2026 Q1 -tulosraportti
17 päivää sitten
‧15 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
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 7.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·28.4. · MuokattuQ1 on April 30 will be exciting. Tourn has developed into an AI pure play company on the stock market, an option on AI development. In short, AI agents are the next step in client companies' development, where AI goes from being a tool that assists, to becoming a type of employee that performs the work. And it is precisely these AI agent solutions that Tourn has developed to streamline its own operations (influencer marketing) but which customers have now unexpectedly requested as Agent-as-a-Service. My feeling is that Tourn is far ahead today (the company has beta tested Chat GPT for 7 years) but has probably only scratched the surface. One customer is official today (see my previous post regarding this PM) but it's entirely possible that there are also smaller customers (pilots) who are now also included in Q1 as monthly recurring revenue. Furthermore, the agents are already fully developed and trained, and onboarding of new customers before revenues start to show is therefore short, around one week from the signing of the agreement. After this, the upsell potential is great, but I expect this to become visible only 6-9 months after onboarding. So, a completely new model. Q1's focus is on scaling and fully understanding the model, as well as getting a picture of scaling, growth, and profitability. I've been around for a long time and experienced Micro caps that have had breakthroughs and achieved significant valuations. I believe I see that the prerequisites exist in Tourn. With skill, a bit of luck, and AI hype, it can succeed. But, the probability of us reaching December's share price is very low. The upside is greater. The case is asymmetric. The valuation? Tourn is thus moving from today's "does the company survive?"-valuation to a "does the model work?"-valuation. To go from 80m to 150–300m (EV/S 2-4 x sales), Q1 must show that the AI business is up and running, selling, and repeatable. Doesn't need to be perfect, but real data points.- ·16.4.The order value is not stated in the PM as NEP does not want to disclose this. But realistic order value for Tourn's Agentified AI solutions (AaaS) is likely 1–3m for smaller customers and 4–10m for enterprise (e.g. NEP) with upside towards 10–15m if AI agents replace larger cost mass (among other things, replace existing SaaS solutions/costs). The same type of savings potential that Tourn itself managed to implement. This means in that case that Tourn doesn't need extremely many customers... 15–25 right customers are enough to reach 80–120m in ARR. Strong AI scaling + AI hype justifies multiples around 8-12 x ARR. A little luck, good momentum and skill, and it might work.
- ·15.4.If Tourn succeeds in converting the AI agents into recurring ARR and acquiring more customers like NEP (Carlyle Group), there is a realistic path from today's low valuation to 300–500m in a base case and up to 1 Bn in a bull case (20+ customers and ARR 80-120m). It can happen quickly, but not “overnight”. For a company like Tourn, it's about a 12–24 month journey in a good scenario. In today's market (post-hype, more cash flow focus): Low quality / early stage: 2–4x ARR Proven growth: 4–8x ARR Strong AI-scaling + hype: 8–12x ARR The key is not a single deal but rather to show that the model can be replicated and scaled with multiple customers, primarily during 2H 2026.
- ·15.4.Liquidity provider via ABG is a clear step up in maturity. Better spread, better trading, and in Tourn's case quite important given low free float. It can provide a short-term multiple expansion, but does not change the fundamentals. The interesting thing is actually the combo of IR + liquidity + Q1 momentum – it increases the probability that the market actually starts pricing the case if delivery comes. https://mb.cision.com/Main/12120/4335105/4038270.pdf
- ·15.4.Another press release: TOURN enters strategic AI collaboration with NEP Sweden This is an important step! jTourn goes from talking about AI to actually selling AI to a major client like NEP Sweden (part of Carlyle Group), with exposure to global events such as Super Bowl, Eurovision Song Contest, Premier League and Olympic Games. This strengthens the case around Agent-as-a-Service where the revenue model is recurring monthly revenues + performance-based upside, while the AI agents practically streamline manual processes for customers who use the AI agents in their own operations (i.e., the AI agents replace cost mass). It is also important that this is not an isolated case as several customers have shown interest and Tourn is discussing similar setups, which indicates pipeline rather than a single deal. Therefore, I foresee a greater financial impact only in 2H 2026 when implementations begin to scale and convert to recurring revenues. At the same time, concrete figures are still missing in the press release, so the value is currently primarily strategic – but this is the first clear data point that the AI part can become its own scalable business leg. I hope this is the potential paradigm shift I have predicted (similar to the development Applovin had and which I previously compared to Tourn's development): Tourn goes from a personnel-intensive agency to a scalable AI company with recurring revenues. If Tourn truly succeeds in productizing and replicating the agents for more customers, margins and growth can accelerate significantly. The big trigger now is to go from pilot (NEP) to breadth (multiple customers) and that is where real scaling and valuation uplift occur. https://mb.cision.com/Main/12120/4335134/4038490.pdf
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
