View ValuationAcast 将来の成長Future 基準チェック /46Acast利益と収益がそれぞれ年間64.5%と13.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18% 64.4%なると予測されています。主要情報64.5%収益成長率64.38%EPS成長率Interactive Media and Services 収益成長29.4%収益成長率13.5%将来の株主資本利益率18.03%アナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報分析記事 • May 08Earnings Update: Acast AB (publ) (STO:ACAST) Just Reported And Analysts Are Boosting Their EstimatesShareholders of Acast AB (publ) ( STO:ACAST ) will be pleased this week, given that the stock price is up 10% to...Price Target Changed • May 06Price target increased by 8.7% to kr35.33Up from kr32.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of kr33.95. Stock is up 123% over the past year. The company is forecast to post earnings per share of kr0.84 next year compared to a net loss per share of kr0.62 last year.Price Target Changed • Feb 05Price target increased by 9.8% to kr33.50Up from kr30.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of kr27.70. Stock is up 52% over the past year. The company is forecast to post a net loss per share of kr0.72 compared to earnings per share of kr0.43 last year.Price Target Changed • Oct 13Price target increased by 8.9% to kr24.50Up from kr22.50, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr19.90. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.73 compared to earnings per share of kr0.43 last year.Price Target Changed • May 07Price target increased by 7.1% to kr22.50Up from kr21.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of kr15.22. Stock is up 18% over the past year. The company is forecast to post earnings per share of kr0.09 for next year compared to kr0.43 last year.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.18b to kr2.10b. EPS estimate also fell from kr0.08 per share to kr0.07 per share. Net income forecast to shrink 84% next year vs 21% growth forecast for Interactive Media and Services industry in Sweden . Consensus price target of kr22.00 unchanged from last update. Share price fell 2.1% to kr12.78 over the past week.すべての更新を表示Recent updates分析記事 • May 08Earnings Update: Acast AB (publ) (STO:ACAST) Just Reported And Analysts Are Boosting Their EstimatesShareholders of Acast AB (publ) ( STO:ACAST ) will be pleased this week, given that the stock price is up 10% to...Price Target Changed • May 06Price target increased by 8.7% to kr35.33Up from kr32.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of kr33.95. Stock is up 123% over the past year. The company is forecast to post earnings per share of kr0.84 next year compared to a net loss per share of kr0.62 last year.Reported Earnings • Apr 20Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: kr2.52b (up 30% from FY 2024). Net loss: kr112.4m (down 244% from profit in FY 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17Acast AB (publ), Annual General Meeting, May 19, 2026Acast AB (publ), Annual General Meeting, May 19, 2026, at 10:30 W. Europe Standard Time. Location: acasts head office, kungsgatan 28, stockholm SwedenReported Earnings • Feb 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: kr0.62 loss per share (down from kr0.43 profit in FY 2024). Revenue: kr2.52b (up 30% from FY 2024). Net loss: kr112.4m (down 244% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year and the company’s share price has also increased by 58% per year.Price Target Changed • Feb 05Price target increased by 9.8% to kr33.50Up from kr30.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of kr27.70. Stock is up 52% over the past year. The company is forecast to post a net loss per share of kr0.72 compared to earnings per share of kr0.43 last year.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: kr0.04 (vs kr0.15 loss in 3Q 2024)Third quarter 2025 results: EPS: kr0.04 (up from kr0.15 loss in 3Q 2024). Revenue: kr642.2m (up 35% from 3Q 2024). Net income: kr7.28m (up kr33.9m from 3Q 2024). Profit margin: 1.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30+ 4 more updatesAcast AB (publ) to Report Nine Months, 2026 Results on Oct 28, 2026Acast AB (publ) announced that they will report nine months, 2026 results on Oct 28, 2026お知らせ • Oct 17+ 1 more updateAcast AB (Publ) Announces Deputy CEO ChangesAcast announced that it has named Anders Hagg the new Deputy CEO. Having held executive positions at Scandi Standard, Arla Foods, and Unilever, Hägg has extensive global experience. Most recently, he was the CFO of Food Folk, the Nordic McDonald's operator. Until Hagg formally takes over, deputy CFO Katrin Vogel will serve as interim CFO and interim deputy CEO.Price Target Changed • Oct 13Price target increased by 8.9% to kr24.50Up from kr22.50, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr19.90. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.73 compared to earnings per share of kr0.43 last year.分析記事 • Oct 07What You Can Learn From Acast AB (publ)'s (STO:ACAST) P/SIt's not a stretch to say that Acast AB (publ)'s ( STO:ACAST ) price-to-sales (or "P/S") ratio of 1.7x right now seems...Reported Earnings • Jul 27Second quarter 2025 earnings released: kr0.44 loss per share (vs kr0.15 loss in 2Q 2024)Second quarter 2025 results: kr0.44 loss per share (further deteriorated from kr0.15 loss in 2Q 2024). Revenue: kr606.7m (up 27% from 2Q 2024). Net loss: kr79.7m (loss widened 196% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25Acast AB (Publ) Announces Chief Executive Officer ChangesRoss Adams has notified the Board that he wishes to resign from his position, following nearly eight successful years as Chief Executive Officer of Acast AB (publ) (Acast), to continue in a strategic advisory role. The Board has resolved to appoint Greg Glenday, currently Chief Business Officer, as new Chief Executive Officer to succeed Ross Adams. Greg Glenday will assume his new position immediately. Greg Glenday has been part of Acast's management since 2023, following over a decade in global C-level roles, including Chief Revenue Officer of Shazam and, more recently, CEO of Lightbox.