View ValuationNapatech 향후 성장Future 기준 점검 2/6Napatech의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Communications 이익 성장16.3%매출 성장률69.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트Major Estimate Revision • Mar 05Consensus revenue estimates fall by 44%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr.335.0m to kr.187.0m. Forecast losses increased from -kr.0.08 to -kr.0.53 per share. Communications industry in Norway expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at kr37.01. Share price fell 12% to kr18.10 over the past week.분석 기사 • Mar 01Napatech A/S (OB:NAPA) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for Napatech A/S ( OB:NAPA ) shareholders, with the stock dropping 15% to kr20.50 in the week...분석 기사 • Nov 08Napatech A/S (OB:NAPA) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Napatech A/S ( OB:NAPA ) filed its quarterly result this time last week. The early...Major Estimate Revision • Aug 29Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.161.0m to kr.127.0m. Forecast losses increased from -kr.0.51 to -kr.1.03 per share. Communications industry in Norway expected to see average net income growth of 27% next year. Consensus price target down from kr38.15 to kr36.82. Share price was steady at kr33.00 over the past week.Major Estimate Revision • May 15Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.176.0m to kr.161.0m. Losses expected to increase from kr.0.42 per share to kr.0.51. Communications industry in Norway expected to see average net income growth of 45% next year. Consensus price target up from kr20.36 to kr37.03. Share price rose 13% to kr33.20 over the past week.분석 기사 • Mar 02Napatech A/S (OB:NAPA) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Napatech A/S ( OB:NAPA ) had a good week, as its shares rose 3.9% to close at kr18.50 following the...모든 업데이트 보기Recent updatesReported Earnings • May 11First quarter 2026 earnings releasedFirst quarter 2026 results: kr.0.20 loss per share. Revenue: kr.36.6m (up 53% from 1Q 2025). Net loss: kr.21.4m (loss narrowed 42% from 1Q 2025).공시 • Mar 20+ 1 more updateNapatech A/S to Report Q1, 2026 Results on May 07, 2026Napatech A/S announced that they will report Q1, 2026 results on May 07, 2026Reported Earnings • Mar 03Full year 2025 earnings releasedFull year 2025 results: Revenue: kr.146.6m (up 26% from FY 2024). Net loss: kr.80.7m (loss narrowed 28% from FY 2024).공시 • Jan 03Napatech A/S Approves the Election of Lars Rahbæk Boilesen as Chair of the Board of DirectorsNapatech A/S at its extraordinary general meeting held on 3 December 2025 approved the election of Lars Rahbæk Boilesen as new chair of the board of directors. Consequently, Napatech A/S' board of directors then consists of Lars Rahbæk Boilesen (chair), Johan Christian Jebsen, Sven Tore Larsen, Shannon John Poulin, Patricia Lorraine Kummrow, Zane Andrew Ball and Lynn Anne Comp.공시 • Dec 22Napatech A/S, Annual General Meeting, Apr 23, 2026Napatech A/S, Annual General Meeting, Apr 23, 2026.공시 • Dec 20+ 1 more updateNapatech A/S to Report First Half, 2026 Results on Aug 27, 2026Napatech A/S announced that they will report first half, 2026 results on Aug 27, 2026Recent Insider Transactions Derivative • Nov 09CFO & Member of the Executive Board exercised options to buy kr665k worth of stock.On the 5th of November, Heine Thorsgaard exercised options to buy 25k shares at a strike price of around kr9.92, costing a total of kr248k. This transaction amounted to 100% of their direct individual holding at the time of the trade. Since March 2025, Heine's direct individual holding has decreased from 145.83k shares to 25.00k. Company insiders have collectively sold kr2.8m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: kr.40.1m (up 18% from 3Q 2024). Net loss: kr.11.2m (loss narrowed 56% from 3Q 2024).분석 기사 • Nov 03Napatech A/S' (OB:NAPA) 28% Share Price Surge Not Quite Adding UpDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 28% in the last...분석 기사 • Nov 01Is Napatech (OB:NAPA) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Sep 19Napatech A/S' (OB:NAPA) Share Price Could Signal Some RiskNapatech A/S' ( OB:NAPA ) price-to-sales (or "P/S") ratio of 14.7x may look like a poor investment opportunity when you...Recent Insider Transactions Derivative • Aug 31CFO & Member of the Executive Board exercised options to buy kr600k worth of stock.On the 27th of August, Heine Thorsgaard exercised options to buy 25k shares at a strike price of around kr9.92, costing a total of kr248k. Since December 2024, Heine's direct individual holding has decreased from 136.67k shares to 0. Company insiders have collectively sold kr3.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 26Second quarter 2025 earnings released: kr.0.28 loss per share (vs kr.0.38 loss in 2Q 2024)Second quarter 2025 results: kr.0.28 loss per share (improved from kr.0.38 loss in 2Q 2024). Revenue: kr.31.6m (up 36% from 2Q 2024). Net loss: kr.28.3m (loss narrowed 19% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.New Risk • Aug 26New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 62% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (kr3.3m sold).New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Significant insider selling over the past 3 months (kr3.3m sold).Recent Insider Transactions • Jun 13Key Executive recently sold kr3.3m worth of stockOn the 10th of June, Heine Thorsgaard sold around 150k shares on-market at roughly kr22.12 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Heine's only on-market trade for the last 12 months.분석 기사 • Jun 13Why Investors Shouldn't Be Surprised By Napatech A/S' (OB:NAPA) 27% Share Price SurgeThe Napatech A/S ( OB:NAPA ) share price has done very well over the last month, posting an excellent gain of 27...Reported Earnings • May 28First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: kr.23.8m (up 11% from 1Q 2024). Net loss: kr.36.8m (loss widened 14% from 1Q 2024). Revenue is forecast to grow 61% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.공시 • May 27+ 1 more updateNapatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million.Napatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: NOK 20 Transaction Features: Subsequent Direct Listing분석 기사 • May 22Is Napatech (OB:NAPA) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Apr 25Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent Director Howard Bubb is the most experienced director on the board, commencing their role in 2016. Independent Vice Chairman of the Board Anna Topolovsky was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Apr 24Napatech A/S Approves Board ElectionsNapatech A/S at its AGM held on April 24, 2025 approved election of Lynn Anne Comp, Patty Kummrow and Zane Ball as new members of the board of directors.Major Estimate Revision • Mar 05Consensus revenue estimates fall by 44%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr.335.0m to kr.187.0m. Forecast losses increased from -kr.0.08 to -kr.0.53 per share. Communications industry in Norway expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at kr37.01. Share price fell 12% to kr18.10 over the past week.