17 päivää sitten
‧15 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
- ·28.4. · MuokattuQ1 on April 30 will be exciting. Tourn has developed into an AI pure play company on the stock market, an option on AI development. In short, AI agents are the next step in client companies' development, where AI goes from being a tool that assists, to becoming a type of employee that performs the work. And it is precisely these AI agent solutions that Tourn has developed to streamline its own operations (influencer marketing) but which customers have now unexpectedly requested as Agent-as-a-Service. My feeling is that Tourn is far ahead today (the company has beta tested Chat GPT for 7 years) but has probably only scratched the surface. One customer is official today (see my previous post regarding this PM) but it's entirely possible that there are also smaller customers (pilots) who are now also included in Q1 as monthly recurring revenue. Furthermore, the agents are already fully developed and trained, and onboarding of new customers before revenues start to show is therefore short, around one week from the signing of the agreement. After this, the upsell potential is great, but I expect this to become visible only 6-9 months after onboarding. So, a completely new model. Q1's focus is on scaling and fully understanding the model, as well as getting a picture of scaling, growth, and profitability. I've been around for a long time and experienced Micro caps that have had breakthroughs and achieved significant valuations. I believe I see that the prerequisites exist in Tourn. With skill, a bit of luck, and AI hype, it can succeed. But, the probability of us reaching December's share price is very low. The upside is greater. The case is asymmetric. The valuation? Tourn is thus moving from today's "does the company survive?"-valuation to a "does the model work?"-valuation. To go from 80m to 150–300m (EV/S 2-4 x sales), Q1 must show that the AI business is up and running, selling, and repeatable. Doesn't need to be perfect, but real data points.
- ·16.4.The order value is not stated in the PM as NEP does not want to disclose this. But realistic order value for Tourn's Agentified AI solutions (AaaS) is likely 1–3m for smaller customers and 4–10m for enterprise (e.g. NEP) with upside towards 10–15m if AI agents replace larger cost mass (among other things, replace existing SaaS solutions/costs). The same type of savings potential that Tourn itself managed to implement. This means in that case that Tourn doesn't need extremely many customers... 15–25 right customers are enough to reach 80–120m in ARR. Strong AI scaling + AI hype justifies multiples around 8-12 x ARR. A little luck, good momentum and skill, and it might work.
- ·15.4.If Tourn succeeds in converting the AI agents into recurring ARR and acquiring more customers like NEP (Carlyle Group), there is a realistic path from today's low valuation to 300–500m in a base case and up to 1 Bn in a bull case (20+ customers and ARR 80-120m). It can happen quickly, but not “overnight”. For a company like Tourn, it's about a 12–24 month journey in a good scenario. In today's market (post-hype, more cash flow focus): Low quality / early stage: 2–4x ARR Proven growth: 4–8x ARR Strong AI-scaling + hype: 8–12x ARR The key is not a single deal but rather to show that the model can be replicated and scaled with multiple customers, primarily during 2H 2026.
- ·15.4.Liquidity provider via ABG is a clear step up in maturity. Better spread, better trading, and in Tourn's case quite important given low free float. It can provide a short-term multiple expansion, but does not change the fundamentals. The interesting thing is actually the combo of IR + liquidity + Q1 momentum – it increases the probability that the market actually starts pricing the case if delivery comes. https://mb.cision.com/Main/12120/4335105/4038270.pdf
- ·15.4.Another press release: TOURN enters strategic AI collaboration with NEP Sweden This is an important step! jTourn goes from talking about AI to actually selling AI to a major client like NEP Sweden (part of Carlyle Group), with exposure to global events such as Super Bowl, Eurovision Song Contest, Premier League and Olympic Games. This strengthens the case around Agent-as-a-Service where the revenue model is recurring monthly revenues + performance-based upside, while the AI agents practically streamline manual processes for customers who use the AI agents in their own operations (i.e., the AI agents replace cost mass). It is also important that this is not an isolated case as several customers have shown interest and Tourn is discussing similar setups, which indicates pipeline rather than a single deal. Therefore, I foresee a greater financial impact only in 2H 2026 when implementations begin to scale and convert to recurring revenues. At the same time, concrete figures are still missing in the press release, so the value is currently primarily strategic – but this is the first clear data point that the AI part can become its own scalable business leg. I hope this is the potential paradigm shift I have predicted (similar to the development Applovin had and which I previously compared to Tourn's development): Tourn goes from a personnel-intensive agency to a scalable AI company with recurring revenues. If Tourn truly succeeds in productizing and replicating the agents for more customers, margins and growth can accelerate significantly. The big trigger now is to go from pilot (NEP) to breadth (multiple customers) and that is where real scaling and valuation uplift occur. https://mb.cision.com/Main/12120/4335134/4038490.pdf
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
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 7.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
