View ValuationKambi Group 향후 성장Future 기준 점검 4/6Kambi Group (는) 각각 연간 37.5% 및 6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 39.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.4% 로 예상됩니다.핵심 정보37.5%이익 성장률39.88%EPS 성장률Hospitality 이익 성장9.5%매출 성장률6.0%향후 자기자본이익률13.45%애널리스트 커버리지Low마지막 업데이트07 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 25Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €172.0m to €173.7m. EPS estimate increased from €0.507 to €0.60 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr147. Share price was steady at kr102 over the past week.Major Estimate Revision • May 07Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €167.2m to €169.2m. EPS estimate fell from €0.374 to €0.28 per share. Net income forecast to shrink 24% next year vs 25% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 7.0% to kr110 over the past week.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €172.2m to €168.0m. EPS estimate also fell from €0.658 per share to €0.38 per share. Net income forecast to shrink 36% next year vs 31% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 4.1% to kr106 over the past week.Major Estimate Revision • Dec 03Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €177.8m to €175.0m. EPS estimate also fell from €0.57 per share to €0.469 per share. Net income forecast to grow 14% next year vs 31% growth forecast for Hospitality industry in Sweden. Consensus price target of kr180 unchanged from last update. Share price fell 3.3% to kr102 over the past week.Major Estimate Revision • Nov 24Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.0m to €177.8m. EPS estimate increased from €0.469 to €0.57 per share. Net income forecast to shrink 18% next year vs 39% growth forecast for Hospitality industry in Sweden . Consensus price target of kr180 unchanged from last update. Share price rose 2.6% to kr108 over the past week.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €179.0m to €175.0m. EPS estimate also fell from €0.544 per share to €0.469 per share. Net income forecast to grow 14% next year vs 28% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr186 to kr180. Share price fell 8.9% to kr107 over the past week.모든 업데이트 보기Recent updates공시 • Jul 01Kambi Group plc (OM:KAMBI) commences an Equity Buyback Plan for 2,770,994 shares, representing 10% of its issued share capital, under the authorization approved on June 18, 2026.Kambi Group plc (OM:KAMBI) commences a share repurchases on June 22, 2026, under the program mandated by the shareholders in the Extraordinary General Meeting held on June 18, 2026. As per the mandate, the company is authorized to repurchase up to 2,770,994 shares representing 10% of its share capital, such that the company’s holding in treasury together with the shares repurchased does not exceed 10% of its issued share capital at any point of time. The minimum price that may be paid for the shares is SEK 1 per share and the maximum price that may be paid for the shares is SEK 1,000 per share. The purpose of the buyback is is to ensure added value for the Company’s shareholders and to give the Board increased flexibility with the Company’s capital structure. Repurchased shares will be used to either cancel the shares, use them as consideration for an acquisition or transfer them to employees under company incentive plans. The authority shall expire on the date of the 2027 Annual General Meeting, but in any case shall not exceed the period of 18 months, but not so as to prejudice the completion of a purchase contracted before that date. As of May 22, 2026, the company had 27,709,944 issue. On June 18, 2026, the company announced a share repurchase program, Under the program, the company will repurchase SEK 100 million (€9.2 million) worth of its shares. Repurchased shares will be cancelled at a future date. The program will run until November 23, 2026.내러티브 업데이트 • Jun 18KAMBI: New Lottery Contracts Will Not Stop Future Multiple CompressionAnalysts have maintained their SEK 139.90 price target for Kambi Group, keeping it broadly in line with prior estimates. They cited small adjustments to the discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations that largely offset one another in their valuation work.내러티브 업데이트 • Jun 03KAMBI: New Lottery Contracts Will Not Prevent Future Multiple CompressionAnalysts have maintained Kambi Group's fair value estimate at SEK 139.90 while slightly adjusting key inputs such as the discount rate, revenue growth, profit margin and future P/E. This has led to a modest recalibration of their SEK-based price target rather than a major shift in view.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr174, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Hospitality industry in Sweden. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr154 per share.Recent Insider Transactions • May 28Chief Executive Officer recently bought kr3.3m worth of stockOn the 20th of May, Werner Becher bought around 21k shares on-market at roughly kr156 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Werner's only on-market trade for the last 12 months.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 9.2% 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 (9.2% average weekly change). Profit margins are more than 30% lower than last year (5.1% net profit margin).내러티브 업데이트 • May 18KAMBI: New Lottery Deals And Buybacks Will Offset Softer Multiple OutlookAnalysts have trimmed their SEK price target for Kambi Group slightly, reflecting a modest adjustment in fair value to SEK 139.90. The updated assumptions now pair a lower revenue growth outlook and P/E multiple with a marginally higher profit margin and slightly reduced discount rate.내러티브 업데이트 • Apr 30KAMBI: Slower Margin Outlook Will Restrain Upside From New Market DealsAnalysts now set a lower SEK 140 price target for Kambi Group compared with the previous SEK 143, reflecting updated assumptions for slower revenue growth, more modest profit margins and a higher future P/E multiple. What's in the News Kambi agreed a long term Turnkey Sportsbook partnership with Pari-Mutuel Urbain, marking Kambi's entry into France's regulated sports betting market and adding a customised front-end solution for PMU's online sportsbook (Key Developments).Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to kr159, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Hospitality industry in Sweden. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr148 per share.내러티브 업데이트 • Apr 14KAMBI: New Market Entries And Partnerships Will Shape Balanced Long Term UpsideAnalysts have lifted their price target on Kambi Group to SEK 143.39 from SEK 140.74, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, along with a revised discount rate. What's in the News Kambi agreed a Turnkey Sportsbook partnership with Pari Mutuel Urbain, marking its entry into France's regulated sports betting market and covering PMU's fixed odds online sportsbook with a tailored front end for the French customer base (Client announcement).공시 • Apr 09Kambi Group plc, Annual General Meeting, May 21, 2026Kambi Group plc, Annual General Meeting, May 21, 2026, at 13:30 W. Europe Standard Time. Location: avenue 77 complex, triq in-negozju, zone 3, central business district, birkirkara, cbd 3010, malta, Sweden내러티브 업데이트 • Mar 31KAMBI: Long Term Sportsbook Wins Will Shape Future Earnings UpsideAnalysts now set a SEK 140 price target for Kambi Group, aligning with the previous SEK 140 level while adjusting assumptions around the discount rate, revenue growth, profit margin and future P/E, as they see fewer near term catalysts for the shares. Analyst Commentary Recent commentary points to a more cautious tone around Kambi Group, with the SEK 140 price target now seen as reflecting fewer clear upside drivers in the near term.Reported Earnings • Mar 30Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: €0.24 (down from €0.52 in FY 2024). Revenue: €162.0m (down 8.2% from FY 2024). Net income: €6.81m (down 56% from FY 2024). Profit margin: 4.2% (down from 8.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.