… is something we have been saying since 2019 and, while the burden of proof is heavy, we remain confident that the investment community should see early signs of 64-bit, RISC-V, and security traction in 2021e. This could spark a shift in perception given the vast market opportunity to reignite a ~15% organic sales CAGR and revisit 30%+ EBIT margins. Our SEK180–250 fair value corresponds to a 2022e P/E of 27x.
LÄS MER