분석 기사 • Mar 04Napatech A/S' (OB:NAPA) 26% Cheaper Price Remains In Tune With RevenuesNapatech A/S ( OB:NAPA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...분석 기사 • Mar 01Napatech A/S (OB:NAPA) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for Napatech A/S ( OB:NAPA ) shareholders, with the stock dropping 15% to kr20.50 in the week...Reported Earnings • Feb 27Full year 2024 earnings releasedFull year 2024 results: Revenue: kr.116.4m (down 36% from FY 2023). Net loss: kr.111.3m (loss widened 248% from FY 2023). Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Jan 08Napatech A/S Appoints Shannon Poulin as a Member of the Board of DirectorsNapatech A/S held its extraordinary general meeting on 17 December 2024 and the proposal to elect Shannon Poulin as a new member of the board of directors was adopted. Consequently, Napatech A/S' board of directors now consists of Johan Christian Jebsen (chair), Howard Gregory Bubb, Danny Lobo, Anna Beth Topolovsky, Sven Tore Larsen, and Shannon Poulin.분석 기사 • Jan 03Napatech A/S (OB:NAPA) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableThose holding Napatech A/S ( OB:NAPA ) shares would be relieved that the share price has rebounded 26% in the last...분석 기사 • Dec 24Is Napatech (OB:NAPA) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공시 • Dec 20Napatech A/S, Annual General Meeting, Apr 24, 2025Napatech A/S, Annual General Meeting, Apr 24, 2025.공시 • Dec 19+ 1 more updateNapatech A/S to Report First Half, 2025 Results on Aug 26, 2025Napatech A/S announced that they will report first half, 2025 results on Aug 26, 2025분석 기사 • Nov 08Napatech A/S (OB:NAPA) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Napatech A/S ( OB:NAPA ) filed its quarterly result this time last week. The early...New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 40% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 40% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr.34.0m (down 32% from 3Q 2023). Net loss: kr.25.6m (loss widened kr.25.0m from 3Q 2023). Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.분석 기사 • Oct 18Investors Still Waiting For A Pull Back In Napatech A/S (OB:NAPA)When close to half the companies in the Communications industry in Norway have price-to-sales ratios (or "P/S") below...Recent Insider Transactions • Sep 08Insider recently sold kr414k worth of stockOn the 3rd of September, Flemming Andersen sold around 12k shares on-market at roughly kr33.89 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.6m more than they sold in the last 12 months.Major Estimate Revision • Aug 29Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.161.0m to kr.127.0m. Forecast losses increased from -kr.0.51 to -kr.1.03 per share. Communications industry in Norway expected to see average net income growth of 27% next year. Consensus price target down from kr38.15 to kr36.82. Share price was steady at kr33.00 over the past week.분석 기사 • Aug 28Downgrade: Here's How This Analyst Sees Napatech A/S (OB:NAPA) Performing In The Near TermMarket forces rained on the parade of Napatech A/S ( OB:NAPA ) shareholders today, when the covering analyst downgraded...Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr.23.2m (down 39% from 2Q 2023). Net loss: kr.35.1m (loss widened 166% from 2Q 2023). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Communications industry in Europe.New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr.43m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr.43m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).분석 기사 • Jun 06Napatech A/S (OB:NAPA) Looks Just Right With A 35% Price JumpDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 35% in the last...Reported Earnings • May 18First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr.21.5m (down 42% from 1Q 2023). Net loss: kr.32.2m (loss widened 49% from 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.Major Estimate Revision • May 15Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.176.0m to kr.161.0m. Losses expected to increase from kr.0.42 per share to kr.0.51. Communications industry in Norway expected to see average net income growth of 45% next year. Consensus price target up from kr20.36 to kr37.03. Share price rose 13% to kr33.20 over the past week.공시 • Apr 27Napatech A/S Approves Board and Committee AppointmentsNapatech A/S at its AGM held on April 25, 2024 approved to elect Svenn-Tore Larsen as new member of the board of directors. the company also approved to elect a new member of the nomination committee. The current nom- ination committee consists of Nils Foldal (chair) and Håvard Nilsson (member). It was proposed that Ole Peter Lorentzen was elected as an additional member of the nomination committee for a term of two years bringing the total number of members of the nomination committee to three.분석 기사 • Apr 09Market Participants Recognise Napatech A/S' (OB:NAPA) Revenues Pushing Shares 30% HigherDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 30% in the last...분석 기사 • Apr 05Would Napatech (OB:NAPA) Be Better Off With Less Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 02Napatech A/S (OB:NAPA) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Napatech A/S ( OB:NAPA ) had a good week, as its shares rose 3.9% to close at kr18.50 following the...Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: kr.182.7m (up 15% from FY 2022). Net loss: kr.32.0m (loss narrowed 34% from FY 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe.분석 기사 • Feb 28Need To Know: This Analyst Just Made A Substantial Cut To Their Napatech A/S (OB:NAPA) EstimatesOne thing we could say about the covering analyst on Napatech A/S ( OB:NAPA ) - they aren't optimistic, having just...Major Estimate Revision • Feb 27Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from kr.176.0m to kr.185.0m. EPS estimate increased from -kr.0.49 per share to -kr.0.35 per share. Communications industry in Norway expected to see average net income growth of 39% next year. Consensus price target up from kr13.28 to kr18.02. Share price rose 2.0% to kr17.75 over the past week.분석 기사 • Jan 25Napatech A/S' (OB:NAPA) Popularity With Investors Is ClearNapatech A/S' ( OB:NAPA ) price-to-sales (or "P/S") ratio of 5.4x may look like a poor investment opportunity when you...공시 • Jan 23+ 1 more updateNapatech A/S Appoints Lars Boilesen as CEONapatech A/S announced the appointment of Lars Boilesen as Chief Executive Officer (CEO) of the Company effective immediately. Lars Boilesen has been chairman of Napatech since September 2017 and has experience from multiple executive roles in the international software and technology industry, including as CEO of Opera Software ASA from 2010 to the company was sold in 2016 and CEO of Otello Corporation from 2016 to 2023.공시 • Dec 16+ 2 more updatesNapatech A/S to Report Fiscal Year 2023 Results on Mar 21, 2024Napatech A/S announced that they will report fiscal year 2023 results on Mar 21, 2024Reported Earnings • Nov 08Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr.49.7m (up 34% from 3Q 2022). Net loss: kr.587.0k (loss narrowed 95% from 3Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.