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Ovzon AB (publ) Stock Price

OM:OVZON Community·SEK 4.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

OVZON Share Price Performance

SEK 42.94
-4.26 (-9.03%)
SEK 68.50
Fair Value
SEK 42.94
-4.26 (-9.03%)
37.3% undervalued intrinsic discount
SEK 68.50
Fair Value
Price SEK 42.94
AnalystConsensusTarget SEK 68.50
AnalystHighTarget SEK 69.00
AnalystLowTarget SEK 45.60

OVZON Community Narratives

·
Fair Value SEK 68.5 37.3% undervalued intrinsic discount

European Defense Spending Will Expand Satellite Connectivity Market

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·
Fair Value SEK 69 37.8% undervalued intrinsic discount

Rising Defense And Public Safety Demand Will Support Long Term Satellite Communications Upside

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·
Fair Value SEK 45.6 5.8% undervalued intrinsic discount

Rising Defense Demand Will Eventually Expose Satellite Capacity And Margin Risks

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SEK 68.5
37.3% undervalued intrinsic discount
Revenue
2.21% p.a.
Profit Margin
28.87%
Future PE
31.62x
Price in 2029
SEK 79.7
SEK 45.6
5.8% undervalued intrinsic discount
Profit Margin
42.87%
Future PE
13.04x
Price in 2029
SEK 52.89

Trending Discussion

Updated Narratives

OVZON logo

OVZON: NATO SATCOM Renewal Will Support Stronger Long Term Earnings Potential

Fair Value: SEK 69 37.8% undervalued intrinsic discount
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OVZON: Mission Critical Mobility Terminals Will Drive Stronger Medium Term Outlook

Fair Value: SEK 68.5 37.3% undervalued intrinsic discount
4 users have set this as their fair value
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OVZON logo

Rising Defense Demand Will Eventually Expose Satellite Capacity And Margin Risks

Fair Value: SEK 45.6 5.8% undervalued intrinsic discount
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
3 Rewards

Ovzon AB (publ) Key Details

SEK 912.0m

Revenue

SEK 431.0m

Cost of Revenue

SEK 481.0m

Gross Profit

SEK 270.0m

Other Expenses

SEK 211.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 17, 2026
1.89
52.74%
23.14%
14.8%
View Full Analysis

About OVZON

Founded
2006
Employees
44
CEO
Per Noren
WebsiteView website
www.ovzon.com

Ovzon AB (publ) provides mobile satellite communication services in Sweden, Italy, the United Kingdom, the United States, and internationally. The company offers satellite communication (SATCOM)-as-a-service products comprising Ovzon Orion for command and control, ISR, and sovereign network operations; Ovzon Pegasus for airborne, tactical, and expeditionary operations; Ovzon Hero for high mobility requirements; Ovzon Go for public safety, emergency response, and non-governmental organizations (NGOs); and Ovzon Plus for field operations, short-term deployments, media, and emergency use. It also provides on-the-pause mobile satellite terminals, such as Ovzon T7 and Ovzon T6; on-the-move mobile satellite terminals, including Ovzon P20, Ovzon P30, and Ovzon T8; and internet gateway access, terrestrial backbone connectivity, and customer support and training services. The company’s products and services are built on Ovzon 3, its geostationary satellite. It serves the defense, national security, public safety, and maritime industries, as well as governments and NGOs. The company was founded in 2006 and is headquartered in Solna, Sweden.

Recent OVZON News & Updates

Narrative Update Jul 08

OVZON: NATO SATCOM Renewal Will Support Stronger Long Term Earnings Potential

Analysts have adjusted their fair value estimate for Ovzon to SEK 69.00 from SEK 61.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Ovzon Ovzon received a renewal order from a European NATO country’s defense organization for its complete SATCOM solution based on Ovzon 3, covering a five month period starting August 1, 2026, with an order value of SEK 74 million.
Narrative Update Jun 24

OVZON: Mission Critical Mobility Terminals Will Drive Stronger Medium Term Outlook

Analysts have lifted their price target for Ovzon from SEK 60.87 to SEK 68.50, citing updated fair value assumptions and a higher future P/E multiple in their models. What’s in the News for Ovzon Ovzon AB announced the Ovzon T8, described as the smallest mobile satellite terminal in its class, aimed at connectivity needs across military, civil defense and commercial sectors.

Recent updates

No updates