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Net Insight AB Class B (SE:NETI.B)
:NETI.B

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

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SE:NETI.B

Net Insight AB Class B

(NETI.B)

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Neutral 47 (OpenAI - 5.2)
,
Neutral 47 (OpenAI - 5.2)
,
Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
kr2.50
â–¼(-34.38% Downside)
Action:ReiteratedDate:02/18/26
The score is held back primarily by the 2025 deterioration in profitability and especially cash flow, despite a strong low-debt balance sheet. Technical indicators also remain bearish with price below key moving averages and a negative MACD. Valuation is not supportive due to losses (negative P/E) and no dividend yield data.
Positive Factors
Conservative balance sheet
Very low leverage and a substantial equity cushion materially reduce solvency risk and provide financial flexibility. Over a multi-month horizon this resilience supports continued R&D, project delivery and the ability to fund working capital or opportunistic M&A without immediate capital raises.
High gross and positive EBITDA margins
Sustainably strong gross margins and a positive EBITDA margin indicate durable unit economics and pricing power in the core media transport business. These margins provide a structural buffer to absorb cyclical downturns and facilitate margin recovery even if revenue growth slows.
Recurring revenue mix and historical growth
A business model with support, maintenance, professional services and software licensing generates recurring revenue and customer lock‑in. Combined with historical growth through 2024, this mix supports revenue visibility and upsell opportunities over a 2–6 month horizon as customers renew and expand deployments.
Negative Factors
Sharp cash flow deterioration
A reversal to negative operating and free cash flow materially increases funding risk and constrains organic reinvestment. If this cash burn persists for several quarters, the company may need external financing or to cut investment, impairing long‑term growth and execution of strategic projects.
2025 revenue decline and net loss
A recent top‑line decline and swing to net loss signals weakening demand or execution issues in core markets. This trend undermines revenue momentum and can erode customer confidence, making it harder to sustain investment in product development and sales over the medium term.
Volatile returns on equity and earnings consistency
Volatile ROE and episodic earnings losses indicate inconsistent profitability and capital allocation outcomes. Such variability complicates long‑range planning, may limit investor confidence, and raises the bar for management to demonstrate sustainable operational improvements.

Net Insight AB Class B (NETI.B) vs. iShares MSCI Sweden ETF (EWD)

Net Insight AB Class B Business Overview & Revenue Model

Company DescriptionNet Insight AB (publ) offers media network solutions worldwide. It offers professional media transport solutions, including remote production, customer provisioned networks, live contribution, internet media transport, ATSC 3.0 transport, cloud ingest, and affiliate interconnect and distribution under the Nimbra name, as well as live IP media function virtualization solutions under the Aperi name. The company also provides support, training, and professional services. It sells its products and services through its sales force and network partner. The company serves broadcasters, enterprises, service providers, content owners, and production companies. Net Insight AB (publ) was founded in 1997 and is headquartered in Solna, Sweden.
How the Company Makes MoneyNet Insight makes money primarily by selling its media network solutions and related services to customers building or operating IP-based video transport and production/distribution networks. Key revenue streams typically include: (1) Product and solution sales: revenue from software and system deliveries used to control, optimize, and assure live video transport over IP (often sold as part of customer projects or network deployments). (2) Support and maintenance: recurring revenue from ongoing technical support, software updates, and maintenance agreements tied to deployed systems. (3) Professional services: fees for implementation, integration, customization, training, and project/engineering services associated with deployments and upgrades. (4) Software licensing/subscriptions: where applicable, revenue from licensing of software components and/or subscription-based access to software functionality (specific licensing structures and mix are not available here and may vary by customer and offering). Significant factors influencing earnings commonly include customer investment cycles in broadcast/telecom infrastructure, adoption of IP-based remote production and distribution workflows, and the company’s ability to win large deployment projects and retain customers through long-term support agreements. Specific named partnerships and exact revenue mix are null.

