Bildkälla: Stockfoto

Tobii: Quarter aside, the trigger is approaching - SEB

Ahead of Q4, we lower estimates for Products & Solutions a tad on renewed restrictions hampering the former Pro business (December is its most important month). While we have seen continued traction for XR and the case for eye tracking becoming a standard within VR, a design win is only partially reflected in our estimates. Our fair value is SEK 39-49 (mid-point at SEK 44).

Ahead of Q4, we lower estimates for Products & Solutions a tad on renewed restrictions hampering the former Pro business (December is its most important month). While we have seen continued traction for XR and the case for eye tracking becoming a standard within VR, a design win is only partially reflected in our estimates. Our fair value is SEK 39-49 (mid-point at SEK 44).
Börsvärldens nyhetsbrev
ANNONSER