Persisting Tech Headwinds And Rising Regulation Will Erode Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

23 Jul 25

Updated

25 Feb 26

Views

n/a

AnalystLowTarget's Fair Value

n/a

-3.5%

-8.5%

-3.5%

-8.5%

You can edit this narrative until Feb 26 1:10 PM. Then, changes will post as Updates.

Author's Valuation

SEK 1825.1% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 25 Feb 26

Fair value Increased 43%

NOTE: Defense Order And Revised Assumptions Will Support Balanced Future Outlook

Analysts now set a higher price target for NOTE at SEK182, up from SEK127, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E levels. What's in the News NOTE received an order worth SEK 135 million from a long term customer in the defense segment, a Nordic defense company that is described as a market leader in its field (Key Developments).

2 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

SEK 182

5.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

7.83%

Historical revenue growth rate

12.40%

Electronic Equipment and Components revenue growth rate

0.79%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.90%

Calculation

SEK 379.84m

Earnings '29

16.40x

PE Ratio '29

SEK 6.23b

Market Cap '29

SEK 6.23b

Market Cap '29

28.74m

No. shares '29

SEK 216.73

Share Price '29

SEK 216.73 Share Price '29

Discounted to 2026 @ 6.93% p.a.

SEK 177.28

Fair Value '26