Net Insight AB Class B Financial Statement Overview

Summary
Mixed fundamentals: a strong, low-leverage balance sheet (Balance Sheet Score 82) provides resilience, but recent operating trends weakened with a 2025 revenue decline, a swing to a net loss (Income Statement Score 54), and a sharp deterioration in cash generation with negative operating and free cash flow (Cash Flow Score 33).
Income Statement
54
Neutral
Revenue expanded strongly from 2021–2024, but 2025 annual revenue declined (~-3%), signaling a growth slowdown. Profitability also weakened materially: the company moved from a healthy profit in 2024 (double-digit net margin) to a small net loss in 2025, with operating profitability compressing sharply. Offsetting positives, gross margin remains solid (mid-50%+ in 2025) and EBITDA margin stayed positive, but the overall earnings trajectory deteriorated in the most recent year.
Balance Sheet
82
Very Positive
The balance sheet looks conservatively financed, with very low leverage across the period (debt-to-equity roughly ~2%–6%). Equity remains substantial and relatively stable, providing a strong cushion even as earnings turned negative in 2025. The main drawback is that returns on equity have been volatile, including a drop to losses in 2025, but solvency risk appears limited given the modest debt load.
Cash Flow
33
Negative
Cash generation weakened significantly in 2025: operating cash flow turned negative and free cash flow fell deeply negative, a sharp reversal from positive operating cash flow in 2021–2024 and generally positive free cash flow in those years. While 2024 showed good cash generation and reasonable conversion, the latest year’s cash burn is the key concern and raises execution and funding-risk questions if it persists.
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue521.17M608.01M559.37M475.12M380.69M
Gross Profit274.49M372.79M341.79M297.66M228.38M
EBITDA98.13M171.18M148.32M132.05M87.67M
Net Income-7.55M71.05M60.10M54.02M23.80M
Balance Sheet
Total Assets799.59M834.78M838.40M845.20M828.62M
Cash, Cash Equivalents and Short-Term Investments82.68M232.94M266.40M307.15M353.66M
Total Debt39.41M13.29M24.29M32.17M34.20M
Total Liabilities173.53M188.41M216.24M240.11M182.09M
Stockholders Equity626.07M646.37M622.16M605.09M646.53M
Cash Flow
Free Cash Flow-127.06M24.93M11.26M58.09M42.01M
Operating Cash Flow-39.38M128.24M107.32M148.83M103.72M
Investing Cash Flow-87.68M-103.31M-96.29M-90.90M8.63M
Financing Cash Flow-22.07M-59.13M-52.72M-104.98M-41.30M

Net Insight AB Class B Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.81
Price Trends
50DMA
2.55
Negative
100DMA
3.21
Negative
200DMA
3.69
Negative
Market Momentum
MACD
-0.03
Negative
RSI
45.80
Neutral
STOCH
44.19
Neutral
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 3.81 is above the 20-day moving average (MA) of 2.27, above the 50-day MA of 2.55, and above the 200-day MA of 3.69, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 45.80 is Neutral, neither overbought nor oversold. The STOCH value of 44.19 is Neutral, 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

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
kr355.93M11.438.82%―14.89%―
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
60
Neutral
kr3.04B24.749.68%1.11%-1.85%-16.44%
47
Neutral
kr762.04M-176.87-1.21%―-15.56%-92.87%
47
Neutral
kr262.53M-18.80-5.81%―-9.79%-144.24%
44
Neutral
kr67.73M-2.29-24.59%―-48.24%-48.99%
43
Neutral
kr403.34M-8.02-52.89%―53.78%19.38%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:NETI.B
Net Insight AB Class B
2.28
-2.44
-51.64%
SE:EPEN
Beijer Electronics Group AB
94.60
-33.29
-26.03%
SE:TAGM.B
TagMaster AB Class B
24.30
10.05
70.53%
SE:GAPW.B
Gapwaves AB Class B
11.10
-1.40
-11.21%
SE:MAVEN
Maven Wireless Sweden AB
5.00
-4.28
-46.12%
SE:INCOAX
InCoax Networks AB
0.52
-1.09
-67.85%

Net Insight AB Class B Corporate Events

Net Insight launches Nimbra 520 to cut live media streaming costs and boost scalability
Mar 12, 2026

Net Insight has unveiled the Nimbra 520, a high-density media processing node aimed at simplifying live media contribution and distribution across both managed and unmanaged IP networks while cutting the cost per stream. As part of the company’s Nimbra Live execution layer, the device extends its Live Intelligence architecture into live operations, emphasizing deterministic performance, operational simplicity, and resilience during peak events and network congestion.

Supporting multi-channel HEVC and AVC, the Nimbra 520 delivers up to 50 percent bandwidth savings compared with legacy workflows and enables broadcasters and service providers to scale capacity without expanding network infrastructure. Integrated with Nimbra Edge, it supports a per-stream cost model, centralized orchestration, and automated lifecycle management, which together reduce operational overhead and make it particularly attractive for broadcasters, regional sports networks, and cloud-connected production environments.

