Senzime (Q2 Review): Short-term headwinds remain, while Philips partnership strengthens long-term potential - Redeye

Redeye provides an update following Senzime’s Q2 2026 report. The report came in softer than expected, as the anticipated recovery in the US market did not materialise. However, we view the newly announced partnership with Philips positively, as it strengthens our long-term growth assumptions. We increase our traditional base case and introduce our new fair value, which indicates that the share is currently “cheap”.

Länk till analysen i sin helhet: https://www.redeye.se/research/1175153/senzime-q2-review-short-term-headwinds-remain-while-philips-partnership-strengthens-long-term-potential?utm_source=finwire&utm_medium=RSS