Senzime (Q3 Initial take): Sales in line and the start of a recovery - Redeye

Redeye provides an initial take following Senzime’s Q3 2026 report. Sales came in exactly in line with our estimate, and we are positive about finally seeing the start of a sales recovery after a first half that did not live up to expectations. The gross margin was strong, although it was supported by a positive one-off effect, and the company continues to bring down its cost base, which is a prerequisite for reaching positive cash flow in Q4 2026. Overall, we view the report positively and argue that a positive share price reaction of 5–10% is justified today. We will shortly release a research update, in which we expect to fine-tune our estimates.

Länk till analysen i sin helhet: https://www.redeye.se/research/1189772/senzime-q3-initial-take-sales-in-line-and-the-start-of-a-recovery?utm_source=finwire&utm_medium=RSS