Bildkälla: Stockfoto

Modelon: Modelon Impact continues to fuel ARR growth - Redeye

Redeye has made only minor revisions to its forecast following Modelon’s Q2 report, in which the reported figures were in line with our estimates. The key takeaways are the continued strong growth trajectory of Modelon Impact, the flagship product that continues to fuel overall ARR growth, and the new CEO’s clear focus on accelerating revenue and profit. Our valuation remains unchanged, with a base case of SEK 24.

Redeye has made only minor revisions to its forecast following Modelon’s Q2 report, in which the reported figures were in line with our estimates. The key takeaways are the continued strong growth trajectory of Modelon Impact, the flagship product that continues to fuel overall ARR growth, and the new CEO’s clear focus on accelerating revenue and profit. Our valuation remains unchanged, with a base case of SEK 24.
Börsvärldens nyhetsbrev
ANNONSER