NOTE Share Price Performance
SEK 0
-195.40 (-100.00%)
Price SEK 0
Fair ValueSEK 208.00
Share Pricen/a
Analysis Article • Jul 19
NOTE AB (publ) Stock Price
- 3 Narratives written by author
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- 10 Fair Values set on narratives written by author
NOTE Community Narratives
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Fair Value
·Fair Value SEK 208 29.6% undervalued intrinsic discount
NOTE: Fair Value Outlook Will Remain Steady As Projections Hold
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Fair Value
·Fair Value SEK 205 28.6% undervalued intrinsic discount
Persisting Tech Headwinds And Rising Regulation Will Erode Margins
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AN
Fair Value
·Fair Value SEK 210 30.3% undervalued intrinsic discount
Digital And Contactless Payments Will Drive Secure Cash Management Worldwide
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Persisting Tech Headwinds And Rising Regulation Will Erode Margins
Rising costs, tougher rules, and heavier spending to keep up could make it harder for NOTE to protect profits, even if sales keep growing. But strong cash coming in, a healthy pipeline of future orders, and growth in areas like Greentech and Security & Defense could prove this worry wrong.Read more
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SEK 205
28.6% undervalued intrinsic discount
Fair Value
Revenue
17.42% p.a.
Profit Margin
7.9%
Future PE
15.05x
Price in 2029
SEK 252.73
NOTE: Fair Value Outlook Will Remain Steady As Projections Hold
NOTE is trying to protect profits by shifting some production closer to customers and simplifying its factory setup, while leaning into growing areas like security and greener industrial equipment. But the story hinges on big customers staying loyal and global trade and economic worries not hitting demand harder than expected.Read more
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SEK 208
29.6% undervalued intrinsic discount
Fair Value
Revenue
18.36% p.a.
Profit Margin
7.8%
Future PE
15.1x
Price in 2029
SEK 256.51
Digital And Contactless Payments Will Drive Secure Cash Management Worldwide
Key Takeaways Expanding digital payments and rising regulatory demands are fueling resilient demand for NOTE's secure transaction and authentication solutions, supporting strong revenue momentum. Advanced automation and a shift to software-based, recurring revenue streams are enabling industry-leading margins and setting the stage for sustainable outperformance.Read more
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SEK 210
30.3% undervalued intrinsic discount
Fair Value
Revenue
10.61% p.a.
Profit Margin
7.97%
Future PE
17.23x
Price in 2028
SEK 249.07
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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NOTE: Higher Fair Value And Withheld Dividend Will Shape Bullish Outlook
Fair Value: SEK 205 28.6% undervalued intrinsic discount
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NOTE: Refined Risk Profile Will Support Long-Term Survival Optionality
Fair Value: SEK 208 29.6% undervalued intrinsic discount
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AN
Digital And Contactless Payments Will Drive Secure Cash Management Worldwide
Fair Value: SEK 210 30.3% undervalued intrinsic discount
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Snowflake Analysis
NOTE AB (publ) Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 23, 2026
- 8.69
- 14.24%
- 6.25%
- 80.4%
About NOTE
- Founded
- 1990
- Employees
- 1800
- CEO
- WebsiteView website
NOTE AB (publ), together with its subsidiaries, provides electronics manufacturing services in Western Europe and internationally. The company offers manufacturing engineering services in close collaboration with customers, such as component selection, developing test equipment, prototyping, and serial production. It also produces PCBAs, subassemblies, and box build products. In addition, the company provides contract manufacturing, and after-sales services. It serves its products to security and defence, medtech, greentech, industrial, and communication industries. NOTE AB (publ) was incorporated in 1990 and is headquartered in Stockholm, Sweden.