분석 기사 • Oct 04Is Napatech (OB:NAPA) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Sep 15Napatech Announces the Availability of the Production-Grade 200 Gbps IPU Based Upon the Intel®? IPU Platform F2000X-PLNapatech™? announced the availability of the industry's first production-grade 200 Gbps IPU based upon the Intel®? IPU Platform F2000X-PL. Napatech's F2070X™?. IPU is engineered for cloud, enterprise, and telecom data centers that are optimized for hybrid multi-cloud and edge-computing architectures, supporting applications that may be virtualized (virtual machines), cloud-native (containers), bare-metal and microservices-based. IPU meet the most demanding challenges of modern data center designs without compromise, including: Performance: hardware-based, line-rate forwarding with sophisticated packet processing. Efficiency: offloading of infrastructure processes, reclaiming valuable host CPU resources for applications and services. Customization: software and hardware programmable, delivering hardware performance at the speed of software innovation. Security: Hard isolation between tenant applications and services, and operator infrastructure processes. Sustainability: tenant and service scalability per server, reducing cost, power, and cooling per rack. Ease of Use: The Intel®? Xeon®? D processor simplifies moving the networking and storage stacks from the host to the IPU. Napatech's. F2070X IPU expands upon the Intel®? IPGA Platform F2000X-PL, which is the architecture selected by early adopters in hyperscale cloud, telecom cloud, and next wave cloud networks. The Napatech F2070X IPU is a turnkey, production-grade, warranted, and supported product based on this leadership Intel reference platform. The F2070X IPU hardware is packed with the latest Intel technology, including an Intel Xeon D SoC and Intel Agilex®? 7 FPGA. The 200 Gbps card includes two ports configurable for 10, 25, and 100 gigabit Ethernet. Multiple versions are available in various SoC, FPGA, and memory configurations, and are supported in standard, high-volume servers from leading manufacturers. The F2070XIPU is powered by Napatech's software and high-velocity roadmap that deliver NIC functionality, while offloading and accelerating networking (OVS), Storage (NVMe/TCP), Security (TLS), and other workloads.공시 • Sep 12Napatech A/S Launches 5G User Plane Function Offload Solution on Its Intel Agilex FPGA Based 400Gbps SmartnicNapatech A/S announced the availability of its offload solution for 5G User Plane Function (UPF) on the new NT400 400Gbps SmartNIC which leverages the latest Intel Agilex(R) FPGA. Unlike most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud- native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their telecom infrastructure and private networks, they face strong financial pressure to maximize the number of users that can be supported on each server while also minimizing the energy consumption of their edge data centers. Within the 5G packet core, the UPF subsystem represents the higher compute workload, performing critical packet inspection, routing and forwarding functions. As data rates increase and workloads proliferate, some service providers may consider offloading some real-time packet processing from general-purpose server CPU cores widely deployed in today's virtualized and cloud native networks. To support this, Napatech enables 5G core vendors to address the key business challenges around packet core deployments through its integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within the Link-Inline(TM) software stack, running on programmable SmartNICs. Napatech's UPF offload solution is supported by an ecosystem of packet core software suppliers and server OEMs, with partners such as A5G Networks, Advantech, Druid Software and Kontron having already announced products that leverage this technology, while others have integrations in progress. The new Napatech NT400 400Gbps SmartNIC maximizes the performance of its UPF offload solution, processing up to 190 million concurrent flows with a flow learning rate greater than 2 million flows per second, achieving a total throughput of up to 113 million packets per second on stateful connections and ensuring full 2x 200G wire speed operation for typical packet sizes.공시 • Aug 29Napatech A/S Leverages Latest Intel Agilex®? Fpga to Launch Industry's First 400Gbps Smartnic SolutionsNapatech A/S announced the availability of the Napatech's first 400Gbps programmable SmartNIC solutions, leveraging the latest Intel Agilex®? 7 FPGAs to deliver best-in-class performance for applications in security, cloud services, network monitoring and recording. Enterprises and OEMs providing high-performance solutions for network monitoring and recording require NICs with a performance level that matches the high PCI Express (PCIe) bandwidth available in the latest servers such as those based on 4th Gen Intel Xeon®? Scalable Processors. The new Napatech NT400 SmartNIC platform, based on the Intel®? FPGA SmartNIC N6000-PL Platform, addresses this need through a PCIe Gen 4 16-lane host interface which enables full-duplex 2x100Gbps traffic between network ports and host applications. Similarly, for applications like the 5G packet core in telecom infrastructure that require high-bandwidth inline processing of network data, the NT400 platform sustains a total 400G of traffic over tens of millions of flows. The NT400 programmable SmartNIC platform includes two QSFP56 network ports, supporting up to 2x200G traffic with the flexibility to configure 10G, 25G, 40G, 50G, 100G and 200G network links. The SmartNIC hardware is complemented by Napatech's portfolio of production-grade software packages, including Link-Capture™? for use cases such as network monitoring and recording, Link-Virtualization™? that provides a virtualized data plane for cloud services and Link-Inline™? for inline applications such as 5G User Plane Function (UPF). These integrated solutions deliver a true "IT experience" whereby the user just installs the card and the software, immediately achieving seamless acceleration of their application with no requirement to directly program the SmartNIC itself.공시 • Aug 26Napatech A/S Provides Revenue Guidance for the Year 2023Napatech A/S provided revenue guidance for the year 2023. The company expects Revenue in the range of DKK 180 million – DKK 200 million.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr.184.0m to kr.180.0m. Losses expected to increase from kr.0.37 per share to kr.0.47. Communications industry in Norway expected to see average net income growth of 7.1% next year. Consensus price target down from kr14.76 to kr14.00. Share price was steady at kr10.10 over the past week.분석 기사 • Jul 06Would Napatech (OB:NAPA) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • May 19Less 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. 