View ValuationTruecaller 향후 성장Future 기준 점검 5/6Truecaller (는) 각각 연간 20.2% 및 10.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.2% 로 예상됩니다.핵심 정보20.2%이익 성장률12.04%EPS 성장률Software 이익 성장34.4%매출 성장률10.2%향후 자기자본이익률22.21%애널리스트 커버리지Good마지막 업데이트15 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 11Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.85b to kr1.63b. EPS estimate fell from kr1.06 to kr0.777 per share. Net income forecast to shrink 32% next year vs 27% growth forecast for Software industry in Sweden . Consensus price target of kr35.40 unchanged from last update. Share price rose 5.9% to kr13.52 over the past week.Major Estimate Revision • Feb 19Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.99b to kr1.71b. EPS estimate fell from kr1.23 to kr0.813 per share. Net income forecast to shrink 33% next year vs 29% growth forecast for Software industry in Sweden . Consensus price target down from kr39.17 to kr36.00. Share price fell 23% to kr11.00 over the past week.공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).Price Target Changed • Nov 28Price target decreased by 16% to kr50.83Down from kr60.17, the current price target is an average from 6 analysts. New target price is 103% above last closing price of kr25.00. Stock is down 49% over the past year. The company is forecast to post earnings per share of kr1.25 for next year compared to kr1.51 last year.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.03b to kr1.92b. EPS estimate also fell from kr1.46 per share to kr1.25 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Software industry in Sweden. Consensus price target down from kr67.67 to kr60.17. Share price fell 26% to kr28.32 over the past week.Price Target Changed • Oct 23Price target decreased by 8.8% to kr67.67Down from kr74.17, the current price target is an average from 6 analysts. New target price is 76% above last closing price of kr38.34. Stock is down 18% over the past year. The company is forecast to post earnings per share of kr1.43 for next year compared to kr1.51 last year.모든 업데이트 보기Recent updatesUpcoming Dividend • May 18Upcoming dividend of kr0.28 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (1.8%).Recent Insider Transactions • May 17Chief Operating Officer recently bought kr144k worth of stockOn the 12th of May, Fredrik Kjell bought around 10k shares on-market at roughly kr14.22 per share. This transaction amounted to 19% 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 kr500k. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.4m.Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: kr0.097 (down from kr0.30 in 1Q 2025). Revenue: kr373.7m (down 26% from 1Q 2025). Net income: kr32.5m (down 68% from 1Q 2025). Profit margin: 8.7% (down from 20% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.분석 기사 • May 11Things Look Grim For Truecaller AB (publ) (STO:TRUE B) After Today's DowngradeToday is shaping up negative for Truecaller AB (publ) ( STO:TRUE B ) shareholders, with the analysts delivering a...Major Estimate Revision • May 11Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.85b to kr1.63b. EPS estimate fell from kr1.06 to kr0.777 per share. Net income forecast to shrink 32% next year vs 27% growth forecast for Software industry in Sweden . Consensus price target of kr35.40 unchanged from last update. Share price rose 5.9% to kr13.52 over the past week.공시 • Apr 21Truecaller AB (Publ) Announces Helena Svancar Has Declined Re-Election as Board MemberTruecaller AB (publ) announced Helena Svancar has declined re-election as Board member at the Annual General Meeting to be on 22 May 2026.내러티브 업데이트 • Apr 21TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support RepricingAnalysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr11.98, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Software industry in Sweden. Total loss to shareholders of 56% over the past three years.내러티브 업데이트 • Apr 06TRUE B: Multi Partner Messaging Shift Will Support Future RepricingAnalysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.내러티브 업데이트 • Mar 23TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future ReratingAnalysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.내러티브 업데이트 • Mar 09TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating PotentialOur analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.Reported Earnings • Feb 23Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr1.13 (down from kr1.51 in FY 2024). Revenue: kr1.95b (up 4.1% from FY 2024). Net income: kr388.6m (down 26% from FY 2024). Profit margin: 20% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.내러티브 업데이트 • Feb 23TRUE B: Trust And Safety Expansion Will Support Future Rerating PotentialAnalysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.Recent Insider Transactions • Feb 20Chief Business Officer recently bought kr151k worth of stockOn the 17th of February, Ben Zhang bought around 13k shares on-market at roughly kr11.78 per share. This transaction amounted to 18% 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 kr270k. Despite this recent purchase, insiders have collectively sold kr12m more in shares than they bought in the last 12 months.Declared Dividend • Feb 19Dividend reduced to kr0.28Dividend of kr0.28 is 84% lower than last year. Ex-date: 25th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 106% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 5.7% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.Major Estimate Revision • Feb 19Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.99b to kr1.71b. EPS estimate fell from kr1.23 to kr0.813 per share. Net income forecast to shrink 33% next year vs 29% growth forecast for Software industry in Sweden . Consensus price target down from kr39.17 to kr36.00. Share price fell 23% to kr11.00 over the past week.공시 • Feb 18Truecaller AB (Publ) Proposes Dividend for Financial Year December 2025Truecaller AB (publ) announced that in accordance with Truecaller's dividend policy, Truecaller's board of directors has decided to propose a dividend of SEK 0.28 per share for the December 2025 financial year to the annual general meeting.New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (94% cash payout ratio).Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to kr9.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Software industry in Sweden. Total loss to shareholders of 72% over the past three years.내러티브 업데이트 • Feb 09TRUE B: Family Features And Verified Business Calls Will Support RepricingNarrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.내러티브 업데이트 • Jan 25TRUE B: Marketplace Model Concerns Will Create Longer Term Entry OpportunityAnalysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).내러티브 업데이트 • Jan 11TRUE B: Family Protection Rollout And Business Calling Suite Will Drive RepricingAnalysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.Recent Insider Transactions • Jan 09Chief Business Officer recently bought kr175k worth of stockOn the 7th of January, Ben Zhang bought around 10k shares on-market at roughly kr17.50 per share. This transaction amounted to 20% 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 kr270k. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.내러티브 업데이트 • Dec 25TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating PotentialAnalysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.Recent Insider Transactions • Dec 22Chief Human Resource Officer recently bought kr270k worth of stockOn the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.Recent Insider Transactions • Dec 17Chief Human Resource Officer recently bought kr270k worth of stockOn the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.New Risk • Dec 15New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr18.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Sweden. Total loss to shareholders of 41% over the past three years.내러티브 업데이트 • Dec 11TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty EasesAnalysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.Price Target Changed • Nov 28Price target decreased by 16% to kr50.83Down from kr60.17, the current price target is an average from 6 analysts. New target price is 103% above last closing price of kr25.00. Stock is down 49% over the past year. The company is forecast to post earnings per share of kr1.25 for next year compared to kr1.51 last year.내러티브 업데이트 • Nov 27TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty EasesAnalysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.