How Will Lowered 2025 Guidance and Infineon Microcontroller Deal Impact Qt Group (HLSE:QTCOM) Investors?

• Qt Group recently lowered its full-year 2025 earnings guidance due to slower-than-expected revenue growth and delayed major deals, while Infineon announced a partnership to integrate Qt for MCUs into Infineon's new PSOC Edge microcontroller for AI-enabled consumer devices.
• This pairing of a profit warning with a push into cutting-edge edge-AI and microcontroller markets highlights both ongoing external headwinds and the company’s pursuit of next-generation growth opportunities.
• Let's assess how the revised earnings guidance and microcontroller partnership shape the outlook for Qt Group's long-term growth story.

We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

Qt Group Oyj Investment Narrative Recap

To own shares of Qt Group, you typically need to believe that the expanding demand for embedded and IoT device interfaces will drive steady long-term growth, supported by product breadth and a loyal developer base. The recent profit warning brings short-term caution, as slower revenue growth and delays in major customer deals have become the most important catalysts and risks; this lowered outlook now overshadows other near-term drivers, while the Infineon partnership, though promising, does not materially offset those immediate headwinds.

Among recent announcements, the expanded partnership with Infineon stands out as most relevant now. By bringing Qt for MCUs directly to Infineon's AI-focused PSOC Edge microcontrollers, Qt is positioning its framework at the heart of next-generation consumer devices, providing extra relevance given the rising importance of edge AI and resource-constrained hardware, even as larger licensing deals remain elusive in the current economic environment.

However, while investors may be encouraged by product innovation, the risks associated with ongoing customer hesitancy and slow deal cycles mean that...

Read the full narrative on Qt Group Oyj (it's free!)

Qt Group Oyj's outlook anticipates €303.0 million in revenue and €82.8 million in earnings by 2028. This scenario assumes a 13.2% annual revenue growth rate and an increase in earnings of €34.8 million from the current €48.0 million.

Uncover how Qt Group Oyj's forecasts yield a €58.00 fair value, a 44% upside to its current price.

Exploring Other Perspectives

Seven individual Simply Wall St Community fair value estimates for Qt Group Oyj range from €37.69 to €97.64 per share, highlighting a broad spread of opinions. With persistent macroeconomic uncertainty hampering major customer commitments, it's clear that viewpoints on Qt's outlook can vary widely, consider checking how other retail investors weigh these risks and opportunities.

Explore 7 other fair value estimates on Qt Group Oyj - why the stock might be worth 7% less than the current price!

Build Your Own Qt Group Oyj Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Qt Group Oyj research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Qt Group Oyj research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Qt Group Oyj's overall financial health at a glance.

Ready For A Different Approach?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• The latest GPUs need a type of rare earth metal called Terbium and there are only 37 companies in the world exploring or producing it. Find the list for free.
• Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com