Embracer Group AB (publ)

OM:EMBRAC B 주식 리포트

시가총액: SEK 14.4b

Embracer Group 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Phil Rogers

최고경영자

SEK 29.0m

총 보수

CEO 급여 비율13.79%
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간2.7yrs
이사회 평균 재임 기간2.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 15

EMBRAC B: Share Buybacks Will Drive Future Upside In Fair Value

Analysts have raised their Embracer Group price target slightly to SEK77.90 from SEK77.10, citing updated assumptions for revenue growth, profit margins and a lower projected future P/E multiple. What's in the News Embracer Group has been actively repurchasing its own B shares during week 23, 2026, as part of a previously announced share buyback program.
내러티브 업데이트 Jun 01

EMBRAC B: Planned Split And Buybacks Will Support Future Upside Potential

Analysts are maintaining their SEK 90.0 price target for Embracer Group. The unchanged level reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E that broadly offset each other in their valuation work.
내러티브 업데이트 May 18

EMBRAC B: Fair Value View Will Rely On Buybacks And Coffee Stain Spin Off

Analysts have lifted their price target on Embracer Group from SEK 75.56 to SEK 77.10, pointing to adjustments in fair value assumptions, a lower discount rate, a reduced revenue growth outlook, slightly lower profit margin expectations, and a higher future P/E multiple. Valuation Changes Fair value has been raised slightly from SEK 75.56 to SEK 77.10.
내러티브 업데이트 Apr 29

EMBRAC B: Share Buybacks Will Support Future Upside Potential

Analysts have kept their SEK fair value estimate for Embracer Group unchanged at SEK 90.0. Small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions are driving only a minor refinement rather than a clear shift in the overall price target view. What's in the News Embracer Group reported that from October 1, 2025 to December 31, 2025, it repurchased 3,991,782 shares for SEK 428 million, representing 1.91% of its shares.
내러티브 업데이트 Apr 15

EMBRAC B: Share Buybacks And Coffee Stain Spin Off Will Unlock Upside

Analysts have lowered their price target for Embracer Group from about SEK 97.49 to around SEK 75.56, citing updated assumptions that include slightly higher discount rates, more moderate changes in revenue and profit margins, and a marginally higher future P/E multiple. What's in the News Embracer Group repurchased 3,991,782 shares between October 1, 2025 and December 31, 2025, totaling SEK 428 million and representing 1.91% of the company.
내러티브 업데이트 Mar 31

EMBRAC B: Share Buybacks And Higher Margins Will Support Future Upside Potential

Analysts are maintaining their SEK 90.00 price target for Embracer Group. They cite updated assumptions that combine a slightly higher discount rate and lower expected revenue growth with a higher profit margin outlook and a reduced future P/E of 17.03x.
내러티브 업데이트 Mar 17

EMBRAC B: Share Buybacks And Reset Expectations Will Shape Balanced Outlook

Analysts have reduced their price target for Embracer Group to SEK 52 from SEK 80, reflecting lower assumptions for revenue growth and profit margins, as well as a higher expected P/E multiple, as they reassess the company’s earnings outlook. What's in the News Embracer Group completed a share buyback program announced on September 30, 2025, repurchasing a total of 4,830,742 shares for SEK 500 million, equal to 2.28% of its shares.
내러티브 업데이트 Mar 03

EMBRAC B: Share Buybacks And Higher Margins Will Support Upside Potential

Analysts have lowered their Embracer Group price target from SEK 95 to SEK 90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current risk and earnings profile. What's in the News Between October 1, 2025 and December 31, 2025, Embracer Group repurchased 3,991,782 shares for SEK 428 million, equal to 1.91% of its share capital (Key Developments).
내러티브 업데이트 Feb 17

EMBRAC B: Higher Future P/E Assumptions Will Support Share Price Upside

Analysts have trimmed their price target for Embracer Group from SEK 133.38 to SEK 95.00, citing updated assumptions that reflect a lower fair value estimate, a slightly higher discount rate, softer revenue expectations, slimmer profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: cut from SEK 133.38 to SEK 95.00, a reduction of roughly 29%, pointing to a lower central estimate of equity value.
내러티브 업데이트 Feb 03

EMBRAC B: Higher Future P/E Assumptions Will Support Share Price Upside

Analysts have slightly raised their fair value estimate for Embracer Group from SEK 130.55 to about SEK 133.38, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes The fair value estimate was raised slightly from SEK 130.55 to about SEK 133.38.
내러티브 업데이트 Jan 20