내러티브 업데이트 • Nov 12TRUE B: Future User Engagement Will Support Resilient Upside Amid Market VolatilityAnalysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.분석 기사 • Nov 11Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% PoundingUnfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 31% in the last...공시 • Nov 11Truecaller AB (publ), Annual General Meeting, May 22, 2026Truecaller AB (publ), Annual General Meeting, May 22, 2026. Location: stockholm SwedenMajor Estimate Revision • Nov 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.03b to kr1.92b. EPS estimate also fell from kr1.46 per share to kr1.25 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Software industry in Sweden. Consensus price target down from kr67.67 to kr60.17. Share price fell 26% to kr28.32 over the past week.Recent Insider Transactions • Oct 31Chief Operating Officer recently bought kr195k worth of stockOn the 29th of October, Fredrik Kjell bought around 7k shares on-market at roughly kr30.00 per share. This transaction amounted to 16% 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 kr1.0m. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.6m.내러티브 업데이트 • Oct 29Product Expansion And User Engagement Will Drive Stronger Results AheadAnalysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: kr0.32 (down from kr0.34 in 3Q 2024). Revenue: kr476.7m (up 3.9% from 3Q 2024). Net income: kr108.5m (down 7.9% from 3Q 2024). Profit margin: 23% (down from 26% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to kr31.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Software 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 kr60.97 per share.Price Target Changed • Oct 23Price target decreased by 8.8% to kr67.67Down from kr74.17, the current price target is an average from 6 analysts. New target price is 76% above last closing price of kr38.34. Stock is down 18% over the past year. The company is forecast to post earnings per share of kr1.43 for next year compared to kr1.51 last year.공시 • Oct 15Truecaller for Business Launches in Europe to Bring Trust Back to Business CallsTruecaller announced the launch of Truecaller's Verified Business Customer Experience Platform in Europe ("VB platform"). The platform helps enterprises build trust, increase pickup rates, and improve engagement by turning business calls into verified, context-driven conversations. It is a proven product globally, used by around 3,000 businesses across more than 30 markets, and valued by both enterprises and consumers for improving trust and communication. Un answered and fraudulent calls are a growing challenge across Europe. Businesses in sectors like BFSI, delivery, and transportation often struggle to reach customers who hesitate to answer unknown numbers. Truecaller's VB platform makes these calls more trustworthy and effective, helping businesses improve customer experience and reach higher efficiency in their customer communication. The platform includes advanced features such as: Verified Caller ID: Businesses can display their official brand name, logo, and a green "verified" badge on the user's screen during an incoming call, establishing instant trust. Secure Calls: This feature secures every business call through a proprietary, integrated call signing process, moving beyond identity verification to effectively combat call spoofing and brand imaging fraud. Call reason: Companies can provide context for their calls, letting customers know why they are calling even before the call is answered, ensuring transparency. Call Me Back: A unique feature to enable a call back signal from a non-successful call, increasing the efficiency and end-user convenience. Analytics: Businesses get access to detailed insights on calling patterns, pick-up rates, call reason conversion, and user behavior to optimize their communication strategies and drive better outcomes. Truecaller's V B Platform is available to businesses across Europe, on flexible plans suitable for startups to large enterprises.내러티브 업데이트 • Oct 15Emerging Mobile And Digital Security Trends Will Shape Future MarketsTruecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.공시 • Oct 06Truecaller Announces adVantage: an AI-Platform Driving Smarter Segmentation and Higher PerformanceTruecaller unveiled adVantage, an AI-powered recommendation engine that redefines how businesses engage users in high-attention communication moments. adVantage leverages a centralized intelligence hub that continuously learns from user interactions, refining its outputs to foster deeper engagement and stronger business outcomes. It can work across Business Messaging, contextual advertising and various other enterprise-grade solutions, empowering brands to deliver the right message with precision and impact. adVantage is powered by a unique, daily stream of insights from Truecaller's vast ecosystem. By harnessing real-time behavioral intelligence and advanced recommendation models, it delivers personalized, privacy-safe experiences with data that is anonymized and aggregated, ensuring that every ad or offer is far more relevant. For consumers, this means greater trust and relevance, as they engage only with communications that matter to them. For businesses, adVantage is an AI-powered advisor, helping reach the right audiences, unlocks new revenue opportunities and uncovers actionable insights that sharpen day-to-day decision-making. The outcome is a smarter, more effective way to align customer engagement with business growth. After a successful testing phase within Truecaller's ads business, where it consistently delivered higher engagement and stronger ROI benchmarks, adVantage is now being rolled out for additional use cases. One such vertical is Truecaller's business messaging platform, which saw open rates jump by 400% during initial testing. The three modules of adVantage: Discover, Engage, and Perform, adjust automatically, making it simpler to reach the right users, keep them interested, and drive results. Discover: Expands reach by finding new, relevant audience segments and increasing visibility across the Truecaller platform. Engage: Boosts mid-funnel performance by re-targeting users who have shown interest and guides them toward a purchase. Perform: AI optimization drives key outcomes like lead generation, app installs, and direct commerce transactions. get tangible business results - automatically. Proven impact from the start In its pilot phase, the framework delivered impressive results for clients, driving up to a 50% lift in click-through rates and reaching over 200 million users. Performance gains were particularly strong across high-intent sectors such as automotive, fintech, edtech, and e-commerce. By combining precision-led audience discovery with AI-driven insights, these campaigns successfully converted brand awareness into measurable business outcomes consistently surpassing internal benchmarks.공시 • Sep 25+ 2 more updatesTruecaller AB (publ) to Report Nine Months, 2026 Results on Nov 06, 2026Truecaller AB (publ) announced that they will report nine months, 2026 results on Nov 06, 2026내러티브 업데이트 • Sep 25Emerging Mobile And Digital Security Trends Will Shape Future MarketsTruecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.Recent Insider Transactions • Aug 18Group Chief Executive Officer recently bought kr1.0m worth of stockOn the 14th of August, Rishit Jhunjhunwala bought around 23k shares on-market at roughly kr46.50 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rishit has been a net seller over the last 12 months, reducing personal holdings by kr834k.분석 기사 • Jul 31Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price PlungeUnfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 27% in the last...공시 • Jul 24Truecaller Announces the Appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the Important MEA RegionTruecaller announced the appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the important MEA region. In her new role, Saraswati will play a pivotal part in helping brands differentiate themselves and effectively connect with potential customers through Truecaller’s advanced advertising offerings. Saraswati has over 15 years of prior experience in the industry with companies such as Bloomberg, CNN, ITP Media group, driving revenue growth and market expansion across luxury, digital, and media sectors. She has a degree in Electronics and Telecommunications from the University of Mumbai.