4 non-independent directors. Independent Chairman Lars Boilesen was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 04First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr.37.1m (down 29% from 1Q 2022). Net loss: kr.21.6m (loss widened 228% from 1Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Major Estimate Revision • Apr 02Consensus revenue estimates fall by 27%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr.253.0m to kr.184.0m. Forecast losses increased from kr.0.00 to -kr.0.37 per share. Communications industry in Norway expected to see average net income decline 5.9% next year. Consensus price target down from kr15.52 to kr14.48. Share price was steady at kr10.00 over the past week.Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be kr12.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be kr12.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: kr.158.6m (down 19% from FY 2021). Net loss: kr.48.3m (down 220% from profit in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Communications industry in Europe.공시 • Dec 24Napatech A/S to Report First Half, 2023 Results on Aug 24, 2023Napatech A/S announced that they will report first half, 2023 results on Aug 24, 2023공시 • Dec 23+ 1 more updateNapatech A/S to Report Fiscal Year 2022 Results on Mar 23, 2023Napatech A/S announced that they will report fiscal year 2022 results on Mar 23, 2023Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: kr.37.0m (down 22% from 3Q 2021). Net loss: kr.12.7m (down 268% from profit in 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to kr13.90, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 159% over the past three years.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr13.28, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 177% over the past three years.분석 기사 • Sep 12Napatech (OB:NAPA) Will Be Looking To Turn Around Its ReturnsWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...분석 기사 • Aug 21Napatech (OB:NAPA) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 19Second quarter 2022 earnings released: kr.0.14 loss per share (vs kr.0.07 profit in 2Q 2021)Second quarter 2022 results: kr.0.14 loss per share (down from kr.0.07 profit in 2Q 2021). Revenue: kr.35.5m (down 24% from 2Q 2021). Net loss: kr.11.4m (down 295% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 51%, compared to a 8.4% growth forecast for the Communications industry in Norway. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 122% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 02Is It Time To Consider Buying Napatech A/S (OB:NAPA)?Napatech A/S ( OB:NAPA ), is not the largest company out there, but it led the OB gainers with a relatively large price...Recent Insider Transactions • May 31Independent Director recently bought kr122k worth of stockOn the 28th of May, Howard Bubb bought around 11k shares on-market at roughly kr11.14 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr331k. Insiders have collectively bought kr380k more in shares than they have sold in the last 12 months.분석 기사 • May 25If You Like EPS Growth Then Check Out Napatech (OB:NAPA) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Recent Insider Transactions • May 18Independent Director recently bought kr51k worth of stockOn the 16th of May, Howard Bubb bought around 5k shares on-market at roughly kr10.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr331k. Insiders have collectively bought kr257k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr9.88, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 22x in the Communications industry in Europe. Total returns to shareholders of 485% over the past three years.Recent Insider Transactions • May 07Chairman recently bought kr331k worth of stockOn the 4th of May, Lars Boilesen bought around 39k shares on-market at roughly kr8.54 per share. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.Reported Earnings • May 05First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: kr.52.2m (up 12% from 1Q 2021). Net loss: kr.6.59m (down 227% from profit in 1Q 2021). Revenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 33%, compared to a 7.0% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 138% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Christian Jebsen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.분석 기사 • Mar 02When Should You Buy Napatech A/S (OB:NAPA)?While Napatech A/S ( OB:NAPA ) might not be the most widely known stock at the moment, it received a lot of attention...Reported Earnings • Feb 25Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: kr.195.5m (flat on FY 2020). Net income: kr.40.2m (up 319% from FY 2020). Profit margin: 21% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 6.9% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.분석 기사 • Jan 25Does Napatech (OB:NAPA) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr10.24, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 202% over the past three years.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr14.48, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 427% over the past three years.분석 기사 • Dec 16Napatech A/S' (OB:NAPA) Popularity With Investors Under Threat As Stock Sinks 28%Napatech A/S ( OB:NAPA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...이익 및 매출 성장 예측OB:NAPA - 애널리스트 향후 추정치 및 과거 재무 데이터 (DKK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2027524N/AN/AN/A112/31/2026234N/AN/AN/A13/31/2026159-65-19-12N/A12/31/2025147-81-42-33N/A9/30/2025133-95-89-77N/A6/30/2025127-109-113-100N/A3/31/2025119-116-137-123N/A12/31/2024116-111-114-103N/A9/30/2024137-89-78-68N/A6/30/2024152-65-62-54N/A3/31/2024167-43-43-35N/A12/31/2023183-32-19-7N/A9/30/2023159-53-35-20N/A6/30/2023146-65-48-26N/A3/31/2023143-63-280N/A12/31/2022159-48-57-24N/A9/30/2022180-9-382N/A6/30/202219011-1030N/A3/31/202220128-927N/A12/31/202119540-1715N/A9/30/202119325-915N/A6/30/202119018-217N/A3/31/2021193171532N/A12/31/2020194103348N/A9/30/202019663448N/A6/30/202019051933N/A3/31/2020181-61126N/A12/31/2019171-14N/A26N/A9/30/2019171-62N/A27N/A6/30/2019137-152N/A-9N/A3/31/2019122-167N/A-35N/A12/31/2018106-179N/A-48N/A9/30/2018100-143N/A-50N/A6/30/2018139-62N/A-15N/A3/31/2018171-45N/A-7N/A12/31/2017206-24N/A15N/A9/30/2017250-1N/A12N/A6/30/20172566N/A23N/A3/31/20172467N/A24N/A12/31/20162354N/A15N/A9/30/2016212-5N/A39N/A6/30/20162232N/A31N/A3/31/20162190N/A44N/A12/31/20152178N/A33N/A9/30/20151952N/A14N/A6/30/2015179-1N/A14N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NAPA 의 예상 수익 증가율이 절약률(3.3%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: NAPA 의 수익이 Norwegian 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: NAPA 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: NAPA 의 수익(연간 69.5%)이 Norwegian 시장(연간 2.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NAPA 의 수익(연간 69.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NAPA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 04:19종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Napatech A/S는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierAksel Øverland EngebakkenABG Sundal Collier Sponsorednull nullABG Sundal Collier Sponsored2명의 분석가 더 보기
Major Estimate Revision • Mar 05Consensus revenue estimates fall by 44%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr.335.0m to kr.187.0m. Forecast losses increased from -kr.0.08 to -kr.0.53 per share. Communications industry in Norway expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at kr37.01. Share price fell 12% to kr18.10 over the past week.
