Carasent (Q3 Review): Infosolutions and Medsum taking the lead - Redeye
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Carasent (Q3 Review): Infosolutions and Medsum taking the lead - Redeye

Redeye leaves its Fundamental Value (Base Case) unchanged at SEK34 as higher 2026–27 EBITDA-CAPEX estimates on the Q3 beat are offset by a higher risk-free rate. Medsum and Infosolutions impress, while Germany lags. We still see Carasent as one of our most attractive SaaS cases.

Redeye leaves its Fundamental Value (Base Case) unchanged at SEK34 as higher 2026–27 EBITDA-CAPEX estimates on the Q3 beat are offset by a higher risk-free rate. Medsum and Infosolutions impress, while Germany lags. We still see Carasent as one of our most attractive SaaS cases.
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