Siili: AI net impact still negative in Q1 - SEB

Ahead of the Q1 report, we make another round of estimate cuts for Siili. We continue to find the company’s strategic decision to go all-in on AI to be the right one. We also expect AI transformation-driven demand growth to accelerate. However, this also implies faster-than-expected disruption in conventional software engineering work. We lower our fair value range to EUR 6-8, from EUR 7-9.

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