분석 기사 • Jul 23Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Truecaller AB (publ) ( STO:TRUE B ) last week released its latest second-quarter, and things did not...Price Target Changed • Jul 21Price target decreased by 9.3% to kr77.83Down from kr85.83, the current price target is an average from 6 analysts. New target price is 42% above last closing price of kr54.65. Stock is up 64% over the past year. The company is forecast to post earnings per share of kr1.54 for next year compared to kr1.51 last year.Reported Earnings • Jul 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: kr0.34 (down from kr0.35 in 2Q 2024). Revenue: kr506.2m (up 11% from 2Q 2024). Net income: kr118.0m (down 4.1% from 2Q 2024). Profit margin: 23% (down from 27% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Jun 19Chief Legal Officer exercised options and sold kr602k worth of stockOn the 16th of June, Ola Espelund exercised 28k options at a strike price of around kr45.38 and sold these shares for an average price of kr67.15 per share. This trade did not impact their existing holding. Since December 2024, Ola's direct individual holding has increased from 9.75k shares to 63.45k. Company insiders have collectively sold kr15m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 19Chief Legal Officer recently sold kr3.6m worth of stockOn the 13th of June, Ola Espelund sold around 54k shares on-market at roughly kr66.96 per share. This transaction amounted to 85% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr13m more than they bought in the last 12 months.공시 • Jun 12Truecaller Launches Secure Calls to Fight Call SpoofingTruecaller announced the launch of Secure Calls, a groundbreaking feature as part of its Truecaller for Business platform. Building upon Truecaller's established Verified Business platform, Secure Calls represents the next level of verification, moving beyond verified business identities to now securing every business call. The solution helps businesses effectively combat the growing issue of call spoofing through a secure call signing process. Truecaller For Business subscribers can now make secure calls to their customers. By performing a secure backend handshake with Truecaller, the app verifies the caller's authenticity, ensuring it is indeed the company and not an impersonator. As a result, Truecaller can confidently label the call as a genuine "Secure Call" originating from a verified entity. This increased transparency empowers consumers to answer calls with greater confidence, further reducing the likelihood of them falling victim to fraud and scams. Key Benefits of Truecaller's Secure Calls:Reduced Spoofing: Makes it significantly harder for fraudsters to impersonate legitimate businesses, through a secure call signing mechanism. Enhanced Verification: Securing verified business identities for every call they make to their customers. Increased User Trust: By adding an individual Secure Call signal to the existing verified business identity, Truecaller users now experience an additional layer of verification.Enhanced Brand Protection: Strengthens the company's reputation by making it more difficult for fraudsters to hijack their brand identity.Clear Visual Indicators: Receiving users will see distinct visual cues within the Truecaller app, highlighting that the incoming call has been securely signed.분석 기사 • May 24Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70The board of Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the...공시 • May 23+ 1 more updateTruecaller AB (Publ) Approves Dividend on Series A Share and Series B ShareTruecaller AB (publ) at its annual general meeting held on 23 May 2025, The annual general meeting also resolved to allocate the company's result in accordance with the proposal from the board of directors, meaning that a dividend of SEK 1.70 shall be paid per series A share and series B share, and that the remaining available funds shall be carried forward. It was further resolved that the record date for the dividend shall be 27 May 2025.Upcoming Dividend • May 19Upcoming dividend of kr1.70 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 28% and the cash payout ratio is 91%. Trailing yield: 2.5%. Lower than top quartile of Swedish dividend payers (3.9%). In line with average of industry peers (2.5%).분석 기사 • May 16Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Truecaller AB (publ) ( STO:TRUE B ). While the headline...Recent Insider Transactions • May 15Chief Operating Officer recently bought kr230k worth of stockOn the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares.Recent Insider Transactions • May 14Chief Operating Officer recently bought kr230k worth of stockOn the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares.Major Estimate Revision • May 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.38b to kr2.13b. EPS estimate fell from kr2.00 to kr1.88 per share. Net income forecast to grow 25% next year vs 29% growth forecast for Software industry in Sweden. Consensus price target down from kr92.43 to kr89.86. Share price fell 9.5% to kr65.85 over the past week.분석 기사 • May 08Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the 2nd of June...분석 기사 • May 01Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts ThinkIt's been a good week for Truecaller AB (publ) ( STO:TRUE B ) shareholders, because the company has just released its...Reported Earnings • Apr 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 7.9% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden.공시 • Apr 29Truecaller AB (publ) to Report Fiscal Year 2025 Results on Feb 17, 2026Truecaller AB (publ) announced that they will report fiscal year 2025 results on Feb 17, 2026공시 • Apr 23Truecaller AB (Publ) Proposes Dividend on Series A Share and Series B Share, Payable 2 June 2025Truecaller AB (publ) announced that the board of directors proposed payment of a dividend of SEK 1.70 per series A and series B share. The record date to receive the dividend is proposed to be 27 May 2025. If the annual general meeting resolves in accordance with the proposal, payment of the dividend is expected to be performed through Euroclear Sweden AB on 2 June 2025.Declared Dividend • Apr 14Dividend of kr1.70 announcedShareholders will receive a dividend of kr1.70. Ex-date: 26th May 2025 Payment date: 2nd June 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.5%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 23%.공시 • Apr 11+ 1 more updateTruecaller Proposes Extra Dividend for Financial Year 2024The Board of Directors of Truecaller has resolved to propose extra dividend of SEK 1.33 per share for the financial year 2024.공시 • Mar 31Truecaller AB (publ) to Report Nine Months, 2025 Results on Nov 07, 2025Truecaller AB (publ) announced that they will report nine months, 2025 results on Nov 07, 2025분석 기사 • Feb 21Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29Shareholders of Truecaller AB (publ) ( STO:TRUE B ) will be pleased this week, given that the stock price is up 15% to...Reported Earnings • Feb 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 8.0% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Sweden.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr81.10, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Software industry in Sweden. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr117 per share.공시 • Feb 18+ 1 more updateTruecaller AB (publ) to Report Q2, 2025 Results on Jul 18, 2025Truecaller AB (publ) announced that they will report Q2, 2025 results on Jul 18, 2025Price Target Changed • Feb 07Price target increased by 8.4% to kr70.29Up from kr64.86, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of kr68.55. Stock is up 129% over the past year. The company is forecast to post earnings per share of kr1.47 for next year compared to kr1.49 last year.분석 기사 • Jan 23Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price JumpDespite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 28% in...