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Director Marta Martinez was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29Acast Launches Smart Recommendations: AI-Powered Podcast Ad PlanningAcast announced the launch of Smart Recommendations - an AI search engine that allows advertisers to find relevant podcast audiences in seconds, simply by describing who they want to reach. The aim is to optimize how podcast advertising is bought and sold, making campaign planning faster and more effective. Using AI models combined with a decade of Acast's own data and experience, Smart Recommendations works like an AI media planner - turning a simple prompt like "I want to reach women in Canada interested in investing" into a curated list of high-fit podcasts. Early testing of Smart Recommendations with Acast's internal sales teams and select customers has yielded promising results. Over 200 campaign briefs have utilized the tool in testing, leading to a significant reduction in planning time - by up to as much as 92%. Notably, 80% of ad buyers in testing discovered additional, previously unconsidered podcasts for their campaigns. Early indicators from shows with under 50,000 weekly listening show a significant uplift, including a 14% increase in median purchase rate.お知らせ • May 20Acast AB (publ) Elects Marta Martinez as DirectorAcast AB (publ) at its Annual General Meeting held on May 20, 2025, approved the Nomination Committee's proposal and elects Marta Martinez as new Director.お知らせ • May 11Acast AB (publ) Announces CEO ChangesAcast AB (publ) announces that CEO Ross Adams will be on a temporary medical leave for health- related reasons for up to three months. Emily Villatte, Deputy CEO and CFO, has been appointed to serve as Acting CEO of Acast, effective 10 May 2025, during Ross' absence. Emily Villatte, Deputy CEO and CFO of Acast, has been part of Acast's management since 2019.Price Target Changed • May 07Price target increased by 7.1% to kr22.50Up from kr21.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of kr15.22. Stock is up 18% over the past year. The company is forecast to post earnings per share of kr0.09 for next year compared to kr0.43 last year.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.18b to kr2.10b. EPS estimate also fell from kr0.08 per share to kr0.07 per share. Net income forecast to shrink 84% next year vs 21% growth forecast for Interactive Media and Services industry in Sweden . Consensus price target of kr22.00 unchanged from last update. Share price fell 2.1% to kr12.78 over the past week.Reported Earnings • Apr 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: kr0.43 (up from kr0.99 loss in FY 2023). Revenue: kr1.94b (up 19% from FY 2023). Net income: kr78.2m (up kr257.9m from FY 2023). Profit margin: 4.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Apr 14Investor Optimism Abounds Acast AB (publ) (STO:ACAST) But Growth Is LackingThere wouldn't be many who think Acast AB (publ)'s ( STO:ACAST ) price-to-sales (or "P/S") ratio of 1.2x is worth a...Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr12.90, the stock trades at a forward P/E ratio of 161x. Average forward P/E is 24x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 32% over the past three years.お知らせ • Feb 25Acast AB (publ), Annual General Meeting, May 20, 2025Acast AB (publ), Annual General Meeting, May 20, 2025.分析記事 • Feb 20Acast (STO:ACAST) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfAcast AB (publ)'s ( STO:ACAST ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 21% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).分析記事 • Feb 15Acast AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAcast AB (publ) ( STO:ACAST ) last week reported its latest annual results, which makes it a good time for investors to...Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr0.43 (up from kr0.99 loss in FY 2023). Revenue: kr1.94b (up 19% from FY 2023). Net income: kr78.2m (up kr257.9m from FY 2023). Profit margin: 4.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Acast AB (publ) to Report Fiscal Year 2024 Final Results on Apr 16, 2025Acast AB (publ) announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Apr 16, 2025お知らせ • Dec 06Acast AB (publ) (OM:ACAST) agreed to acquire Wonder Media Network for $7.80 million.Acast AB (publ) (OM:ACAST) agreed to acquire Wonder Media Network for $7.80 million on December 6, 2024. A cash consideration of $5.5 million will be paid by Acast AB (publ). The consideration consists of 1.77 million common equity of Acast AB (publ) to be issued for common equity of Wonder Media Network. The expected completion of the transaction is January 2, 2025.Reported Earnings • Nov 07Third quarter 2024 earnings released: kr0.15 loss per share (vs kr0.13 profit in 3Q 2023)Third quarter 2024 results: kr0.15 loss per share (down from kr0.13 profit in 3Q 2023). Revenue: kr475.4m (up 12% from 3Q 2023). Net loss: kr26.6m (down 210% from profit in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Nov 06+ 3 more updatesAcast AB (publ) to Report Q2, 2025 Results on Jul 25, 2025Acast AB (publ) announced that they will report Q2, 2025 results on Jul 25, 2025お知らせ • Oct 22Acast AB (Publ) Appoints Nomination Committee for the Annual General Meeting 2025Acast AB (publ) announced according to a decision at the 2024 Annual General Meeting of Acast AB (publ), the Chair of the Board has convened a Nomination Committee for the 2025 Annual General Meeting, appointed by the largest owners in the company. The Nomination Committee consists of: Sofia Hasselberg (chair), appointed by Bonnier Capital AB; Cecilia Tunberger, appointed by Alfvén & Didrikson AB; Anders Lindeberg, appointed by Moor & Moor AB; Daniel Kristiansson, Alecta, appointed by the three largest owners' representatives in the nomination committee.Breakeven Date Change • Aug 14Forecast to breakeven in 2024The analyst covering Acast expects the company to break even for the first time. New forecast suggests the company will make a profit of kr16.3m in 2024. Earnings growth of 160% is required to achieve expected profit on schedule.Reported Earnings • Jul 28Second quarter 2024 earnings released: kr0.15 loss per share (vs kr0.079 loss in 2Q 2023)Second quarter 2024 results: kr0.15 loss per share (further deteriorated from kr0.079 loss in 2Q 2023). Revenue: kr477.9m (up 24% from 2Q 2023). Net loss: kr26.9m (loss widened 89% from 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jun 13Consensus estimates of losses per share improve by 80%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr1.85b to kr1.96b. EPS estimate increased from -kr0.41 per share to -kr0.08 per share. Interactive Media and Services industry in Sweden expected to see average net income growth of 107% next year. Consensus price target up from kr14.00 to kr15.50. Share price was steady at kr14.10 over the past week.