Model update after Q2 26 results
24/07/26 -"We use an EV/Sales multiple to calculate our NAV. As explained in the DCF section, we are expecting higher revenue growth than previously estimated. Consequently, our NAV based valuation has been ..."
Pages
55
Language
English
Published on
24/07/26
You may also be interested by these reports :
24/07/26
Besi delivered a strong Q2 2026, with record order momentum driven by AI-related advanced packaging, photonics and hybrid bonding demand. Revenue, ...
24/07/26
We use an EV/Sales multiple to calculate our NAV. As explained in the DCF section, we are expecting higher revenue growth than previously estimated. ...
23/07/26
STMicroelectronics delivered a strong Q2 2026, with revenue exceeding guidance as demand accelerated across all end markets, supported by a ...
22/07/26
VAT Group delivered a strong Q2 26 report, driven by AI infrastructure investments. H1 2026 order intake increased by 75% YoY, while Q2 orders ...