Truecaller AB (publ)

Report azionario OM:TRUE B

Capitalizzazione di mercato: SEK 3.9b

Truecaller Crescita futura

Criteri Future verificati 4/6

Truecaller prevede che gli utili e i ricavi cresceranno rispettivamente di 12.7% e 8.4% all'anno. Si prevede che l'EPS crescerà di 2.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 25.1% in 3 anni.

Informazioni chiave

12.7%

Tasso di crescita degli utili

2.41%

Tasso di crescita dell'EPS

Software crescita degli utili34.6%
Tasso di crescita dei ricavi8.4%
Rendimento futuro del capitale proprio25.12%
Copertura analitica

Good

Ultimo aggiornamento20 Apr 2026

Aggiornamenti recenti sulla crescita futura

Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

Jul 23
Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

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
Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding

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 31
Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge

Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

Jul 23
Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

May 24
Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

May 16
Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

May 08
Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

May 01
Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Feb 21
Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump

Jan 23
Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump
User avatar

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 13
We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price Jump

Nov 04
Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price Jump

Analyst Estimates: Here's What Brokers Think Of Truecaller AB (publ) (STO:TRUE B) After Its Second-Quarter Report

Jul 24
Analyst Estimates: Here's What Brokers Think Of Truecaller AB (publ) (STO:TRUE B) After Its Second-Quarter Report

Previsioni di crescita degli utili e dei ricavi

OM:TRUE B - Stime future degli analisti e dati finanziari passati (SEK Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,4985786247015
12/31/20272,1744735836466
12/31/20261,8513553483966
12/31/20251,949389482521N/A
9/30/20252,017479604640N/A
6/30/20251,999488707736N/A
3/31/20251,951493638658N/A
12/31/20241,875524590604N/A
9/30/20241,779490516532N/A
6/30/20241,719477519536N/A
3/31/20241,780560540558N/A
12/31/20231,738536556582N/A
9/30/20231,750506434457N/A
6/30/20231,802544471494N/A
3/31/20231,766511545569N/A
12/31/20221,778535596610N/A
9/30/20221,727588714723N/A
6/30/20221,588447628636N/A
3/31/20221,347349444448N/A
12/31/20211,130258379381N/A
9/30/2021923111289290N/A
6/30/2021746139248248N/A
3/31/202159046156157N/A
12/31/2020491-16104106N/A
12/31/2019299-97-42-42N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di TRUE B ( 12.7% all'anno) è superiore al tasso di risparmio ( 1.8% ).

Guadagni vs Mercato: Si prevede che gli utili di TRUE B ( 12.7% all'anno) cresceranno più rapidamente del mercato Swedish ( 8.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TRUE B cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di TRUE B ( 8.4% all'anno) crescerà più rapidamente del mercato Swedish ( 0.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TRUE B ( 8.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TRUE B sarà elevato tra 3 anni ( 25.1 %)

Scoprire le aziende in crescita

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1Y

7D

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7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/03 16:33
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/12/31
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

Truecaller AB (publ) è coperta da 10 analisti. 6 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
Paul BradleyCitigroup Inc
Ramil KoriaDanske Bank