分析記事 • May 08Revenues Not Telling The Story For Acast AB (publ) (STO:ACAST) After Shares Rise 27%Acast AB (publ) ( STO:ACAST ) shareholders have had their patience rewarded with a 27% share price jump in the last...Reported Earnings • May 07First quarter 2024 earnings released: EPS: kr0.029 (vs kr0.40 loss in 1Q 2023)First quarter 2024 results: EPS: kr0.029 (up from kr0.40 loss in 1Q 2023). Revenue: kr412.9m (up 25% from 1Q 2023). Net income: kr5.20m (up kr77.2m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.Reported Earnings • Apr 19Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: kr0.99 loss per share (improved from kr1.59 loss in FY 2022). Revenue: kr1.64b (up 18% from FY 2022). Net loss: kr179.7m (loss narrowed 37% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.Price Target Changed • Feb 14Price target increased by 30% to kr12.50Up from kr9.60, the current price target is an average from 2 analysts. New target price is 28% above last closing price of kr9.76. Stock is up 40% over the past year. The company is forecast to post a net loss per share of kr0.75 next year compared to a net loss per share of kr0.99 last year.Reported Earnings • Feb 13Full year 2023 earnings released: kr0.99 loss per share (vs kr1.59 loss in FY 2022)Full year 2023 results: kr0.99 loss per share (improved from kr1.59 loss in FY 2022). Revenue: kr1.64b (up 18% from FY 2022). Net loss: kr179.7m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.Price Target Changed • Jan 17Price target increased by 8.1% to kr10.05Up from kr9.30, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of kr9.70. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.60 next year compared to a net loss per share of kr1.59 last year.分析記事 • Nov 17Acast AB (publ)'s (STO:ACAST) Shares Leap 27% Yet They're Still Not Telling The Full StoryAcast AB (publ) ( STO:ACAST ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: kr0.13 (vs kr0.38 loss in 3Q 2022)Third quarter 2023 results: EPS: kr0.13 (up from kr0.38 loss in 3Q 2022). Revenue: kr424.5m (up 32% from 3Q 2022). Net income: kr24.1m (up kr92.6m from 3Q 2022). Profit margin: 5.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue.お知らせ • Nov 07+ 5 more updatesAcast AB (publ) to Report Nine Months, 2024 Results on Nov 05, 2024Acast AB (publ) announced that they will report nine months, 2024 results on Nov 05, 2024お知らせ • Oct 21Acast AB (Publ) Announces Nomination Committee for the Annual General Meeting 2024Acast AB (publ) has convened a Nomination Committee for the 2024; Annual General Meeting, appointed by the largest owners in the company. The Nomination Committee consists of: Sofia Hasselberg (chair), appointed by Bonnier Capital AB; Cecilia Tunberger, appointed by Alfvén & Didrikson AB; Anders Lindeberg, appointed by Moor & Moor AB; Martin Nilsson, Första AP-fonden, appointed by the three largest owners' representatives in the nomination committee.Reported Earnings • Aug 04Second quarter 2023 earnings released: kr0.079 loss per share (vs kr0.40 loss in 2Q 2022)Second quarter 2023 results: kr0.079 loss per share (improved from kr0.40 loss in 2Q 2022). Revenue: kr386.3m (up 22% from 2Q 2022). Net loss: kr14.2m (loss narrowed 80% from 2Q 2022).お知らせ • Jun 09Acast and Podchaser Announces the Launch of an AI-Powered CapabilityAcast and Podchaser announced the launch of an AI-powered capability that allows advertisers to expand their reach in podcasting and refine their targeting further than ever before. Collections+ has been developed and tested with the Acast Marketplace and has enabled Acast to monetize 5% more shows in the first seven weeks of testing. Collections+ is now being made available to any ad platform or marketplace in the industry looking to enhance its own targeting, via Podchaser. With Collections+, data on podcasts and their audiences is pulled from the widest range of sources across podcasting - including the hosting platform's own data, Podchaser's first-party data, Apple Podcasts and Spotify category and chart data, IAB categories, surveys and transcriptions. The data is then synthesized using AI models, sorting podcasts into verticals based on all data points about that show available. This creates the highest-quality collections for advertisers to target against in the industry, replacing the traditional method, where podcasts are categorized manually into groups which advertisers then choose to buy against for their campaigns. This makes podcasts more discoverable to advertisers and attracting even more relevant advertising to engaged audiences than before. Data shows that 44% of US podcast advertising investment lands with the top 500 shows. But these shows only account for 12% of monthly reach, which means advertisers are missing the opportunity to target nearly 88% of the addressable podcast audience. Collections+ benefits all parties in podcasting: for advertisers it brings more scale, better campaign diversity and increased effectiveness. For podcasters, it means greater discoverability amongst advertisers, increased chance of revenue and more shows monetized.Reported Earnings • Apr 20Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: kr1.39b (up 36% from FY 2021). Net loss: kr286.4m (loss narrowed 4.7% from FY 2021). Revenue exceeded analyst estimates by 3.5%.Reported Earnings • Feb 16Full year 2022 earnings released: kr1.59 loss per share (vs kr1.91 loss in FY 2021)Full year 2022 results: kr1.59 loss per share (improved from kr1.91 loss in FY 2021). Revenue: kr1.39b (up 36% from FY 2021). Net loss: kr286.4m (loss narrowed 4.7% from FY 2021).Price Target Changed • Dec 15Price target decreased to kr11.40Down from kr16.