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HMS Networks AB (SE:HMS)
:HMS
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HMS Networks AB (HMS) Price & Analysis

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HMS Stock Chart & Stats

kr401.20
-kr12.00(-2.49%)
At close: 4:00 PM EST
kr401.20
-kr12.00(-2.49%)

Bulls Say, Bears Say

Bulls Say
High And Improving MarginsSustained high gross and adjusted EBIT margins (Q4 28%, FY 25.5%, gross ~63%) indicate strong product differentiation and pricing power in industrial connectivity. Durable margins support reinvestment, R&D and cash returns, insulating the business from normal cyclical downturns and funding strategic growth.
Strong Cash Generation And FCFConsistent, improving operating and free cash flow (OCF SEK 877m; FCF SEK 815m; cash conversion 82%) provides a reliable internal funding source. That strengthens balance sheet management, supports dividends, M&A, and capacity investments without overreliance on external financing over the medium term.
Acquisition-led Scale And Portfolio ExpansionTargeted acquisitions (Red Lion, PEAK, Molex) have materially expanded product set and channel reach, adding recurring connectivity revenue and cross‑sell opportunities. Successful integrations that boost margins and add >USD10m revenue create durable scale and diversify revenue streams over coming years.
Bears Say
Earnings And Margin VolatilitySharp margin swings (net margin cut from ~19–20% to ~10% in 2024) show profit sensitivity to project timing, mix and one-offs. This volatility reduces forecast reliability, complicates capital allocation and raises the odds of earnings surprises as volumes or mix change across industrial project cycles.
Higher Leverage Than Historical LevelsLeverage has stepped up versus earlier years (debt/equity ~0.9→0.7; net debt/EBITDA 2.13). While improved, this higher indebtedness reduces financial flexibility for bolt-on M&A or cyclical pressure, increasing sensitivity to cash conversion and interest costs during adverse conditions.
Lumpy Project/order Exposure (North America)Revenue exposed to large, project‑driven orders makes delivery timing and quarterly results lumpy, especially in North America where delays occurred. This structural project concentration can cause uneven capacity utilization and margin swings, complicating long‑term planning and smoothing of operating leverage.

HMS Networks AB News

HMS FAQ

What was HMS Networks AB’s price range in the past 12 months?
HMS Networks AB lowest stock price was kr332.00 and its highest was kr539.00 in the past 12 months.
    What is HMS Networks AB’s market cap?
    HMS Networks AB’s market cap is kr23.87B.
      When is HMS Networks AB’s upcoming earnings report date?
      HMS Networks AB’s upcoming earnings report date is Apr 23, 2026 which is in 5 days.
        How were HMS Networks AB’s earnings last quarter?
        HMS Networks AB released its earnings results on Jan 27, 2026. The company reported kr1.735 earnings per share for the quarter, missing the consensus estimate of kr2.593 by -kr0.858.
          Is HMS Networks AB overvalued?
          According to Wall Street analysts HMS Networks AB’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does HMS Networks AB pay dividends?
            HMS Networks AB pays a Annually dividend of kr4.4 which represents an annual dividend yield of N/A. See more information on HMS Networks AB dividends here
              What is HMS Networks AB’s EPS estimate?
              HMS Networks AB’s EPS estimate is 2.82.
                How many shares outstanding does HMS Networks AB have?
                HMS Networks AB has 50,318,867 shares outstanding.
                  What happened to HMS Networks AB’s price movement after its last earnings report?
                  HMS Networks AB reported an EPS of kr1.735 in its last earnings report, missing expectations of kr2.593. Following the earnings report the stock price went up 6.954%.
                    Which hedge fund is a major shareholder of HMS Networks AB?
                    Currently, no hedge funds are holding shares in SE:HMS
                    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

                      HMS Networks AB

                      HMS Networks AB (publ) provides industrial communication and industrial Internet of Things solutions under the Anybus, Ewon, IXXAT, and Intesis brands worldwide. The company offers Anybus Embedded that offers multi-network connectivity with a single development project; Anybus Gateways, a gateway for connecting devices, machines, systems, or networks; Anybus Wireless that allows to connect machines and devices over Bluetooth, Wi-Fi, cellular networks, and industrial Ethernet; and Anybus Edge, which bridges edge intelligence and versatile cloud connectivity to industrial equipment. It also provides Ewon Cosy+, an industrial VPN device for secure remote access; Ewon Flexy, an industrial device and IIoT gateways for flexible remote access and data services; Ewon Flexy Extension Cards, which allow to keep up with the evolution of communication technologies while protecting investment in the device; and Ewon Talk2M, an industrial cloud that enables its customers to access their assets. In addition, the company offers Intesis protocol translators, air conditioner interfaces, AC Cloud control, and ST cloud control solutions; and automotive, embedded control, energy, and safety solutions under the Ixxat brand. It also offers its solutions to device manufactures, machine builders, system integrators, and end users. HMS Networks AB (publ) was founded in 1988 and is headquartered in Halmstad, Sweden.

                      HMS Networks AB (HMS) Earnings & Revenues

                      HMS Company Deck

                      HMS Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call emphasized strong operational and financial recovery: robust Q4 organic sales (+23%), record profitability with adjusted EBIT margin above targets (28% Q4; 25.5% FY), strong cash flow (SEK 877m FY) and successful acquisition integrations (Red Lion, PEAK, Molex). These positives were balanced against near-term headwinds: Q4 order intake was modest (+3% organic), North American project timing remains lumpy, notable currency headwinds (~-10% on orders and -SEK15m EBIT), and a SEK 104m one-time tax payment reduced reported EPS and cash flow. Management highlighted continued investment and OpEx ramp in 2026 and cautioned about potential margin effects as volumes normalize. Overall, the positive operational momentum, margin outperformance and strong cash generation outweigh the transitory market, FX and tax-related challenges.View all SE:HMS earnings summaries
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