내러티브 업데이트 • Mar 17KAMBI: Long Term Sportsbook Deals Will Shape Future Earnings UpsideAnalysts have made a modest upward adjustment to their Kambi Group fair value estimate, with the price target moving from SEK 140.45 to SEK 140.74. This reflects updated views on revenue growth, profit margins and future P/E assumptions, despite a recent downgrade to Hold and comments about a lack of near term catalysts.내러티브 업데이트 • Mar 02KAMBI: Long Term Sportsbook Deals Will Support Future Earnings PotentialAnalysts have adjusted their price target on Kambi Group to SEK 140 from about SEK 114, reflecting updated views on revenue growth, profit margins and future P/E, even though some now see fewer clear positive catalysts in the near term. Analyst Commentary Bearish Takeaways Bearish analysts see the SEK 140 price target as fair rather than exciting, suggesting limited upside without clearer progress on revenue growth and margins.Major Estimate Revision • Feb 25Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €172.0m to €173.7m. EPS estimate increased from €0.507 to €0.60 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr147. Share price was steady at kr102 over the past week.Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: €0.24 (down from €0.52 in FY 2024). Revenue: €162.0m (down 8.2% from FY 2024). Net income: €6.81m (down 56% from FY 2024). Profit margin: 4.2% (down from 8.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Feb 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to kr108. The fair value is estimated to be kr135, 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. Earnings per share has declined by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 178% in the next 2 years.공시 • Dec 08Kambi Group plc to Report Fiscal Year 2025 Final Results on Mar 26, 2026Kambi Group plc announced that they will report fiscal year 2025 final results at 12:00 PM, Central European Standard Time on Mar 26, 2026분석 기사 • Dec 03Kambi Group plc's (STO:KAMBI) 25% Jump Shows Its Popularity With InvestorsKambi Group plc ( STO:KAMBI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr134, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Hospitality industry in Sweden. Total loss to shareholders of 32% over the past three years.공시 • Nov 15+ 3 more updatesKambi Group plc to Report Q1, 2026 Results on Apr 29, 2026Kambi Group plc announced that they will report Q1, 2026 results at 7:45 AM, Central European Standard Time on Apr 29, 2026분석 기사 • Nov 13Kambi Group's (STO:KAMBI) Soft Earnings Are Actually Better Than They AppearKambi Group plc's ( STO:KAMBI ) stock was strong despite it releasing a soft earnings report last week. We think that...New Risk • Nov 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.3% net profit margin).Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues miss analyst expectationsThird quarter 2025 results: Revenue: €37.4m (down 13% from 3Q 2024). Net income: €1.02m (down 59% from 3Q 2024). Profit margin: 2.7% (down from 5.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.9%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • Jul 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.1% Last year net profit margin: 9.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues miss analyst expectationsSecond quarter 2025 results: Revenue: €40.5m (down 12% from 2Q 2024). Net income: €244.0k (down 95% from 2Q 2024). Profit margin: 0.6% (down from 10% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Jun 27Kambi Group plc (OM:KAMBI) commences an Equity Buyback Plan for 2,990,362 shares, representing 10% of its issued share capital, under the authorization approved on May 19, 2025.Kambi Group plc (OM:KAMBI) commences a share repurchases on June 19, 2025, under the program mandated by the shareholders in the Extraordinary General Meeting held on May 19, 2025. As per the mandate, the company is authorized to repurchase up to 2,990,362 shares representing 10% of its share capital. The minimum price that may be paid for the shares is SEK 1 per share and the maximum price that may be paid for the shares is SEK 1,000 per share. The authority shall expire on the date of the 2026 Annual General Meeting, but in any case shall not exceed the period of 18 months, but not so as to prejudice the completion of a purchase contracted before that date. As of April 10, 2025, the company had 29,903,619 issue. On June 18, 2025, the company announced repurchase program. Under the program, the company will repurchase up to £15 million worth of its shares in two parts. The company has entered into an agreement with Carnegie Investment Bank AB (Carnegie) to conduct the share repurchases on its behalf. Under the first program, the company will purchase up to 996,787 shares for £5 million. The program will run from the date of this announcement until August 15, 2025. Under the second program, the company will purchase up to 1,993,575 shares for £10 million. The program will run from August 18, 2025 and will expire on November 21, 2025. The purchased shares will be used for company's future obligations arising from its employee share option program. The purchased shares will be held as treasury shares until the future exercise of employee share options.공시 • May 20Kambi Group plc Appoints Anna Nordell Westling as Additional New DirectorsKambi Group plc at its AGM held on 19 May 2025 appointed Anna Nordell Westling and Ronnie Bodinger as additional new Directors.분석 기사 • May 07We Think You Can Look Beyond Kambi Group's (STO:KAMBI) Lackluster EarningsKambi Group plc's ( STO:KAMBI ) earnings announcement last week didn't impress shareholders. While the headline numbers...Major Estimate Revision • May 07Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €167.2m to €169.2m. EPS estimate fell from €0.374 to €0.28 per share. Net income forecast to shrink 24% next year vs 25% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 7.0% to kr110 over the past week.Reported Earnings • May 02First quarter 2025 earnings: Revenues miss analyst expectationsFirst quarter 2025 results: Revenue: €41.5m (down 4.0% from 1Q 2024). Net income: €798.0k (down 75% from 1Q 2024). Profit margin: 1.9% (down from 7.5% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.1%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.분석 기사 • May 01Is Now An Opportune Moment To Examine Kambi Group plc (STO:KAMBI)?Kambi Group plc ( STO:KAMBI ), might not be a large cap stock, but it received a lot of attention from a substantial...Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr113, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 12x in the Hospitality industry in Sweden. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr179 per share.공시 • Apr 10Kambi Group plc, Annual General Meeting, May 19, 2025Kambi Group plc, Annual General Meeting, May 19, 2025, at 13:00 Central European Standard Time. Location: at avenue 77 complex, a4, triq in-negozju, zone 3, central business district, birkirkara, cbd 3010, MaltaReported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.52 (up from €0.49 in FY 2023). Revenue: €176.4m (up 1.8% from FY 2023). Net income: €15.4m (up 3.7% from FY 2023). Profit margin: 8.8% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €172.2m to €168.0m. EPS estimate also fell from €0.658 per share to €0.38 per share. Net income forecast to shrink 36% next year vs 31% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 4.1% to kr106 over the past week.분석 기사 • Feb 28Returns On Capital Signal Tricky Times Ahead For Kambi Group (STO:KAMBI)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.52 (up from €0.49 in FY 2023). Revenue: €176.4m (up 1.8% from FY 2023). Net income: €15.4m (up 3.7% from FY 2023). Profit margin: 8.8% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.새로운 내러티브 • Feb 09The New Odds Feed+ Product And Expansion Into Brazil Will Secure Future Opportunities New product offerings and strategic partnerships could drive revenue growth and improve retention in expanding markets like Brazil.