Yubico AB

Informe acción OM:YUBICO

Capitalización de mercado: SEK 5.3b

Yubico Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Yubico de 40.2% y 11.4% por año respectivamente. Se prevé que el BPA crezca en un 40.1% al año. Se espera que la rentabilidad financiera sea de 16.6% en 3 años.

Información clave

40.2%

Tasa de crecimiento de los beneficios

40.13%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software34.4%
Tasa de crecimiento de los ingresos11.4%
Rentabilidad financiera futura16.61%
Cobertura de analistas

Low

Última actualización06 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis May 08

Yubico AB Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Yubico AB ( STO:YUBICO ), which a week ago released some disappointing...
Artículo de análisis Aug 17

Yubico AB Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on Yubico AB ( STO:YUBICO ), given that the company fell short of...

Recent updates

Actualización de narrativa May 20

YUBICO: Lower Expected Growth Will Outweigh New Partnerships And Expansion Plans

Analysts have revised their SEK price target on Yubico from SEK 130 to SEK 43, reflecting updated views on fair value, discount rate, expected revenue growth, profit margins, and future P/E multiples. What's in the News The board appoints long-time executive Jerrod Chong as permanent CEO, effective 4 May 2026, after he served as acting CEO since December 2025 and previously held senior roles including COO, with a background at Check Point and Protect Data (Executive Changes).
Artículo de análisis May 08

Yubico AB Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Yubico AB ( STO:YUBICO ), which a week ago released some disappointing...
Actualización de narrativa May 01

YUBICO: Expanded Global Hubs And Services Will Support Future Profitability

Analysts have held their SEK fair value view steady for Yubico while slightly adjusting inputs such as the discount rate, expected revenue growth, profit margin, and future P/E assumptions. Together, these changes result in an unchanged analyst price target in SEK terms.
Actualización de narrativa Apr 16

YUBICO: Expanded Global Hubs And Services Will Support Future Profitability

Analysts have modestly adjusted their price target on Yubico to SEK 80, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping the overall valuation level unchanged at SEK 80. What's in the News Issued preliminary first quarter 2026 guidance with order bookings expected between SEK 400 million and SEK 450 million and EBIT between SEK 10 million and SEK 25 million (Corporate guidance) Expanded YubiKey as a Service Enrollment services, including the new YubiKey as a Service, Enroll app in Limited Early Access for Android and options ranging from fully managed pre configured YubiKeys to an SDK and command line tool for enterprise deployments (Product and business expansion) Opened a third global headquarters in Singapore to support operations, supply chain, sales and cybersecurity talent development across the Asia Pacific region (Business expansion) Launched the YubiNation Partners global channel program with four partnership tiers, with the goal of building a broader ecosystem for phishing resistant MFA and passwordless deployments (Product related channel program) Announced broader YubiKey as a Service features including Self Service Ordering and an updated Customer Portal to support large scale, hardware based authentication rollouts across the U.S., Canada and Europe (Product related announcement) Valuation Changes Fair Value: SEK 80.0 remains unchanged, so the overall equity valuation level is steady.
Actualización de narrativa Apr 02

YUBICO: Expanded Service Platform And New Hubs Will Support Long-Term Profitability

Analysts have reduced their fair value estimate for Yubico to SEK 80.00 from SEK 100.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that indicate a more measured outlook for the shares. What's in the News Yubico expanded its YubiKey as a Service Enrollment offering to support in-the-field enrollment of YubiKeys for Microsoft and PingID environments, including a new Enroll app in Limited Early Access for Android and an SDK option planned to help enterprises tailor onboarding and recovery workflows.
Actualización de narrativa Mar 19

YUBICO: Asia Pacific Expansion And Channel Program Will Drive Future Upside

Analysts have kept their SEK price target for Yubico effectively unchanged at about SEK 69, as only minor technical tweaks to inputs such as discount rate, profit margin and future P/E assumptions inform their steady view on the company’s valuation. What's in the News Opened a third global headquarters in Singapore to serve the Asia Pacific region, with functions spanning supply chain, operations, sales and administration, and a focus on local cybersecurity talent development across government, financial services, technology, telecoms, manufacturing and other critical infrastructure sectors (Key Developments).
Actualización de narrativa Mar 05

YUBICO: Global Security Expansion And Singapore Hub Will Drive Future Upside

Analysts have reduced their SEK price target for Yubico from about SEK 78 to roughly SEK 69, reflecting updated assumptions for slightly lower revenue growth, profit margins, and future P/E multiples. What's in the News Opened a third global headquarters in Singapore to serve as a center of excellence for supply chain, operations, sales, and administration across the Asia Pacific region, with a focus on hardware backed authentication and AI related security use cases (Key Developments).
Actualización de narrativa Feb 19

YUBICO: Expanded Security Accreditation In Spain Will Support Future Upside

Analysts have revised their SEK 108.00 price target on Yubico to SEK 78.33. The change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
Actualización de narrativa Feb 04

YUBICO: Expanded Service Platform And Leadership Transition Will Support Long-Term Profitability

Analysts have reduced their price target for Yubico from $120.00 to $100.00, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News Yubico expanded YubiKey as a Service with new capabilities aimed at helping organizations adopt phishing resistant, hardware based passkeys at scale, including tools to support passwordless authentication across large workforces.
Actualización de narrativa Jan 21

YUBICO: Reset Expectations And Retail Expansion Will Support Long-Term Profitability

Analysts have lowered their price target on Yubico from $145.00 to $120.00, citing updated views on growth, profitability, and future P/E assumptions following recent rating changes on the stock. Analyst Commentary While the recent price target cut to $120.00 and rating change signal a more cautious stance, some elements of the updated research still point to areas that more optimistic investors tend to focus on.
Actualización de narrativa Jan 07