공시 • Jan 22Truecaller Announces Its Big Ever Update for iPhone Users GloballyTruecaller announced its biggest ever update for iPhone users globally with the advancements in Apple's latest iOS 18, Truecaller is now able to for the very first time launch a real-time caller ID and automated blocking of spam calls on iOS. These capabilities and other improvements as well as the ability to subscribe for a Premium Family plan are now being rolled out globally for paying subscribers of Truecaller on iOS. The launch is expected to further boost Truecaller's subscription revenues. At year-end about 30 million (or 7%) of Truecaller's total 435 million MAUs are iOS-users. Of Truecaller more than 2.6 million paying subscribers about 750.000 of them are on iOS and more than 40% of Truecaller's current premium revenues comes from iOS-users. The functionality of Truecaller's Caller ID on iOS has historically been limited to a smaller local database on the user's local device. This update can leverage Truecaller's latest AI capabilities and global database to identify as many calls as possible. In addition, the latest update includes something that Truecaller iOS users have been requesting for a long time: automatic blocking of spam calls. All this has been made possible by Apple's Live Caller ID Lookup framework, developed especially for apps like Truecaller to provide live caller ID in a privacy-preserving way. This API uses homomorphic encryption and Truecaller is the first in the world to deploy this at scale for Caller ID. Finally, Truecaller on iPhone now includes the ability to subscribe for a premium Family plan. With Family Plan, one can share all Truecaller Premium benefits like e.g. Truecaller AI Assistant, with up to four additional people at a low monthly or annual price. In India the subscription offering also includes a fraud insurance whereby now can through the family offering can protect four more family members from becoming a victim of fraud. All the new features will be made available for Truecaller Premium subscribers with the same pricing as for the Android offering. Free users on iOS will continue to enjoy ad-supported manual number search and caller ID of Verified Businesses. Auto blocking of spam is available globally & the new Caller ID will be rolled out starting today. It will be available to all users across the world within the coming days.새로운 내러티브 • Jan 22User Growth In Colombia And Nigeria Will Drive Future Success Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr62.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Software industry in Sweden. Total loss to shareholders of 1.1% over the past three years.공시 • Dec 06Truecaller AB (Publ) Appoints Gaurav Loomba as Senior Director for Public Affairs in IndiaTruecaller appoints Gaurav Loomba as its senior director for public affairs in India. Loomba previously served as AVP for government and public affairs at Paytm. He has also held roles at the National Payments Corporation of India and ICICI Bank. Loomba brings expertise in digital payments and financial services, along with experience in CSR and ESG initiatives. In his role, he will collaborate with government bodies to develop and execute public affairs strategies aimed at securing essential policy and regulatory backing for Truecaller’s growth and innovation in India.공시 • Nov 26Truecaller AB (publ), Annual General Meeting, May 23, 2025Truecaller AB (publ), Annual General Meeting, May 23, 2025. Location: stockholm SwedenRecent Insider Transactions Derivative • Nov 17Independent Director exercised options and sold kr298k worth of stockOn the 8th of November, Helena Svancar exercised 19k options at a strike price of around kr28.70 and sold these shares for an average price of kr44.10 per share. This trade did not impact their existing holding. Since June 2024, Helena has owned 3.80k shares directly. Company insiders have collectively bought kr2.4m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions • Nov 14Co-Founder recently bought kr986k worth of stockOn the 8th of November, Nami Zarringhalam bought around 23k shares on-market at roughly kr43.19 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. Nami has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.분석 기사 • Nov 13We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster EarningsThe most recent earnings report from Truecaller AB (publ) ( STO:TRUE B ) was disappointing for shareholders. However...Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: kr0.34 (up from kr0.29 in 3Q 2023). Revenue: kr458.9m (up 15% from 3Q 2023). Net income: kr117.8m (up 12% from 3Q 2023). Profit margin: 26% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.공시 • Nov 07+ 1 more updateTruecaller Announces CEO ChangesThe board of directors of Truecaller has appointed company's current Chief Product Officer and Managing Director of India, Rishit Jhunjhunwala, as Group CEO of Truecaller from 9th of January 2025. During board meeting, CEO Alan Mamedi and Chief Strategy Officer Nami Zarringhalam announced the decision to leave their current operational roles to instead in the longer-term focus on their board duties and as strategic advisors to Truecaller. After 9th of January 2025 Alan Mamedi and Nami Zarringhalam will continue to be employed by the company as advisors until 30th of June 2025 to cater for a solid transition. Rishit Jhunjhulwala has been employed by Truecaller since 2015 in the role as Head of Product and since 2021 he has also been the Managing Director of Truecaller India. Rishit Jhunjhunwala is born and raised in India but a Swedish citizen. He worked and lived in Sweden between 2015-2022. In his current role he has been overall responsible for Truecaller's product teams and for the two revenue streams advertising and Truecaller for Business.분석 기사 • Nov 04Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price JumpDespite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 25% in...Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr44.38, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry in Sweden. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr86.74 per share.공시 • Oct 09Truecaller Appoints Seema Jindal as Head of Public Affairs, TelecomTruecaller appointed Seema Jindal as the Head of Public Affairs, Telecom in India. Seema joined Truecaller following a distinguished 25-year career at Airtel, where she held multiple key roles in regulatory, interconnection, and compliance roles in different telecom business units within Airtel. Most recently, she served as the Head of Regulatory Affairs for DLT, DTH, Teleports, VSAT and Head of Compliances & Audit for Regulatory. She was instrumental in spearheading the implementation of an intricate and innovative regulatory framework on telecommunication spam based on Digital Ledger Technology. Her work involved defining and interpreting complex regulations, ensuring compliance across multiple business units and managing relationships with regulators/licensors. At Truecaller, Seema will work closely with government ministries and agencies such as TRAI, DoT and MEITY to ensure regulatory and policy support for Truecaller's continued growth and innovation in India.Recent Insider Transactions • Sep 29Chief Operating Officer recently bought kr191k worth of stockOn the 26th of September, Fredrik Kjell bought around 5k shares on-market at roughly kr37.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr521k worth in shares.이익 및 매출 성장 예측OM:TRUE B - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,310542539601612/31/20272,087469555614712/31/20261,62724535340153/31/20261,816319462500N/A12/31/20251,949389482521N/A9/30/20252,017479604640N/A6/30/20251,999488707736N/A3/31/20251,951493638658N/A12/31/20241,875524590604N/A9/30/20241,779490516532N/A6/30/20241,719477519536N/A3/31/20241,780560540558N/A12/31/20231,738536556582N/A9/30/20231,750506434457N/A6/30/20231,802544471494N/A3/31/20231,766511545569N/A12/31/20221,778535596610N/A9/30/20221,727588714723N/A6/30/20221,588447628636N/A3/31/20221,347349444448N/A12/31/20211,130258379381N/A9/30/2021923111289290N/A6/30/2021746139248248N/A3/31/202159046156157N/A12/31/2020491-16104106N/A12/31/2019299-97N/A-42N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TRUE B 의 연간 예상 수익 증가율(20.2%)이 saving rate(2%)보다 높습니다.수익 vs 시장: TRUE B 의 연간 수익(20.2%)이 Swedish 시장(8.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TRUE B 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: TRUE B 의 수익(연간 10.2%)이 Swedish 시장(연간 0.02%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TRUE B 의 수익(연간 10.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TRUE B의 자본 수익률은 3년 후 22.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 08:11종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Truecaller AB (publ)는 10명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Oscar ErixonCarnegie Investment Bank ABPaul BradleyCitigroup IncRamil KoriaDanske Bank7명의 분석가 더 보기
Major Estimate Revision • May 11Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.85b to kr1.63b. EPS estimate fell from kr1.06 to kr0.777 per share. Net income forecast to shrink 32% next year vs 27% growth forecast for Software industry in Sweden . Consensus price target of kr35.40 unchanged from last update. Share price rose 5.9% to kr13.52 over the past week.
