Senzime (Q3 Review): Recovery under way - Redeye

Redeye provides an update following Senzime’s Q3 2026 report. Overall, we view the report positively, as it shows the start of a recovery in sales after a weak first half of 2026, a strong gross margin and continued cost control, while management sends a positive signal about the coming quarters. We lower our sales estimates somewhat, reflecting the slow roll-out of monitors, but make positive adjustments to our gross margin and OPEX assumptions. Together with a higher WACC, this somewhat lowers our Base Case. However, our fair value continues to suggest that the share is currently cheap.

Länk till analysen i sin helhet: https://www.redeye.se/research/1189860/senzime-q3-review-recovery-under-way?utm_source=finwire&utm_medium=RSS