ERIC B logo

Telefonaktiebolaget LM Ericsson (publ) Stock Price

OM:ERIC B Community·SEK 309.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 70 Fair Values set on narratives written by author

ERIC B Share Price Performance

SEK 93.80
21.58 (29.88%)
SEK 98.62
Fair Value
SEK 93.80
21.58 (29.88%)
4.9% undervalued intrinsic discount
SEK 98.62
Fair Value
Price SEK 93.80
AnalystConsensusTarget SEK 98.62
AnalystHighTarget SEK 130.34
AnalystLowTarget SEK 68.00

ERIC B Community Narratives

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Fair Value SEK 98.62 4.9% undervalued intrinsic discount

Margin Strength And Global Contracts Will Shape The Future Of Telecoms

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28users have followed this narrative
·
Fair Value SEK 130.34 28.0% undervalued intrinsic discount

Global Digitization And Rural Broadband Will Fuel Telecom Expansion

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·
Fair Value SEK 68 37.9% overvalued intrinsic discount

US China Tensions And Tariff Risks Will Shrink Margins

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1users have followed this narrative
SEK 68
37.9% overvalued intrinsic discount
Revenue
-1.43% p.a.
Profit Margin
6.88%
Future PE
17.96x
Price in 2029
SEK 83.4
SEK 130.34
28.0% undervalued intrinsic discount
Revenue
2.9% p.a.
Profit Margin
10.27%
Future PE
20.58x
Price in 2029
SEK 159.68

Trending Discussion

No trending discussion available.

Updated Narratives

ERIC B logo

ERIC B: Chip Cost Pressures And Leadership Change Will Constrain Future Upside

Fair Value: SEK 68 37.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ERIC B logo

ERIC B: Leadership Change And Buybacks Will Support Higher Future Multiple

Fair Value: SEK 130.34 28.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ERIC B logo

ERIC B: Future Defence And Maritime Alliances May Mask Execution Risk

Fair Value: SEK 98.62 4.9% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
3 Rewards

Telefonaktiebolaget LM Ericsson (publ) Key Details

SEK 227.5b

Revenue

SEK 118.0b

Cost of Revenue

SEK 109.5b

Gross Profit

SEK 84.9b

Other Expenses

SEK 24.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 15, 2026
7.46
48.12%
10.83%
30.0%
View Full Analysis

About ERIC B

Founded
1876
Employees
86536
CEO
E. Ekholm
WebsiteView website
www.ericsson.com

Telefonaktiebolaget LM Ericsson (publ), together with its subsidiaries, provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India. It operates through Networks; Cloud Software and Services; Enterprise; and Other segments. The Networks segment offers hardware, software, and service offerings for intelligent, reliable and flexible 5G networks. This segment also provides energy-efficient RAN with an AI-native software architecture deployable on Ericsson silicon and third-party CPUs/GPUs; transport networks; and active/ passive antennas, as well as deployment and lifecycle management services. The Cloud Software and Services segment provides core networks, network management, business and operations support systems, and network operations delivered as managed services, including secure data and voice connectivity, service monetization and orchestration tools, and network management services. The Enterprise segment offers intelligent networking and advanced communications software solutions comprising global communications platform, wireless wide area networks (WWAN), and private 5G networks. The Other segment includes RedBee Media that prepares and distributes live and on-demand video services for broadcasters, sports leagues, and communications service providers. The company has a strategic collaboration with T-Mobile US, Inc for the development of AI-native Scheduler with Link Adaptation software. The company was formerly known as Allmanna Telefon AB LM Ericsson and changed its name to Telefonaktiebolaget LM Ericsson (publ) in January 1926. Telefonaktiebolaget LM Ericsson (publ) was founded in 1876 and is headquartered in Stockholm, Sweden.

Recent ERIC B News & Updates

Narrative Update Jul 17

ERIC B: Chip Cost Pressures And Leadership Change Will Constrain Future Upside

Analysts have trimmed the fair value estimate for Ericsson to SEK 68.00, reflecting a modestly lower blended price target as some firms reduce their SEK-based targets while others turn more constructive on the stock. Analyst Commentary Recent research on Telefonaktiebolaget LM Ericsson highlights a mix of views, with some firms trimming SEK-based price targets and others shifting to a more positive stance.
Narrative Update Jul 03

ERIC B: Leadership Change And Buybacks Will Support Higher Future Multiple

The analyst price target for Telefonaktiebolaget LM Ericsson has been adjusted from SEK 121.0 to about SEK 130.3. This change reflects a blend of recent target increases from Citi and Deutsche Bank alongside a modest trim from BofA, with analysts citing updated assumptions on revenue growth, margins and future P/E levels. Analyst Commentary Recent research on Telefonaktiebolaget LM Ericsson points to a generally constructive tone, with several bullish analysts revisiting their price targets and assumptions around revenue growth, margins and future P/E levels.

Recent updates

No updates