공시 • Jan 16Kambi Group plc Appoints Mattias Frithiof as Senior Vice President Investor Relations & SustainabilityKambi Group plc announced the appointment of Mattias Frithiof as Senior Vice President (SVP) Investor Relations & Sustainability, effective 16 January 2025. Frithiof brings over 15 years of experience in investor relations and finance to his new role at Kambi having previously worked at financial institutions including Moody’s and Swedbank. He joins Kambi from Stockholm-listed audiobook and e-book streaming services company Storytel, where he served as Head of Investor Relations. Based in Stockholm and reporting to Kambi CFO David Kenyon, Frithiof will lead and execute Kambi's investor relations strategy, building and maintaining strong relationships with investors, sell-side analysts and other key stakeholders. He will be responsible for communicating Kambi’s financial performance and growth strategy to the analyst and shareholder communities, as well as leading Kambi’s corporate social responsibility (CSR) strategy.분석 기사 • Jan 16Kambi Group plc's (STO:KAMBI) Price Is Right But Growth Is Lacking After Shares Rocket 25%Those holding Kambi Group plc ( STO:KAMBI ) shares would be relieved that the share price has rebounded 25% in the last...Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr117, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Hospitality industry in Sweden. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr169 per share.Major Estimate Revision • Dec 03Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €177.8m to €175.0m. EPS estimate also fell from €0.57 per share to €0.469 per share. Net income forecast to grow 14% next year vs 31% growth forecast for Hospitality industry in Sweden. Consensus price target of kr180 unchanged from last update. Share price fell 3.3% to kr102 over the past week.Recent Insider Transactions • Nov 29Director recently bought kr537k worth of stockOn the 21st of November, Lars Patrick Clase bought around 5k shares on-market at roughly kr107 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr2.4m more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 24Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.0m to €177.8m. EPS estimate increased from €0.469 to €0.57 per share. Net income forecast to shrink 18% next year vs 39% growth forecast for Hospitality industry in Sweden . Consensus price target of kr180 unchanged from last update. Share price rose 2.6% to kr108 over the past week.Recent Insider Transactions • Nov 22Managing Director of Kambi Sportsbook recently bought kr810k worth of stockOn the 13th of November, Erik Logdberg bought around 8k shares on-market at roughly kr107 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.5m more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €179.0m to €175.0m. EPS estimate also fell from €0.544 per share to €0.469 per share. Net income forecast to grow 14% next year vs 28% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr186 to kr180. Share price fell 8.9% to kr107 over the past week.공시 • Nov 13Kambi Group plc to Report Fiscal Year 2024 Results on Mar 27, 2025Kambi Group plc announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 27, 2025분석 기사 • Nov 11Kambi Group plc Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on Kambi Group plc ( STO:KAMBI ), given that the company fell short of...New Risk • Nov 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.0% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Oct 23+ 4 more updatesKambi Group plc to Report Q4, 2025 Results on Feb 25, 2026Kambi Group plc announced that they will report Q4, 2025 results at 7:45 AM, Central European Standard Time on Feb 25, 2026공시 • Sep 06Genius Sports Addresses Media Speculation Regarding Potential Acquisition of Kambi GroupIn response to these rumours, Mark Locke, Chief Executive Officer of Genius Sports Limited (NYSE:GENI) issued the following statement: ‘As policy, we do not comment on unfounded and ill-informed rumours. To prevent any further speculation, we can confirm that we are not involved in any discussions of this nature with Kambi Group plc (OM:KAMBI)’.Major Estimate Revision • Aug 05Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.441 to €0.546. Revenue forecast steady at €179.3m. Net income forecast to shrink 1.2% next year vs 12% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr184. Share price fell 2.2% to kr119 over the past week.Major Estimate Revision • Jul 31Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.4m to €179.2m. EPS estimate increased from €0.441 to €0.599 per share. Net income forecast to grow 5.9% next year vs 12% growth forecast for Hospitality industry in Sweden. Consensus price target up from kr183 to kr187. Share price rose 6.4% to kr126 over the past week.분석 기사 • Jul 27Kambi Group plc Just Beat EPS By 136%: Here's What Analysts Think Will Happen NextAs you might know, Kambi Group plc ( STO:KAMBI ) just kicked off its latest second-quarter results with some very...Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €0.15 (up from €0.083 in 2Q 2023). Revenue: €45.7m (up 6.6% from 2Q 2023). Net income: €4.66m (up 83% from 2Q 2023). Profit margin: 10% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates by 136%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jul 15Now 21% undervaluedOver the last 90 days, the stock has risen 23% to kr109. The fair value is estimated to be kr139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.공시 • Jul 01Kambi Group plc Appoints Werner Becher as CEO, Effective July 25, 2024The Board of Kambi Group plc (Kambi) has appointed former Sportradar chief Werner Becher as the Company’s new CEO, succeeding the outgoing Kristian Nylén. Becher will officially assume the position on 25 July, 2024 the day after the publication of Kambi’s Second Quarter 2024 report. Following a thorough search and selection process comprised of a strong pool of candidates, Becher has been assigned to lead Kambi into its next phase of growth, having previously held senior positions within the sports betting industry, both in B2B and B2C companies, alongside earlier experience gained in the technology sector. Becher was a key figure at global sports data and betting supplier Sportradar for four years from 2019, initially as Managing Director of its US-facing Betting arm before assuming the position of CEO of its Europe, Middle East and Africa and Latin America business. Becher played a pivotal role in the successful Nasdaq IPO of Sportradar in September 2021. Becher was previously CEO of European betting and gaming operator Interwetten for eight years, where he led the company through a period of sustained growth. Most recently, Becher served as an independent investor and advisor. On joining Kambi, Becher will be tasked with building on the Company’s success and its position of the industry’s leading sports betting partner. Kambi recently embarked on a modularisation strategy which has seen it open up its platform, incubate its AI-pricing division, Tzeract, and acquire highly complementary businesses in Abios and Shape Games. The hire of Becher comes after Kambi co-founder Nylén announced in January he would, upon the appointment of a successor, step down from the position he has held since 2010. In May, Nylén was elected to the Kambi Board of Directors at the Company’s Annual General Meeting. Nylén will provide ongoing support to Becher to ensure a seamless handover.분석 기사 • Jul 01Kambi Group plc's (STO:KAMBI) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 18.7x Kambi Group plc ( STO:KAMBI ) may be sending bullish signals at the...공시 • May 23Kambi Group plc Approves Board ChangesKambi Group plc held its Annual General Meeting on 21 May 2024. The company approved the Kristian Nylén and Benjie Cherniak were appointed as additional new Directors. The Board extends its gratitude to Lars Stugemo and Cecilia de Leeuw for their dedicated service and contributions.Recent Insider Transactions • Apr 30Director recently bought kr743k worth of stockOn the 24th of April, Lars Patrick Clase bought around 8k shares on-market at roughly kr92.88 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. Insiders have collectively bought kr1.4m more in shares than they have sold in the last 12 months.