Redeye notes that BeammWave’s Q2 2025 report delivered a surprise, with the company posting net sales of SEK1.0m, which had been anticipated in Q3 2025. Cost control remains solid with OPEX below expectations. Management reiterates its view that technology and market risks are diminishing. With an ongoing rights issue of up to SEK65m, the company believes its financing risk is reduced, which in turn should build confidence among its prospective customers regarding the path to volume production. While the rights issue provides financial stability, Redeye believes the next share price advance requires tangible operational catalysts. Specifically, the market will now look for the announcement of key technical achievements, such as successful tape-outs. This milestone is a critical precursor to confirming that its large, undisclosed partners are moving closer to placing volume orders.
LÄS MER