Redeye provides a research update after Optomed’s Q4 2025 report. We view the report as solid, with sales in line with our expectations and the EBIT deviation largely explained by one-off costs. However, the share declined sharply, which we believe reflects market reaction to the company’s 2026 guidance. While the guidance was somewhat surprising and led us to make some downward revisions to our estimates, we consider yesterday’s market reaction to be unjustified.
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