분석 기사 • Apr 01Kambi Group plc Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen NextInvestors in Kambi Group plc ( STO:KAMBI ) had a good week, as its shares rose 7.6% to close at kr92.40 following the...Reported Earnings • Mar 31Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.49 (down from €0.86 in FY 2022). Revenue: €173.3m (up 4.4% from FY 2022). Net income: €14.9m (down 44% from FY 2022). Profit margin: 8.6% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to kr101. The fair value is estimated to be kr126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.분석 기사 • Feb 24Kambi Group plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThere's been a major selloff in Kambi Group plc ( STO:KAMBI ) shares in the week since it released its full-year...분석 기사 • Feb 23Positive Sentiment Still Eludes Kambi Group plc (STO:KAMBI) Following 30% Share Price SlumpTo the annoyance of some shareholders, Kambi Group plc ( STO:KAMBI ) shares are down a considerable 30% in the last...New Risk • Feb 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.6% net profit margin). Significant insider selling over the past 3 months (kr3.5m sold).Reported Earnings • Feb 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.49 (down from €0.86 in FY 2022). Revenue: €173.3m (up 4.4% from FY 2022). Net income: €14.9m (down 44% from FY 2022). Profit margin: 8.6% (down from 16% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.분석 기사 • Feb 22Should You Investigate Kambi Group plc (STO:KAMBI) At kr101?While Kambi Group plc ( STO:KAMBI ) might not have the largest market cap around , it received a lot of attention from...Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €178.6m to €175.7m. EPS estimate also fell from €0.587 per share to €0.515 per share. Net income forecast to shrink 17% next year vs 21% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr208. Share price was steady at kr138 over the past week.공시 • Jan 08+ 1 more updateKambi Group plc Announces Resignation of Kristian Nylén as CEOThe Board of Directors of Kambi Group plc announced its CEO and Co- Founder, Kristian Nylén, has notified the Board of his intention to step down from his current position during the year, upon the appointment of a successor. Since co-founding Kambi with Anders Ström in 2010, Nylén has steered the Company through numerous significant milestones, leading Kambi to become the industry's number one sportsbook supplier.Recent Insider Transactions • Dec 04Chief Executive Officer recently bought kr898k worth of stockOn the 28th of November, Kristian Nylen bought around 6k shares on-market at roughly kr163 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kristian has been a buyer over the last 12 months, purchasing a net total of kr510k worth in shares.분석 기사 • Dec 01Kambi Group (STO:KAMBI) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Nov 18+ 3 more updatesKambi Group plc to Report Q3, 2024 Results on Nov 06, 2024Kambi Group plc announced that they will report Q3, 2024 results at 7:45 AM, Central European Standard Time on Nov 06, 2024공시 • Nov 17Kambi Group plc Announces Resignation of Lars Stugemo from BoardKambi Group plc’s announced that Lars Stugemo notified the Nomination Committee that he does not intend to seek re-election at the Kambi Annual General Meeting (AGM) 2024 and has therefore decided to step down. Stugemo will leave the Board with immediate effect and continue to serve as a member of the Nomination Committee nominated by Kambi’s shareholder Veralda Investment Ltd. Ström brings vast industry experience to the role as Chair, having founded Kindred Group in 1997 and then later co-founding Kambi alongside CEO Kristian Nylén in 2010. Ström has also been a Kambi Board member since its formation.분석 기사 • Nov 15Estimating The Intrinsic Value Of Kambi Group plc (STO:KAMBI)Key Insights The projected fair value for Kambi Group is kr203 based on 2 Stage Free Cash Flow to Equity With kr175...Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr175, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Hospitality industry in Sweden. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr203 per share.Reported Earnings • Nov 02Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: €42.1m (up 15% from 3Q 2022). Net income: €3.55m (up 37% from 3Q 2022). Profit margin: 8.4% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden.Major Estimate Revision • Aug 02Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €188.8m to €186.4m. EPS estimate also fell from €0.798 per share to €0.69 per share. Net income forecast to grow 5.0% next year vs 15% growth forecast for Hospitality industry in Sweden. Consensus price target up from kr215 to kr224. Share price fell 5.4% to kr192 over the past week.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €0.083 (vs €0.11 in 2Q 2022)Second quarter 2023 results: EPS: €0.083 (down from €0.11 in 2Q 2022). Revenue: €42.9m (up 24% from 2Q 2022). Net income: €2.55m (down 24% from 2Q 2022). Profit margin: 5.9% (down from 9.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to kr197, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Hospitality industry in Sweden. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr99.68 per share.Major Estimate Revision • Apr 24Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €190.3m to €202.4m. EPS estimate increased from €0.866 to €1.03 per share. Net income forecast to grow 7.6% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr222. Share price was steady at kr182 over the past week.Reported Earnings • Apr 05Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.86 (down from €1.50 in FY 2021). Revenue: €166.0m (up 2.2% from FY 2021). Net income: €26.5m (down 43% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 31Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €194.0m to €190.3m. EPS estimate also fell from €1.10 per share to €0.866 per share. Net income forecast to grow 19% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr235 to kr224. Share price fell 8.2% to kr186 over the past week.분석 기사 • Mar 30Returns On Capital At Kambi Group (STO:KAMBI) Have StalledIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Reported Earnings • Feb 23Full year 2022 earnings released: EPS: €0.86 (vs €1.50 in FY 2021)Full year 2022 results: EPS: €0.86 (down from €1.50 in FY 2021). Revenue: €166.0m (up 2.2% from FY 2021). Net income: €26.5m (down 43% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측OM:KAMBI - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028197253167312/31/2027185212660412/31/202617213275743/31/20261648636N/A12/31/20251627432N/A9/30/202516471240N/A6/30/202516991947N/A3/31/2025175132857N/A12/31/2024176152454N/A9/30/2024176161848N/A6/30/2024175171444N/A3/31/202417215839N/A12/31/2023173151950N/A9/30/2023187243869N/A6/30/2023181243363N/A3/31/2023173242857N/A12/31/2022166262049N/A9/30/2022143171138N/A6/30/2022148271847N/A3/31/2022156373259N/A12/31/2021162464772N/A9/30/2021174585678N/A6/30/2021161514869N/A3/31/2021133343553N/A12/31/2020118242039N/A9/30/20209711625N/A6/30/2020929725N/A3/31/20209913625N/A12/31/20199210N/A24N/A9/30/2019879N/A21N/A6/30/20198510N/A21N/A3/31/20198110N/A18N/A12/31/20187610N/A17N/A9/30/20187310N/A18N/A6/30/2018688N/A17N/A3/31/2018646N/A17N/A12/31/2017626N/A12N/A9/30/2017573N/A13N/A6/30/2017575N/A14N/A3/31/2017577N/A14N/A12/31/2016568N/A17N/A9/30/2016569N/A16N/A6/30/2016549N/A14N/A3/31/2016517N/A13N/A12/31/2015486N/A11N/A9/30/2015433N/A9N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KAMBI 의 연간 예상 수익 증가율(37.5%)이 saving rate(2%)보다 높습니다.수익 vs 시장: KAMBI 의 연간 수익(37.5%)이 Swedish 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: KAMBI 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: KAMBI 의 수익(연간 6%)이 Swedish 시장(연간 -0.05%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: KAMBI 의 수익(연간 6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KAMBI의 자본 수익률은 3년 후 13.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/10 16:05종가2026/07/10 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Kambi Group plc는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jack CummingsBerenbergAmar GalijasevicDNB CarnegieDavid KatzJefferies LLC3명의 분석가 더 보기
Major Estimate Revision • Feb 25Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €172.0m to €173.7m. EPS estimate increased from €0.507 to €0.60 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr147. Share price was steady at kr102 over the past week.