Major Estimate Revision • Feb 19Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.99b to kr1.71b. EPS estimate fell from kr1.23 to kr0.813 per share. Net income forecast to shrink 33% next year vs 29% growth forecast for Software industry in Sweden . Consensus price target down from kr39.17 to kr36.00. Share price fell 23% to kr11.00 over the past week.
공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).
Price Target Changed • Nov 28Price target decreased by 16% to kr50.83Down from kr60.17, the current price target is an average from 6 analysts. New target price is 103% above last closing price of kr25.00. Stock is down 49% over the past year. The company is forecast to post earnings per share of kr1.25 for next year compared to kr1.51 last year.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.03b to kr1.92b. EPS estimate also fell from kr1.46 per share to kr1.25 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Software industry in Sweden. Consensus price target down from kr67.67 to kr60.17. Share price fell 26% to kr28.32 over the past week.
Price Target Changed • Oct 23Price target decreased by 8.8% to kr67.67Down from kr74.17, the current price target is an average from 6 analysts. New target price is 76% above last closing price of kr38.34. Stock is down 18% over the past year. The company is forecast to post earnings per share of kr1.43 for next year compared to kr1.51 last year.
Upcoming Dividend • May 18Upcoming dividend of kr0.28 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (1.8%).
Recent Insider Transactions • May 17Chief Operating Officer recently bought kr144k worth of stockOn the 12th of May, Fredrik Kjell bought around 10k shares on-market at roughly kr14.22 per share. This transaction amounted to 19% 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 kr500k. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.4m.
Reported Earnings • May 12First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: kr0.097 (down from kr0.30 in 1Q 2025). Revenue: kr373.7m (down 26% from 1Q 2025). Net income: kr32.5m (down 68% from 1Q 2025). Profit margin: 8.7% (down from 20% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
분석 기사 • May 11Things Look Grim For Truecaller AB (publ) (STO:TRUE B) After Today's DowngradeToday is shaping up negative for Truecaller AB (publ) ( STO:TRUE B ) shareholders, with the analysts delivering a...
Major Estimate Revision • May 11Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.85b to kr1.63b. EPS estimate fell from kr1.06 to kr0.777 per share. Net income forecast to shrink 32% next year vs 27% growth forecast for Software industry in Sweden . Consensus price target of kr35.40 unchanged from last update. Share price rose 5.9% to kr13.52 over the past week.
공시 • Apr 21Truecaller AB (Publ) Announces Helena Svancar Has Declined Re-Election as Board MemberTruecaller AB (publ) announced Helena Svancar has declined re-election as Board member at the Annual General Meeting to be on 22 May 2026.
내러티브 업데이트 • Apr 21TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support RepricingAnalysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr11.98, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Software industry in Sweden. Total loss to shareholders of 56% over the past three years.
내러티브 업데이트 • Apr 06TRUE B: Multi Partner Messaging Shift Will Support Future RepricingAnalysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.
내러티브 업데이트 • Mar 23TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future ReratingAnalysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.
내러티브 업데이트 • Mar 09TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating PotentialOur analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.
Reported Earnings • Feb 23Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr1.13 (down from kr1.51 in FY 2024). Revenue: kr1.95b (up 4.1% from FY 2024). Net income: kr388.6m (down 26% from FY 2024). Profit margin: 20% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
내러티브 업데이트 • Feb 23TRUE B: Trust And Safety Expansion Will Support Future Rerating PotentialAnalysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.
Recent Insider Transactions • Feb 20Chief Business Officer recently bought kr151k worth of stockOn the 17th of February, Ben Zhang bought around 13k shares on-market at roughly kr11.78 per share. This transaction amounted to 18% 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 kr270k. Despite this recent purchase, insiders have collectively sold kr12m more in shares than they bought in the last 12 months.
Declared Dividend • Feb 19Dividend reduced to kr0.28Dividend of kr0.28 is 84% lower than last year. Ex-date: 25th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 106% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 5.7% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range.
Major Estimate Revision • Feb 19Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.99b to kr1.71b. EPS estimate fell from kr1.23 to kr0.813 per share. Net income forecast to shrink 33% next year vs 29% growth forecast for Software industry in Sweden . Consensus price target down from kr39.17 to kr36.00. Share price fell 23% to kr11.00 over the past week.
공시 • Feb 18Truecaller AB (Publ) Proposes Dividend for Financial Year December 2025Truecaller AB (publ) announced that in accordance with Truecaller's dividend policy, Truecaller's board of directors has decided to propose a dividend of SEK 0.28 per share for the December 2025 financial year to the annual general meeting.
New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (94% cash payout ratio).
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to kr9.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Software industry in Sweden. Total loss to shareholders of 72% over the past three years.
내러티브 업데이트 • Feb 09TRUE B: Family Features And Verified Business Calls Will Support RepricingNarrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.
내러티브 업데이트 • Jan 25TRUE B: Marketplace Model Concerns Will Create Longer Term Entry OpportunityAnalysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.
공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).
내러티브 업데이트 • Jan 11TRUE B: Family Protection Rollout And Business Calling Suite Will Drive RepricingAnalysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.
Recent Insider Transactions • Jan 09Chief Business Officer recently bought kr175k worth of stockOn the 7th of January, Ben Zhang bought around 10k shares on-market at roughly kr17.50 per share. This transaction amounted to 20% 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 kr270k. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.
내러티브 업데이트 • Dec 25TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating PotentialAnalysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.
