Blog

Welcome to Pinpoint’s blog – your source for insights into market expectations. Here we share analyses, industry trends, and updates on publicly listed companies, based on investors’ own expectations. Our goal is to make the financial market more transparent, data-driven, and accessible to everyone – from retail investors and analysts to IR professionals.

Latest posts

01/09/2026·Pinpoint Estimates

Quarterly Summary Q2 2026

The Q2 reporting season brought several positive signals. Revenue growth accelerated and exceeded expectations for the first time in two years, while earnings grew at an even faster pace. Market reactions also continued to develop in a positive direction, with strong reports being rewarded more than in previous quarters. Here, we summarize the reporting season – from growth and earnings performance to share price reactions and changes in expectations for the remainder of the year.

25/08/2026·Pinpoint Estimates

Equity Insight by Pinpoint - CDON

CDON Group is one of the leading marketplace players in the Nordics, with the two platforms CDON and Fyndiq . Together, the platforms connect more than 2,000 merchants with over 3 million Nordic end consumers. In recent years, the company has undergone an extensive transformation, focusing on scaling down its traditional retail operations and strengthening […]

28/05/2026·Pinpoint Estimates

Quarterly Summary - Q1 2026

The reporting period for the first quarter has now been summarized. We observed a clear shift in trend regarding how the reports were received, with the market increasingly rewarding positive surprises. Revenue growth came in weaker than expected, while earnings demonstrated greater stability. Below is a summary of the quarter – the figures, the winners, the losers, and the adjustments to full-year estimates.

26/03/2026·Pinpoint Estimates

HHUS Investment Group Wins the University Championship on Pinpoint

After an intensive Q4 reporting season, the winner has been crowned. We congratulate HHUS Investment Group from Umeå University on securing first place in this edition of the University Championship on Pinpoint!

24/03/2026·Pinpoint Estimates

Small-Cap Bottom Fishing: Time to Go Against the Grain?

So far, 2026 has been a challenging year for small-cap investors. While large-cap stocks have held steady, many smaller companies have been sold off across the board. However, behind the red numbers, there are often opportunities for the active investor to exploit. So far, 2026 has been a challenging year for small-cap investors. While large-cap […]

27/02/2026·Pinpoint Estimates

Quarterly Summary - Q4 2025

The reporting season for the fourth quarter has now been concluded. It has been an intense period, characterized above all by significant price reactions. Revenue growth came in slightly weaker than expected, while earnings showed greater stability. Below is a summary of the quarter – the figures, the winners, the losers, and the market’s reactions.

27/01/2026·Pinpoint Estimates

Student Societies Battle it Out in the University Championship

Ahead of the Q4 reports, we at Pinpoint Estimates are organizing the University Championship in estimates – a competition where some of the country’s leading student societies in equity analysis meet to compete with their estimates.

09/01/2026·Pinpoint Estimates

Are Consultants Past Their Toughest Times?

Consulting companies have faced several challenging years. A weaker economy, more cautious clients, and postponed investment decisions have put pressure on utilization rates and squeezed margins. For many companies, profitability today is clearly below historical averages.

09/12/2025·Alexander Karlsson

Equity Insights by Pinpoint - Nelly Group

Nelly Group sells fashion and accessories to young women and men through the e-commerce platforms Nelly.com and NLYMan.com. Sales include both own brands and a selection of external brands, primarily through digital channels but also via flagship stores in Stockholm and Copenhagen.

09/12/2025·Pinpoint Estimates

Challenge the Analysts!

Equity analysts have long been the central hub of market expectations. They follow companies closely, meet management teams, and publish thorough analyses and forecasts. At the same time, there is strong interest in the stock market among the general public, with a large group of private investors who – just like analysts – monitor companies […]