17 päivää sitten
‧15 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 7.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·28.4. · MuokattuQ1 on April 30 will be exciting. Tourn has developed into an AI pure play company on the stock market, an option on AI development. In short, AI agents are the next step in client companies' development, where AI goes from being a tool that assists, to becoming a type of employee that performs the work. And it is precisely these AI agent solutions that Tourn has developed to streamline its own operations (influencer marketing) but which customers have now unexpectedly requested as Agent-as-a-Service. My feeling is that Tourn is far ahead today (the company has beta tested Chat GPT for 7 years) but has probably only scratched the surface. One customer is official today (see my previous post regarding this PM) but it's entirely possible that there are also smaller customers (pilots) who are now also included in Q1 as monthly recurring revenue. Furthermore, the agents are already fully developed and trained, and onboarding of new customers before revenues start to show is therefore short, around one week from the signing of the agreement. After this, the upsell potential is great, but I expect this to become visible only 6-9 months after onboarding. So, a completely new model. Q1's focus is on scaling and fully understanding the model, as well as getting a picture of scaling, growth, and profitability. I've been around for a long time and experienced Micro caps that have had breakthroughs and achieved significant valuations. I believe I see that the prerequisites exist in Tourn. With skill, a bit of luck, and AI hype, it can succeed. But, the probability of us reaching December's share price is very low. The upside is greater. The case is asymmetric. The valuation? Tourn is thus moving from today's "does the company survive?"-valuation to a "does the model work?"-valuation. To go from 80m to 150–300m (EV/S 2-4 x sales), Q1 must show that the AI business is up and running, selling, and repeatable. Doesn't need to be perfect, but real data points.
- ·16.4.The order value is not stated in the PM as NEP does not want to disclose this. But realistic order value for Tourn's Agentified AI solutions (AaaS) is likely 1–3m for smaller customers and 4–10m for enterprise (e.g. NEP) with upside towards 10–15m if AI agents replace larger cost mass (among other things, replace existing SaaS solutions/costs). The same type of savings potential that Tourn itself managed to implement. This means in that case that Tourn doesn't need extremely many customers... 15–25 right customers are enough to reach 80–120m in ARR. Strong AI scaling + AI hype justifies multiples around 8-12 x ARR. A little luck, good momentum and skill, and it might work.
- ·15.4.If Tourn succeeds in converting the AI agents into recurring ARR and acquiring more customers like NEP (Carlyle Group), there is a realistic path from today's low valuation to 300–500m in a base case and up to 1 Bn in a bull case (20+ customers and ARR 80-120m). It can happen quickly, but not “overnight”. For a company like Tourn, it's about a 12–24 month journey in a good scenario. In today's market (post-hype, more cash flow focus): Low quality / early stage: 2–4x ARR Proven growth: 4–8x ARR Strong AI-scaling + hype: 8–12x ARR The key is not a single deal but rather to show that the model can be replicated and scaled with multiple customers, primarily during 2H 2026.
- ·15.4.Liquidity provider via ABG is a clear step up in maturity. Better spread, better trading, and in Tourn's case quite important given low free float. It can provide a short-term multiple expansion, but does not change the fundamentals. The interesting thing is actually the combo of IR + liquidity + Q1 momentum – it increases the probability that the market actually starts pricing the case if delivery comes. https://mb.cision.com/Main/12120/4335105/4038270.pdf
- ·15.4.Another press release: TOURN enters strategic AI collaboration with NEP Sweden This is an important step! jTourn goes from talking about AI to actually selling AI to a major client like NEP Sweden (part of Carlyle Group), with exposure to global events such as Super Bowl, Eurovision Song Contest, Premier League and Olympic Games. This strengthens the case around Agent-as-a-Service where the revenue model is recurring monthly revenues + performance-based upside, while the AI agents practically streamline manual processes for customers who use the AI agents in their own operations (i.e., the AI agents replace cost mass). It is also important that this is not an isolated case as several customers have shown interest and Tourn is discussing similar setups, which indicates pipeline rather than a single deal. Therefore, I foresee a greater financial impact only in 2H 2026 when implementations begin to scale and convert to recurring revenues. At the same time, concrete figures are still missing in the press release, so the value is currently primarily strategic – but this is the first clear data point that the AI part can become its own scalable business leg. I hope this is the potential paradigm shift I have predicted (similar to the development Applovin had and which I previously compared to Tourn's development): Tourn goes from a personnel-intensive agency to a scalable AI company with recurring revenues. If Tourn truly succeeds in productizing and replicating the agents for more customers, margins and growth can accelerate significantly. The big trigger now is to go from pilot (NEP) to breadth (multiple customers) and that is where real scaling and valuation uplift occur. https://mb.cision.com/Main/12120/4335134/4038490.pdf
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
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