YUBICO: Wider Retail Distribution Will Support Future Upside Despite Hold Downgrade

Analysts have trimmed their price expectations for Yubico, cutting the fair value estimate from €124.67 to €108.00. They cite a shift toward more conservative assumptions on revenue growth, profit margins and future P/E multiples, alongside a recent downgrade to Hold in Street research.
Actualización de narrativa Dec 23

YUBICO Hardware Security Keys Will Drive Long-Term Profitability Rebound Ahead

Analysts have reduced their price target on Yubico from $190 to $145 as they grow more cautious on valuation and profitability, despite slightly stronger expectations for revenue growth. Analyst Commentary While some firms are turning more cautious, other bullish analysts continue to highlight structural strengths in Yubico’s business model and long term growth profile.
Actualización de narrativa Dec 09

YUBICO: Wider Retail Access Will Drive Future Demand Despite Recent Downgrade

Analysts trimmed their price target on Yubico to $124.67 from $124.67, a marginal adjustment that reflects slightly higher perceived risk and a more cautious stance following recent downgrades to Hold. Analyst Commentary Analysts describe the latest downgrade as a shift toward a more balanced risk reward profile, with the new Hold rating signaling tempered expectations for near term outperformance rather than a structural change in the company thesis.
Actualización de narrativa Nov 25

YUBICO: Wider Retail Access Will Increase Long-Term Demand And Market Exposure

Analysts have lowered their price target for Yubico from approximately $144 to $125. This change is due to a reassessment in growth and profitability expectations as reflected in recent research updates.
Artículo de análisis Nov 18

Is Yubico (STO:YUBICO) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Nov 07

YUBICO: Ongoing Retail Expansion Will Drive Wider Market Reach

Narrative Update on Yubico Analyst Price Target Analysts have revised Yubico’s price target, maintaining it at $144.33. Recent research indicates a more cautious outlook and neutral recommendations in response to subdued growth expectations.
Actualización de narrativa Oct 24

Subscription Transition And Cybersecurity Demand Will Define Future Market Position

Yubico's analyst price target has been revised downward from $155.75 to $144.33, with analysts citing softer revenue growth forecasts and a recent sector downgrade as the primary drivers for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts see long-term market demand for secure authentication products as supportive of Yubico's growth trajectory.
Artículo de análisis Aug 17

Yubico AB Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on Yubico AB ( STO:YUBICO ), given that the company fell short of...
Actualización de narrativa Aug 16

Global Expansion And Partnerships With Okta And Microsoft Will Strengthen Future Market Position

Despite an increase in consensus revenue growth forecasts, a sharp decline in Yubico’s future P/E multiple has driven a notable reduction in the analyst price target from SEK202.50 to SEK178.00. What's in the News Yubico expanded YubiKey as a Service to all European Union countries, significantly broadening enterprise access to phishing-resistant security solutions.
Artículo de análisis Jun 30

If EPS Growth Is Important To You, Yubico (STO:YUBICO) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis May 16

Yubico AB Just Missed EPS By 43%: Here's What Analysts Think Will Happen Next

One of the biggest stories of last week was how Yubico AB ( STO:YUBICO ) shares plunged 23% in the week since its...
Artículo de análisis Apr 26

Estimating The Fair Value Of Yubico AB (STO:YUBICO)

Key Insights The projected fair value for Yubico is kr181 based on 2 Stage Free Cash Flow to Equity Yubico's kr193...
Artículo de análisis Mar 24

With EPS Growth And More, Yubico (STO:YUBICO) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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Nueva narrativa Jan 20

Expanding YubiKey Adoption And Global Reach Will Drive Future Growth

Expanding YubiKey deployment in large accounts and shifting to subscription models could significantly increase revenue predictability and growth.
Artículo de análisis Dec 04

Why You Should Care About Yubico's (STO:YUBICO) Strong Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Nov 16

Earnings Miss: Yubico AB Missed EPS By 21% And Analysts Are Revising Their Forecasts

Yubico AB ( STO:YUBICO ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
Artículo de análisis Aug 24

Yubico's (STO:YUBICO) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Following the release of a lackluster earnings report from Yubico AB ( STO:YUBICO ) the stock price made a strong...

Previsiones de crecimiento de beneficios e ingresos

OM:YUBICO - Estimaciones futuras de los analistas y datos financieros pasados (SEK Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,7713572643025
12/31/20272,4502872202515
12/31/20262,0871912212544
3/31/20262,07498240297N/A
12/31/20252,218128210254N/A
9/30/20252,293238270332N/A
6/30/20252,335255301363N/A
3/31/20252,450349293355N/A
12/31/20242,326372285344N/A
9/30/20242,259334202215N/A
6/30/20242,076182110123N/A
3/31/20241,912154-33-20N/A
12/31/20231,827131101114N/A
9/30/20231,740165138156N/A
6/30/20231,726307152171N/A
3/31/20231,604269180199N/A
12/31/20221,5612561433N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (40.2% al año) de YUBICO es superior a la tasa de ahorro (2%).

Beneficios vs. Mercado: Se prevé que los beneficios (40.2% al año) de YUBICO crezcan más rápidamente que el mercado Swedish (8.5% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de YUBICO crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (11.4% al año) de YUBICO crezcan más rápidamente que los del mercado Swedish (0.02% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 11.4% al año) de YUBICO crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de YUBICO sea baja dentro de 3 años (16.6%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 23:36
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Yubico AB está cubierta por 5 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Simon JonssonBerenberg
Joachim GunellDNB Carnegie
Mikael LaséenDNB Carnegie