Truecaller (TRUE B) Aperçu de l'action
Truecaller AB (publ), avec ses filiales, développe et publie des applications d'identification de l'appelant pour les particuliers et les entreprises en Inde, au Moyen-Orient, en Afrique et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
TRUE B Community Fair Values
Create NarrativeSee what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
JO
Jolt_Communications
Community ContributorUS$6.85FV • 67.0% sous-évalué décote intrinsèque
73.0%Revenue growth p.a.
3.1k
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Truecaller AB (publ) Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | SEK 12.05 |
| Plus haut sur 52 semaines | SEK 77.00 |
| Plus bas sur 52 semaines | SEK 9.27 |
| Bêta | 1.07 |
| Variation sur 1 mois | 10.75% |
| Variation sur 3 mois | -22.01% |
| Variation sur 1 an | -83.44% |
| Variation sur 3 ans | -60.77% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -76.83% |
Nouvelles et mises à jour récentes
TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support Repricing
Analysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.TRUE B: Multi Partner Messaging Shift Will Support Future Repricing
Analysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.
TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future Rerating
Analysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating Potential
Our analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.Recent updates
TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support Repricing
Analysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.TRUE B: Multi Partner Messaging Shift Will Support Future Repricing
Analysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future Rerating
Analysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating Potential
Our analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.TRUE B: Trust And Safety Expansion Will Support Future Rerating Potential
Analysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.TRUE B: Family Features And Verified Business Calls Will Support Repricing
Narrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.
TRUE B: Marketplace Model Concerns Will Create Longer Term Entry Opportunity
Analysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.TRUE B: Family Protection Rollout And Business Calling Suite Will Drive Repricing
Analysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating Potential
Analysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty Eases
Analysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty Eases
Analysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.TRUE B: Future User Engagement Will Support Resilient Upside Amid Market Volatility
Analysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding
Nov 11
Product Expansion And User Engagement Will Drive Stronger Results Ahead
Analysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.Emerging Mobile And Digital Security Trends Will Shape Future Markets
Truecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.Emerging Mobile And Digital Security Trends Will Shape Future Markets
Truecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge
Jul 31Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models
Jul 23Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70
May 24Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings
May 16Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70
May 08Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think
May 01Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29
Feb 21Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump
Jan 23
User Growth In Colombia And Nigeria Will Drive Future Success
Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings
Nov 13Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price Jump
Nov 04Analyst Estimates: Here's What Brokers Think Of Truecaller AB (publ) (STO:TRUE B) After Its Second-Quarter Report
Jul 24Rendement pour les actionnaires
| TRUE B | SE Software | SE Marché | |
|---|---|---|---|
| 7D | 3.6% | 0.6% | -2.8% |
| 1Y | -83.4% | -40.2% | 12.4% |
Rendement vs Industrie: TRUE B a sous-performé le secteur Swedish Software qui a rapporté -40.2 % au cours de l'année écoulée.
Rendement vs marché: TRUE B a sous-performé le marché Swedish qui a rapporté 12.4 % au cours de l'année écoulée.
Volatilité des prix
| TRUE B volatility | |
|---|---|
| TRUE B Average Weekly Movement | 11.6% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.6% |
| 10% most volatile stocks in SE Market | 13.0% |
| 10% least volatile stocks in SE Market | 3.8% |
Cours de l'action stable: Le cours de l'action de TRUE B a été volatil au cours des 3 derniers mois par rapport au marché Swedish.
Volatilité au fil du temps: La volatilité hebdomadaire de TRUE B ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de Swedish.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2009 | 471 | Rishit Jhunjhunwala | www.truecaller.com |
Truecaller AB (publ), avec ses filiales, développe et publie des applications d'identification de l'appelant pour les particuliers et les entreprises en Inde, au Moyen-Orient, en Afrique et dans le monde entier. L'entreprise exploite une plateforme de vérification des contacts et de blocage des communications indésirables sous la marque Truecaller. Son logiciel offre également un service d'identification de l'appelant qui aide à prévenir les escroqueries et permet à l'utilisateur d'éviter les appels et les textes indésirables en vérifiant l'identité de l'appelant.
Truecaller AB (publ) Résumé des fondamentaux
| TRUE B statistiques fondamentales | |
|---|---|
| Capitalisation boursière | SEK 3.93b |
| Bénéfices(TTM) | SEK 388.63m |
| Recettes(TTM) | SEK 1.95b |
10.1x
Ratio P/E2.0x
Ratio P/SLe site TRUE B est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TRUE B compte de résultat (TTM) | |
|---|---|
| Recettes | SEK 1.95b |
| Coût des recettes | SEK 469.10m |
| Marge brute | SEK 1.48b |
| Autres dépenses | SEK 1.09b |
| Les revenus | SEK 388.63m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | 1.19 |
| Marge brute | 75.92% |
| Marge bénéficiaire nette | 19.95% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de TRUE B?
Voir les performances historiques et les comparaisonsDividendes
2.3%
Rendement actuel des dividendes25%
Ratio de distributionLe site TRUE B verse-t-il des dividendes fiables ?
Voir TRUE B l'historique des dividendes et les indices de référence| Truecaller dates des dividendes | |
|---|---|
| Date ex-dividende | May 25 2026 |
| Date de paiement du dividende | May 29 2026 |
| Jours jusqu'au dividende Ex | 24 days |
| Jours jusqu'à la date de paiement du dividende | 28 days |
Le site TRUE B verse-t-il des dividendes fiables ?
Voir TRUE B l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 10:22 |
| Cours de l'action en fin de journée | 2026/04/30 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Truecaller AB (publ) est couverte par 10 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Oscar Erixon | Carnegie Investment Bank AB |
| Paul Bradley | Citigroup Inc |
| Ramil Koria | Danske Bank |