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of kr6.85. Stock is down 69% over the past year. The company is forecast to post a net loss per share of kr1.54 next year compared to a net loss per share of kr1.91 last year.お知らせ • Nov 09+ 3 more updatesAcast AB (publ) to Report Fiscal Year 2022 Results on Feb 15, 2023Acast AB (publ) announced that they will report fiscal year 2022 results on Feb 15, 2023Price Target Changed • Aug 16Price target decreased to kr18.20Down from kr22.50, the current price target is provided by 1 analyst. New target price is 32% above last closing price of kr13.82. Stock is down 53% over the past year. The company is forecast to post a net loss per share of kr1.46 next year compared to a net loss per share of kr1.91 last year.Price Target Changed • Aug 03Price target decreased to kr21.20Down from kr23.45, the current price target is provided by 1 analyst. New target price is 57% above last closing price of kr13.50. Stock is down 60% over the past year. The company is forecast to post a net loss per share of kr1.34 next year compared to a net loss per share of kr1.91 last year.Reported Earnings • Aug 03Second quarter 2022 earnings released: kr0.40 loss per share (vs kr1.28 loss in 2Q 2021)Second quarter 2022 results: kr0.40 loss per share (up from kr1.28 loss in 2Q 2021). Revenue: kr315.8m (up 39% from 2Q 2021). Net loss: kr70.6m (loss narrowed 61% from 2Q 2021). Over the next year, revenue is forecast to grow 58%, compared to a 27% growth forecast for the industry in Sweden.Major Estimate Revision • Jun 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -kr1.21 to -kr1.34 per share. Revenue forecast unchanged at kr1.56b. Interactive Media and Services industry in Sweden expected to see average net income growth of 41% next year. Consensus price target down from kr45.03 to kr32.00. Share price was steady at kr14.28 over the past week.分析記事 • May 20Acast AB (publ) (STO:ACAST) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportInvestors in Acast AB (publ) ( STO:ACAST ) had a good week, as its shares rose 6.5% to close at kr13.84 following the...Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: kr0.41 loss per share (down from kr0.37 loss in 1Q 2021). Revenue: kr298.3m (up 51% from 1Q 2021). Net loss: kr73.2m (loss widened 49% from 1Q 2021). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) exceeded analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 55%, compared to a 33% growth forecast for the industry in Sweden.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Bjorn Jeffery was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 08Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 60%, compared to a 35% growth forecast for the industry in Sweden.Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 58%, compared to a 36% growth forecast for the industry in Sweden.Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 58%, compared to a 36% growth forecast for the industry in Sweden.Major Estimate Revision • Feb 08Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -kr3.43 to -kr2.03 per share. Revenue forecast steady at kr1.02b. Interactive Media and Services industry in Sweden expected to see average net income growth of 22% next year. Consensus price target down from kr39.00 to kr38.00. Share price was steady at kr20.68 over the past week.分析記事 • Jan 10Companies Like Acast (STO:ACAST) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Reported Earnings • Nov 12Third quarter 2021 earnings released: kr0.26 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: kr265.1m (up 11% from 3Q 2020). Net loss: kr46.1m (loss widened 67% from 3Q 2020).分析記事 • Sep 18Here's Why We're Not At All Concerned With Acast's (STO:ACAST) Cash Burn SituationEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Aug 22Second quarter 2021 earnings released: kr1.28 loss per shareThe company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: kr226.6m (up 84% from 2Q 2020). Net loss: kr179.7m (loss widened 269% from 2Q 2020).業績と収益の成長予測OM:ACAST - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,801361341436212/31/20273,389256250339212/31/20262,93816318927123/31/20262,626-3273N/A12/31/20252,517-112-462N/A9/30/20252,362-39-1750N/A6/30/20252,195-73-3927N/A3/31/20252,066-201679N/A12/31/20241,94478-2934N/A9/30/20241,860-166-2529N/A6/30/20241,810-115-4214N/A3/31/20241,718-102-99-42N/A12/31/20231,636-180-81-28N/A9/30/20231,596-136-140-91N/A6/30/20231,494-229-214-168N/A3/31/20231,423-285-252-208N/A12/31/20221,390-286-337-294N/A9/30/20221,273-238-315-270N/A6/30/20221,216-215-285-244N/A3/31/20221,127-324-247-211N/A12/31/20211,026-300-157-122N/A9/30/2021929-303-215-189N/A6/30/2021804-297-179-157N/A3/31/2021676-176-138-118N/A12/31/2020592-172-207-189N/A12/31/2019361-129N/A-113N/A12/31/2018180-86N/A-67N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ACASTは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2% ) よりも高い成長率であると考えられます。収益対市場: ACAST今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: ACAST今後 3 年以内に収益を上げることが予想されます。収益対市場: ACASTの収益 ( 13.5% ) Swedish市場 ( -0.05% ) よりも速いペースで成長すると予測されています。高い収益成長: ACASTの収益 ( 13.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ACASTの 自己資本利益率 は、3年後には低くなると予測されています ( 18 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 18:28終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acast AB (publ) 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関null nullABG Sundal CollierEmily JohnsonBarclaysBernd KlantenBarclays2 その他のアナリストを表示
分析記事 • May 08Earnings Update: Acast AB (publ) (STO:ACAST) Just Reported And Analysts Are Boosting Their EstimatesShareholders of Acast AB (publ) ( STO:ACAST ) will be pleased this week, given that the stock price is up 10% to...