EMBRAC B: Future Margin Recovery And Higher P/E Assumptions Will Support Upside

Analysts have trimmed their price target on Embracer Group from SEK 160.00 to about SEK 130.55, citing updated assumptions for revenue growth, profit margins, and a higher discount rate, partly offset by a higher expected future P/E multiple. Valuation Changes Fair Value: Trimmed from SEK 160.00 to about SEK 130.55, implying a lower central valuation estimate.
분석 기사 Jan 06

Embracer Group (STO:EMBRAC B) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Jan 06

EMBRAC B: Coffee Stain Spin-Off Will Unlock Upside Despite Execution Risks

Analysts have trimmed their fair value estimate for Embracer Group from approximately SEK 108 to around SEK 97 per share, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Embracer Group plans an Analyst and Investor Day focused on providing an overview of the company, showcasing its portfolio of games, and introducing the studios behind those titles, giving you more transparency into how the business is organized (Key Developments).
내러티브 업데이트 Dec 20

EMBRAC B Undervalued Upside Seen As Coffee Stain Spin-Off Approaches

Analysts have trimmed their fair value estimate for Embracer Group to SEK 80 from SEK 81, reflecting a slightly higher perceived risk and lower margin outlook, even as revenue growth expectations improve and sector peers command richer forward multiples. Analyst Commentary Bearish analysts have begun to recalibrate their expectations for Embracer Group, trimming price targets and embedding a wider range of potential outcomes into their models.
분석 기사 Dec 09

More Unpleasant Surprises Could Be In Store For Embracer Group AB (publ)'s (STO:EMBRAC B) Shares After Tumbling 33%

The Embracer Group AB (publ) ( STO:EMBRAC B ) share price has fared very poorly over the last month, falling by a...
내러티브 업데이트 Dec 06

EMBRAC B: Share Repurchases Will Unlock Upside Despite Execution Risks

Analysts have trimmed their fair value estimate for Embracer Group from approximately SEK 118 to about SEK 108, citing slightly higher perceived risk, more moderate revenue growth expectations, and softer profit margin assumptions, partially offset by a marginally higher future P/E multiple. Analyst Commentary Recent commentary from the Street reflects a more balanced but still cautious stance on Embracer Group, with modest adjustments to price targets and a focus on execution risk and valuation discipline.
분석 기사 Nov 16

Embracer Group AB (publ) (STO:EMBRAC B) Analysts Are Cutting Their Estimates: Here's What You Need To Know

Embracer Group AB (publ) ( STO:EMBRAC B ) just released its quarterly report and things are looking bullish. Results...
내러티브 업데이트 Oct 04

Tomb Raider Focus Will Shape Future Prospects Amid Risks

Analysts have raised their price target for Embracer Group from SEK 115.22 to SEK 118.00, citing adjustments to key valuation metrics and updated financial assumptions. Valuation Changes Consensus Analyst Price Target has increased from SEK 115.22 to SEK 118.00.
분석 기사 Oct 02

Embracer Group AB (publ) (STO:EMBRAC B) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Embracer Group AB (publ) ( STO:EMBRAC B ) shareholders are no doubt pleased to see that the share price has bounced 29...
내러티브 업데이트 Aug 16

Kingdom Come II And Upcoming AAA Titles Will Shape Future Prospects

Despite improved consensus revenue growth forecasts, Embracer Group's significantly lower future P/E ratio points to increased uncertainty or risk perception, resulting in a notable decrease in fair value from SEK136.00 to SEK116.20. What's in the News Phil Rogers appointed CEO of Embracer Group, effective 1 August 2025, as part of the company's ongoing transformation process.
분석 기사 Aug 15

Some Embracer Group AB (publ) (STO:EMBRAC B) Shareholders Look For Exit As Shares Take 27% Pounding

OM:EMBRAC B 1 Year Share Price vs Fair Value Explore Embracer Group's Fair Values from the Community and select yours...
분석 기사 Aug 04

Here's Why Embracer Group (STO:EMBRAC B) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 May 30

Embracer Group's (STO:EMBRAC B) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, Embracer Group AB (publ)'s ( STO:EMBRAC B ) stock has been quite weak. Along with the...
분석 기사 May 29

What Does Embracer Group AB (publ)'s (STO:EMBRAC B) Share Price Indicate?