분석 기사 • Mar 01Napatech A/S (OB:NAPA) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for Napatech A/S ( OB:NAPA ) shareholders, with the stock dropping 15% to kr20.50 in the week...
분석 기사 • Nov 08Napatech A/S (OB:NAPA) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Napatech A/S ( OB:NAPA ) filed its quarterly result this time last week. The early...
Major Estimate Revision • Aug 29Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.161.0m to kr.127.0m. Forecast losses increased from -kr.0.51 to -kr.1.03 per share. Communications industry in Norway expected to see average net income growth of 27% next year. Consensus price target down from kr38.15 to kr36.82. Share price was steady at kr33.00 over the past week.
Major Estimate Revision • May 15Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.176.0m to kr.161.0m. Losses expected to increase from kr.0.42 per share to kr.0.51. Communications industry in Norway expected to see average net income growth of 45% next year. Consensus price target up from kr20.36 to kr37.03. Share price rose 13% to kr33.20 over the past week.
분석 기사 • Mar 02Napatech A/S (OB:NAPA) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Napatech A/S ( OB:NAPA ) had a good week, as its shares rose 3.9% to close at kr18.50 following the...
Reported Earnings • May 11First quarter 2026 earnings releasedFirst quarter 2026 results: kr.0.20 loss per share. Revenue: kr.36.6m (up 53% from 1Q 2025). Net loss: kr.21.4m (loss narrowed 42% from 1Q 2025).
공시 • Mar 20+ 1 more updateNapatech A/S to Report Q1, 2026 Results on May 07, 2026Napatech A/S announced that they will report Q1, 2026 results on May 07, 2026
Reported Earnings • Mar 03Full year 2025 earnings releasedFull year 2025 results: Revenue: kr.146.6m (up 26% from FY 2024). Net loss: kr.80.7m (loss narrowed 28% from FY 2024).
공시 • Jan 03Napatech A/S Approves the Election of Lars Rahbæk Boilesen as Chair of the Board of DirectorsNapatech A/S at its extraordinary general meeting held on 3 December 2025 approved the election of Lars Rahbæk Boilesen as new chair of the board of directors. Consequently, Napatech A/S' board of directors then consists of Lars Rahbæk Boilesen (chair), Johan Christian Jebsen, Sven Tore Larsen, Shannon John Poulin, Patricia Lorraine Kummrow, Zane Andrew Ball and Lynn Anne Comp.
공시 • Dec 22Napatech A/S, Annual General Meeting, Apr 23, 2026Napatech A/S, Annual General Meeting, Apr 23, 2026.
공시 • Dec 20+ 1 more updateNapatech A/S to Report First Half, 2026 Results on Aug 27, 2026Napatech A/S announced that they will report first half, 2026 results on Aug 27, 2026
Recent Insider Transactions Derivative • Nov 09CFO & Member of the Executive Board exercised options to buy kr665k worth of stock.On the 5th of November, Heine Thorsgaard exercised options to buy 25k shares at a strike price of around kr9.92, costing a total of kr248k. This transaction amounted to 100% of their direct individual holding at the time of the trade. Since March 2025, Heine's direct individual holding has decreased from 145.83k shares to 25.00k. Company insiders have collectively sold kr2.8m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: kr.40.1m (up 18% from 3Q 2024). Net loss: kr.11.2m (loss narrowed 56% from 3Q 2024).
분석 기사 • Nov 03Napatech A/S' (OB:NAPA) 28% Share Price Surge Not Quite Adding UpDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 28% in the last...
분석 기사 • Nov 01Is Napatech (OB:NAPA) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Sep 19Napatech A/S' (OB:NAPA) Share Price Could Signal Some RiskNapatech A/S' ( OB:NAPA ) price-to-sales (or "P/S") ratio of 14.7x may look like a poor investment opportunity when you...
Recent Insider Transactions Derivative • Aug 31CFO & Member of the Executive Board exercised options to buy kr600k worth of stock.On the 27th of August, Heine Thorsgaard exercised options to buy 25k shares at a strike price of around kr9.92, costing a total of kr248k. Since December 2024, Heine's direct individual holding has decreased from 136.67k shares to 0. Company insiders have collectively sold kr3.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 26Second quarter 2025 earnings released: kr.0.28 loss per share (vs kr.0.38 loss in 2Q 2024)Second quarter 2025 results: kr.0.28 loss per share (improved from kr.0.38 loss in 2Q 2024). Revenue: kr.31.6m (up 36% from 2Q 2024). Net loss: kr.28.3m (loss narrowed 19% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
New Risk • Aug 26New major risk - Revenue and earnings growthEarnings have declined by 62% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 62% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (kr3.3m sold).
New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Significant insider selling over the past 3 months (kr3.3m sold).
Recent Insider Transactions • Jun 13Key Executive recently sold kr3.3m worth of stockOn the 10th of June, Heine Thorsgaard sold around 150k shares on-market at roughly kr22.12 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Heine's only on-market trade for the last 12 months.
분석 기사 • Jun 13Why Investors Shouldn't Be Surprised By Napatech A/S' (OB:NAPA) 27% Share Price SurgeThe Napatech A/S ( OB:NAPA ) share price has done very well over the last month, posting an excellent gain of 27...
