Redeye provides a research update following Optomed’s Q2 2026 report. Sales came in below expectations, while we remain positive on the strong gross margin and continued cost control. H1 2026 has not convinced the market; however, we expect a stronger H2 2026, supported by the cEUR1.8m order expected to be recognised in Q3. In this update, we have lowered our sales estimates, partly offset by positive OPEX adjustments. Our new fair value suggests that the share remains “Attractively priced”.
LÄS MER