Price Target Changed • May 06Price target increased by 8.7% to kr35.33Up from kr32.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of kr33.95. Stock is up 123% over the past year. The company is forecast to post earnings per share of kr0.84 next year compared to a net loss per share of kr0.62 last year.
Price Target Changed • Feb 05Price target increased by 9.8% to kr33.50Up from kr30.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of kr27.70. Stock is up 52% over the past year. The company is forecast to post a net loss per share of kr0.72 compared to earnings per share of kr0.43 last year.
Price Target Changed • Oct 13Price target increased by 8.9% to kr24.50Up from kr22.50, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr19.90. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.73 compared to earnings per share of kr0.43 last year.
Price Target Changed • May 07Price target increased by 7.1% to kr22.50Up from kr21.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of kr15.22. Stock is up 18% over the past year. The company is forecast to post earnings per share of kr0.09 for next year compared to kr0.43 last year.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.18b to kr2.10b. EPS estimate also fell from kr0.08 per share to kr0.07 per share. Net income forecast to shrink 84% next year vs 21% growth forecast for Interactive Media and Services industry in Sweden . Consensus price target of kr22.00 unchanged from last update. Share price fell 2.1% to kr12.78 over the past week.
分析記事 • May 08Earnings Update: Acast AB (publ) (STO:ACAST) Just Reported And Analysts Are Boosting Their EstimatesShareholders of Acast AB (publ) ( STO:ACAST ) will be pleased this week, given that the stock price is up 10% to...
Price Target Changed • May 06Price target increased by 8.7% to kr35.33Up from kr32.50, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of kr33.95. Stock is up 123% over the past year. The company is forecast to post earnings per share of kr0.84 next year compared to a net loss per share of kr0.62 last year.
Reported Earnings • Apr 20Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: kr2.52b (up 30% from FY 2024). Net loss: kr112.4m (down 244% from profit in FY 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17Acast AB (publ), Annual General Meeting, May 19, 2026Acast AB (publ), Annual General Meeting, May 19, 2026, at 10:30 W. Europe Standard Time. Location: acasts head office, kungsgatan 28, stockholm Sweden
Reported Earnings • Feb 12Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: kr0.62 loss per share (down from kr0.43 profit in FY 2024). Revenue: kr2.52b (up 30% from FY 2024). Net loss: kr112.4m (down 244% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year and the company’s share price has also increased by 58% per year.
Price Target Changed • Feb 05Price target increased by 9.8% to kr33.50Up from kr30.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of kr27.70. Stock is up 52% over the past year. The company is forecast to post a net loss per share of kr0.72 compared to earnings per share of kr0.43 last year.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: kr0.04 (vs kr0.15 loss in 3Q 2024)Third quarter 2025 results: EPS: kr0.04 (up from kr0.15 loss in 3Q 2024). Revenue: kr642.2m (up 35% from 3Q 2024). Net income: kr7.28m (up kr33.9m from 3Q 2024). Profit margin: 1.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30+ 4 more updatesAcast AB (publ) to Report Nine Months, 2026 Results on Oct 28, 2026Acast AB (publ) announced that they will report nine months, 2026 results on Oct 28, 2026
お知らせ • Oct 17+ 1 more updateAcast AB (Publ) Announces Deputy CEO ChangesAcast announced that it has named Anders Hagg the new Deputy CEO. Having held executive positions at Scandi Standard, Arla Foods, and Unilever, Hägg has extensive global experience. Most recently, he was the CFO of Food Folk, the Nordic McDonald's operator. Until Hagg formally takes over, deputy CFO Katrin Vogel will serve as interim CFO and interim deputy CEO.
Price Target Changed • Oct 13Price target increased by 8.9% to kr24.50Up from kr22.50, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr19.90. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.73 compared to earnings per share of kr0.43 last year.
分析記事 • Oct 07What You Can Learn From Acast AB (publ)'s (STO:ACAST) P/SIt's not a stretch to say that Acast AB (publ)'s ( STO:ACAST ) price-to-sales (or "P/S") ratio of 1.7x right now seems...
