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AAC Clyde Space (SE:AAC)
:AAC
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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
Conservative Balance SheetLow debt-to-equity (~2–6%) gives AAC financial flexibility to fund backlog execution and absorb near-term cash volatility. A conservative capital structure supports multi-quarter resilience, reduces refinancing risk, and allows prioritizing launches and R&D without immediate liquidity pressure.
Large Secured Backlog (Sterna)A SEK 1.1bn Sterna backlog provides multi-quarter revenue visibility and underpins management's 2026 guidance. Booked contract revenue supports capacity planning, improves predictability of operational cash flow as work is recognized, and strengthens the company's ability to convert fixed-cost investments into recurring service opportunities.
Demonstrated Launch And Product PipelineRecent successful launches and an active pipeline (VIREON, Sedna) validate engineering, manufacturing and mission-ops capabilities. This operational track record accelerates transition to data/service revenue, supports customer trust in repeat programs, and enhances competitive positioning in EO and maritime data markets.
Bears Say
Persistent UnprofitabilityOngoing net losses and negative operating results indicate structural margin challenges. Sustained unprofitability limits internal reinvestment, weakens returns on equity, and forces reliance on external funding; this constrains long-term scalability of data services and diminishes financial sustainability if margins do not improve.
Weak And Worsening Cash FlowMaterially negative operating and free cash flow in 2025 and TTM signal elevated cash burn and runway risk. Even with low leverage, persistent negative FCF increases the likelihood of dilutive financing or constrained capex, which can impair long-term product development, launch cadence, and service commercialization.
Supply-chain & Execution RiskSupplier component failures that suspended deliveries and shifted revenue recognition highlight fragility in production and subcontracting. Recurring execution risk can delay milestone-based payments, compress margins, and undermine credibility on multi-government programs and commercial customer conversions over several quarters.

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 kr186.00 in the past 12 months.
    What is AAC Clyde Space’s market cap?
    AAC Clyde Space’s market cap is kr1.12B.
      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 61 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

                    Headquartered in Uppsala, Sweden, and established in 2005, AAC Clyde Space AB (publ) specializes in delivering comprehensive solutions and services to the global small satellite industry. The company's reach extends across Sweden, the UK, continental Europe, the United States, and Asia. Its extensive product portfolio includes command and data processing systems, power management units (batteries, electrical power systems, solar arrays), advanced laser and radio communication modules, lightweight structural components, and propulsion mechanisms. They also supply various payloads and complete plug-and-play systems for satellite attitude determination and control. Beyond hardware, AAC Clyde Space offers a "space as a service" model, providing data subscriptions, delivery, customer portal access, insurance coverage, and data protection. Furthermore, the company operates the EPIC spacecraft platform. Their diverse client base encompasses governmental bodies, commercial enterprises, and academic institutions. The company rebranded to AAC Clyde Space AB (publ) in November 2019, having previously operated as ÅAC Microtec AB (publ).

                    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
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