Net Insight AB Class B (NETI.B) AI Stock Analysis

• Market Cap: €1.22B
• Dividend Yield: N/A
• Average Volume (3M): 1.17M
• Price to Earnings (P/E): 28.6
• Beta (1Y): 0.67
• Revenue Growth: 0.86%
• EPS Growth: -32.38%
• Country: SE
• Employees: 209
• Sector: Technology
• Sector Strength: 78
• Industry: Communication Equipment
• EPS (TTM): 0.12
• Shares Outstanding: 347,243,000
• 10 Day Avg. Volume: 1,051,393
• 30 Day Avg. Volume: 1,171,985
• PEG Ratio: 0.29
• Price to Book (P/B): 3.67
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 38.27
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 68 Neutral
• Price Target: kr3.50 ▼(-0.57%Downside)

Net Insight AB's overall score is primarily driven by its solid financial performance, reflecting strong profitability and a stable balance sheet. Technical analysis suggests a bearish trend, impacting the stock's short-term outlook. Valuation is reasonable, but the lack of a dividend yield is a minor drawback.

Net Insight AB Class B Business Overview & Revenue Model

Company Description

Net Insight AB Class B (NETI.B) is a Swedish technology company that specializes in media transport solutions. It provides products and services that enable live and interactive media experiences, ensuring reliable and efficient delivery of high-quality video and data across various platforms. The company operates primarily in the broadcast and media industries, offering solutions for live sports, news, and entertainment content distribution.

How the Company Makes Money

Net Insight AB primarily generates revenue through the sale of its media transport solutions, which include hardware, software, and related support services. Key revenue streams consist of product sales, licensing fees for its proprietary technology, and service agreements for ongoing support and maintenance. The company also engages in strategic partnerships with broadcasters, network operators, and content owners, which can contribute to revenue through co-development and distribution agreements. Additionally, Net Insight may derive income from consulting services, providing expertise to help customers optimize their media delivery infrastructures.

Net Insight AB Class B Financial Statement Overview

Summary

Net Insight AB exhibits strong financial health with robust profitability metrics and a stable balance sheet, thanks to low financial leverage and efficient operations. However, challenges in revenue growth and free cash flow management slightly dampen the score.

Income Statement

Net Insight AB has shown consistent revenue growth and improved profitability over the years. The TTM (Trailing-Twelve-Months) Gross Profit Margin is 59.39%, indicating strong cost management. However, the revenue has slightly declined compared to the previous year, impacting the Revenue Growth Rate. The Net Profit Margin for TTM is 7.39%, slightly lower than the previous reported year, suggesting room for profitability enhancement.

Balance Sheet

The company maintains a solid balance sheet with a Debt-to-Equity Ratio of 0.02, indicating low financial leverage. The Equity Ratio stands at 78.67%, reflecting a strong equity base. Despite these strengths, a decrease in Stockholders' Equity and Total Assets over the TTM period slightly dampens the overall stability.

Cash Flow

Cash flow from operations remains positive, but the Free Cash Flow turned negative in the TTM period, signaling challenges in capital management. The Operating Cash Flow to Net Income Ratio of 1.50 indicates efficient cash generation relative to net income. However, the negative Free Cash Flow Growth Rate is a concern.

Breakdown
TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
580.13M	608.01M	559.37M	475.12M	380.69M	398.95M
	Gross Profit
344.58M	372.79M	341.79M	297.66M	228.38M	243.71M
	EBIT
59.11M	78.86M	70.89M	60.50M	26.77M	-7.85M
	EBITDA
133.64M	171.18M	149.96M	132.05M	87.67M	28.28M
	Net Income Common Stockholders
42.87M	71.05M	60.10M	54.02M	23.80M	-9.20M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
156.33M	232.94M	266.40M	307.15M	353.66M	281.98M
	Total Assets
789.09M	834.78M	838.40M	845.20M	828.62M	862.37M
	Total Debt
10.26M	13.29M	24.29M	32.17M	34.20M	45.73M
	Net Debt
-146.07M	-219.65M	-242.11M	-274.98M	-319.46M	-236.25M
	Total Liabilities
168.41M	188.41M	216.24M	240.11M	182.09M	169.76M
	Stockholders Equity
620.67M	646.37M	622.16M	605.09M	646.53M	692.62M
Cash Flow		Free Cash Flow
-34.30M	24.93M	11.26M	58.09M	42.01M	-61.54M
	Operating Cash Flow
64.24M	128.24M	107.32M	148.83M	103.72M	15.87M
	Investing Cash Flow
-98.54M	-103.31M	-96.29M	-90.90M	8.63M	224.66M
	Financing Cash Flow
-61.43M	-59.13M	-52.72M	-104.98M	-41.30M	-7.91M

Net Insight AB Class B Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 3.52
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:NETI.B, the sentiment is Negative. The current price of 3.52 is above the 20-day moving average (MA) of 3.31, below the 50-day MA of 3.67, and below the 200-day MA of 5.96, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 53.94 is Neutral, neither overbought nor oversold. The STOCH value of 81.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SE:NETI.B.

Net Insight AB Class B Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
NETI.B	68 Neutral	€1.22B	28.57	6.63%	―	0.86%	-32.38%
KEBNI.B	62 Neutral	kr458.50M	647.59	1.24%	―	99.23%	―
Sector *	62 Neutral	$11.80B	10.08	-7.46%	2.99%	7.37%	-8.21%
MAVEN	55 Neutral	kr396.26M	1,947.62	-6.45%	1.39%	-20.56%	-99.26%
INCOAX	49 Neutral	kr207.40M	―	-18.50%	―	24.96%	23.93%
ACCON	48 Neutral	€445.31M	―	-14.39%	―	44.48%	59.15%
GAPW.B	46 Neutral	kr408.02M	―	-39.91%	―	91.56%	27.01%

Net Insight AB Class B Corporate Events

Net Insight Cancels Repurchased Shares to Optimize Structure

Net Insight AB has announced the cancellation of 6,838,570 repurchased B shares, following a resolution at the Annual General Meeting. This adjustment leaves the total number of shares at 341,404,439, maintaining the company’s share capital at SEK 13,929,720.36. This move is part of the company’s ongoing efforts to optimize its share structure, potentially impacting shareholder value and voting rights distribution.

Net Insight AB Announces Key Resolutions from 2025 Annual General Meeting

Net Insight AB held its Annual General Meeting on May 14, 2025, where several key resolutions were passed. These included the adoption of financial statements for 2024, the re-election of board members and auditors, and the approval of a long-term incentive program for senior executives. Additionally, the meeting resolved to reduce and subsequently restore the company’s share capital and authorized the board to repurchase and transfer shares to enhance capital efficiency and flexibility.

Net Insight AB Launches Cost-Savings Program to Boost Profitability

Net Insight AB has announced a cost-savings program aimed at enhancing profitability amid a challenging market environment. The initiative, expected to save SEK 25–30 million annually, includes a comprehensive review of the company’s cost base and immediate actions to reduce non-staff and headcount-related expenses. These measures are designed to protect long-term growth areas while improving scalability and cost efficiency, with full effects anticipated by the end of the year. CEO Crister Fritzson expressed confidence in the company’s strategic initiatives, particularly in media and time synchronization, to drive future success.