Reported Earnings • Jul 27Second quarter 2025 earnings released: kr0.44 loss per share (vs kr0.15 loss in 2Q 2024)Second quarter 2025 results: kr0.44 loss per share (further deteriorated from kr0.15 loss in 2Q 2024). Revenue: kr606.7m (up 27% from 2Q 2024). Net loss: kr79.7m (loss widened 196% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25Acast AB (Publ) Announces Chief Executive Officer ChangesRoss Adams has notified the Board that he wishes to resign from his position, following nearly eight successful years as Chief Executive Officer of Acast AB (publ) (Acast), to continue in a strategic advisory role. The Board has resolved to appoint Greg Glenday, currently Chief Business Officer, as new Chief Executive Officer to succeed Ross Adams. Greg Glenday will assume his new position immediately. Greg Glenday has been part of Acast's management since 2023, following over a decade in global C-level roles, including Chief Revenue Officer of Shazam and, more recently, CEO of Lightbox.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Director Marta Martinez was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Acast Launches Smart Recommendations: AI-Powered Podcast Ad PlanningAcast announced the launch of Smart Recommendations - an AI search engine that allows advertisers to find relevant podcast audiences in seconds, simply by describing who they want to reach. The aim is to optimize how podcast advertising is bought and sold, making campaign planning faster and more effective. Using AI models combined with a decade of Acast's own data and experience, Smart Recommendations works like an AI media planner - turning a simple prompt like "I want to reach women in Canada interested in investing" into a curated list of high-fit podcasts. Early testing of Smart Recommendations with Acast's internal sales teams and select customers has yielded promising results. Over 200 campaign briefs have utilized the tool in testing, leading to a significant reduction in planning time - by up to as much as 92%. Notably, 80% of ad buyers in testing discovered additional, previously unconsidered podcasts for their campaigns. Early indicators from shows with under 50,000 weekly listening show a significant uplift, including a 14% increase in median purchase rate.
お知らせ • May 20Acast AB (publ) Elects Marta Martinez as DirectorAcast AB (publ) at its Annual General Meeting held on May 20, 2025, approved the Nomination Committee's proposal and elects Marta Martinez as new Director.
お知らせ • May 11Acast AB (publ) Announces CEO ChangesAcast AB (publ) announces that CEO Ross Adams will be on a temporary medical leave for health- related reasons for up to three months. Emily Villatte, Deputy CEO and CFO, has been appointed to serve as Acting CEO of Acast, effective 10 May 2025, during Ross' absence. Emily Villatte, Deputy CEO and CFO of Acast, has been part of Acast's management since 2019.
Price Target Changed • May 07Price target increased by 7.1% to kr22.50Up from kr21.00, the current price target is an average from 2 analysts. New target price is 48% above last closing price of kr15.22. Stock is up 18% over the past year. The company is forecast to post earnings per share of kr0.09 for next year compared to kr0.43 last year.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.18b to kr2.10b. EPS estimate also fell from kr0.08 per share to kr0.07 per share. Net income forecast to shrink 84% next year vs 21% growth forecast for Interactive Media and Services industry in Sweden . Consensus price target of kr22.00 unchanged from last update. Share price fell 2.1% to kr12.78 over the past week.
Reported Earnings • Apr 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: kr0.43 (up from kr0.99 loss in FY 2023). Revenue: kr1.94b (up 19% from FY 2023). Net income: kr78.2m (up kr257.9m from FY 2023). Profit margin: 4.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Apr 14Investor Optimism Abounds Acast AB (publ) (STO:ACAST) But Growth Is LackingThere wouldn't be many who think Acast AB (publ)'s ( STO:ACAST ) price-to-sales (or "P/S") ratio of 1.2x is worth a...
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr12.90, the stock trades at a forward P/E ratio of 161x. Average forward P/E is 24x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 32% over the past three years.
お知らせ • Feb 25Acast AB (publ), Annual General Meeting, May 20, 2025Acast AB (publ), Annual General Meeting, May 20, 2025.
分析記事 • Feb 20Acast (STO:ACAST) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfAcast AB (publ)'s ( STO:ACAST ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 21% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 21% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).
分析記事 • Feb 15Acast AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextAcast AB (publ) ( STO:ACAST ) last week reported its latest annual results, which makes it a good time for investors to...
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr0.43 (up from kr0.99 loss in FY 2023). Revenue: kr1.94b (up 19% from FY 2023). Net income: kr78.2m (up kr257.9m from FY 2023). Profit margin: 4.0% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Acast AB (publ) to Report Fiscal Year 2024 Final Results on Apr 16, 2025Acast AB (publ) announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Apr 16, 2025
お知らせ • Dec 06Acast AB (publ) (OM:ACAST) agreed to acquire Wonder Media Network for $7.80 million.Acast AB (publ) (OM:ACAST) agreed to acquire Wonder Media Network for $7.80 million on December 6, 2024. A cash consideration of $5.5 million will be paid by Acast AB (publ). The consideration consists of 1.77 million common equity of Acast AB (publ) to be issued for common equity of Wonder Media Network. The expected completion of the transaction is January 2, 2025.
Reported Earnings • Nov 07Third quarter 2024 earnings released: kr0.15 loss per share (vs kr0.13 profit in 3Q 2023)Third quarter 2024 results: kr0.15 loss per share (down from kr0.13 profit in 3Q 2023). Revenue: kr475.4m (up 12% from 3Q 2023). Net loss: kr26.6m (down 210% from profit in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Nov 06+ 3 more updatesAcast AB (publ) to Report Q2, 2025 Results on Jul 25, 2025Acast AB (publ) announced that they will report Q2, 2025 results on Jul 25, 2025
お知らせ • Oct 22Acast AB (Publ) Appoints Nomination Committee for the Annual General Meeting 2025Acast AB (publ) announced according to a decision at the 2024 Annual General Meeting of Acast AB (publ), the Chair of the Board has convened a Nomination Committee for the 2025 Annual General Meeting, appointed by the largest owners in the company. The Nomination Committee consists of: Sofia Hasselberg (chair), appointed by Bonnier Capital AB; Cecilia Tunberger, appointed by Alfvén & Didrikson AB; Anders Lindeberg, appointed by Moor & Moor AB; Daniel Kristiansson, Alecta, appointed by the three largest owners' representatives in the nomination committee.
