Redeye returns with positive estimate revisions following AAC’s Q1 report, which came in on the soft side of our expectations, with lower revenues and profitability. We view the soft figures as temporary, while underlying progress has further strengthened the pipeline over the past few months. We raise our outlook and valuation, supported by the EPS-Sterna upgrade, the SEK1.1bn backlog, and the FY26 guidance.
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