Analys

Addnode Q1 2026 Preview: Solid contribution from M&A, FX hurting – market conditions in focus - Redeye

Addnode Q1 2026 Preview: Solid contribution from M&A, FX hurting – market conditions in focus - Redeye

Redeye expects a broadly stable Q1 2026 report from Addnode, with acquisition-driven growth across DM and PM, though FX headwinds will have a negative impact. PLM faces a favourable y/y comparison after a weak Q1 2025, with margins expected to normalise. On the group level, we leave our 2026 forecasts roughly unchanged. Our Base Case of SEK125 is unchanged.

Länk till analysen i sin helhet: https://www.redeye.se/research/1159222/addnode-q1-2026-preview-solid-contribution-from-ma-fx-hurting-market-conditions-in-focus?utm_source=finwire&utm_medium=RSS