tiprankstipranks
AAC Clyde Space (SE:AAC)
:AAC
Want to see SE:AAC full AI Analyst Report?

AAC Clyde Space (AAC) Price & Analysis

3 Followers

AAC Stock Chart & Stats

kr103.20
kr5.00(8.33%)
At close: 4:00 PM EST
kr103.20
kr5.00(8.33%)

Bulls Say, Bears Say

Bulls Say
Low Leverage / Strong Balance SheetAAC's very low leverage and equity-heavy capital base provide enduring financial flexibility, lowering refinancing and interest risks. This balance-sheet strength supports multi-quarter program execution, allows selective investment in missions or ground infrastructure, and cushions the business against episodic cash-flow volatility.
Large Secured Backlog (Sterna)A ~SEK 1.1bn booked backlog from the Sterna contract materially increases revenue visibility and underpins 2026 guidance. Contracted multi-quarter work reduces near-term demand risk, enables capacity and supplier planning, and creates a platform to scale recurring mission services and data offerings over time.
Demonstrated Delivery & Product PipelineRecent successful launches and an expanding VIREON/Sedna pipeline evidence AAC's end-to-end delivery capability. Operational satellites enable transition from one-off hardware sales toward recurring data and mission services, strengthening customer stickiness and the company's ability to monetize satellite infrastructure sustainably.
Bears Say
Persistent Losses & Volatile Gross ProfitOngoing net losses and swings in gross profit undermine the firm's path to durable profitability. Negative and volatile gross margins constrain free cash generation, reduce reinvestment capacity, depress return metrics, and lengthen the timeline to self-funded growth absent structural margin improvement.
Weak Cash Generation / Renewed Cash BurnMaterial negative operating and free cash flow in 2025 and TTM raises funding and runway risk. Persistent cash burn increases reliance on external financing or milestone receipts, which can dilute equity, restrict capital allocation, and limit the company's ability to invest ahead of revenue recognition from its backlog.
Supply-chain & Execution RiskSupplier component failures that suspended deliveries reveal structural execution risk. Recurring supply-chain issues can delay revenue recognition, inflate costs, strain customer relationships, and impede timely commercialization of satellite data products, all of which weaken conversion of backlog into sustained cash flows.

AAC Clyde Space News

AAC FAQ

What was AAC Clyde Space’s price range in the past 12 months?
AAC Clyde Space lowest stock price was kr70.80 and its highest was kr163.00 in the past 12 months.
    What is AAC Clyde Space’s market cap?
    AAC Clyde Space’s market cap is kr1.14B.
      When is AAC Clyde Space’s upcoming earnings report date?
      AAC Clyde Space’s upcoming earnings report date is Aug 13, 2026 which is in 83 days.
        How were AAC Clyde Space’s earnings last quarter?
        AAC Clyde Space released its earnings results on May 13, 2026. The company reported -kr2.2 earnings per share for the quarter, missing the consensus estimate of -kr1.8 by -kr0.4.
          Is AAC Clyde Space overvalued?
          According to Wall Street analysts AAC Clyde Space’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does AAC Clyde Space pay dividends?
            AAC Clyde Space does not currently pay dividends.
            What is AAC Clyde Space’s EPS estimate?
            AAC Clyde Space’s EPS estimate is -0.9.
              How many shares outstanding does AAC Clyde Space have?
              AAC Clyde Space has 7,132,744 shares outstanding.
                What happened to AAC Clyde Space’s price movement after its last earnings report?
                AAC Clyde Space reported an EPS of -kr2.2 in its last earnings report, missing expectations of -kr1.8. Following the earnings report the stock price went up 14.931%.
                  Which hedge fund is a major shareholder of AAC Clyde Space?
                  Currently, no hedge funds are holding shares in SE:AAC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AAC Clyde Space

                    AAC Clyde Space AB (publ) primarily provides solutions and services to the small satellite market in Sweden, the United Kingdom, other European countries, the United States, Asia, and internationally. The company offers command and data handling, batteries, electrical power systems, laser and radio communications systems, solar arrays, lightweight structure solutions, and propulsion systems, as well as payloads, plug-and-play satellite attitude determination and control systems. It also involved in the provision of space as a service, which includes data subscription, data delivery, customer portal access, insurance, and data protection. In addition, the company operates EPIC spacecraft platform. It serves the government, commercial, and educational organizations. The company was formerly known as ÅAC Microtec AB (publ) and changed its name to AAC Clyde Space AB (publ) in November 2019. AAC Clyde Space AB (publ) was founded in 2005 and is headquartered in Uppsala, Sweden.

                    AAC Clyde Space (AAC) Earnings & Revenues

                    AAC Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlighted several major strategic wins (notably the Sterna contract and SEK 1.1 billion backlog), successful recent satellite launches, and a conservative but positive full-year guidance (SEK 440–510M net sales; ~10% EBITDA). These positives were partially offset by a materially disruptive supply chain issue in the U.S. that suppressed Q1 net sales and EBITDA and shifted revenue recognition into Q2. Management expects the supply issues to be resolved and to begin recognizing Sterna revenue in Q2, and notes a strong pipeline and ongoing customer engagements (INFLECION, VIREON). Given the scale and strategic value of the booked backlog and the constructive guidance, the highlights outweigh the operational setbacks from the quarter, though timing risks remain.View all SE:AAC earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    AVTECH Sweden AB
                    MilDef Group AB
                    Guideline Geo AB
                    GomSpace Group AB
                    CTT Systems AB
                    Popular Stocks