SBMD schreef op 30 januari 2025 14:37:
'Live casino developer Evolution falls on the stock market after the report. At the same time, a number of analyst houses have released updates.
Pareto writes that Evolution delivered a marginally weaker Q4 result and a weak margin forecast for 2025. Furthermore, the analyst house believes that the share will drop by at least 5 percent during the day. The Buy recommendation is reiterated with a target price of SEK 1,450.
Kepler sees a possible decline during the day as a good buying opportunity with the current valuation. The share is expected to fall, but not as much as the downward revision of ebitda.
Jefferies says the guidance implies a cut of about 4 percent of consensus for 2025. The research house has a buy recommendation for the stock.
Morgan Stanley states that the share buyback program of EUR 500 million is in line with their expectations, and has a recommendation of equal weight.
Dagens industri writes in a commentary that the stakes have become too high in Evolution and that low expectations were not enough to lift the stock. The newspaper notes that the share has become record short and that the price has fallen ahead of the report.'
De uitspraken van diverse analisten op een rijtje na de cijfers... ook zij zijn voornamelijk positief met buy adviezen en uitspraken als 'a good buying opportunity'.