Major Estimate Revision • May 07Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €167.2m to €169.2m. EPS estimate fell from €0.374 to €0.28 per share. Net income forecast to shrink 24% next year vs 25% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 7.0% to kr110 over the past week.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €172.2m to €168.0m. EPS estimate also fell from €0.658 per share to €0.38 per share. Net income forecast to shrink 36% next year vs 31% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 4.1% to kr106 over the past week.
Major Estimate Revision • Dec 03Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €177.8m to €175.0m. EPS estimate also fell from €0.57 per share to €0.469 per share. Net income forecast to grow 14% next year vs 31% growth forecast for Hospitality industry in Sweden. Consensus price target of kr180 unchanged from last update. Share price fell 3.3% to kr102 over the past week.
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.0m to €177.8m. EPS estimate increased from €0.469 to €0.57 per share. Net income forecast to shrink 18% next year vs 39% growth forecast for Hospitality industry in Sweden . Consensus price target of kr180 unchanged from last update. Share price rose 2.6% to kr108 over the past week.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €179.0m to €175.0m. EPS estimate also fell from €0.544 per share to €0.469 per share. Net income forecast to grow 14% next year vs 28% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr186 to kr180. Share price fell 8.9% to kr107 over the past week.
공시 • Jul 01Kambi Group plc (OM:KAMBI) commences an Equity Buyback Plan for 2,770,994 shares, representing 10% of its issued share capital, under the authorization approved on June 18, 2026.Kambi Group plc (OM:KAMBI) commences a share repurchases on June 22, 2026, under the program mandated by the shareholders in the Extraordinary General Meeting held on June 18, 2026. As per the mandate, the company is authorized to repurchase up to 2,770,994 shares representing 10% of its share capital, such that the company’s holding in treasury together with the shares repurchased does not exceed 10% of its issued share capital at any point of time. The minimum price that may be paid for the shares is SEK 1 per share and the maximum price that may be paid for the shares is SEK 1,000 per share. The purpose of the buyback is is to ensure added value for the Company’s shareholders and to give the Board increased flexibility with the Company’s capital structure. Repurchased shares will be used to either cancel the shares, use them as consideration for an acquisition or transfer them to employees under company incentive plans. The authority shall expire on the date of the 2027 Annual General Meeting, but in any case shall not exceed the period of 18 months, but not so as to prejudice the completion of a purchase contracted before that date. As of May 22, 2026, the company had 27,709,944 issue. On June 18, 2026, the company announced a share repurchase program, Under the program, the company will repurchase SEK 100 million (€9.2 million) worth of its shares. Repurchased shares will be cancelled at a future date. The program will run until November 23, 2026.
내러티브 업데이트 • Jun 18KAMBI: New Lottery Contracts Will Not Stop Future Multiple CompressionAnalysts have maintained their SEK 139.90 price target for Kambi Group, keeping it broadly in line with prior estimates. They cited small adjustments to the discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations that largely offset one another in their valuation work.
내러티브 업데이트 • Jun 03KAMBI: New Lottery Contracts Will Not Prevent Future Multiple CompressionAnalysts have maintained Kambi Group's fair value estimate at SEK 139.90 while slightly adjusting key inputs such as the discount rate, revenue growth, profit margin and future P/E. This has led to a modest recalibration of their SEK-based price target rather than a major shift in view.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr174, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Hospitality industry in Sweden. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr154 per share.
Recent Insider Transactions • May 28Chief Executive Officer recently bought kr3.3m worth of stockOn the 20th of May, Werner Becher bought around 21k shares on-market at roughly kr156 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Werner's only on-market trade for the last 12 months.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 9.2% 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 (9.2% average weekly change). Profit margins are more than 30% lower than last year (5.1% net profit margin).
내러티브 업데이트 • May 18KAMBI: New Lottery Deals And Buybacks Will Offset Softer Multiple OutlookAnalysts have trimmed their SEK price target for Kambi Group slightly, reflecting a modest adjustment in fair value to SEK 139.90. The updated assumptions now pair a lower revenue growth outlook and P/E multiple with a marginally higher profit margin and slightly reduced discount rate.
내러티브 업데이트 • Apr 30KAMBI: Slower Margin Outlook Will Restrain Upside From New Market DealsAnalysts now set a lower SEK 140 price target for Kambi Group compared with the previous SEK 143, reflecting updated assumptions for slower revenue growth, more modest profit margins and a higher future P/E multiple. What's in the News Kambi agreed a long term Turnkey Sportsbook partnership with Pari-Mutuel Urbain, marking Kambi's entry into France's regulated sports betting market and adding a customised front-end solution for PMU's online sportsbook (Key Developments).
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 22%After last week's 22% share price gain to kr159, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Hospitality industry in Sweden. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr148 per share.
내러티브 업데이트 • Apr 14KAMBI: New Market Entries And Partnerships Will Shape Balanced Long Term UpsideAnalysts have lifted their price target on Kambi Group to SEK 143.39 from SEK 140.74, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, along with a revised discount rate. What's in the News Kambi agreed a Turnkey Sportsbook partnership with Pari Mutuel Urbain, marking its entry into France's regulated sports betting market and covering PMU's fixed odds online sportsbook with a tailored front end for the French customer base (Client announcement).
공시 • Apr 09Kambi Group plc, Annual General Meeting, May 21, 2026Kambi Group plc, Annual General Meeting, May 21, 2026, at 13:30 W. Europe Standard Time. Location: avenue 77 complex, triq in-negozju, zone 3, central business district, birkirkara, cbd 3010, malta, Sweden
내러티브 업데이트 • Mar 31KAMBI: Long Term Sportsbook Wins Will Shape Future Earnings UpsideAnalysts now set a SEK 140 price target for Kambi Group, aligning with the previous SEK 140 level while adjusting assumptions around the discount rate, revenue growth, profit margin and future P/E, as they see fewer near term catalysts for the shares. Analyst Commentary Recent commentary points to a more cautious tone around Kambi Group, with the SEK 140 price target now seen as reflecting fewer clear upside drivers in the near term.
