STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Kursfallet i Ericsson efter telekombolagets rapport f\u00f6r det andra kvartalet var \u00f6verdrivet, menar Danske Bank som tror att den nye vd:n Per Narvinger kommer att fokusera p\u00e5 h\u00f6gre tillv\u00e4xt inom n\u00e4rliggande verksamheter och AI.<\/p>\n
Det framg\u00e5r av en analys d\u00e4r Danske Bank uppgraderar sin rekommendation f\u00f6r Ericsson till k\u00f6p (beh\u00e5ll), men s\u00e4nker riktkursen till 115 kronor (120).<\/p>\n
”Endast nedsidesriskerna verkar vara inprisade”, skriver banken.<\/p>\n
Trots begr\u00e4nsad tillv\u00e4xt har Ericsson gjort goda framsteg mot m\u00e5let om en justerad ebita-marginal p\u00e5 15 procent, fr\u00e4mst genom h\u00f6gre bruttomarginaler och god kostnadskontroll, skriver Danske Bank som anser att de medell\u00e5nga utsikterna ser stabila ut tillsammans med starka \u00e5terf\u00f6ringar till aktie\u00e4garna.<\/p>\n
Banken har s\u00e4nkt sina estimat f\u00f6r Ericssons justerade ebita-resultat med 1\u20132 procent f\u00f6r perioden 2026\u20132028. Det beror fr\u00e4mst p\u00e5 en svagare marginalprognos inom Networks, vilket delvis motverkas av starkare utsikter f\u00f6r Cloud Software & Services, enligt analysen.<\/p>\n
”Vi r\u00e4knar med en organisk tillv\u00e4xt p\u00e5 1\u20132 procent under 2026\u20132027 (efter cirka 2 procent under 2025) samt en justerad ebita-marginal p\u00e5 14,2 procent under 2026 och 14,7 procent under 2027, j\u00e4mf\u00f6rt med bolagets m\u00e5l p\u00e5 15\u201318 procent”, skriver Danske Bank.<\/p>\n
Fia Forsman +46 8 5191 7923<\/p>\n
Nyhetsbyr\u00e5n Direkt<\/p>\n","protected":false},"excerpt":{"rendered":"STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Kursfallet i Ericsson efter telekombolagets rapport f\u00f6r det andra kvartalet var \u00f6verdrivet, menar Danske Bank…\n","protected":false},"author":2,"featured_media":306393,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[72,70,71,3908,6433,34,31,33,32,30],"class_list":["post-306392","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-business","tag-economy","tag-ekonomi","tag-ericsson","tag-ericsson-a","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116925109633650862","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/306392","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=306392"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/306392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/306393"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=306392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=306392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=306392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}