Recent Insider Transactions • Dec 22Chief Human Resource Officer recently bought kr270k worth of stockOn the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Dec 17Chief Human Resource Officer recently bought kr270k worth of stockOn the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months.
New Risk • Dec 15New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr18.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Sweden. Total loss to shareholders of 41% over the past three years.
내러티브 업데이트 • Dec 11TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty EasesAnalysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.
Price Target Changed • Nov 28Price target decreased by 16% to kr50.83Down from kr60.17, the current price target is an average from 6 analysts. New target price is 103% above last closing price of kr25.00. Stock is down 49% over the past year. The company is forecast to post earnings per share of kr1.25 for next year compared to kr1.51 last year.
내러티브 업데이트 • Nov 27TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty EasesAnalysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.
내러티브 업데이트 • Nov 12TRUE B: Future User Engagement Will Support Resilient Upside Amid Market VolatilityAnalysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.
분석 기사 • Nov 11Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% PoundingUnfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 31% in the last...
공시 • Nov 11Truecaller AB (publ), Annual General Meeting, May 22, 2026Truecaller AB (publ), Annual General Meeting, May 22, 2026. Location: stockholm Sweden
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.03b to kr1.92b. EPS estimate also fell from kr1.46 per share to kr1.25 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Software industry in Sweden. Consensus price target down from kr67.67 to kr60.17. Share price fell 26% to kr28.32 over the past week.
Recent Insider Transactions • Oct 31Chief Operating Officer recently bought kr195k worth of stockOn the 29th of October, Fredrik Kjell bought around 7k shares on-market at roughly kr30.00 per share. This transaction amounted to 16% 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 kr1.0m. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.6m.
내러티브 업데이트 • Oct 29Product Expansion And User Engagement Will Drive Stronger Results AheadAnalysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: kr0.32 (down from kr0.34 in 3Q 2024). Revenue: kr476.7m (up 3.9% from 3Q 2024). Net income: kr108.5m (down 7.9% from 3Q 2024). Profit margin: 23% (down from 26% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to kr31.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Software 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 kr60.97 per share.
Price Target Changed • Oct 23Price target decreased by 8.8% to kr67.67Down from kr74.17, the current price target is an average from 6 analysts. New target price is 76% above last closing price of kr38.34. Stock is down 18% over the past year. The company is forecast to post earnings per share of kr1.43 for next year compared to kr1.51 last year.
공시 • Oct 15Truecaller for Business Launches in Europe to Bring Trust Back to Business CallsTruecaller announced the launch of Truecaller's Verified Business Customer Experience Platform in Europe ("VB platform"). The platform helps enterprises build trust, increase pickup rates, and improve engagement by turning business calls into verified, context-driven conversations. It is a proven product globally, used by around 3,000 businesses across more than 30 markets, and valued by both enterprises and consumers for improving trust and communication. Un answered and fraudulent calls are a growing challenge across Europe. Businesses in sectors like BFSI, delivery, and transportation often struggle to reach customers who hesitate to answer unknown numbers. Truecaller's VB platform makes these calls more trustworthy and effective, helping businesses improve customer experience and reach higher efficiency in their customer communication. The platform includes advanced features such as: Verified Caller ID: Businesses can display their official brand name, logo, and a green "verified" badge on the user's screen during an incoming call, establishing instant trust. Secure Calls: This feature secures every business call through a proprietary, integrated call signing process, moving beyond identity verification to effectively combat call spoofing and brand imaging fraud. Call reason: Companies can provide context for their calls, letting customers know why they are calling even before the call is answered, ensuring transparency. Call Me Back: A unique feature to enable a call back signal from a non-successful call, increasing the efficiency and end-user convenience. Analytics: Businesses get access to detailed insights on calling patterns, pick-up rates, call reason conversion, and user behavior to optimize their communication strategies and drive better outcomes. Truecaller's V B Platform is available to businesses across Europe, on flexible plans suitable for startups to large enterprises.
내러티브 업데이트 • Oct 15Emerging Mobile And Digital Security Trends Will Shape Future MarketsTruecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.
공시 • Oct 06Truecaller Announces adVantage: an AI-Platform Driving Smarter Segmentation and Higher PerformanceTruecaller unveiled adVantage, an AI-powered recommendation engine that redefines how businesses engage users in high-attention communication moments. adVantage leverages a centralized intelligence hub that continuously learns from user interactions, refining its outputs to foster deeper engagement and stronger business outcomes. It can work across Business Messaging, contextual advertising and various other enterprise-grade solutions, empowering brands to deliver the right message with precision and impact. adVantage is powered by a unique, daily stream of insights from Truecaller's vast ecosystem. By harnessing real-time behavioral intelligence and advanced recommendation models, it delivers personalized, privacy-safe experiences with data that is anonymized and aggregated, ensuring that every ad or offer is far more relevant. For consumers, this means greater trust and relevance, as they engage only with communications that matter to them. For businesses, adVantage is an AI-powered advisor, helping reach the right audiences, unlocks new revenue opportunities and uncovers actionable insights that sharpen day-to-day decision-making. The outcome is a smarter, more effective way to align customer engagement with business growth. After a successful testing phase within Truecaller's ads business, where it consistently delivered higher engagement and stronger ROI benchmarks, adVantage is now being rolled out for additional use cases. One such vertical is Truecaller's business messaging platform, which saw open rates jump by 400% during initial testing. The three modules of adVantage: Discover, Engage, and Perform, adjust automatically, making it simpler to reach the right users, keep them interested, and drive results. Discover: Expands reach by finding new, relevant audience segments and increasing visibility across the Truecaller platform. Engage: Boosts mid-funnel performance by re-targeting users who have shown interest and guides them toward a purchase. Perform: AI optimization drives key outcomes like lead generation, app installs, and direct commerce transactions. get tangible business results - automatically. Proven impact from the start In its pilot phase, the framework delivered impressive results for clients, driving up to a 50% lift in click-through rates and reaching over 200 million users. Performance gains were particularly strong across high-intent sectors such as automotive, fintech, edtech, and e-commerce. By combining precision-led audience discovery with AI-driven insights, these campaigns successfully converted brand awareness into measurable business outcomes consistently surpassing internal benchmarks.
공시 • Sep 25+ 2 more updatesTruecaller AB (publ) to Report Nine Months, 2026 Results on Nov 06, 2026Truecaller AB (publ) announced that they will report nine months, 2026 results on Nov 06, 2026
내러티브 업데이트 • Sep 25Emerging Mobile And Digital Security Trends Will Shape Future MarketsTruecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.