Reported Earnings • Mar 30Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: €0.24 (down from €0.52 in FY 2024). Revenue: €162.0m (down 8.2% from FY 2024). Net income: €6.81m (down 56% from FY 2024). Profit margin: 4.2% (down from 8.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
내러티브 업데이트 • Mar 17KAMBI: Long Term Sportsbook Deals Will Shape Future Earnings UpsideAnalysts have made a modest upward adjustment to their Kambi Group fair value estimate, with the price target moving from SEK 140.45 to SEK 140.74. This reflects updated views on revenue growth, profit margins and future P/E assumptions, despite a recent downgrade to Hold and comments about a lack of near term catalysts.
내러티브 업데이트 • Mar 02KAMBI: Long Term Sportsbook Deals Will Support Future Earnings PotentialAnalysts have adjusted their price target on Kambi Group to SEK 140 from about SEK 114, reflecting updated views on revenue growth, profit margins and future P/E, even though some now see fewer clear positive catalysts in the near term. Analyst Commentary Bearish Takeaways Bearish analysts see the SEK 140 price target as fair rather than exciting, suggesting limited upside without clearer progress on revenue growth and margins.
Major Estimate Revision • Feb 25Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €172.0m to €173.7m. EPS estimate increased from €0.507 to €0.60 per share. Net income forecast to grow 145% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr147. Share price was steady at kr102 over the past week.
Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: €0.24 (down from €0.52 in FY 2024). Revenue: €162.0m (down 8.2% from FY 2024). Net income: €6.81m (down 56% from FY 2024). Profit margin: 4.2% (down from 8.8% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Feb 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.0% to kr108. The fair value is estimated to be kr135, 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. Earnings per share has declined by 29%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 178% in the next 2 years.
공시 • Dec 08Kambi Group plc to Report Fiscal Year 2025 Final Results on Mar 26, 2026Kambi Group plc announced that they will report fiscal year 2025 final results at 12:00 PM, Central European Standard Time on Mar 26, 2026
분석 기사 • Dec 03Kambi Group plc's (STO:KAMBI) 25% Jump Shows Its Popularity With InvestorsKambi Group plc ( STO:KAMBI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr134, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Hospitality industry in Sweden. Total loss to shareholders of 32% over the past three years.
공시 • Nov 15+ 3 more updatesKambi Group plc to Report Q1, 2026 Results on Apr 29, 2026Kambi Group plc announced that they will report Q1, 2026 results at 7:45 AM, Central European Standard Time on Apr 29, 2026
분석 기사 • Nov 13Kambi Group's (STO:KAMBI) Soft Earnings Are Actually Better Than They AppearKambi Group plc's ( STO:KAMBI ) stock was strong despite it releasing a soft earnings report last week. We think that...
New Risk • Nov 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.3% net profit margin).
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues miss analyst expectationsThird quarter 2025 results: Revenue: €37.4m (down 13% from 3Q 2024). Net income: €1.02m (down 59% from 3Q 2024). Profit margin: 2.7% (down from 5.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.9%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • Jul 24New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.1% Last year net profit margin: 9.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues miss analyst expectationsSecond quarter 2025 results: Revenue: €40.5m (down 12% from 2Q 2024). Net income: €244.0k (down 95% from 2Q 2024). Profit margin: 0.6% (down from 10% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.0%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Jun 27Kambi Group plc (OM:KAMBI) commences an Equity Buyback Plan for 2,990,362 shares, representing 10% of its issued share capital, under the authorization approved on May 19, 2025.Kambi Group plc (OM:KAMBI) commences a share repurchases on June 19, 2025, under the program mandated by the shareholders in the Extraordinary General Meeting held on May 19, 2025. As per the mandate, the company is authorized to repurchase up to 2,990,362 shares representing 10% of its share capital. The minimum price that may be paid for the shares is SEK 1 per share and the maximum price that may be paid for the shares is SEK 1,000 per share. The authority shall expire on the date of the 2026 Annual General Meeting, but in any case shall not exceed the period of 18 months, but not so as to prejudice the completion of a purchase contracted before that date. As of April 10, 2025, the company had 29,903,619 issue. On June 18, 2025, the company announced repurchase program. Under the program, the company will repurchase up to £15 million worth of its shares in two parts. The company has entered into an agreement with Carnegie Investment Bank AB (Carnegie) to conduct the share repurchases on its behalf. Under the first program, the company will purchase up to 996,787 shares for £5 million. The program will run from the date of this announcement until August 15, 2025. Under the second program, the company will purchase up to 1,993,575 shares for £10 million. The program will run from August 18, 2025 and will expire on November 21, 2025. The purchased shares will be used for company's future obligations arising from its employee share option program. The purchased shares will be held as treasury shares until the future exercise of employee share options.
공시 • May 20Kambi Group plc Appoints Anna Nordell Westling as Additional New DirectorsKambi Group plc at its AGM held on 19 May 2025 appointed Anna Nordell Westling and Ronnie Bodinger as additional new Directors.
분석 기사 • May 07We Think You Can Look Beyond Kambi Group's (STO:KAMBI) Lackluster EarningsKambi Group plc's ( STO:KAMBI ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Major Estimate Revision • May 07Consensus EPS estimates fall by 25%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €167.2m to €169.2m. EPS estimate fell from €0.374 to €0.28 per share. Net income forecast to shrink 24% next year vs 25% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 7.0% to kr110 over the past week.
Reported Earnings • May 02First quarter 2025 earnings: Revenues miss analyst expectationsFirst quarter 2025 results: Revenue: €41.5m (down 4.0% from 1Q 2024). Net income: €798.0k (down 75% from 1Q 2024). Profit margin: 1.9% (down from 7.5% in 1Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.1%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
분석 기사 • May 01Is Now An Opportune Moment To Examine Kambi Group plc (STO:KAMBI)?Kambi Group plc ( STO:KAMBI ), might not be a large cap stock, but it received a lot of attention from a substantial...
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr113, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 12x in the Hospitality industry in Sweden. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr179 per share.
공시 • Apr 10Kambi Group plc, Annual General Meeting, May 19, 2025Kambi Group plc, Annual General Meeting, May 19, 2025, at 13:00 Central European Standard Time. Location: at avenue 77 complex, a4, triq in-negozju, zone 3, central business district, birkirkara, cbd 3010, Malta
Reported Earnings • Mar 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.52 (up from €0.49 in FY 2023). Revenue: €176.4m (up 1.8% from FY 2023). Net income: €15.4m (up 3.7% from FY 2023). Profit margin: 8.8% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €172.2m to €168.0m. EPS estimate also fell from €0.658 per share to €0.38 per share. Net income forecast to shrink 36% next year vs 31% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr172. Share price fell 4.1% to kr106 over the past week.
