Napatech AS: 2 directors

A director at Napatech AS bought 18,330 shares at 22.700NOK and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

New '26/'27 guidance, announces equity raise

Silicon Labs next gen chips: Too little, too late

Weak GP growth of 3% drove 27% miss

M&A and CPaaS products lift profit

Solid again, more M&A to come

6% beat on higher GP growth

SLAB Q2 guidance implies upside to Q2

Airthings (No_rec, TP: NOK) - Recommendation and target price withdraw...

As a result of DNB Markets acting as financial advisor in conjunction with the company’s announcement (link) of a strategic review prompted by a non-binding letter of intent from Firda AS to explore a potential sale of its business segment assets, we have withdrawn our target price and recommendation.

Facing easier comps in H2e

A winner on increased data security awareness

Announces cost savings in Industry

Growth still held back by a weak market

Strong beat on revenue timing and lower opex

Terminating coverage

Dexcom Q1: strong growth and positive news

2025e will be messy, but not representative

Atea (Buy, TP: NOK170.00) - Solid performance

Q1 gross profit and EBIT beat our above-consensus estimates, largely on a higher gross margin offsetting a slightly softer-than-expected top line and more opex than we expected. Furthermore, adjusted for FX losses, underlying earnings were well above our estimate and consensus. In short, we see this setting Atea up to track in line with our above-consensus estimates for 2025–2027 (which we have edged up) as well as multiples expansion. We reiterate our BUY, and have raised our target price to NO...

Nordic Semiconductor (Buy, TP: NOK160.00) - Not too bad given tail-end...

While implied guidance for H1 revenues is ~1–4% below our forecast and consensus, the underlying sequential performance is directionally in line with the broader set of peers to have reported to date. We find this growth and gross margin profile solid, given we are at the tail-end of the life of Nordic’s 10-year-old 55nm technology platform. Combined with the arguably unprecedented level of uncertainty for the company’s customers, we find it achieving a ~50% gross margin and accelerated Cellular...

Nordic Semiconductor ASA: 1 director

A director at Nordic Semiconductor ASA bought 20,090 shares at 102.500NOK and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...