Breakeven Date Change • Aug 14Forecast to breakeven in 2024The analyst covering Acast expects the company to break even for the first time. New forecast suggests the company will make a profit of kr16.3m in 2024. Earnings growth of 160% is required to achieve expected profit on schedule.
Reported Earnings • Jul 28Second quarter 2024 earnings released: kr0.15 loss per share (vs kr0.079 loss in 2Q 2023)Second quarter 2024 results: kr0.15 loss per share (further deteriorated from kr0.079 loss in 2Q 2023). Revenue: kr477.9m (up 24% from 2Q 2023). Net loss: kr26.9m (loss widened 89% from 2Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Interactive Media and Services industry in Sweden. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jun 13Consensus estimates of losses per share improve by 80%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from kr1.85b to kr1.96b. EPS estimate increased from -kr0.41 per share to -kr0.08 per share. Interactive Media and Services industry in Sweden expected to see average net income growth of 107% next year. Consensus price target up from kr14.00 to kr15.50. Share price was steady at kr14.10 over the past week.
分析記事 • May 08Revenues Not Telling The Story For Acast AB (publ) (STO:ACAST) After Shares Rise 27%Acast AB (publ) ( STO:ACAST ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Reported Earnings • May 07First quarter 2024 earnings released: EPS: kr0.029 (vs kr0.40 loss in 1Q 2023)First quarter 2024 results: EPS: kr0.029 (up from kr0.40 loss in 1Q 2023). Revenue: kr412.9m (up 25% from 1Q 2023). Net income: kr5.20m (up kr77.2m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.
Reported Earnings • Apr 19Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: kr0.99 loss per share (improved from kr1.59 loss in FY 2022). Revenue: kr1.64b (up 18% from FY 2022). Net loss: kr179.7m (loss narrowed 37% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.
Price Target Changed • Feb 14Price target increased by 30% to kr12.50Up from kr9.60, the current price target is an average from 2 analysts. New target price is 28% above last closing price of kr9.76. Stock is up 40% over the past year. The company is forecast to post a net loss per share of kr0.75 next year compared to a net loss per share of kr0.99 last year.
Reported Earnings • Feb 13Full year 2023 earnings released: kr0.99 loss per share (vs kr1.59 loss in FY 2022)Full year 2023 results: kr0.99 loss per share (improved from kr1.59 loss in FY 2022). Revenue: kr1.64b (up 18% from FY 2022). Net loss: kr179.7m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Interactive Media and Services industry in Sweden.
Price Target Changed • Jan 17Price target increased by 8.1% to kr10.05Up from kr9.30, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of kr9.70. Stock is up 33% over the past year. The company is forecast to post a net loss per share of kr0.60 next year compared to a net loss per share of kr1.59 last year.
分析記事 • Nov 17Acast AB (publ)'s (STO:ACAST) Shares Leap 27% Yet They're Still Not Telling The Full StoryAcast AB (publ) ( STO:ACAST ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: kr0.13 (vs kr0.38 loss in 3Q 2022)Third quarter 2023 results: EPS: kr0.13 (up from kr0.38 loss in 3Q 2022). Revenue: kr424.5m (up 32% from 3Q 2022). Net income: kr24.1m (up kr92.6m from 3Q 2022). Profit margin: 5.7% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue.
お知らせ • Nov 07+ 5 more updatesAcast AB (publ) to Report Nine Months, 2024 Results on Nov 05, 2024Acast AB (publ) announced that they will report nine months, 2024 results on Nov 05, 2024
お知らせ • Oct 21Acast AB (Publ) Announces Nomination Committee for the Annual General Meeting 2024Acast AB (publ) has convened a Nomination Committee for the 2024; Annual General Meeting, appointed by the largest owners in the company. The Nomination Committee consists of: Sofia Hasselberg (chair), appointed by Bonnier Capital AB; Cecilia Tunberger, appointed by Alfvén & Didrikson AB; Anders Lindeberg, appointed by Moor & Moor AB; Martin Nilsson, Första AP-fonden, appointed by the three largest owners' representatives in the nomination committee.
Reported Earnings • Aug 04Second quarter 2023 earnings released: kr0.079 loss per share (vs kr0.40 loss in 2Q 2022)Second quarter 2023 results: kr0.079 loss per share (improved from kr0.40 loss in 2Q 2022). Revenue: kr386.3m (up 22% from 2Q 2022). Net loss: kr14.2m (loss narrowed 80% from 2Q 2022).
