Detta intressanta bolag kommer snart med sin Q1-rapport. Det är värt att ta en närmare titt på bolaget.
Digital Workforce, experten inom robotautomation, kommer att publicera sin affärsöversikt för Q1 på fredag morgon. Vi förväntar oss att den starka intäktsutvecklingen från förra året har fortsatt under Q1. Vi räknar med att tillväxten ska skalas upp till lönsamhet, men samtidigt begränsar investeringar förbättringen. Vidare är fokus, utöver den operationella utvecklingen, på bolagets kommentarer om Finland och tillväxtmarknaderna, särskilt USA.
Digital Workforce released a weaker-than-expected financial report for the first quarter, but the company has already taken steps to improve the situation. Although revenue declined, new orders have been received, and growth is expected in the future, especially in healthcare and AI solutions. The company’s outlook for 2025 remains positive, with expectations for both revenue and profitability growth.
Genom att klicka kommer du till Inderes analys av DW, som gjordes efter det första kvartalet.
We reiterate our Accumulate recommendation for the share and lower our target price to EUR 4.1 (was 4.70) reflecting estimate revisions. Digital Workforce’s Q1 was weaker than expected in terms of revenue and profitability. The company responded by reorganizing and implementing cost-saving measures. The company has secured some good orders at the start of the year. The company also commented that the sales pipeline remains good and its quality has improved. We lowered our forecasts but expect the company to grow well ahead of the IT services market in the coming years and to scale this growth to profitability. The stock’s valuation picture (2025e EV/ 0.9x, sum of parts EUR 4.8) supports our positive view on the stock.
Here’s a summary of what I’ve gathered from investor discussions and company announcements:
The market for robotic process automation (RPA) and AI agents is growing rapidly, especially in automating document-heavy processes like insurance claims. In the future, RPA and AI agents will integrate effectively, but RPA will still be necessary for critical processes. Competition is emerging, but DWF has an advantage due to its deep understanding of business processes and ready-to-deploy products. For example, in healthcare, Digital Workforce and Atostek are transferring patient data to the Kanta archive using RPA and Atostek’s technology.
