Net Insight sells media distribution and synchronisation systems, including its Nimbra packet-transport platform and Sye and Zenith products, which broadcasters and telcos use to move live video and audio over IP networks. The bull case rests on a shift in live production from dedicated hardware to IP-based infrastructure, where a provider with a 51% gross margin and an installed base in broadcast can sell software and support on top of the hardware. The near-term problem is clear in the numbers: revenue is down 36% year on year and the operating margin is -22.9%, so the company is still shrinking into losses. At 27.9x forward earnings the market is pricing in a recovery in revenue and margin that the trailing figures do not yet show. The name merits a deeper look only if order intake, not the forward multiple, shows the decline bottoming out.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | kr 2.55 | first publication | kr 2.51 |
Answered from Net Insight AB (publ) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NETI-B.ST Net Insight AB (publ) | kr 2.48 | - | - | - | -2.3% | 43 | 33 |
| 2000.HK SIM Technology Group Limited | HK$0.33 | HK$0 | 51% above | - | -2.2% | 35 | 38 |
| ALCA.ST Alcadon Group AB (publ) | kr 29.80 | kr 55 | 45% below | 16.5x | 5.5% | 48 | 56 |
| 1992.T Kanda Tsushinki Co., Ltd. | ¥2900.00 | - | - | 28.8x | 3.8% | 46 | 58 |
| EPEN.ST Ependion AB | kr 157.40 | kr 106 | 49% above | 29.9x | 10.3% | 63 | 75 |
| FEIM Frequency Electronics Inc. Common Stock | $64.18 | - | - | 256.7x | 3.0% | 59 | 67 |
| HTRO.ST Hexatronic Group AB (publ) | kr 42.13 | kr 33 | 27% above | 26.2x | 1.1% | 47 | 71 |
Where NETI-B.ST ranks against its sector peers on each metric.