Formpipe Software aktie

Formpipe Software - Analys

Formpipe Software - Analys.

Formpipe - Walks the talk

Sales -2% y-o-y, but ARR grew 15% y-o-y We cut ’21e EBIT by 10% on higher cost assumptions 14x ’25e EV/EBIT, ’20-’25e EBIT CAGR of 19% I...

Formpipe Q1’21 Review: Executes the Strategy

Redeye retains its neutral view on Formpipe following a Q1 report indicating a solid start of the new growth strategy.

Formpipe Q1’21: Solid forward-looking figures

Redeye remains neutral to Formpipe following a Q1 report with solid forward-looking ACV figures while sales and EBIT missed our estimates.

Formpipe på gång teckna avtal med Landbrugsstyrelsen värt 50 miljoner danska kronor

Formpipes styrelse föreslås till omval

TIN Fonder ökar rejält i Formpipe

Det framgår av ett flaggningsmeddelande. TIN Fonder ägde via fonder Ny Teknik knappt 1,8 miljoner aktier, eller runt 3,4 procent, i slutet a...

Pareto mäklar två storposter i Formpipe (uppdatering)

Affärsområdeschef säljer aktier i Formpipe för knappt 0,7 miljoner kronor

Formpipe - Temenos sees rapid growth ahead

FPIP’s partner, Temenos, recently hosted a CMD… …now targeting a ’20-’25e sales CAGR of 12% Its new targets align well with FPIP’s new str...

Formpipe: Going for growth

Redeye has a more positive view towards Formpipe following its new growth initiatives and financial targets.

Formpipe - Short-term margin contraction, but LT strength

Sales -5% vs. ABGSCe, EBIT -2% vs. ABGSCe Lowered ‘21e-‘22e EBIT margin due to increased costs 13x 2025e EV/EBIT, 6% FCF yield Flat sales...

Formpipe - We like its new ambitious financial targets

Sales flat y-o-y (-5% vs. ABGe), EBIT -2% vs. ABGSCe Expect cons.

Formpipe Software - Analys

Temenos sees rapid growth ahead

Formpipe Q4’20: Ambitious 2025 target, 40% above our current forecast

Redeye’s first impression of Formpipe’s new financial targets is positive.

Alla Affärsvärldens analyser vecka 44

Formpipe: Intervju med vd Christian Sundin (video)

VD Christian Sundin berättar kort om höjdpunkterna i det tredje kvartalet samt om varför förvärvet EFS passar bra in i Formpipe.

Formpipe: Solid Q3 as expected – only minor revisions

Redeye remains neutral to Formpipe following a solid and undramatic Q3 report in line with our forecasts, showing significant margin increas...

Formpipe Software - Analys

Another solid quarter in the bag

Formpipe ökar omsättning och rörelseresultat

Formpipe Q3’20: Solid report without surprises

Redeye renews its neutral view on Formpipe following a solid Q3 without surprises.

Formpipe ökar omsättning och rörelseresultat - repetitiva intäkter upp nära 10 procent

Formpipe Software - Analys

Formpipe Software - Analys.

Christian Berner och Kindred nya innehav i Kavaljer Quality Focus

Fonden Kavaljer Quality Focus steg 6,9 procent i september, vilket var bättre än fondens jämförelseindex som steg 4,4 procent.

Nordic Cross Small Cap Edge ökade 5,4 procent i augusti - nytt innehav i Formpipe

Fonden Nordic Cross Small Cap Edge steg 5,4 procent i augusti.

Kavaljer Quality Focus ökade 9,0 procent i augusti - Loomis nytt innehav

Fonden Kavaljer Quality Focus steg 9,0 procent i augusti.

Formpipe: Business as Usual

Redeye remains neutral to Formpipe following a better Q2 than we expected.

Formpipe Q2’20: Licenses, ACV, S&M and EBIT beating our forecasts

Redeye likes Formpipe’s Q2-report, highlighting its defensive characteristics and showing higher software growth than we expected.

Formpipes resultat ökar något i andra kvartalet – repetitiva intäkter +10 procent

Carnegie Micro Cap ökade 9,7 procent i juli - Nordic Waterproofing månadens bästa innehav

Fonden Carnegie Micro Cap steg 9,7 procent i juli. Sedan årsskiftet har fonden avkastat 5,1 procent.

