Sleep Cycle (Q2 Review):B2B momentum intact, MedTech delayed by enrollment, not engineering - Redeye

Redeye returns with updated estimates and valuation following Sleep Cycle's Q2 2026 report, presentation and webcast Q&A. We lower sales estimates by 3–5% for 2026e–2028e and lift 2026e EBIT to align with guidance. We trim our fundamental DCF-based valuation (Base Case) to SEK33, while Sleep Cycle now scores as 'Fairly Priced' on Redeye's new proprietary Value Score, implying a Fair Value of SEK31.

Länk till analysen i sin helhet: https://www.redeye.se/research/1181774/sleep-cycle-q2-reviewb2b-momentum-intact-medtech-delayed-by-enrollment-not-engineering?utm_source=finwire&utm_medium=RSS