Sleep Cycle AB (publ)

Report azionario OM:SLEEP

Capitalizzazione di mercato: SEK 320.4m

Sleep Cycle Performance degli utili passati

Criteri Il passato verificati 3/6

Sleep Cycle ha registrato una crescita degli utili a un tasso medio annuo di 25.1%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 24.5%. I ricavi sono stati in crescita a un tasso medio annuo di 8.7%. Il ritorno sul capitale proprio di Sleep Cycle è 58.1% e ha margini netti di 19%.

Informazioni chiave

25.11%

Tasso di crescita degli utili

23.58%

Tasso di crescita dell'EPS

Software Crescita del settore15.75%
Tasso di crescita dei ricavi8.75%
Rendimento del capitale proprio58.09%
Margine netto19.04%
Prossimo aggiornamento sugli utili26 Aug 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi May 07

SLEEP: Respiratory Research And Sleep Apnea Solution Will Drive Long Term Upside

Analysts have trimmed their price target on Sleep Cycle from SEK30.75 to about SEK28.83, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Sleep Cycle renewed its partnership with Revolut through June 2027, keeping the app included in exclusive offerings for Premium, Metal and Ultra customers and giving access to a large, premium user base for its sleep optimization features (Client Announcements).
Articolo di analisi May 02

Earnings Release: Here's Why Analysts Cut Their Sleep Cycle AB (publ) (STO:SLEEP) Price Target To kr29.00

It's been a sad week for Sleep Cycle AB (publ) ( STO:SLEEP ), who've watched their investment drop 17% to kr15.34 in...
Aggiornamento dell'analisi Apr 21

SLEEP: Respiratory Research And Apnea Launch Will Support 2027 Margin Recovery

Analysts keep their SEK35.0 price target for Sleep Cycle unchanged, citing offsetting shifts in key model inputs such as slightly lower revenue growth assumptions, a reduced profit margin outlook, a marginally lower discount rate and a higher future P/E multiple. What's in the News Sleep Cycle renewed its partnership with Revolut through June 2027, keeping its premium features bundled into Revolut’s Premium, Metal and Ultra tiers and extending reach to Revolut’s global user base (Client Announcements).
Aggiornamento dell'analisi Apr 04

SLEEP: Respiratory Disease Research Collaboration Will Drive Long Term Upside Potential

Analysts now see Sleep Cycle's fair value at SEK 30.75, down from SEK 39.50, reflecting updated views on revenue growth, profit margins and an outlook that applies a higher discount rate along with a much higher future P/E assumption. What's in the News Sleep Cycle introduced an AI-powered Sleep Score that focuses on duration, quality and routine.
Aggiornamento dell'analisi Mar 21

SLEEP: Respiratory Research Collaborations Will Support 2027 Margin Recovery Upside

Analysts have maintained their SEK 35.00 price target on Sleep Cycle, with only small tweaks to assumptions around discount rate, revenue, profit margin and future P/E, reflecting a broadly steady outlook on the shares. What's in the News Sleep Cycle began a five-year research collaboration with The Delphi Group at Carnegie Mellon University, providing deidentified sleep-based cough and breathing data to support research on respiratory disease surveillance and early detection of seasonal and emerging outbreaks, including influenza, RSV and SARS-CoV-2.
Aggiornamento dell'analisi Mar 06

SLEEP: Research Partnerships And 2027 Margin Recovery Will Drive Long Term Upside

Analysts are keeping their SEK price target for Sleep Cycle unchanged. A fair value of SEK 35.00 is maintained, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions effectively offset one another.
Aggiornamento dell'analisi Feb 19

SLEEP: Licensing Deals And 2027 Margin Recovery Will Drive Long Term Upside

Analysts have reduced their Sleep Cycle fair value estimate from SEK 43.0 to SEK 35.0, reflecting a higher discount rate, a lower assumed future P/E, and slightly softer margin expectations, partly offset by a higher projected revenue growth rate. What's in the News Sleep Cycle issued earnings guidance indicating an EBIT margin of about 5% for 2026, linked to increased forward-looking investments.
Articolo di analisi Feb 09

