Modelon: (Q2 Review): Cost discipline delivers, all eyes on ARR growth - Redeye

Following Q2's ARR miss and delayed cash-flow break-even target, Redeye cuts its Fundamental valuation (Base Case) to SEK14 (16). We introduce a Fair Value — which also weighs peer valuation — of SEK13; the stock screens as Fairly Valued.

Länk till analysen i sin helhet: https://www.redeye.se/research/1176342/modelon-q2-review-cost-discipline-delivers-all-eyes-on-arr-growth?utm_source=finwire&utm_medium=RSS