Formpipe: Strengthens the Private segment

Redeye likes Formpipe’s acquisition of UK-based EFS, strengthening Lasernet’s growth prospects.

Danske Bank mäklar 0,7 procent av kapitalet i Formpipe Software

Formpipe: Promising Prospects in the Private Sector

Redeye increases the Base case for Formpipe following a closer look at the Private segment.

Formpipe föreslår ett nyval till styrelsen, behåller tidigare utdelningsförslag

Formpipe: Strong 2020 so far – pipeline solid at this point

Redeye remains neutral to Formpipe following a strong Q1 with few forward-looking implications – high Deliveries and solid cost control.

Formpipe Q1’20: Deliveries and Cost Control Driving EBIT

Redeye remains neutral to Formpipe following a solid Q1 showing a significant EBIT gain – thanks to stable Deliveries and solid cost control...

Börsveckan ger köpråd för Cellink och Medcap

Formpipe: Resilient Business Model

Redeye revises its Formpipe forecasts, due to the SARS-CoV-2 pandemic.

Formpipe: Poised for better growth

Redeye raises Formpipe’s base case somewhat while leaving earnings estimates broadly unchanged on the back of mixed full-year results.

Formpipe Q4’19: Earnings above forecast due to solid cost control

Both Adj. EBITDA and EBIT beat our forecast by SEK ~3m (20-25%).

Formpipe redovisar små förändringar av resultatet

Formpipe: Positive outlook – low Licenses hurting EBIT in Q3

We lower our sales forecast by 1% and increases our OPEX estimate by 1% for 2020, resulting in a quite sharp cut of 12% at the EBIT level.

Formpipe Q3’19: License sales and EBIT below forecast – Positive outlook

The EBIT was lower than we expected due to low License sales.

Formpipe minskar omsättning och vinst

Formpipe: Q3’19 preview

We expect minor sales growth YoY. While we forecast recurring revenues (S&M and SaaS) to grow, decreasing Delivery sales will likely lower t...

Formpipe har gott hopp om att affärsvolymerna i Sverige kommer tillbaka

Formpipe: Positioned for further private sector growth

Formpipe won a combined Lasernet and Long-term archive (LTA) order to a private customer.

Formpipe Q2’19: Solid report in line with forecast

Group level sales and earnings were in line with our forecast.

Formpipe: Q2’19 Preview

We expect net sales to remain unchanged YoY while we forecast the sales mix to become more favorable, as the share of recurring revenue incr...

Uppföljning: 4 av 6 rätt

Omgångens köpråd gick okej. Cinnober blev uppköpta och Pricer avkastade drygt 40 procent.

Börsveckan ger köpråd för Catena och Bufab, slopar köpråd för Swedol och Sintercast

Formpipe: Weak licenses, underlying growth

The sales of traditional licenses fell to SEK 5.0m, which was approximately half of what we expected.

Formpipe Q1’19: S&M and trad. licenses below our forecast

Both sales and adj. EBITDA came in below our estimates.

Formpipes resultat efter skatt landade på 6,3 miljoner

Formpipes resultat efter skatt landade på 6,3 miljoner.

Formpipe redovisar lägre intäkter och vinst i första kvartalet

Formpipe Q1’19 preview: We expect a solid quarter, as usual

On Thursday the 25th of April, Formpipe will publish its report covering the first quarter of 2019.

Ett nyval föreslås till styrelsen i Formpipe

Formpipe: Entering 2019 with robust recurring revenues

We increase our Base, Bear, and Bull case valuations.

Formpipe Q4’18: Accelerated growth in recurring revenue

Sales amounted to SEK 110m, as our forecast. Adj. EBITDA was SEK 17.

Formpipe redovisar något lägre intäkter men rörelseresultatet steg i fjärde kvartalet

Formpipe: Further adj. EBITDA growth expected in Q4

On Tuesday the 12th of February, Formpipe will publish its report covering the fourth quarter of 2018.

FormPipe ökar intäkterna och rörelseresultatet i andra kvartalet

11 kursförlorare som du ska vara glad om du inte har ägt

Formpipe får order

Formpipe Software får order från Bluefish Pharmaceuticals på en molnbaserad Enterprise Compliance Platform.

Östgötsk arkivering väntar för Formpipe

Programvarubolaget Formpipe Software får order på ett så kallat "Long-Term Archive" från Linköpings och Norrköpings kommun.