Revenio Group đź‘€

Här är en mycket välgjord analys av Revenio. Jag rekommenderar att du läser den. :slight_smile:

We revise our target price for Revenio to EUR 30.0 (was EUR 32.00) and reiterate our Accumulate recommendation. The outlook for 2025 was a notch weaker than we had forecast, putting pressure on our projections for the coming years. In addition, the company’s FDA processes with AI options will be delayed until 2026, weakening the near-term drivers. In our view, the valuation is partly contradictory: if there is no strong (earnings) growth this year, the valuation is still too high. If, on the other hand, growth accelerated to the top of the guidance range, the situation would be different.