Carasent (Q1 review): Medsum momentum and German milestone - Redeye

We retain our positive view on Carasent following the Q1 2026 report. While we seem to have underestimated the underlying OPEX, resulting in us cutting EBITDA-CAPEX, primarily for 2026, the 16% organic ARR growth is solid. Furthermore, the strong customer inflow in Medsum following the LLM change, and the progress in Germany are promising.

Länk till analysen i sin helhet: https://www.redeye.se/research/1159465/carasent-q1-review-medsum-momentum-and-german-milestone?utm_source=finwire&utm_medium=RSS