Recent Insider Transactions • Aug 18Group Chief Executive Officer recently bought kr1.0m worth of stockOn the 14th of August, Rishit Jhunjhunwala bought around 23k shares on-market at roughly kr46.50 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rishit has been a net seller over the last 12 months, reducing personal holdings by kr834k.
분석 기사 • Jul 31Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price PlungeUnfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 27% in the last...
공시 • Jul 24Truecaller Announces the Appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the Important MEA RegionTruecaller announced the appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the important MEA region. In her new role, Saraswati will play a pivotal part in helping brands differentiate themselves and effectively connect with potential customers through Truecaller’s advanced advertising offerings. Saraswati has over 15 years of prior experience in the industry with companies such as Bloomberg, CNN, ITP Media group, driving revenue growth and market expansion across luxury, digital, and media sectors. She has a degree in Electronics and Telecommunications from the University of Mumbai.
분석 기사 • Jul 23Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, Truecaller AB (publ) ( STO:TRUE B ) last week released its latest second-quarter, and things did not...
Price Target Changed • Jul 21Price target decreased by 9.3% to kr77.83Down from kr85.83, the current price target is an average from 6 analysts. New target price is 42% above last closing price of kr54.65. Stock is up 64% over the past year. The company is forecast to post earnings per share of kr1.54 for next year compared to kr1.51 last year.
Reported Earnings • Jul 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: kr0.34 (down from kr0.35 in 2Q 2024). Revenue: kr506.2m (up 11% from 2Q 2024). Net income: kr118.0m (down 4.1% from 2Q 2024). Profit margin: 23% (down from 27% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Jun 19Chief Legal Officer exercised options and sold kr602k worth of stockOn the 16th of June, Ola Espelund exercised 28k options at a strike price of around kr45.38 and sold these shares for an average price of kr67.15 per share. This trade did not impact their existing holding. Since December 2024, Ola's direct individual holding has increased from 9.75k shares to 63.45k. Company insiders have collectively sold kr15m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 19Chief Legal Officer recently sold kr3.6m worth of stockOn the 13th of June, Ola Espelund sold around 54k shares on-market at roughly kr66.96 per share. This transaction amounted to 85% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr13m more than they bought in the last 12 months.
공시 • Jun 12Truecaller Launches Secure Calls to Fight Call SpoofingTruecaller announced the launch of Secure Calls, a groundbreaking feature as part of its Truecaller for Business platform. Building upon Truecaller's established Verified Business platform, Secure Calls represents the next level of verification, moving beyond verified business identities to now securing every business call. The solution helps businesses effectively combat the growing issue of call spoofing through a secure call signing process. Truecaller For Business subscribers can now make secure calls to their customers. By performing a secure backend handshake with Truecaller, the app verifies the caller's authenticity, ensuring it is indeed the company and not an impersonator. As a result, Truecaller can confidently label the call as a genuine "Secure Call" originating from a verified entity. This increased transparency empowers consumers to answer calls with greater confidence, further reducing the likelihood of them falling victim to fraud and scams. Key Benefits of Truecaller's Secure Calls:Reduced Spoofing: Makes it significantly harder for fraudsters to impersonate legitimate businesses, through a secure call signing mechanism. Enhanced Verification: Securing verified business identities for every call they make to their customers. Increased User Trust: By adding an individual Secure Call signal to the existing verified business identity, Truecaller users now experience an additional layer of verification.Enhanced Brand Protection: Strengthens the company's reputation by making it more difficult for fraudsters to hijack their brand identity.Clear Visual Indicators: Receiving users will see distinct visual cues within the Truecaller app, highlighting that the incoming call has been securely signed.
분석 기사 • May 24Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70The board of Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the...
공시 • May 23+ 1 more updateTruecaller AB (Publ) Approves Dividend on Series A Share and Series B ShareTruecaller AB (publ) at its annual general meeting held on 23 May 2025, The annual general meeting also resolved to allocate the company's result in accordance with the proposal from the board of directors, meaning that a dividend of SEK 1.70 shall be paid per series A share and series B share, and that the remaining available funds shall be carried forward. It was further resolved that the record date for the dividend shall be 27 May 2025.
Upcoming Dividend • May 19Upcoming dividend of kr1.70 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 28% and the cash payout ratio is 91%. Trailing yield: 2.5%. Lower than top quartile of Swedish dividend payers (3.9%). In line with average of industry peers (2.5%).
분석 기사 • May 16Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Truecaller AB (publ) ( STO:TRUE B ). While the headline...
Recent Insider Transactions • May 15Chief Operating Officer recently bought kr230k worth of stockOn the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares.
Recent Insider Transactions • May 14Chief Operating Officer recently bought kr230k worth of stockOn the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares.
Major Estimate Revision • May 08Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.38b to kr2.13b. EPS estimate fell from kr2.00 to kr1.88 per share. Net income forecast to grow 25% next year vs 29% growth forecast for Software industry in Sweden. Consensus price target down from kr92.43 to kr89.86. Share price fell 9.5% to kr65.85 over the past week.
분석 기사 • May 08Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the 2nd of June...
분석 기사 • May 01Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts ThinkIt's been a good week for Truecaller AB (publ) ( STO:TRUE B ) shareholders, because the company has just released its...
Reported Earnings • Apr 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 7.9% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden.
공시 • Apr 29Truecaller AB (publ) to Report Fiscal Year 2025 Results on Feb 17, 2026Truecaller AB (publ) announced that they will report fiscal year 2025 results on Feb 17, 2026
공시 • Apr 23Truecaller AB (Publ) Proposes Dividend on Series A Share and Series B Share, Payable 2 June 2025Truecaller AB (publ) announced that the board of directors proposed payment of a dividend of SEK 1.70 per series A and series B share. The record date to receive the dividend is proposed to be 27 May 2025. If the annual general meeting resolves in accordance with the proposal, payment of the dividend is expected to be performed through Euroclear Sweden AB on 2 June 2025.
Declared Dividend • Apr 14Dividend of kr1.70 announcedShareholders will receive a dividend of kr1.70. Ex-date: 26th May 2025 Payment date: 2nd June 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.5%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 23%.
공시 • Apr 11+ 1 more updateTruecaller Proposes Extra Dividend for Financial Year 2024The Board of Directors of Truecaller has resolved to propose extra dividend of SEK 1.33 per share for the financial year 2024.
공시 • Mar 31Truecaller AB (publ) to Report Nine Months, 2025 Results on Nov 07, 2025Truecaller AB (publ) announced that they will report nine months, 2025 results on Nov 07, 2025
분석 기사 • Feb 21Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29Shareholders of Truecaller AB (publ) ( STO:TRUE B ) will be pleased this week, given that the stock price is up 15% to...
Reported Earnings • Feb 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 8.0% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Sweden.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr81.10, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Software industry in Sweden. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr117 per share.
