Fractal (Q1 Preview): Navigating a Tough Macro as DRAM Headwinds Intensify - Redeye

Redeye provides a preview ahead of Fractal Gaming Group's Q1 2026 report due on 7 May. With our internal search interest tracker pointing to a slightly more negative demand development than previously anticipated and the DRAM shortage deepening, we make minor downward revisions to our near-term estimates while leaving our 2027–2028 outlook broadly intact. Our base case of SEK40 is unchanged.

Länk till analysen i sin helhet: https://www.redeye.se/research/1163244/fractal-q1-preview-navigating-a-tough-macro-as-dram-headwinds-intensify?utm_source=finwire&utm_medium=RSS