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.
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!
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 […]
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.
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.
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.
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.
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 […]
The reporting period for the third quarter has been summarized, and it presents mixed signals. While revenue growth continues to be slightly lower than expected, there are clear signs that efficiency improvements are bearing fruit and that companies are strengthening their margins . Below is a summary of the reporting season—the figures, the winners, the […]
Over the years, Bouvet has demonstrated remarkable stability in both growth and profitability. The first half of 2025, however, has proven more challenging. In the second quarter, the company reported its first negative revenue growth since 2016 – a development that has worried investors. The share price is down roughly 16% year to date. The […]
Exsitec helps medium-sized companies automate administrative processes. By offering software from partners along with integrations that make these solutions work seamlessly together, customers can focus on growing their business rather than on administrative tasks. The company is listed on First North under the ticker $EXS and currently has a market capitalization of SEK 1,870 million. Revenues consist of a combination of consulting services and recurring income from software and support, contributing to a stable earnings base.