While Embracer Group AB (publ) ( STO:EMBRAC B ) might not have the largest market cap around , it saw a double-digit...
분석 기사 May 08

Revenues Not Telling The Story For Embracer Group AB (publ) (STO:EMBRAC B) After Shares Rise 26%

Embracer Group AB (publ) ( STO:EMBRAC B ) shareholders are no doubt pleased to see that the share price has bounced 26...
분석 기사 Apr 24

Does Embracer Group (STO:EMBRAC B) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Feb 18

Embracer Group AB (publ) Just Missed Earnings; Here's What Analysts Are Forecasting Now

It's been a mediocre week for Embracer Group AB (publ) ( STO:EMBRAC B ) shareholders, with the stock dropping 13% to...
분석 기사 Jan 31

What Embracer Group AB (publ)'s (STO:EMBRAC B) 25% Share Price Gain Is Not Telling You

Embracer Group AB (publ) ( STO:EMBRAC B ) shareholders have had their patience rewarded with a 25% share price jump in...
분석 기사 Jan 07

Does Embracer Group (STO:EMBRAC B) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
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새로운 내러티브 Dec 25

Easybrain Divestment And Blockbuster Games Set To Enhance Profitability And Stability

The divestment of Easybrain enhances Embracer Group's financial stability, enabling strategic investments and improving future earnings.
분석 기사 Dec 10

Embracer Group AB (publ) (STO:EMBRAC B) Not Flying Under The Radar

There wouldn't be many who think Embracer Group AB (publ)'s ( STO:EMBRAC B ) price-to-sales (or "P/S") ratio of 1.1x is...
분석 기사 Sep 13

Some Shareholders May Object To A Pay Rise For Embracer Group AB (publ)'s (STO:EMBRAC B) CEO This Year

Key Insights Embracer Group will host its Annual General Meeting on 19th of September Total pay for CEO Lars Wingefors...
분석 기사 Jun 15

Some Confidence Is Lacking In Embracer Group AB (publ) (STO:EMBRAC B) As Shares Slide 26%

The Embracer Group AB (publ) ( STO:EMBRAC B ) share price has softened a substantial 26% over the previous 30 days...
분석 기사 May 13

Are Investors Undervaluing Embracer Group AB (publ) (STO:EMBRAC B) By 48%?

Key Insights Embracer Group's estimated fair value is kr57.06 based on 2 Stage Free Cash Flow to Equity Embracer Group...

CEO 보수 분석

Phil Rogers의 보수는 Embracer Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026SEK 29mSEK 4m

-SEK 7b

보상 대 시장: Phil의 총 보수(USD2.98M)는 Swedish 시장에서 비슷한 규모 기업의 평균(USD1.26M)보다 높습니다.

보상과 수익: Phil의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Phil Rogers (57 yo)

less than a year
재임 기간
SEK 29,000,000
보수

Mr. Philip Timo Rogers, also known as Phil, has been the Chief Executive Officer of Embracer Group AB (publ) since August 01, 2025. He had been the Chief Executive Officer of Eidos plc & Plaion (Formerly S...


리더십 팀

이름직위재임 기간보수지분
Lars Wingefors
Chair of the Board & Co-Founder24.5yrsSEK 3.00m데이터 없음
Philip Rogers
Chief Executive Officerless than a yearSEK 29.00m데이터 없음
Klemens Kreuzer
Co-Founderno data데이터 없음데이터 없음
Muge Bouillon
Deputy CEO & Group CFO6.5yrs데이터 없음데이터 없음
Lee Guinchard
COO & CEO of Freemode by Embracerless than a year데이터 없음데이터 없음
Oscar Erixon
Head of Investor Relations3.9yrs데이터 없음데이터 없음
Ian Gulam
Chief of Staff4yrs데이터 없음0.017%
SEK 2.5m
Atieh Jardenas
Head of Governance & Compliance Legalno data데이터 없음데이터 없음
Beatrice Forsgren
Head of Brand & Communicationno data데이터 없음데이터 없음
Ellinor Johansson
Human Resources Managerno data데이터 없음데이터 없음
Karin Karlsson
Head of Sustainability1.5yrs데이터 없음데이터 없음
Mikael Le Bourhis
Head of the Access+ studiono data데이터 없음데이터 없음
2.7yrs
평균 재임 기간
49.5yo
평균 나이

경험이 풍부한 관리: EMBRAC B의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).


이사회 구성원

이름직위재임 기간보수지분
Lars Wingefors
Chair of the Board & Co-Founder24.5yrsSEK 3.00m데이터 없음
Bernt Ingman
Independent Director2.8yrsSEK 1.00m데이터 없음
Kicki Wallje-Lund
Independent Deputy Chair of the Board10.5yrsSEK 3.00m데이터 없음
Brian Ward
Independent Director1.8yrsSEK 1.00m데이터 없음
Cecilia Qvist
Independent Director2.8yrsSEK 1.00m데이터 없음
Karl Jacob Jonmyren
Director8.2yrsSEK 1.00m데이터 없음
Yasmina Brihi
Independent Director2.8yrsSEK 1.00m데이터 없음
2.8yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: EMBRAC B의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.8 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/01 10:53
종가2026/07/01 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Embracer Group AB (publ)는 18명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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