Reported Earnings • May 28First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: kr.23.8m (up 11% from 1Q 2024). Net loss: kr.36.8m (loss widened 14% from 1Q 2024). Revenue is forecast to grow 61% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.
공시 • May 27+ 1 more updateNapatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million.Napatech A/S has completed a Follow-on Equity Offering in the amount of NOK 200 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 10,000,000 Price\Range: NOK 20 Transaction Features: Subsequent Direct Listing
분석 기사 • May 22Is Napatech (OB:NAPA) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Apr 25Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 1 experienced director. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent Director Howard Bubb is the most experienced director on the board, commencing their role in 2016. Independent Vice Chairman of the Board Anna Topolovsky was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Apr 24Napatech A/S Approves Board ElectionsNapatech A/S at its AGM held on April 24, 2025 approved election of Lynn Anne Comp, Patty Kummrow and Zane Ball as new members of the board of directors.
Major Estimate Revision • Mar 05Consensus revenue estimates fall by 44%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr.335.0m to kr.187.0m. Forecast losses increased from -kr.0.08 to -kr.0.53 per share. Communications industry in Norway expected to see average net income growth of 34% next year. Consensus price target broadly unchanged at kr37.01. Share price fell 12% to kr18.10 over the past week.
분석 기사 • Mar 04Napatech A/S' (OB:NAPA) 26% Cheaper Price Remains In Tune With RevenuesNapatech A/S ( OB:NAPA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
분석 기사 • Mar 01Napatech A/S (OB:NAPA) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for Napatech A/S ( OB:NAPA ) shareholders, with the stock dropping 15% to kr20.50 in the week...
Reported Earnings • Feb 27Full year 2024 earnings releasedFull year 2024 results: Revenue: kr.116.4m (down 36% from FY 2023). Net loss: kr.111.3m (loss widened 248% from FY 2023). Revenue is forecast to grow 56% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Norwegian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Jan 08Napatech A/S Appoints Shannon Poulin as a Member of the Board of DirectorsNapatech A/S held its extraordinary general meeting on 17 December 2024 and the proposal to elect Shannon Poulin as a new member of the board of directors was adopted. Consequently, Napatech A/S' board of directors now consists of Johan Christian Jebsen (chair), Howard Gregory Bubb, Danny Lobo, Anna Beth Topolovsky, Sven Tore Larsen, and Shannon Poulin.
분석 기사 • Jan 03Napatech A/S (OB:NAPA) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableThose holding Napatech A/S ( OB:NAPA ) shares would be relieved that the share price has rebounded 26% in the last...
분석 기사 • Dec 24Is Napatech (OB:NAPA) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공시 • Dec 20Napatech A/S, Annual General Meeting, Apr 24, 2025Napatech A/S, Annual General Meeting, Apr 24, 2025.
공시 • Dec 19+ 1 more updateNapatech A/S to Report First Half, 2025 Results on Aug 26, 2025Napatech A/S announced that they will report first half, 2025 results on Aug 26, 2025
분석 기사 • Nov 08Napatech A/S (OB:NAPA) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesShareholders might have noticed that Napatech A/S ( OB:NAPA ) filed its quarterly result this time last week. The early...
New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 40% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 40% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: kr.34.0m (down 32% from 3Q 2023). Net loss: kr.25.6m (loss widened kr.25.0m from 3Q 2023). Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance.
분석 기사 • Oct 18Investors Still Waiting For A Pull Back In Napatech A/S (OB:NAPA)When close to half the companies in the Communications industry in Norway have price-to-sales ratios (or "P/S") below...
Recent Insider Transactions • Sep 08Insider recently sold kr414k worth of stockOn the 3rd of September, Flemming Andersen sold around 12k shares on-market at roughly kr33.89 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.6m more than they sold in the last 12 months.
Major Estimate Revision • Aug 29Consensus revenue estimates fall by 21%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.161.0m to kr.127.0m. Forecast losses increased from -kr.0.51 to -kr.1.03 per share. Communications industry in Norway expected to see average net income growth of 27% next year. Consensus price target down from kr38.15 to kr36.82. Share price was steady at kr33.00 over the past week.
분석 기사 • Aug 28Downgrade: Here's How This Analyst Sees Napatech A/S (OB:NAPA) Performing In The Near TermMarket forces rained on the parade of Napatech A/S ( OB:NAPA ) shareholders today, when the covering analyst downgraded...
Reported Earnings • Aug 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: kr.23.2m (down 39% from 2Q 2023). Net loss: kr.35.1m (loss widened 166% from 2Q 2023). Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Communications industry in Europe.
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr.43m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-kr.43m free cash flow). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
분석 기사 • Jun 06Napatech A/S (OB:NAPA) Looks Just Right With A 35% Price JumpDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 35% in the last...
Reported Earnings • May 18First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr.21.5m (down 42% from 1Q 2023). Net loss: kr.32.2m (loss widened 49% from 1Q 2023). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.
Major Estimate Revision • May 15Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr.176.0m to kr.161.0m. Losses expected to increase from kr.0.42 per share to kr.0.51. Communications industry in Norway expected to see average net income growth of 45% next year. Consensus price target up from kr20.36 to kr37.03. Share price rose 13% to kr33.20 over the past week.
공시 • Apr 27Napatech A/S Approves Board and Committee AppointmentsNapatech A/S at its AGM held on April 25, 2024 approved to elect Svenn-Tore Larsen as new member of the board of directors. the company also approved to elect a new member of the nomination committee. The current nom- ination committee consists of Nils Foldal (chair) and Håvard Nilsson (member). It was proposed that Ole Peter Lorentzen was elected as an additional member of the nomination committee for a term of two years bringing the total number of members of the nomination committee to three.
분석 기사 • Apr 09Market Participants Recognise Napatech A/S' (OB:NAPA) Revenues Pushing Shares 30% HigherDespite an already strong run, Napatech A/S ( OB:NAPA ) shares have been powering on, with a gain of 30% in the last...
분석 기사 • Apr 05Would Napatech (OB:NAPA) Be Better Off With Less Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 02Napatech A/S (OB:NAPA) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Napatech A/S ( OB:NAPA ) had a good week, as its shares rose 3.9% to close at kr18.50 following the...
Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: kr.182.7m (up 15% from FY 2022). Net loss: kr.32.0m (loss narrowed 34% from FY 2022). Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Communications industry in Europe.
분석 기사 • Feb 28Need To Know: This Analyst Just Made A Substantial Cut To Their Napatech A/S (OB:NAPA) EstimatesOne thing we could say about the covering analyst on Napatech A/S ( OB:NAPA ) - they aren't optimistic, having just...
Major Estimate Revision • Feb 27Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from kr.176.0m to kr.185.0m. EPS estimate increased from -kr.0.49 per share to -kr.0.35 per share. Communications industry in Norway expected to see average net income growth of 39% next year. Consensus price target up from kr13.28 to kr18.02. Share price rose 2.0% to kr17.75 over the past week.
분석 기사 • Jan 25Napatech A/S' (OB:NAPA) Popularity With Investors Is ClearNapatech A/S' ( OB:NAPA ) price-to-sales (or "P/S") ratio of 5.4x may look like a poor investment opportunity when you...
공시 • Jan 23+ 1 more updateNapatech A/S Appoints Lars Boilesen as CEONapatech A/S announced the appointment of Lars Boilesen as Chief Executive Officer (CEO) of the Company effective immediately. Lars Boilesen has been chairman of Napatech since September 2017 and has experience from multiple executive roles in the international software and technology industry, including as CEO of Opera Software ASA from 2010 to the company was sold in 2016 and CEO of Otello Corporation from 2016 to 2023.
공시 • Dec 16+ 2 more updatesNapatech A/S to Report Fiscal Year 2023 Results on Mar 21, 2024Napatech A/S announced that they will report fiscal year 2023 results on Mar 21, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr.49.7m (up 34% from 3Q 2022). Net loss: kr.587.0k (loss narrowed 95% from 3Q 2022). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
분석 기사 • Oct 04Is Napatech (OB:NAPA) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Sep 15Napatech Announces the Availability of the Production-Grade 200 Gbps IPU Based Upon the Intel®? IPU Platform F2000X-PLNapatech™? announced the availability of the industry's first production-grade 200 Gbps IPU based upon the Intel®? IPU Platform F2000X-PL. Napatech's F2070X™?. IPU is engineered for cloud, enterprise, and telecom data centers that are optimized for hybrid multi-cloud and edge-computing architectures, supporting applications that may be virtualized (virtual machines), cloud-native (containers), bare-metal and microservices-based. IPU meet the most demanding challenges of modern data center designs without compromise, including: Performance: hardware-based, line-rate forwarding with sophisticated packet processing. Efficiency: offloading of infrastructure processes, reclaiming valuable host CPU resources for applications and services. Customization: software and hardware programmable, delivering hardware performance at the speed of software innovation. Security: Hard isolation between tenant applications and services, and operator infrastructure processes. Sustainability: tenant and service scalability per server, reducing cost, power, and cooling per rack. Ease of Use: The Intel®? Xeon®? D processor simplifies moving the networking and storage stacks from the host to the IPU. Napatech's. F2070X IPU expands upon the Intel®? IPGA Platform F2000X-PL, which is the architecture selected by early adopters in hyperscale cloud, telecom cloud, and next wave cloud networks. The Napatech F2070X IPU is a turnkey, production-grade, warranted, and supported product based on this leadership Intel reference platform. The F2070X IPU hardware is packed with the latest Intel technology, including an Intel Xeon D SoC and Intel Agilex®? 7 FPGA. The 200 Gbps card includes two ports configurable for 10, 25, and 100 gigabit Ethernet. Multiple versions are available in various SoC, FPGA, and memory configurations, and are supported in standard, high-volume servers from leading manufacturers. The F2070XIPU is powered by Napatech's software and high-velocity roadmap that deliver NIC functionality, while offloading and accelerating networking (OVS), Storage (NVMe/TCP), Security (TLS), and other workloads.
공시 • Sep 12Napatech A/S Launches 5G User Plane Function Offload Solution on Its Intel Agilex FPGA Based 400Gbps SmartnicNapatech A/S announced the availability of its offload solution for 5G User Plane Function (UPF) on the new NT400 400Gbps SmartNIC which leverages the latest Intel Agilex(R) FPGA. Unlike most 4G networks based on purpose-built appliances, the 5G packet core is implemented as virtualized or cloud- native software running on servers located within edge and core data centers. As Communications Service Providers (CSPs) and enterprises scale up the deployments of their telecom infrastructure and private networks, they face strong financial pressure to maximize the number of users that can be supported on each server while also minimizing the energy consumption of their edge data centers. Within the 5G packet core, the UPF subsystem represents the higher compute workload, performing critical packet inspection, routing and forwarding functions. As data rates increase and workloads proliferate, some service providers may consider offloading some real-time packet processing from general-purpose server CPU cores widely deployed in today's virtualized and cloud native networks. To support this, Napatech enables 5G core vendors to address the key business challenges around packet core deployments through its integrated hardware/software solution that comprises a fully-offloaded UPF fast path implemented within the Link-Inline(TM) software stack, running on programmable SmartNICs. Napatech's UPF offload solution is supported by an ecosystem of packet core software suppliers and server OEMs, with partners such as A5G Networks, Advantech, Druid Software and Kontron having already announced products that leverage this technology, while others have integrations in progress. The new Napatech NT400 400Gbps SmartNIC maximizes the performance of its UPF offload solution, processing up to 190 million concurrent flows with a flow learning rate greater than 2 million flows per second, achieving a total throughput of up to 113 million packets per second on stateful connections and ensuring full 2x 200G wire speed operation for typical packet sizes.