The new platform is built for hybrid deployments, handling unmanaged internet contribution, hybrid cloud workflows, and fully managed IP networks with consistent, predictable behavior. By combining high-density, professional broadcast-quality processing, including UHD and low-latency capabilities, with flexible deployment options, the Nimbra 520 is positioned to strengthen Net Insight’s role as a core technology provider in increasingly complex live media operations.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.50 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Unveils Nimbra Live Intelligence to Stabilize Large-Scale Live Media Operations
Mar 5, 2026

Net Insight AB, a Swedish specialist in open video transport and media cloud technology, supplies platforms that support major industry standards and protocols for live media workflows across IP networks and cloud environments worldwide. The company’s Nimbra technology is widely used by leading media and telecom customers, while its Zyntai synchronization solution targets 5G and other mission-critical networks.

Net Insight has launched Nimbra Live Intelligence, an “Open Media Platform for Live” designed to make live media operations predictable, visible and controllable across networks, clouds and organizations as workflows scale. By treating live media as a system-level challenge rather than a collection of devices, the platform aims to reduce failures, cut over‑provisioning and manual workload, lower total cost of ownership, and strengthen operational confidence for broadcasters, content owners and service providers handling high‑stakes live events.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.50 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight’s Nimbra Platform Gains YouTube Live Verification for Encoders
Mar 4, 2026

Net Insight has secured YouTube Live verification for its Nimbra Edge software encoder and Nimbra 400 hardware encoder, confirming their compatibility and operational performance for live streaming to the platform. The designation, based on rigorous testing of SRT and RTMP ingest, reduces risk around ingest stability and fault handling, giving broadcasters and content owners greater assurance when scaling live content delivery to YouTube.

As audience and monetization strategies push publishers to diversify distribution while maintaining control, the verification strengthens Net Insight’s position as a trusted backbone for multi-platform live workflows. Broadcasters can now integrate YouTube more confidently as an endpoint within consistent managed IP, internet and cloud workflows, supporting “YouTube first” and always-on strategies and reinforcing Net Insight’s role in enabling resilient, high-quality live media delivery at scale.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.50 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight’s New CEO Boosts Stake With SEK 10 Million Share Purchase
Feb 13, 2026

Newly appointed CEO Andreas Eriksson has purchased 5,200,000 shares in Net Insight AB, corresponding to a total value of SEK 10 million, in a transaction completed on 12 February. The sizeable share acquisition signals a strong personal commitment to the company’s future and may be read by investors as a vote of confidence in Net Insight’s strategic direction and growth prospects.

As the company continues to expand its role in global media transport and 5G time synchronization markets, the CEO’s increased ownership further aligns management’s interests with those of shareholders. This move could strengthen market perception of Net Insight’s leadership stability at a time when innovation in cloud-based and IP-based media workflows is intensifying competitive dynamics across the broadcasting and telecom sectors.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight posts 2025 loss, bets on 400G platform and restructuring for recovery
Feb 11, 2026

Net Insight reported a difficult 2025, with full-year net sales falling 14.3% to SEK 521.2 million and profitability turning negative, as EBIT slipped to a loss of SEK 2.0 million amid currency headwinds, weaker macro conditions and longer sales cycles in its time synchronization business. The company implemented a SEK 30 million annual cost-saving program, continued to invest in its new 400G media platform, secured a first commercial 400G order from a major North American sports broadcaster, and reorganized its commercial leadership, while warning that subdued demand and slower-than-expected traction mean its long-term financial targets will be harder to reach by 2027.

In the fourth quarter, sales declined 12.5% to SEK 116.9 million and EBIT swung to a loss of SEK 5.1 million, though operating cash flow was supported by excluding a large FPGA-related payment. New CEO Andreas Eriksson, appointed in January 2026, plans to sharpen sales and marketing execution, address product gaps in compression, cloud and smaller installations, and prioritize converting time synchronization test projects into rollouts in 2026 to rebuild growth and strengthen the company’s competitive position.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight taps industry veteran Chris Myers to lead Americas sales push
Feb 5, 2026

Net Insight AB has appointed Chris Myers as Senior Vice President of Sales Americas, tasking him with driving commercial execution and deepening strategic customer relationships across the region for the company’s media portfolio. Myers, a veteran of more than two decades in broadcast, media and cloud-based video services with prior senior roles at LTN Global Communications, Encompass Digital Media and ABC News, is expected to strengthen Net Insight’s growth ambitions in the Americas, a key strategic market, by helping Tier-1 broadcasters, streaming platforms and sports organizations modernize and scale their media networks, reinforcing the company’s competitive position in live production, contribution and distribution solutions.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK2.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Names Nadia Kolli Chief Commercial Officer to Drive Growth
Jan 30, 2026

Net Insight AB has appointed Nadia Kolli as its new Chief Commercial Officer, effective immediately, after she served as Acting CCO since January 12, 2026. Kolli, who joined the company in 2018 and most recently led EMEA sales for Media Networks, brings extensive international leadership and complex system sales experience from prior roles at Harmonic, Ericsson and Tandberg Television, and will join the executive management team, a move CEO Andreas Eriksson says is aimed at strengthening the company’s commercial growth and consolidating its market position in media and broadcast technology.