분석 기사 • Feb 28Returns On Capital Signal Tricky Times Ahead For Kambi Group (STO:KAMBI)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.52 (up from €0.49 in FY 2023). Revenue: €176.4m (up 1.8% from FY 2023). Net income: €15.4m (up 3.7% from FY 2023). Profit margin: 8.8% (up from 8.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
새로운 내러티브 • Feb 09The New Odds Feed+ Product And Expansion Into Brazil Will Secure Future Opportunities New product offerings and strategic partnerships could drive revenue growth and improve retention in expanding markets like Brazil.
공시 • Jan 16Kambi Group plc Appoints Mattias Frithiof as Senior Vice President Investor Relations & SustainabilityKambi Group plc announced the appointment of Mattias Frithiof as Senior Vice President (SVP) Investor Relations & Sustainability, effective 16 January 2025. Frithiof brings over 15 years of experience in investor relations and finance to his new role at Kambi having previously worked at financial institutions including Moody’s and Swedbank. He joins Kambi from Stockholm-listed audiobook and e-book streaming services company Storytel, where he served as Head of Investor Relations. Based in Stockholm and reporting to Kambi CFO David Kenyon, Frithiof will lead and execute Kambi's investor relations strategy, building and maintaining strong relationships with investors, sell-side analysts and other key stakeholders. He will be responsible for communicating Kambi’s financial performance and growth strategy to the analyst and shareholder communities, as well as leading Kambi’s corporate social responsibility (CSR) strategy.
분석 기사 • Jan 16Kambi Group plc's (STO:KAMBI) Price Is Right But Growth Is Lacking After Shares Rocket 25%Those holding Kambi Group plc ( STO:KAMBI ) shares would be relieved that the share price has rebounded 25% in the last...
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr117, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Hospitality industry in Sweden. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr169 per share.
Major Estimate Revision • Dec 03Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €177.8m to €175.0m. EPS estimate also fell from €0.57 per share to €0.469 per share. Net income forecast to grow 14% next year vs 31% growth forecast for Hospitality industry in Sweden. Consensus price target of kr180 unchanged from last update. Share price fell 3.3% to kr102 over the past week.
Recent Insider Transactions • Nov 29Director recently bought kr537k worth of stockOn the 21st of November, Lars Patrick Clase bought around 5k shares on-market at roughly kr107 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr2.4m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.0m to €177.8m. EPS estimate increased from €0.469 to €0.57 per share. Net income forecast to shrink 18% next year vs 39% growth forecast for Hospitality industry in Sweden . Consensus price target of kr180 unchanged from last update. Share price rose 2.6% to kr108 over the past week.
Recent Insider Transactions • Nov 22Managing Director of Kambi Sportsbook recently bought kr810k worth of stockOn the 13th of November, Erik Logdberg bought around 8k shares on-market at roughly kr107 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.5m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €179.0m to €175.0m. EPS estimate also fell from €0.544 per share to €0.469 per share. Net income forecast to grow 14% next year vs 28% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr186 to kr180. Share price fell 8.9% to kr107 over the past week.
공시 • Nov 13Kambi Group plc to Report Fiscal Year 2024 Results on Mar 27, 2025Kambi Group plc announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Mar 27, 2025
분석 기사 • Nov 11Kambi Group plc Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on Kambi Group plc ( STO:KAMBI ), given that the company fell short of...
New Risk • Nov 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.0% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Oct 23+ 4 more updatesKambi Group plc to Report Q4, 2025 Results on Feb 25, 2026Kambi Group plc announced that they will report Q4, 2025 results at 7:45 AM, Central European Standard Time on Feb 25, 2026
공시 • Sep 06Genius Sports Addresses Media Speculation Regarding Potential Acquisition of Kambi GroupIn response to these rumours, Mark Locke, Chief Executive Officer of Genius Sports Limited (NYSE:GENI) issued the following statement: ‘As policy, we do not comment on unfounded and ill-informed rumours. To prevent any further speculation, we can confirm that we are not involved in any discussions of this nature with Kambi Group plc (OM:KAMBI)’.
Major Estimate Revision • Aug 05Consensus EPS estimates increase by 24%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.441 to €0.546. Revenue forecast steady at €179.3m. Net income forecast to shrink 1.2% next year vs 12% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr184. Share price fell 2.2% to kr119 over the past week.
Major Estimate Revision • Jul 31Consensus EPS estimates increase by 36%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from €175.4m to €179.2m. EPS estimate increased from €0.441 to €0.599 per share. Net income forecast to grow 5.9% next year vs 12% growth forecast for Hospitality industry in Sweden. Consensus price target up from kr183 to kr187. Share price rose 6.4% to kr126 over the past week.
분석 기사 • Jul 27Kambi Group plc Just Beat EPS By 136%: Here's What Analysts Think Will Happen NextAs you might know, Kambi Group plc ( STO:KAMBI ) just kicked off its latest second-quarter results with some very...
Reported Earnings • Jul 25Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €0.15 (up from €0.083 in 2Q 2023). Revenue: €45.7m (up 6.6% from 2Q 2023). Net income: €4.66m (up 83% from 2Q 2023). Profit margin: 10% (up from 5.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates by 136%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jul 15Now 21% undervaluedOver the last 90 days, the stock has risen 23% to kr109. The fair value is estimated to be kr139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has declined by 37%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
공시 • Jul 01Kambi Group plc Appoints Werner Becher as CEO, Effective July 25, 2024The Board of Kambi Group plc (Kambi) has appointed former Sportradar chief Werner Becher as the Company’s new CEO, succeeding the outgoing Kristian Nylén. Becher will officially assume the position on 25 July, 2024 the day after the publication of Kambi’s Second Quarter 2024 report. Following a thorough search and selection process comprised of a strong pool of candidates, Becher has been assigned to lead Kambi into its next phase of growth, having previously held senior positions within the sports betting industry, both in B2B and B2C companies, alongside earlier experience gained in the technology sector. Becher was a key figure at global sports data and betting supplier Sportradar for four years from 2019, initially as Managing Director of its US-facing Betting arm before assuming the position of CEO of its Europe, Middle East and Africa and Latin America business. Becher played a pivotal role in the successful Nasdaq IPO of Sportradar in September 2021. Becher was previously CEO of European betting and gaming operator Interwetten for eight years, where he led the company through a period of sustained growth. Most recently, Becher served as an independent investor and advisor. On joining Kambi, Becher will be tasked with building on the Company’s success and its position of the industry’s leading sports betting partner. Kambi recently embarked on a modularisation strategy which has seen it open up its platform, incubate its AI-pricing division, Tzeract, and acquire highly complementary businesses in Abios and Shape Games. The hire of Becher comes after Kambi co-founder Nylén announced in January he would, upon the appointment of a successor, step down from the position he has held since 2010. In May, Nylén was elected to the Kambi Board of Directors at the Company’s Annual General Meeting. Nylén will provide ongoing support to Becher to ensure a seamless handover.
