EBITDA was 14 percent lower than Arctic's estimates. The brokerage expects to downgrade estimates by approximately ten percent due to lower revenue and ARR – «the stock will likely follow suit», writes the brokerage. Pareto expects to downgrade its estimates by 5–10 percent, while ABG expects to do the same by 6–9 percent. DNB Carnegie expects consensus estimates for adjusted EBITDA to be downgraded by 2 percent, and expects no particularly large reaction – «the stock is expected to remain flat or fall somewhat.» «Strange timing» On October 6, the company announced that from October 1, it has introduced a new organizational structure, where business areas now replace geography or country. The move, which is cost-neutral, is intended to scale faster, adapt solutions more efficiently, and drive growth and efficiency, according to Arctic. «We do not have a clear opinion on the change at the present time, but find it somewhat peculiar that this comes so shortly after the CEO resigned, and three months before the new CEO takes office. «It is still unclear whether this was pre-planned with the former CEO, as it was also not mentioned in the second quarter report,» writes Arctic. DNB Carnegie maintains that the change is sensible. «We believe the company will over time move more towards one or more common platforms, in which case this appears to be a logical step,» writes DNB Carnegie.
- ·16.7.Positive that Langdon Equity Partners is flagging above 5%, they are talented
- ·17.6.Changing stock exchange from Oslo to Stockholm, what does it mean for shareholders?·10.8.Does that also mean that we who have the shares in the ASK Account must move them to a VPS account, such as a Stock and Fund Account?·8.10.Do you think you can keep it in the same account since the company is in the EEA?
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
355
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 104 | - | - | ||
| 543 | - | - | ||
| 106 | - | - | ||
| 443 | - | - |
Ylin
24,6VWAP
Alin
24,2VaihtoMäärä
0,7 29 232
VWAP
Ylin
24,6Alin
24,2VaihtoMäärä
0,7 29 232
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 7.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
32 päivää sitten33 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 4.11. | |
| 2025 Q2 -tulosraportti | 26.8. | |
| 2025 Q1 -tulosraportti | 7.5. | |
| 2024 Q4 -tulosraportti | 13.2. | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 25.11.25.11.Pareto idag: SmartCraft - Bygglet increase prices by ~10% into ‘26e Bygglet looks to increase prices by a little more than 10% into ‘26e, based on their new prices listed on their website (link). Uncertain if these will be enforced on all customers immediately, but very positive to see a price increase at about double of that last year (~5%). Bygglet is by far the largest solution in the group, at ~30% of total revenue (and ~60% of Swedish). This a little above our expectation and if similar adjustments are made for the rest of the portfolio, we see upside to our estimates currently at 12% ARR growth in ‘26e. There can also be upside to consensus at 14%, though we think market expectations are below and that this could provide some comfort on accelerating growth into ‘26e. A clear positive in our view.
- ·4.11.– Still challenging Revenue in the quarter was 138 million kroner, against an expected 140 million. ARR revenues are stated as 505 million kroner at the end of the quarter. Consensus expects 512 million here. – The market situation is still challenging, but it is encouraging to see that we reduced churn for the first time in almost two years, says interim CEO Hanna Konyi at SmartCraft. The adjusted cash EBITDA was 14 percent lower than Arctic's estimates. The brokerage expects to downgrade estimates by approximately ten percent due to lower revenue and ARR – «the stock will likely follow suit», writes the brokerage. Pareto expects to downgrade its estimates by 5–10 percent, while ABG expects to do the same by 6–9 percent. DNB Carnegie expects consensus estimates for adjusted EBITDA to be downgraded by 2 percent, and expects no particularly large reaction – «the stock is expected to remain flat or fall somewhat.» «Strange timing» On October 6, the company announced that from October 1, it has introduced a new organizational structure, where business areas now replace geography or country. The move, which is cost-neutral, is intended to scale faster, adapt solutions more efficiently, and drive growth and efficiency, according to Arctic. «We do not have a clear opinion on the change at the present time, but find it somewhat peculiar that this comes so shortly after the CEO resigned, and three months before the new CEO takes office. «It is still unclear whether this was pre-planned with the former CEO, as it was also not mentioned in the second quarter report,» writes Arctic. DNB Carnegie maintains that the change is sensible. «We believe the company will over time move more towards one or more common platforms, in which case this appears to be a logical step,» writes DNB Carnegie.
- ·16.7.Positive that Langdon Equity Partners is flagging above 5%, they are talented
- ·17.6.Changing stock exchange from Oslo to Stockholm, what does it mean for shareholders?·10.8.Does that also mean that we who have the shares in the ASK Account must move them to a VPS account, such as a Stock and Fund Account?·8.10.Do you think you can keep it in the same account since the company is in the EEA?
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
355
Myynti
Määrä
600
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 104 | - | - | ||
| 543 | - | - | ||
| 106 | - | - | ||
| 443 | - | - |
Ylin
24,6VWAP
Alin
24,2VaihtoMäärä
0,7 29 232
VWAP
Ylin
24,6Alin
24,2VaihtoMäärä
0,7 29 232
Välittäjätilasto
Dataa ei löytynyt