공시 • Aug 29Napatech A/S Leverages Latest Intel Agilex®? Fpga to Launch Industry's First 400Gbps Smartnic SolutionsNapatech A/S announced the availability of the Napatech's first 400Gbps programmable SmartNIC solutions, leveraging the latest Intel Agilex®? 7 FPGAs to deliver best-in-class performance for applications in security, cloud services, network monitoring and recording. Enterprises and OEMs providing high-performance solutions for network monitoring and recording require NICs with a performance level that matches the high PCI Express (PCIe) bandwidth available in the latest servers such as those based on 4th Gen Intel Xeon®? Scalable Processors. The new Napatech NT400 SmartNIC platform, based on the Intel®? FPGA SmartNIC N6000-PL Platform, addresses this need through a PCIe Gen 4 16-lane host interface which enables full-duplex 2x100Gbps traffic between network ports and host applications. Similarly, for applications like the 5G packet core in telecom infrastructure that require high-bandwidth inline processing of network data, the NT400 platform sustains a total 400G of traffic over tens of millions of flows. The NT400 programmable SmartNIC platform includes two QSFP56 network ports, supporting up to 2x200G traffic with the flexibility to configure 10G, 25G, 40G, 50G, 100G and 200G network links. The SmartNIC hardware is complemented by Napatech's portfolio of production-grade software packages, including Link-Capture™? for use cases such as network monitoring and recording, Link-Virtualization™? that provides a virtualized data plane for cloud services and Link-Inline™? for inline applications such as 5G User Plane Function (UPF). These integrated solutions deliver a true "IT experience" whereby the user just installs the card and the software, immediately achieving seamless acceleration of their application with no requirement to directly program the SmartNIC itself.
공시 • Aug 26Napatech A/S Provides Revenue Guidance for the Year 2023Napatech A/S provided revenue guidance for the year 2023. The company expects Revenue in the range of DKK 180 million – DKK 200 million.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr.184.0m to kr.180.0m. Losses expected to increase from kr.0.37 per share to kr.0.47. Communications industry in Norway expected to see average net income growth of 7.1% next year. Consensus price target down from kr14.76 to kr14.00. Share price was steady at kr10.10 over the past week.
분석 기사 • Jul 06Would Napatech (OB:NAPA) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • May 19Less 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. 4 non-independent directors. Independent Chairman Lars Boilesen was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 04First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr.37.1m (down 29% from 1Q 2022). Net loss: kr.21.6m (loss widened 228% from 1Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Major Estimate Revision • Apr 02Consensus revenue estimates fall by 27%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr.253.0m to kr.184.0m. Forecast losses increased from kr.0.00 to -kr.0.37 per share. Communications industry in Norway expected to see average net income decline 5.9% next year. Consensus price target down from kr15.52 to kr14.48. Share price was steady at kr10.00 over the past week.
Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be kr12.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.
Buying Opportunity • Mar 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be kr12.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in a year. Earnings is forecast to grow by 100% in the next year.
Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: kr.158.6m (down 19% from FY 2021). Net loss: kr.48.3m (down 220% from profit in FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Communications industry in Europe.
공시 • Dec 24Napatech A/S to Report First Half, 2023 Results on Aug 24, 2023Napatech A/S announced that they will report first half, 2023 results on Aug 24, 2023
공시 • Dec 23+ 1 more updateNapatech A/S to Report Fiscal Year 2022 Results on Mar 23, 2023Napatech A/S announced that they will report fiscal year 2022 results on Mar 23, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: kr.37.0m (down 22% from 3Q 2021). Net loss: kr.12.7m (down 268% from profit in 3Q 2021). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 21% share price gain to kr13.90, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 159% over the past three years.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr13.28, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 177% over the past three years.
분석 기사 • Sep 12Napatech (OB:NAPA) Will Be Looking To Turn Around Its ReturnsWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
분석 기사 • Aug 21Napatech (OB:NAPA) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 19Second quarter 2022 earnings released: kr.0.14 loss per share (vs kr.0.07 profit in 2Q 2021)Second quarter 2022 results: kr.0.14 loss per share (down from kr.0.07 profit in 2Q 2021). Revenue: kr.35.5m (down 24% from 2Q 2021). Net loss: kr.11.4m (down 295% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 51%, compared to a 8.4% growth forecast for the Communications industry in Norway. Over the last 3 years on average, earnings per share has increased by 135% per year but the company’s share price has only increased by 122% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 02Is It Time To Consider Buying Napatech A/S (OB:NAPA)?Napatech A/S ( OB:NAPA ), is not the largest company out there, but it led the OB gainers with a relatively large price...
Recent Insider Transactions • May 31Independent Director recently bought kr122k worth of stockOn the 28th of May, Howard Bubb bought around 11k shares on-market at roughly kr11.14 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr331k. Insiders have collectively bought kr380k more in shares than they have sold in the last 12 months.
분석 기사 • May 25If You Like EPS Growth Then Check Out Napatech (OB:NAPA) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Recent Insider Transactions • May 18Independent Director recently bought kr51k worth of stockOn the 16th of May, Howard Bubb bought around 5k shares on-market at roughly kr10.00 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr331k. Insiders have collectively bought kr257k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr9.88, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 22x in the Communications industry in Europe. Total returns to shareholders of 485% over the past three years.
Recent Insider Transactions • May 07Chairman recently bought kr331k worth of stockOn the 4th of May, Lars Boilesen bought around 39k shares on-market at roughly kr8.54 per share. This was the largest purchase by an insider in the last 3 months. This was Lars' only on-market trade for the last 12 months.
Reported Earnings • May 05First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: kr.52.2m (up 12% from 1Q 2021). Net loss: kr.6.59m (down 227% from profit in 1Q 2021). Revenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 33%, compared to a 7.0% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 138% per year but the company’s share price has only increased by 79% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Christian Jebsen was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
분석 기사 • Mar 02When Should You Buy Napatech A/S (OB:NAPA)?While Napatech A/S ( OB:NAPA ) might not be the most widely known stock at the moment, it received a lot of attention...
Reported Earnings • Feb 25Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: kr.195.5m (flat on FY 2020). Net income: kr.40.2m (up 319% from FY 2020). Profit margin: 21% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 6.9% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jan 25Does Napatech (OB:NAPA) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr10.24, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 202% over the past three years.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr14.48, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 24x in the Communications industry in Europe. Total returns to shareholders of 427% over the past three years.
분석 기사 • Dec 16Napatech A/S' (OB:NAPA) Popularity With Investors Under Threat As Stock Sinks 28%Napatech A/S ( OB:NAPA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...