분석 기사 • Jul 01Kambi Group plc's (STO:KAMBI) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 18.7x Kambi Group plc ( STO:KAMBI ) may be sending bullish signals at the...
공시 • May 23Kambi Group plc Approves Board ChangesKambi Group plc held its Annual General Meeting on 21 May 2024. The company approved the Kristian Nylén and Benjie Cherniak were appointed as additional new Directors. The Board extends its gratitude to Lars Stugemo and Cecilia de Leeuw for their dedicated service and contributions.
Recent Insider Transactions • Apr 30Director recently bought kr743k worth of stockOn the 24th of April, Lars Patrick Clase bought around 8k shares on-market at roughly kr92.88 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. Insiders have collectively bought kr1.4m more in shares than they have sold in the last 12 months.
분석 기사 • Apr 01Kambi Group plc Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen NextInvestors in Kambi Group plc ( STO:KAMBI ) had a good week, as its shares rose 7.6% to close at kr92.40 following the...
Reported Earnings • Mar 31Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.49 (down from €0.86 in FY 2022). Revenue: €173.3m (up 4.4% from FY 2022). Net income: €14.9m (down 44% from FY 2022). Profit margin: 8.6% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 43% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to kr101. The fair value is estimated to be kr126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
분석 기사 • Feb 24Kambi Group plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThere's been a major selloff in Kambi Group plc ( STO:KAMBI ) shares in the week since it released its full-year...
분석 기사 • Feb 23Positive Sentiment Still Eludes Kambi Group plc (STO:KAMBI) Following 30% Share Price SlumpTo the annoyance of some shareholders, Kambi Group plc ( STO:KAMBI ) shares are down a considerable 30% in the last...
New Risk • Feb 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.6% net profit margin). Significant insider selling over the past 3 months (kr3.5m sold).
Reported Earnings • Feb 22Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.49 (down from €0.86 in FY 2022). Revenue: €173.3m (up 4.4% from FY 2022). Net income: €14.9m (down 44% from FY 2022). Profit margin: 8.6% (down from 16% in FY 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 5.7%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
분석 기사 • Feb 22Should You Investigate Kambi Group plc (STO:KAMBI) At kr101?While Kambi Group plc ( STO:KAMBI ) might not have the largest market cap around , it received a lot of attention from...
Major Estimate Revision • Feb 06Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €178.6m to €175.7m. EPS estimate also fell from €0.587 per share to €0.515 per share. Net income forecast to shrink 17% next year vs 21% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr208. Share price was steady at kr138 over the past week.
공시 • Jan 08+ 1 more updateKambi Group plc Announces Resignation of Kristian Nylén as CEOThe Board of Directors of Kambi Group plc announced its CEO and Co- Founder, Kristian Nylén, has notified the Board of his intention to step down from his current position during the year, upon the appointment of a successor. Since co-founding Kambi with Anders Ström in 2010, Nylén has steered the Company through numerous significant milestones, leading Kambi to become the industry's number one sportsbook supplier.
Recent Insider Transactions • Dec 04Chief Executive Officer recently bought kr898k worth of stockOn the 28th of November, Kristian Nylen bought around 6k shares on-market at roughly kr163 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Kristian has been a buyer over the last 12 months, purchasing a net total of kr510k worth in shares.
분석 기사 • Dec 01Kambi Group (STO:KAMBI) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Nov 18+ 3 more updatesKambi Group plc to Report Q3, 2024 Results on Nov 06, 2024Kambi Group plc announced that they will report Q3, 2024 results at 7:45 AM, Central European Standard Time on Nov 06, 2024
공시 • Nov 17Kambi Group plc Announces Resignation of Lars Stugemo from BoardKambi Group plc’s announced that Lars Stugemo notified the Nomination Committee that he does not intend to seek re-election at the Kambi Annual General Meeting (AGM) 2024 and has therefore decided to step down. Stugemo will leave the Board with immediate effect and continue to serve as a member of the Nomination Committee nominated by Kambi’s shareholder Veralda Investment Ltd. Ström brings vast industry experience to the role as Chair, having founded Kindred Group in 1997 and then later co-founding Kambi alongside CEO Kristian Nylén in 2010. Ström has also been a Kambi Board member since its formation.
분석 기사 • Nov 15Estimating The Intrinsic Value Of Kambi Group plc (STO:KAMBI)Key Insights The projected fair value for Kambi Group is kr203 based on 2 Stage Free Cash Flow to Equity With kr175...
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr175, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Hospitality industry in Sweden. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr203 per share.
Reported Earnings • Nov 02Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: €42.1m (up 15% from 3Q 2022). Net income: €3.55m (up 37% from 3Q 2022). Profit margin: 8.4% (up from 7.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden.
Major Estimate Revision • Aug 02Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €188.8m to €186.4m. EPS estimate also fell from €0.798 per share to €0.69 per share. Net income forecast to grow 5.0% next year vs 15% growth forecast for Hospitality industry in Sweden. Consensus price target up from kr215 to kr224. Share price fell 5.4% to kr192 over the past week.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €0.083 (vs €0.11 in 2Q 2022)Second quarter 2023 results: EPS: €0.083 (down from €0.11 in 2Q 2022). Revenue: €42.9m (up 24% from 2Q 2022). Net income: €2.55m (down 24% from 2Q 2022). Profit margin: 5.9% (down from 9.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to kr197, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the Hospitality industry in Sweden. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr99.68 per share.
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €190.3m to €202.4m. EPS estimate increased from €0.866 to €1.03 per share. Net income forecast to grow 7.6% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr222. Share price was steady at kr182 over the past week.
Reported Earnings • Apr 05Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.86 (down from €1.50 in FY 2021). Revenue: €166.0m (up 2.2% from FY 2021). Net income: €26.5m (down 43% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 31Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €194.0m to €190.3m. EPS estimate also fell from €1.10 per share to €0.866 per share. Net income forecast to grow 19% next year vs 19% growth forecast for Hospitality industry in Sweden. Consensus price target down from kr235 to kr224. Share price fell 8.2% to kr186 over the past week.
분석 기사 • Mar 30Returns On Capital At Kambi Group (STO:KAMBI) Have StalledIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: €0.86 (vs €1.50 in FY 2021)Full year 2022 results: EPS: €0.86 (down from €1.50 in FY 2021). Revenue: €166.0m (up 2.2% from FY 2021). Net income: €26.5m (down 43% from FY 2021). Profit margin: 16% (down from 29% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