공시 • Feb 18+ 1 more updateTruecaller AB (publ) to Report Q2, 2025 Results on Jul 18, 2025Truecaller AB (publ) announced that they will report Q2, 2025 results on Jul 18, 2025
Price Target Changed • Feb 07Price target increased by 8.4% to kr70.29Up from kr64.86, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of kr68.55. Stock is up 129% over the past year. The company is forecast to post earnings per share of kr1.47 for next year compared to kr1.49 last year.
분석 기사 • Jan 23Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price JumpDespite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 28% in...
공시 • Jan 22Truecaller Announces Its Big Ever Update for iPhone Users GloballyTruecaller announced its biggest ever update for iPhone users globally with the advancements in Apple's latest iOS 18, Truecaller is now able to for the very first time launch a real-time caller ID and automated blocking of spam calls on iOS. These capabilities and other improvements as well as the ability to subscribe for a Premium Family plan are now being rolled out globally for paying subscribers of Truecaller on iOS. The launch is expected to further boost Truecaller's subscription revenues. At year-end about 30 million (or 7%) of Truecaller's total 435 million MAUs are iOS-users. Of Truecaller more than 2.6 million paying subscribers about 750.000 of them are on iOS and more than 40% of Truecaller's current premium revenues comes from iOS-users. The functionality of Truecaller's Caller ID on iOS has historically been limited to a smaller local database on the user's local device. This update can leverage Truecaller's latest AI capabilities and global database to identify as many calls as possible. In addition, the latest update includes something that Truecaller iOS users have been requesting for a long time: automatic blocking of spam calls. All this has been made possible by Apple's Live Caller ID Lookup framework, developed especially for apps like Truecaller to provide live caller ID in a privacy-preserving way. This API uses homomorphic encryption and Truecaller is the first in the world to deploy this at scale for Caller ID. Finally, Truecaller on iPhone now includes the ability to subscribe for a premium Family plan. With Family Plan, one can share all Truecaller Premium benefits like e.g. Truecaller AI Assistant, with up to four additional people at a low monthly or annual price. In India the subscription offering also includes a fraud insurance whereby now can through the family offering can protect four more family members from becoming a victim of fraud. All the new features will be made available for Truecaller Premium subscribers with the same pricing as for the Android offering. Free users on iOS will continue to enjoy ad-supported manual number search and caller ID of Verified Businesses. Auto blocking of spam is available globally & the new Caller ID will be rolled out starting today. It will be available to all users across the world within the coming days.
새로운 내러티브 • Jan 22User Growth In Colombia And Nigeria Will Drive Future Success Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr62.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Software industry in Sweden. Total loss to shareholders of 1.1% over the past three years.
공시 • Dec 06Truecaller AB (Publ) Appoints Gaurav Loomba as Senior Director for Public Affairs in IndiaTruecaller appoints Gaurav Loomba as its senior director for public affairs in India. Loomba previously served as AVP for government and public affairs at Paytm. He has also held roles at the National Payments Corporation of India and ICICI Bank. Loomba brings expertise in digital payments and financial services, along with experience in CSR and ESG initiatives. In his role, he will collaborate with government bodies to develop and execute public affairs strategies aimed at securing essential policy and regulatory backing for Truecaller’s growth and innovation in India.
공시 • Nov 26Truecaller AB (publ), Annual General Meeting, May 23, 2025Truecaller AB (publ), Annual General Meeting, May 23, 2025. Location: stockholm Sweden
Recent Insider Transactions Derivative • Nov 17Independent Director exercised options and sold kr298k worth of stockOn the 8th of November, Helena Svancar exercised 19k options at a strike price of around kr28.70 and sold these shares for an average price of kr44.10 per share. This trade did not impact their existing holding. Since June 2024, Helena has owned 3.80k shares directly. Company insiders have collectively bought kr2.4m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions • Nov 14Co-Founder recently bought kr986k worth of stockOn the 8th of November, Nami Zarringhalam bought around 23k shares on-market at roughly kr43.19 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. Nami has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.
분석 기사 • Nov 13We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster EarningsThe most recent earnings report from Truecaller AB (publ) ( STO:TRUE B ) was disappointing for shareholders. However...
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: kr0.34 (up from kr0.29 in 3Q 2023). Revenue: kr458.9m (up 15% from 3Q 2023). Net income: kr117.8m (up 12% from 3Q 2023). Profit margin: 26% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
공시 • Nov 07+ 1 more updateTruecaller Announces CEO ChangesThe board of directors of Truecaller has appointed company's current Chief Product Officer and Managing Director of India, Rishit Jhunjhunwala, as Group CEO of Truecaller from 9th of January 2025. During board meeting, CEO Alan Mamedi and Chief Strategy Officer Nami Zarringhalam announced the decision to leave their current operational roles to instead in the longer-term focus on their board duties and as strategic advisors to Truecaller. After 9th of January 2025 Alan Mamedi and Nami Zarringhalam will continue to be employed by the company as advisors until 30th of June 2025 to cater for a solid transition. Rishit Jhunjhulwala has been employed by Truecaller since 2015 in the role as Head of Product and since 2021 he has also been the Managing Director of Truecaller India. Rishit Jhunjhunwala is born and raised in India but a Swedish citizen. He worked and lived in Sweden between 2015-2022. In his current role he has been overall responsible for Truecaller's product teams and for the two revenue streams advertising and Truecaller for Business.
분석 기사 • Nov 04Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price JumpDespite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 25% in...
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr44.38, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry in Sweden. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr86.74 per share.
공시 • Oct 09Truecaller Appoints Seema Jindal as Head of Public Affairs, TelecomTruecaller appointed Seema Jindal as the Head of Public Affairs, Telecom in India. Seema joined Truecaller following a distinguished 25-year career at Airtel, where she held multiple key roles in regulatory, interconnection, and compliance roles in different telecom business units within Airtel. Most recently, she served as the Head of Regulatory Affairs for DLT, DTH, Teleports, VSAT and Head of Compliances & Audit for Regulatory. She was instrumental in spearheading the implementation of an intricate and innovative regulatory framework on telecommunication spam based on Digital Ledger Technology. Her work involved defining and interpreting complex regulations, ensuring compliance across multiple business units and managing relationships with regulators/licensors. At Truecaller, Seema will work closely with government ministries and agencies such as TRAI, DoT and MEITY to ensure regulatory and policy support for Truecaller's continued growth and innovation in India.
Recent Insider Transactions • Sep 29Chief Operating Officer recently bought kr191k worth of stockOn the 26th of September, Fredrik Kjell bought around 5k shares on-market at roughly kr37.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr521k worth in shares.
