BeammWave's Q3 report was in line with expectations, the most notable event being the rights issue that yielded cSEK79m net of fees. Redeye anticipates limited changes to its estimates and fair value range following the report. A modest news flow is expected until BeammWave reaches a 'tape-out'. Redeye views this as the critical catalyst for the share and anticipates it in mid-2026 at the earliest. While the lack of qualified silicon is a common impediment to customer adoption, BeammWave reports that its existing customer engagements are deepening as it continues to add new prospects.
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