These Analysts Just Made An Downgrade To Their Sleep Cycle AB (publ) (STO:SLEEP) EPS Forecasts

One thing we could say about the analysts on Sleep Cycle AB (publ) ( STO:SLEEP ) - they aren't optimistic, having just...
Articolo di analisi Feb 07

Sleep Cycle (STO:SLEEP) Has Announced That Its Dividend Will Be Reduced To SEK0.53

Sleep Cycle AB (publ) ( STO:SLEEP ) is reducing its dividend from last year's comparable payment to SEK0.53 on the 20th...
Aggiornamento dell'analisi Feb 04

SLEEP: Data Partnerships Will Drive Future Upside For This Undervalued Play

Analysts have lifted their price target for Sleep Cycle from $26.00 to $34.50, citing updated assumptions that combine a lower discount rate and higher projected profit margin with a different revenue growth outlook and a higher future P/E multiple. What's in the News Sleep Cycle and the UK Health Security Agency began a 12 week research collaboration to test whether anonymised, privacy preserved data from the Sleep Cycle app and its Cough Radar tool can support respiratory disease surveillance and early detection of patterns for viruses such as influenza, RSV and Covid 19 (Key Developments).
Aggiornamento dell'analisi Jan 21

SLEEP: Expanding Licensing And AI Coaching Will Drive Long Term Upside

Analysts have maintained their fair value estimate for Sleep Cycle at $43.00. They cite more cautious assumptions on revenue growth and profit margins, together with a higher future P/E outlook, as key factors behind the unchanged target.
Aggiornamento dell'analisi Jan 06

SLEEP: Expanding Licensing And AI Sleep Coaching Will Support Long Term Upside

Analysts have kept their fair value estimate for Sleep Cycle steady at US$43.00, pointing to only small tweaks in the discount rate, expected revenue growth and profit margin, along with a slightly lower future P/E assumption as the basis for the unchanged target. What's in the News Sleep Cycle signed a multi year SDK licensing agreement with a global IoT and smart home device brand, allowing the customer to integrate the company’s audio based sleep tracking analysis into its devices and broadening Sleep Cycle’s technology licensing activity (Key Developments).
Articolo di analisi Jan 04

There's No Escaping Sleep Cycle AB (publ)'s (STO:SLEEP) Muted Earnings

Sleep Cycle AB (publ)'s ( STO:SLEEP ) price-to-earnings (or "P/E") ratio of 9.2x might make it look like a strong buy...
Aggiornamento dell'analisi Dec 15

SLEEP: Long Term Profit Margins Will Drive Stronger Future Upside Potential

Analysts have trimmed their price target on Sleep Cycle from approximately $49.00 to $43.00. This reflects expectations for slower revenue growth, partially offset by higher long term profit margins and a lower future price to earnings multiple.
Articolo di analisi Sep 09

Sleep Cycle AB (publ) (STO:SLEEP) Held Back By Insufficient Growth Even After Shares Climb 30%

Sleep Cycle AB (publ) ( STO:SLEEP ) shares have had a really impressive month, gaining 30% after a shaky period...
Articolo di analisi Aug 27

Weekly Picks: 💸 A dividend-rich sleep-tech play few investors are watching, and 2 other picks.

