{"id":339008,"date":"2026-08-14T18:03:19","date_gmt":"2026-08-14T18:03:19","guid":{"rendered":"https:\/\/www.europesays.com\/se\/339008\/"},"modified":"2026-08-14T18:03:19","modified_gmt":"2026-08-14T18:03:19","slug":"autostore-finns-det-tillracklig-uppsida-i-aktien","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/339008\/","title":{"rendered":"Autostore: Finns det tillr\u00e4cklig uppsida i aktien?"},"content":{"rendered":"

Slutsats<\/p>\n

F\u00f6r hel\u00e5ret guidar bolaget nu f\u00f6r int\u00e4kter runt 700 miljoner dollar. Vi tror det \u00e4r n\u00e5got konservativt och r\u00e4knar dessutom med att tillv\u00e4xten blir god in i 2027 (15% tippar vi) givet att orderboken nu h\u00e5ller p\u00e5 att fyllas inf\u00f6r det kommande \u00e5ret.<\/p>\n

Med en justerad r\u00f6relsemarginal som vi tror kan n\u00e5 38% blir v\u00e4rderingen 19 g\u00e5nger n\u00e4sta \u00e5rs r\u00f6relseresultat (EV\/Ebit).<\/p>\n

B\u00f6rsen har brottats med synen p\u00e5 Autostore. \u00c5 ena sidan ett h\u00f6gteknologiskt bolag och l\u00e5ngsiktig automationsvinnare. \u00c5 andra sidan ett cykliskt bolag med sm\u00e5 \u00e5terkommande int\u00e4kter, som \u00e4r beroende av sina kunders vilja att dra ig\u00e5ng stora investeringsprojekt.<\/p>\n

Nu h\u00e5ller pendeln p\u00e5 att sv\u00e4nga \u00f6ver mer \u00e5t det f\u00f6rsta h\u00e5llet. Man beh\u00f6ver nu r\u00e4kna med h\u00f6g tv\u00e5siffrig tillv\u00e4xt, stigande marginaler och en v\u00e4rdering runt 20 g\u00e5nger r\u00f6relseresultatet f\u00f6r att se tillr\u00e4cklig uppsida i aktien.<\/p>\n

Insiders har inte k\u00f6pt n\u00e5gra aktier under 2026.<\/p>\n

Visa mer<\/p>\n

Samtidigt ser vi viss risk inf\u00f6r det tredje kvartalet, med r\u00f6relsekostnader som rusat och s\u00e4songsm\u00e4ssigt l\u00e5ga int\u00e4kter. Marknaden kan nog ha \u00f6verseende med en svagare marginal om ordering\u00e5ngen f\u00f6rblir stark, eller om det kommer nya sp\u00e4nnande framsteg med Amazon. Vi f\u00f6rblir dock neutrala till aktien.<\/p>\n\n\n

Tio st\u00f6rsta \u00e4gare i Autostore (NOK)<\/strong><\/p>\n<\/td>\n\n

V\u00e4rde (MNOK)<\/strong><\/p>\n<\/td>\n\n

Andel av kapital\/r\u00f6ster<\/strong><\/p>\n<\/td>\n<\/tr>\n\n\n

Softbank<\/p>\n<\/td>\n\n

22 050<\/p>\n<\/td>\n\n

38,3%<\/p>\n<\/td>\n<\/tr>\n\n\n

Thomas H. Lee Advisors LLC. (THL)<\/p>\n<\/td>\n\n

16 046<\/p>\n<\/td>\n\n

27,9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Folketrygdfondet<\/p>\n<\/td>\n\n

2 745<\/p>\n<\/td>\n\n

4,8%<\/p>\n<\/td>\n<\/tr>\n\n\n

ODIN<\/p>\n<\/td>\n\n

1 486<\/p>\n<\/td>\n\n

2,6%<\/p>\n<\/td>\n<\/tr>\n\n\n

DNB Asset Management AS<\/p>\n<\/td>\n\n

1 143<\/p>\n<\/td>\n\n

2,0%<\/p>\n<\/td>\n<\/tr>\n\n\n

Autostore Holdings<\/p>\n<\/td>\n\n

1 067<\/p>\n<\/td>\n\n

1,9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Vanguard<\/p>\n<\/td>\n\n

753<\/p>\n<\/td>\n\n

1,3%<\/p>\n<\/td>\n<\/tr>\n\n\n

Nordea Funds<\/p>\n<\/td>\n\n

639<\/p>\n<\/td>\n\n

1,1%<\/p>\n<\/td>\n<\/tr>\n\n\n

Storebrand Asset Management<\/p>\n<\/td>\n\n

621<\/p>\n<\/td>\n\n

1,1%<\/p>\n<\/td>\n<\/tr>\n\n\n

Global X Management Company LLC<\/p>\n<\/td>\n\n

512<\/p>\n<\/td>\n\n

0,9%<\/p>\n<\/td>\n<\/tr>\n\n\n

St\u00f6rsta insiders utanf\u00f6r topp tio<\/strong><\/p>\n<\/td>\n\n

V\u00e4rde (MNOK)<\/strong><\/p>\n<\/td>\n\n

Andel av kapital\/r\u00f6ster<\/strong><\/p>\n<\/td>\n<\/tr>\n\n\n

Carlos Fernandez Roman<\/p>\n<\/td>\n\n

44<\/p>\n<\/td>\n\n

0,1%<\/p>\n<\/td>\n<\/tr>\n\n\n

Mats Hovland Vikse<\/p>\n<\/td>\n\n

33<\/p>\n<\/td>\n\n

0,1%<\/p>\n<\/td>\n<\/tr>\n\n\n

Andreas Hansson<\/p>\n<\/td>\n\n

6<\/p>\n<\/td>\n\n

0,0%<\/p>\n<\/td>\n<\/tr>\n\n\n

K\u00e4lla: Holdings<\/strong><\/p>\n<\/td>\n\n

Totalt insyns\u00e4gande:<\/strong><\/p>\n<\/td>\n\n

0,2%<\/strong><\/p>\n<\/td>\n<\/tr>\n

___________________________<\/p>\n

Skribent \u00e4ger aktier i bolaget.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Slutsats F\u00f6r hel\u00e5ret guidar bolaget nu f\u00f6r int\u00e4kter runt 700 miljoner dollar. Vi tror det \u00e4r n\u00e5got konservativt…\n","protected":false},"author":2,"featured_media":339009,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[37163,72,70,71,34,31,33,32,30],"class_list":["post-339008","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-autostore","tag-business","tag-economy","tag-ekonomi","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117095183355513050","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/339008","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=339008"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/339008\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/339009"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=339008"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=339008"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=339008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}