2025 Q3 -tulosraportti
44 päivää sitten1 t 0 min
Tarjoustasot
First North Sweden
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 18.11.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 28.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20.12.2025Verve is technically starting to look exciting again. A massive volume shelf now acts as a floor under the stock, and if it can "conquer" EMA20 which acts as resistance, then there is room for a quick rise up to 21-22 SEK, initially.
·17.12.2025Just read this in my mobile banking app. Can't see the news here. GBC AG has released a new analyst report on Verve Group SE, maintaining its "Buy" recommendation with a price target of €7.95. The research highlights Verve Group's robust revenue and earnings performance for the first nine months of 2025, despite a challenging advertising market and platform migration effects. The report also notes expected efficiency gains and cost savings in the coming year, as well as positive contributions from recent acquisitions, Captify and Arcado. GBC AG sees significant upside potential for the Verve Group share. The analysis was conducted by analysts Marcel Goldmann and Cosmin Filker.
18.12.202518.12.2025This feels like sinking boat. Hope not!
12.12.202512.12.2025Longer interview with the CEO. https://www.inderes.se/videos/a-sit-down-with-ceo-remco-westermann
12.12.202512.12.2025Free Cash Flow (FCF) represents the cash generated by a company’s operations after deducting capital expenditures (CAPEX). If Westermann mentions that FCF has been weak this year, it does not necessarily indicate a problem with the company’s long-term cash generation. At the same time, strong revenue growth (e.g., around 10% in Q2 2025) is a very positive signal. It shows that sales and the customer base are expanding, which over the long term typically translates into robust and sustainable cash flow. A temporary dip in FCF is not alarming if it stems from strategic investments and growth initiatives. Strong revenue growth reinforces the view that the business is developing in the right direction and that long-term cash flow potential remains strong. For investors, this is generally a positive sign, provided management communicates clearly the nature and timing of these investments.- ·6.12.2025VERVE is probably the stock in the portfolio that annoys me the most, and which historically has been the most difficult to understand and trade. The fact, as I see it, is that the stock is diluted by approx 10-12% per year for servicing their employee incentive program. Furthermore, they are highly exposed to a falling USD. And then, of course, there are the well-known technical integration challenges as well as a generally weak market. None of this is positive and it is unclear when any of this will turn into a tailwind. Remko, who is fundamentally an eternal optimist, says that the end of Q3 was positive and that sales have accelerated into Q4. This is not the first time he has expressed optimism, only to then disappoint shareholders. My assessment is that if he disappoints again, the bottom will fall out of the stock. I actually believe there is huge potential in their business model, and it seems they are doing a lot of things right. But I have also reduced my exposure, to protect against downside risk.10.12.202510.12.2025Verve is, over the long term, a company with solid cash flow generation and a business model that has proven itself over many years. In the short term the picture is more challenging. Two recent acquisitions and the related earn out payments have put pressure on cash flow and shifted attention away from the company’s underlying ability to generate operating cash. The improved look of the Q3 numbers does not reflect any real change. It is simply an accounting reclassification that moves an item from one cash flow category to another without increasing the amount of cash in the business. This is why the market has not reacted positively. Investors can see that the company’s operational performance has not actually improved. Even so, Verve still has strong long term cash flow potential. At the moment it is working through integration costs and acquisition related cash outflows. The market is waiting for real and sustainable progress rather than technical adjustments before assigning the stock a higher valuation.
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 Q3 -tulosraportti
44 päivää sitten1 t 0 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.12.2025Verve is technically starting to look exciting again. A massive volume shelf now acts as a floor under the stock, and if it can "conquer" EMA20 which acts as resistance, then there is room for a quick rise up to 21-22 SEK, initially.
- ·17.12.2025Just read this in my mobile banking app. Can't see the news here. GBC AG has released a new analyst report on Verve Group SE, maintaining its "Buy" recommendation with a price target of €7.95. The research highlights Verve Group's robust revenue and earnings performance for the first nine months of 2025, despite a challenging advertising market and platform migration effects. The report also notes expected efficiency gains and cost savings in the coming year, as well as positive contributions from recent acquisitions, Captify and Arcado. GBC AG sees significant upside potential for the Verve Group share. The analysis was conducted by analysts Marcel Goldmann and Cosmin Filker.18.12.202518.12.2025This feels like sinking boat. Hope not!
- 12.12.202512.12.2025Longer interview with the CEO. https://www.inderes.se/videos/a-sit-down-with-ceo-remco-westermann12.12.202512.12.2025Free Cash Flow (FCF) represents the cash generated by a company’s operations after deducting capital expenditures (CAPEX). If Westermann mentions that FCF has been weak this year, it does not necessarily indicate a problem with the company’s long-term cash generation. At the same time, strong revenue growth (e.g., around 10% in Q2 2025) is a very positive signal. It shows that sales and the customer base are expanding, which over the long term typically translates into robust and sustainable cash flow. A temporary dip in FCF is not alarming if it stems from strategic investments and growth initiatives. Strong revenue growth reinforces the view that the business is developing in the right direction and that long-term cash flow potential remains strong. For investors, this is generally a positive sign, provided management communicates clearly the nature and timing of these investments.