お知らせ • Jun 09Acast and Podchaser Announces the Launch of an AI-Powered CapabilityAcast and Podchaser announced the launch of an AI-powered capability that allows advertisers to expand their reach in podcasting and refine their targeting further than ever before. Collections+ has been developed and tested with the Acast Marketplace and has enabled Acast to monetize 5% more shows in the first seven weeks of testing. Collections+ is now being made available to any ad platform or marketplace in the industry looking to enhance its own targeting, via Podchaser. With Collections+, data on podcasts and their audiences is pulled from the widest range of sources across podcasting - including the hosting platform's own data, Podchaser's first-party data, Apple Podcasts and Spotify category and chart data, IAB categories, surveys and transcriptions. The data is then synthesized using AI models, sorting podcasts into verticals based on all data points about that show available. This creates the highest-quality collections for advertisers to target against in the industry, replacing the traditional method, where podcasts are categorized manually into groups which advertisers then choose to buy against for their campaigns. This makes podcasts more discoverable to advertisers and attracting even more relevant advertising to engaged audiences than before. Data shows that 44% of US podcast advertising investment lands with the top 500 shows. But these shows only account for 12% of monthly reach, which means advertisers are missing the opportunity to target nearly 88% of the addressable podcast audience. Collections+ benefits all parties in podcasting: for advertisers it brings more scale, better campaign diversity and increased effectiveness. For podcasters, it means greater discoverability amongst advertisers, increased chance of revenue and more shows monetized.
Reported Earnings • Apr 20Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: kr1.39b (up 36% from FY 2021). Net loss: kr286.4m (loss narrowed 4.7% from FY 2021). Revenue exceeded analyst estimates by 3.5%.
Reported Earnings • Feb 16Full year 2022 earnings released: kr1.59 loss per share (vs kr1.91 loss in FY 2021)Full year 2022 results: kr1.59 loss per share (improved from kr1.91 loss in FY 2021). Revenue: kr1.39b (up 36% from FY 2021). Net loss: kr286.4m (loss narrowed 4.7% from FY 2021).
Price Target Changed • Dec 15Price target decreased to kr11.40Down from kr16.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of kr6.85. Stock is down 69% over the past year. The company is forecast to post a net loss per share of kr1.54 next year compared to a net loss per share of kr1.91 last year.
お知らせ • Nov 09+ 3 more updatesAcast AB (publ) to Report Fiscal Year 2022 Results on Feb 15, 2023Acast AB (publ) announced that they will report fiscal year 2022 results on Feb 15, 2023
Price Target Changed • Aug 16Price target decreased to kr18.20Down from kr22.50, the current price target is provided by 1 analyst. New target price is 32% above last closing price of kr13.82. Stock is down 53% over the past year. The company is forecast to post a net loss per share of kr1.46 next year compared to a net loss per share of kr1.91 last year.
Price Target Changed • Aug 03Price target decreased to kr21.20Down from kr23.45, the current price target is provided by 1 analyst. New target price is 57% above last closing price of kr13.50. Stock is down 60% over the past year. The company is forecast to post a net loss per share of kr1.34 next year compared to a net loss per share of kr1.91 last year.
Reported Earnings • Aug 03Second quarter 2022 earnings released: kr0.40 loss per share (vs kr1.28 loss in 2Q 2021)Second quarter 2022 results: kr0.40 loss per share (up from kr1.28 loss in 2Q 2021). Revenue: kr315.8m (up 39% from 2Q 2021). Net loss: kr70.6m (loss narrowed 61% from 2Q 2021). Over the next year, revenue is forecast to grow 58%, compared to a 27% growth forecast for the industry in Sweden.
Major Estimate Revision • Jun 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -kr1.21 to -kr1.34 per share. Revenue forecast unchanged at kr1.56b. Interactive Media and Services industry in Sweden expected to see average net income growth of 41% next year. Consensus price target down from kr45.03 to kr32.00. Share price was steady at kr14.28 over the past week.
分析記事 • May 20Acast AB (publ) (STO:ACAST) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportInvestors in Acast AB (publ) ( STO:ACAST ) had a good week, as its shares rose 6.5% to close at kr13.84 following the...
Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: kr0.41 loss per share (down from kr0.37 loss in 1Q 2021). Revenue: kr298.3m (up 51% from 1Q 2021). Net loss: kr73.2m (loss widened 49% from 1Q 2021). Revenue missed analyst estimates by 6.2%. Earnings per share (EPS) exceeded analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 55%, compared to a 33% growth forecast for the industry in Sweden.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Bjorn Jeffery was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 08Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Over the next year, revenue is forecast to grow 60%, compared to a 35% growth forecast for the industry in Sweden.
Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 58%, compared to a 36% growth forecast for the industry in Sweden.
Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: kr1.91 loss per share (down from kr1.36 loss in FY 2020). Revenue: kr1.03b (up 73% from FY 2020). Net loss: kr300.4m (loss widened 74% from FY 2020). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 58%, compared to a 36% growth forecast for the industry in Sweden.
Major Estimate Revision • Feb 08Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 losses forecast to reduce from -kr3.43 to -kr2.03 per share. Revenue forecast steady at kr1.02b. Interactive Media and Services industry in Sweden expected to see average net income growth of 22% next year. Consensus price target down from kr39.00 to kr38.00. Share price was steady at kr20.68 over the past week.
分析記事 • Jan 10Companies Like Acast (STO:ACAST) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Reported Earnings • Nov 12Third quarter 2021 earnings released: kr0.26 loss per shareThe company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: kr265.1m (up 11% from 3Q 2020). Net loss: kr46.1m (loss widened 67% from 3Q 2020).
分析記事 • Sep 18Here's Why We're Not At All Concerned With Acast's (STO:ACAST) Cash Burn SituationEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Aug 22Second quarter 2021 earnings released: kr1.28 loss per shareThe company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: kr226.6m (up 84% from 2Q 2020). Net loss: kr179.7m (loss widened 269% from 2Q 2020).