The most recent analyst rating on ($SE:NETI.B) stock is a Sell with a SEK2.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Sets February Date for 2025 Year-End Report and Investor Webcast
Jan 28, 2026

Net Insight has announced that it will publish its year-end report for 2025 on 11 February 2026 at 07:30 CET, followed by a live web conference at 09:00 CET where CEO Andreas Eriksson and CFO Cecilia Höjgård Höök will present and comment on the results in English. The event, hosted via a Carnegie Live webcast and later available on demand, underscores the company’s effort to maintain transparent communication with investors and stakeholders as it reports on performance in its core markets of media transport, cloud-based workflows and network synchronization.

The most recent analyst rating on ($SE:NETI.B) stock is a Sell with a SEK2.50 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Flags Q4 Loss as Media Sales Weaken, 5G Time Sync Business Surges
Jan 23, 2026

Net Insight has issued a preliminary earnings update indicating a challenging fourth quarter of 2025, with net sales expected to fall to about SEK 117 million from SEK 134 million a year earlier and EBIT swinging to a loss of approximately SEK 5 million from a SEK 5 million profit. The decline was driven by weaker demand for media products in EMEA and APAC and currency headwinds from a weaker U.S. dollar, partly offset by stronger Americas sales following the launch of its new 400G product and a roughly 40 percent surge in time synchronization revenues to SEK 20 million as Türk Telekom accelerated its 5G-related rollout. Cost-saving measures implemented during 2025 reduced quarterly expenses and mitigated the earnings impact, but cash flow remained negative at SEK -14 million due to large component-related payments, signaling a quarter of operational and regional headwinds even as the newer product lines and 5G synchronization business gained traction.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK3.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Updates Nomination Committee Ahead of 2026 AGM
Jan 13, 2026

Net Insight has announced a change in its Nomination Committee ahead of the 2026 annual general meeting, with Jeffrey Meyers stepping down and Carina Ingerby, appointed by Wilda Go AB, joining as a new member. Following this change, the committee now comprises Stina Barchan of Briban Invest AB, Carina Ingerby of Wilda Go AB, Jesper Bergström of Handelsbanken Funds, and board chair Anna Söderblom, and shareholders have been invited to submit proposals to the committee by early February 2026, underscoring the company’s ongoing corporate governance process and shareholder influence over board composition.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK4.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Names CCO Andreas Eriksson as New CEO to Lead Next Growth Phase
Jan 12, 2026

Net Insight has appointed internal candidate Andreas Eriksson as its new chief executive officer, effective 12 January 2026, succeeding retiring CEO Crister Fritzson after a six-year tenure. Eriksson, currently chief commercial officer and a veteran of senior roles at Telstra Broadcast Services and Ericsson’s media businesses, is expected to drive the next phase of growth by further developing and expanding Net Insight’s media transport and time synchronization operations, while the company launches an immediate search for a new CCO and installs EMEA sales head Nadia Kolli as acting CCO, signaling a leadership transition designed to reinforce its strategic positioning in the broadcast and media technology market.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK4.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Net Insight Expands APAC Presence With New Time Synchronization Trials in Japan
Jan 7, 2026

Net Insight has secured a new order from long‑time partner ITOCHU Cable Systems to continue and expand network‑based, GNSS‑resilient time synchronization trials across Japan, with delivery planned for the first quarter of 2026. The deal deepens Net Insight’s footprint in the strategically important APAC region and particularly in Japan, where operators preparing for 5G‑Advanced and beyond are increasingly prioritizing highly accurate, resilient, and simplified timing architectures; by positioning its network‑based synchronization technology at the core of these trials, Net Insight strengthens its role in next‑generation mobile and critical infrastructure deployments, potentially opening the door to broader commercial adoption and new business models for both companies.

The most recent analyst rating on ($SE:NETI.B) stock is a Hold with a SEK4.00 price target. To see the full list of analyst forecasts on Net Insight AB Class B stock, see the SE:NETI.B Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 18, 2026