Siili’s Q3 leaves us with a positive view. After many quarters of missing our estimates, Siili delivered EBITA above SEBe. More importantly, we have a similar read on the company’s report to that provided by global peer Accenture a month ago. Siili has been executing its AI-focused strategy, which we think will pay off once clients start to move forward in their AI adoption. We hike EBITA estimates and our fair value range rises to EUR 5.5-6.5.
LÄS MER
