YUBICO Share Price Performance
SEK 34.36
-126.89 (-78.69%)
50.4% undervalued intrinsic discount
SEK 69.33
Fair Value
Price SEK 34.36
AnalystConsensusTarget SEK 69.33
Lillemalt SEK 338.62
AnalystHighTarget SEK 80.00
Fair ValueSEK 69.33
Share Pricen/a
- 4 Narratives written by author
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- 40 Fair Values set on narratives written by author
YUBICO Community Narratives
AN
Fair Value SEK 69.33 50.4% undervalued intrinsic discount
Subscription Transition And Cybersecurity Demand Will Define Future Market Position
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Fair Value SEK 338.62 89.9% undervalued intrinsic discount
Yubico aims for 25% revenue growth with a new strategic direction
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5users have followed this narrative
AN
Fair Value SEK 80 57.1% undervalued intrinsic discount
Digital Transformation And Cybersecurity Threats Will Drive Hardware Adoption
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Yubico aims for 25% revenue growth with a new strategic direction
Assumptions Prognos och värdering Tillväxt: För innevarande år bör tillväxten landa på drygt 30%. Efter det räknar vi på 25% och sedan 20%, totalt något under bolagets mål om 25% tillväxt.Read more
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LI
SEK 338.62
89.9% undervalued intrinsic discount
Fair Value
Revenue
25% p.a.
Profit Margin
20%
Future PE
39x
Price in 2028
SEK 402.56
Digital Transformation And Cybersecurity Threats Will Drive Hardware Adoption
Key Takeaways Rapid enterprise adoption, regulatory drivers, and new tech use cases position Yubico for outsized, sustained revenue growth and market share gains. Transition to subscription models and leadership in hardware-based authentication ensure recurring revenues, margin expansion, and strong pricing power.Read more
20
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AN
SEK 80
57.1% undervalued intrinsic discount
Fair Value
Revenue
15.46% p.a.
Profit Margin
15.67%
Future PE
15.6x
Price in 2029
SEK 96.05
Subscription Transition And Cybersecurity Demand Will Define Future Market Position
Key Takeaways Transition to subscription-based sales and broader identity solutions positions Yubico for stronger margins, recurring revenue, and increased customer retention. Escalating demand from regulation and cyber threats, combined with early penetration in large enterprises, provides a runway for sustained market and earnings growth.Read more
175
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AN
SEK 69.33
50.4% undervalued intrinsic discount
Fair Value
Revenue
12.62% p.a.
Profit Margin
14.84%
Future PE
15.4x
Price in 2029
SEK 83.28
OS Level Integration Will Undercut Demand For Hardware Security
Key Takeaways Increasing adoption of device-based authentication and OS-level security threatens Yubico's hardware key market, potentially reducing revenue growth and compressing margins. Shifting to subscriptions introduces revenue volatility and dependency on renewals, while market concentration and weak diversification heighten risks from competition and tech shifts.Read more
19
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AN
SEK 130
73.6% undervalued intrinsic discount
Fair Value
Revenue
16.08% p.a.
Profit Margin
13.69%
Future PE
26.96x
Price in 2028
SEK 155.19
Trending Discussion
Recently Updated Narratives
LI
Yubico aims for 25% revenue growth with a new strategic direction
Fair Value: SEK 338.62 89.9% undervalued intrinsic discount
5 followersusers have followed this narrative
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AN
YUBICO: Expanded Service Platform And New Hubs Will Support Long-Term Profitability
Fair Value: SEK 80 57.1% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
YUBICO: Asia Pacific Expansion And Channel Program Will Drive Future Upside
Fair Value: SEK 69.33 50.4% undervalued intrinsic discount
15 followersusers have followed this narrative
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Snowflake Analysis
Yubico AB Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 05, 2026
- 1.48
- 77.88%
- 5.78%
- 2.3%
About YUBICO
- Founded
- 2007
- Employees
- 544
- CEO
- WebsiteView website
Yubico AB provides authentication solutions for use in computers, networks, and online services. It provides YubiKey 5, YubiKey 5 FIPS, YubiKey Bio, and security key series hardware products. The company also offers YubiHSM, a hardware security module application for protection of cryptographic hardware security for applications, servers, and computing devices; Yubico authenticator, safest authenticator app experience on mobile and desktop; and software development kits. In addition, it provides YubiEnterprise delivery, a service that streamlines the distribution of YubiKeys to end users; and computer login tools. The company serves technology, financial services, cryptocurrency, retail and hospitality, pharmaceuticals, education, healthcare, federal government, state and local government, manufacturing, elections and political campaigns, energy and natural resources, telecommunications, defense, insurance organizations, and federal systems integrators. It operates in Sweden, the Americas, the Asia Pacific, rest of Europe, the Middle East, and Africa. Yubico AB was founded in 2007 and is headquartered in Stockholm, Sweden.
