Embracer: Soft near-term outlook, solid longer-term pipeline - Redeye

Redeye updates on Embracer after Q4-results where we have lowered estimates owing to a softer-than-expected outlook for 2025/26E, while a solid game pipeline suggests improved performance in the following years. We also updated our fair value range and the SOP-valuation on the back of the upcoming spin-off of Coffee Stain Group.

Länk till analysen i sin helhet: https://www.redeye.se/research/1112669/embracer-soft-near-term-outlook-solid-longer-term-pipeline?utm_source=finwire&utm_medium=RSS