- ·6.12.2025VERVE is probably the stock in the portfolio that annoys me the most, and which historically has been the most difficult to understand and trade. The fact, as I see it, is that the stock is diluted by approx 10-12% per year for servicing their employee incentive program. Furthermore, they are highly exposed to a falling USD. And then, of course, there are the well-known technical integration challenges as well as a generally weak market. None of this is positive and it is unclear when any of this will turn into a tailwind. Remko, who is fundamentally an eternal optimist, says that the end of Q3 was positive and that sales have accelerated into Q4. This is not the first time he has expressed optimism, only to then disappoint shareholders. My assessment is that if he disappoints again, the bottom will fall out of the stock. I actually believe there is huge potential in their business model, and it seems they are doing a lot of things right. But I have also reduced my exposure, to protect against downside risk.10.12.202510.12.2025Verve is, over the long term, a company with solid cash flow generation and a business model that has proven itself over many years. In the short term the picture is more challenging. Two recent acquisitions and the related earn out payments have put pressure on cash flow and shifted attention away from the company’s underlying ability to generate operating cash. The improved look of the Q3 numbers does not reflect any real change. It is simply an accounting reclassification that moves an item from one cash flow category to another without increasing the amount of cash in the business. This is why the market has not reacted positively. Investors can see that the company’s operational performance has not actually improved. Even so, Verve still has strong long term cash flow potential. At the moment it is working through integration costs and acquisition related cash outflows. The market is waiting for real and sustainable progress rather than technical adjustments before assigning the stock a higher valuation.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 18.11.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 28.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
44 päivää sitten1 t 0 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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 18.11.2025 | |
| 2025 Q2 -tulosraportti | 15.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 28.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.12.2025Verve is technically starting to look exciting again. A massive volume shelf now acts as a floor under the stock, and if it can "conquer" EMA20 which acts as resistance, then there is room for a quick rise up to 21-22 SEK, initially.
- ·17.12.2025Just read this in my mobile banking app. Can't see the news here. GBC AG has released a new analyst report on Verve Group SE, maintaining its "Buy" recommendation with a price target of €7.95. The research highlights Verve Group's robust revenue and earnings performance for the first nine months of 2025, despite a challenging advertising market and platform migration effects. The report also notes expected efficiency gains and cost savings in the coming year, as well as positive contributions from recent acquisitions, Captify and Arcado. GBC AG sees significant upside potential for the Verve Group share. The analysis was conducted by analysts Marcel Goldmann and Cosmin Filker.18.12.202518.12.2025This feels like sinking boat. Hope not!
- 12.12.202512.12.2025Longer interview with the CEO. https://www.inderes.se/videos/a-sit-down-with-ceo-remco-westermann12.12.202512.12.2025Free Cash Flow (FCF) represents the cash generated by a company’s operations after deducting capital expenditures (CAPEX). If Westermann mentions that FCF has been weak this year, it does not necessarily indicate a problem with the company’s long-term cash generation. At the same time, strong revenue growth (e.g., around 10% in Q2 2025) is a very positive signal. It shows that sales and the customer base are expanding, which over the long term typically translates into robust and sustainable cash flow. A temporary dip in FCF is not alarming if it stems from strategic investments and growth initiatives. Strong revenue growth reinforces the view that the business is developing in the right direction and that long-term cash flow potential remains strong. For investors, this is generally a positive sign, provided management communicates clearly the nature and timing of these investments.
- ·6.12.2025VERVE is probably the stock in the portfolio that annoys me the most, and which historically has been the most difficult to understand and trade. The fact, as I see it, is that the stock is diluted by approx 10-12% per year for servicing their employee incentive program. Furthermore, they are highly exposed to a falling USD. And then, of course, there are the well-known technical integration challenges as well as a generally weak market. None of this is positive and it is unclear when any of this will turn into a tailwind. Remko, who is fundamentally an eternal optimist, says that the end of Q3 was positive and that sales have accelerated into Q4. This is not the first time he has expressed optimism, only to then disappoint shareholders. My assessment is that if he disappoints again, the bottom will fall out of the stock. I actually believe there is huge potential in their business model, and it seems they are doing a lot of things right. But I have also reduced my exposure, to protect against downside risk.10.12.202510.12.2025Verve is, over the long term, a company with solid cash flow generation and a business model that has proven itself over many years. In the short term the picture is more challenging. Two recent acquisitions and the related earn out payments have put pressure on cash flow and shifted attention away from the company’s underlying ability to generate operating cash. The improved look of the Q3 numbers does not reflect any real change. It is simply an accounting reclassification that moves an item from one cash flow category to another without increasing the amount of cash in the business. This is why the market has not reacted positively. Investors can see that the company’s operational performance has not actually improved. Even so, Verve still has strong long term cash flow potential. At the moment it is working through integration costs and acquisition related cash outflows. The market is waiting for real and sustainable progress rather than technical adjustments before assigning the stock a higher valuation.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt