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Another impressive growth quarter bolsters our conviction further. BUY: TP raised to SEK 20 (17).
Improved market and strong execution to drive continued strong growth and margin expansion. BUY: unique, attractive exposure, and deep value support.
Blowout Q1 growth and solid gross margin bolster our conviction. BUY: TP raised to SEK 17 (15).
We expect gradual growth acceleration and margin improvement to profitability in 2024e. BUY: unique, attractive exposure, and deep value support.
Sales slightly below but better earnings/cash flow. Estimates intact, company sees signs of improved demand. BUY: we continue to see good upside.
Sequentially lower growth should be well-anticipated. Margins should improve meaningfully despite iOS17 effect. BUY: we continue to see good upside.
Strong growth and good cost control bolster our confidence. We continue to see good long-term upside: BUY.
Impressive performance given challenging environment. Limited estimate revisions, but increased confidence. We continue to see good long-term upside: BUY.
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