Share Repurchase Programs And New Contracts Will Support Future Efficiency

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Feb 25

Updated

25 Apr 26

Views

51

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

13.5%

7D

-1.9%

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1Y

13.5%

7D

-1.9%

You can edit this narrative until Apr 26 2:05 AM. Then, changes will post as Updates.

Author's Valuation

SEK 802.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Apr 26

ENEA: Messaging Security Wins And Buybacks Will Support Balanced Outlook

Analysts have kept their SEK fair value estimate for Enea unchanged, making only modest adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions that guide the updated price target discussion. What's in the News Liberty Costa Rica reports that deploying Enea’s Adaptive Messaging Firewall reduced SMS spam by 99% within three weeks, blocking over 30,000 new scam domains and aiming to improve subscriber safety and regulatory alignment (Client announcement).

0 views

Shared on 08 Apr 26

ENEA: Traffic Intelligence Partnership And Buybacks Will Support Bullish Outlook

Analysts have made a minor valuation-driven adjustment to their model for Enea, leaving the SEK fair value estimate effectively unchanged. They have fine-tuned assumptions such as the discount rate and future P/E, which supports maintaining a steady price target rather than making a material reset.

1 view

Shared on 25 Mar 26

ENEA: Government Security Contract And Buybacks Will Support Bullish Outlook

Analysts have kept their SEK fair value estimate for Enea broadly unchanged, with only slight tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This has led to a stable overall price target in SEK terms and indicates that their fundamental view on the stock remains essentially intact.

1 view

Shared on 10 Mar 26

ENEA: New Security Contracts And Buybacks Will Support Bullish Outlook

Analysts have kept their SEK fair value view for Enea unchanged at SEK 80, with a slightly higher discount rate and marginally adjusted long term assumptions on growth, margins and future P/E multiples shaping the updated price target narrative. What's in the News Enea and Digis Squared report a joint win with a large Tier 1 mobile network provider in the Middle East and Northern Africa, combining Enea Integra Traffic Management, deep packet inspection and Digis Squared integration capabilities for traffic insights, policy control and large-scale network access (Client announcement).

2 views

Shared on 24 Feb 26

ENEA: New Security And Traffic Intelligence Wins Will Support Bullish Outlook

Analysts have updated their price target on Enea to reflect revised assumptions for the discount rate and forward P/E. The new target is now set at SEK 80.0, compared with the prior SEK 80.

6 views

Shared on 09 Feb 26

ENEA: New Security And Traffic Intelligence Contracts Will Support Bullish Outlook

Analysts have adjusted their price target on Enea to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The shift is framed as a recalibration of their valuation model rather than a major change in view.

3 views

Shared on 26 Jan 26

ENEA: New Security Contracts And Messaging Deals Will Support Stable Outlook

Analysts have trimmed their price target for Enea slightly, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a marginally lower valuation than before. What's in the News Enea secured a US$3.7 million contract with a government customer in Northern Africa to deliver Traffic Management and Traffic Intelligence solutions, with US$2.4 million in software license revenue scheduled for recognition in fourth quarter 2025 and additional support and maintenance revenue spread over four years (Key Developments).

2 views

Shared on 11 Jan 26

ENEA: Telecom Security Contracts And Buybacks Will Support Balanced Long Term Outlook

Analysts have nudged their price target for Enea slightly higher to reflect a modestly lower discount rate and a small adjustment to the assumed future P/E multiple, while keeping fair value unchanged at €80.00. What's in the News Enea secured a US$3.7 million contract with a government customer in Northern Africa to provide Traffic Management and Traffic Intelligence solutions.

7 views

Shared on 23 Dec 25

ENEA: Recent Telecom Security Wins Will Drive Long Term Upside

Analysts have modestly raised their price target on Enea to €80.00, reflecting slightly higher long term return assumptions while maintaining a broadly unchanged view on the company’s growth and profitability profile. What's in the News Asiacell deployed Enea's Data Traffic Management solution to improve subscriber quality of experience and optimize rapidly growing video traffic, enhancing performance while conserving network resources (client announcement).

1 view

Shared on 09 Dec 25

ENEA: Recent Telecom Wins Will Drive Upside From Current Levels

Narrative Update on Enea Analysts have modestly raised their price target on Enea to align with updated valuation inputs, citing a slightly higher discount rate and future P/E assumptions, while maintaining their fair value estimate at SEK 80.00 per share. What's in the News Asiacell has deployed Enea's Data Traffic Management solution to improve subscriber quality of experience and optimize rapidly growing video data traffic in its mobile network (Key Developments).

1 view

Shared on 25 Nov 25

ENEA: Share Buyback And African Telecom Deal Will Support Upside Momentum

Narrative Update: Enea Analyst Price Target Adjustment Analysts have maintained Enea's fair value estimate at $80.00 per share. They note stable long-term expectations despite minor adjustments in future earnings assumptions.

2 views

Shared on 09 Nov 25

ENEA: Share Buyback And Landmark African Contract Will Drive Upside Potential

Analysts have left their fair value estimate for Enea unchanged at $80.00, noting stable assumptions about the company’s future growth and profitability. What's in the News Enea completed the repurchase of 232,616 shares, representing 1.19% of outstanding shares, for SEK 17.53 million under the buyback program announced on July 28, 2025 (Key Developments).

2 views

Shared on 26 Oct 25

Fair value Decreased 11%

Analysts have revised their price target for Enea downward from $90 to $80. This change reflects updated expectations for revenue growth and valuation, despite a slight improvement in profit margin projections.

2 views

Shared on 26 Mar 25

Fair value Decreased 26%

0 views

Shared on 19 Mar 25

Fair value Increased 35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 13 Mar 25

1 view

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

SEK 80

2.4% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.34%

Historical revenue growth rate

0.67%

IT revenue growth rate

0.74%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.54%

Calculation

SEK 168.85m

Earnings '29

x

10.13x

PE Ratio '29

=

SEK 1.71b

Market Cap '29

SEK 1.71b

Market Cap '29

/

17.06m

No. shares '29

=

SEK 100.28

Share Price '29

SEK 100.28 Share Price '29

Discounted to 2026 @ 7.95% p.a.

=

SEK 79.71

Fair Value '26