The main catalyst behind Sleep Cycle’s upside potential, why JB Hi-Fi might have lost its point of difference, and the bear, base and bull case for Figma.
Aggiornamento dell'analisi Aug 23

Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model

Q2 2025 Update (updated 250823) Subscriptions continue to decline (-3%), leading to a top-line contraction that is likely to persist. However, partnerships are gaining momentum , with the company highlighting on the conference call that these could carry a more favorable margin profile.
Aggiornamento dell'analisi Aug 22

Expanding Technology And Sleep Apnea Initiatives Will Open New Opportunities

Sleep Cycle’s consensus price target has been revised upward, driven primarily by an increase in its future P/E multiple and a modest improvement in net profit margin, resulting in a new fair value estimate of SEK44.75. What's in the News Launched in-app promotion platform in collaboration with HelloFresh, Factor, and YouFoodz, enabling external brands to target Sleep Cycle’s user base with curated wellness offers and supporting expansion of partnership programs.
Articolo di analisi Apr 30

Earnings Update: Sleep Cycle AB (publ) (STO:SLEEP) Just Reported And Analysts Are Trimming Their Forecasts

As you might know, Sleep Cycle AB (publ) ( STO:SLEEP ) last week released its latest first-quarter, and things did not...
Articolo di analisi Apr 29

The Market Doesn't Like What It Sees From Sleep Cycle AB (publ)'s (STO:SLEEP) Earnings Yet As Shares Tumble 34%

Sleep Cycle AB (publ) ( STO:SLEEP ) shares have had a horrible month, losing 34% after a relatively good period...
Articolo di analisi Apr 08

Sleep Cycle's (STO:SLEEP) Dividend Will Be Increased To SEK3.00

Sleep Cycle AB (publ) ( STO:SLEEP ) has announced that it will be increasing its dividend from last year's comparable...
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Nuova analisi Mar 18

Medical-Grade Sleep Apnea Certification Will Open New Healthcare Partnerships

Exploring medical-grade certification and new revenue streams could enhance profitability, opening healthcare markets through partnerships and innovation.
Articolo di analisi Mar 06

Sleep Cycle's (STO:SLEEP) Upcoming Dividend Will Be Larger Than Last Year's

Sleep Cycle AB (publ) ( STO:SLEEP ) has announced that it will be increasing its dividend from last year's comparable...
Articolo di analisi Feb 10

Sleep Cycle (STO:SLEEP) Is Paying Out A Larger Dividend Than Last Year

Sleep Cycle AB (publ) ( STO:SLEEP ) will increase its dividend from last year's comparable payment on the 15th of April...
Nuova analisi Feb 10

Sleep Cycle's Revenue Set to Rise 10% with Strong Business Model

Company will continue its trajectory of 10% top line growth p.a. with possibility of more aggressive growth should new business materialize (e.g. data monetization or making the app medical device for

Ripartizione dei ricavi e delle spese

Come Sleep Cycle guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

OM:SLEEP Ricavi, spese e utili (SEK Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2623645690
31 Dec 2524853690
30 Sep 2525759660
30 Jun 2526162640
31 Mar 2526365610
31 Dec 2426263580
30 Sep 2425656560
30 Jun 2425155520
31 Mar 2424349510
31 Dec 2323646530
30 Sep 2322939590
30 Jun 2322433640
31 Mar 2321833650
31 Dec 2221234610
30 Sep 2220637580
30 Jun 2219934590
31 Mar 2219114650
31 Dec 211838660
30 Sep 211776690
30 Jun 2116812540
31 Mar 2116333420
31 Dec 2015944350
31 Dec 1912342270
31 Dec 189327180

Guadagni di qualità: SLEEP ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di SLEEP (19%) sono inferiori rispetto allo scorso anno (24.7%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di SLEEP sono cresciuti in modo significativo del 25.1% all'anno negli ultimi 5 anni.

Accelerare la crescita: SLEEP ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: SLEEP ha avuto una crescita negativa degli utili ( -30.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Software ( -11.1% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 58.1% ) di SLEEP è considerato eccezionale.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/08 14:36
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sleep Cycle AB (publ) è coperta da 4 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Oscar ErixonCarnegie Investment Bank AB
Erik GranströmDNB Carnegie
Rikard EngbergDNB Carnegie Commissioned Research