SLEEP Share Price Performance
SEK 0
-45.90 (-100.00%)
Price SEK 0
Fair ValueSEK 38.04
Share Pricen/a
Sleep Cycle AB (publ) Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 124 Fair Values set on narratives written by author
SLEEP Community Narratives
MA
Fair Value SEK 38.04 55.4% undervalued intrinsic discount
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
3users have liked this narrative
2users have commented on this narrative
40users have followed this narrative
AN
Fair Value SEK 35 51.5% undervalued intrinsic discount
Rising Smartphones And AI Sleep Insights Will Transform Digital Health
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
BO
Fair Value SEK 46.03 63.2% undervalued intrinsic discount
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.Read more
5.2k
users have viewed this narrative3users have liked this narrative
2users have commented on this narrative
40users have followed this narrative
MA
SEK 38.04
55.4% undervalued intrinsic discount
Fair Value
Revenue
3.15% p.a.
Profit Margin
21%
Future PE
15x
Price in 2028
SEK 44.84
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.Read more
48
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
BO
SEK 46.03
63.2% undervalued intrinsic discount
Fair Value
Revenue
8% p.a.
Profit Margin
25%
Future PE
23.5x
Price in 2028
SEK 100.53
Rising Smartphones And AI Sleep Insights Will Transform Digital Health
Key Takeaways Proprietary AI, organic user growth, and medical certification position Sleep Cycle for leading B2B partnerships and rapid adoption in expanding health and wellness markets. Strong cash reserves and disciplined costs enable substantial product investment, boosting earning power and resilience against competition.Read more
24
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
SEK 35
51.5% undervalued intrinsic discount
Fair Value
Revenue
8.49% p.a.
Profit Margin
20.42%
Future PE
13.16x
Price in 2029
SEK 41.94
Embedded Trackers And Regulation Will Erode Sleep App Margins
Key Takeaways Deep integration of free health tracking by major platforms and bundled offerings threatens user growth, retention, and the relevance of standalone sleep apps. Rising compliance costs and the shift toward medical-grade solutions will squeeze margins and challenge Sleep Cycle's long-term profitability.Read more
29
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
SEK 34.5
50.8% undervalued intrinsic discount
Fair Value
Revenue
5.83% p.a.
Profit Margin
22.18%
Future PE
12.33x
Price in 2029
SEK 41.04
High-margin Partnerships And AI Screening Will Unlock Global Preventive Markets
Key Takeaways Diversifying revenue through high-margin partnerships and AI-driven health products is strengthening margins and expanding global market opportunities across both consumer and business channels. Proprietary AI capabilities and interoperable health data position Sleep Cycle for premium pricing, long-term user retention, and attractive partnerships amid growing wellness trends.Read more
104
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
AN
SEK 39.5
57.1% undervalued intrinsic discount
Fair Value
Revenue
9.78% p.a.
Profit Margin
22.88%
Future PE
12.05x
Price in 2028
SEK 46.98
Trending Discussion
Recently Updated Narratives
MA
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Fair Value: SEK 38.04 55.4% undervalued intrinsic discount
40 followersusers have followed this narrative
2 commentsusers have commented on this narrative
2 likesusers have liked this narrative
BO
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Fair Value: SEK 46.03 63.2% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
SLEEP: Respiratory Research Collaborations Will Support 2027 Margin Recovery Upside
Fair Value: SEK 35 51.5% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Sleep Cycle AB (publ) Key Details
About SLEEP
- Founded
- 2001
- Employees
- 39
- CEO
- WebsiteView website
Sleep Cycle AB (publ) engages in the development of sleep analysis applications in Sweden and internationally. It offers Sleep Cycle, an application that provides sleep-related solutions, including smart alarm, sleep stages and aid, and sound recordings; and Luma, an AI-driven sleep coach. The company was incorporated in 2001 and is headquartered in Gothenburg, Sweden.
