Redeye provides an update following Paxman’s Q2 2026 report. We are encouraged by the report, showing strong sales growth and clear signs of a positive CPT-1 impact, alongside the ongoing customer transition towards IBBM. We believe the report should restore some much-needed investor confidence and reinforce the positive outlook for the company. In this update, we have made only minor adjustments to our estimates, leaving our fundamental value unchanged. We also introduce a new fair value, suggesting that the Paxman share is currently attractively priced.
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