Redeye provides an update following Senzime’s Q1 2026 report. Sales came in below expectations; however, we view this as a temporary setback and expect a rebound in Q2. We have made downward revisions to our sales estimates, partly offset by positive adjustments to OPEX assumptions. Taken together, these changes result in an updated fair value range, where we continue to see substantial upside in the Senzime share.
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