Article by Yippee-Ki-Yay

Net Insight : Financial Analysis & Forecast 2025 à 2027

Buy signal | Free publication | 27 Aug 2025

Who is Net Insight AB? The Netflix of Infrastructure!

Hello aspiring investors! Today, we're diving into the fascinating world of Net Insight AB, a Swedish gem that specializes in video streaming. Spoiler alert: at SEK 4.51 per share, this little gem could be the wild card in your portfolio!
We will give you our opinion on Net Insight and why you should buy this stock.

Net Insight AB is something of an unsung hero, enabling Netflix, Disney+, and all your favorite streaming services to run smoothly. This Swedish company develops ultra-sophisticated media transport solutions for broadcasters, telecom operators, and content creators.

Founded in 1997 (yes, before TikTok was even a dream!), Net Insight specialises in three key areas:

  • Network synchronization solutions (Nimbra Edge)
  • Streaming platforms (Sye)
  • Cloud services for media (Net Insight Cloud)

With SEK 608 million in revenue in 2024, this company with 342 million shares outstanding is playing in the big leagues!

Our Detailed Analysis: The 5-Point Verdict! ⭐

1. Revenue: 4/5 ⭐⭐⭐⭐

SEK 608 million in 2024 vs. SEK 559 million in 2023 = +8.7% growth

Frankly, in such a turbulent economic climate, posting +8.7% growth is a solid achievement! Demand for streaming solutions is literally exploding. With the arrival of 5G and an insatiable appetite for video content, Net Insight is riding the perfect wave.

The only slight downside? This growth remains modest compared to tech unicorns, which are exploding at +50% per year. But hey, consistency is sexy too!

2. Overall rating: 3.5/5 ⭐⭐⭐⭐

SEK 71 million in net profit in 2024 (vs. SEK 60 million in 2023)

Here, we see impressive growth of +18%! Net Insight has successfully transformed its growth into real cash. With a net margin of 11.7%, the company shows that it controls its costs like a Michelin-starred chef masters his sauce!

However, the SEK 237 million in extraordinary profit in 2020 reminds us that the road can be bumpy. But then again, who hasn't had their ups and downs?

3. Debt: 5/5 ⭐⭐⭐⭐⭐

Total debt: only SEK 13.29 million!

WOW! Suffice to say that Net Insight is sleeping soundly when it comes to debt. With SEK 232 million in cash in its pocket and negligible debt, this company could buy out its competitors with pocket money!

This is unheard of in the tech sector, where many companies take on huge amounts of debt to finance their growth. Here, there is no financial stress on the horizon!

4. Return on Equity (ROE): 3.5/5 ⭐⭐⭐⭐

ROE = 11% (71 million / 646 million in equity)

An ROE of 11% is respectable without being dazzling. Ideally, we would like to see 15-20%, but with such a solid balance sheet, we can forgive this “prudent but safe” performance.

5. Market Performance: 4/5 ⭐⭐⭐⭐

Share price at SEK 4.51 - Perfectly within our estimate range (SEK 3.20-5.50)

Surprise! Our estimate was spot on with the reality of the market. The stock is performing exactly as it should be according to our calculations. That's reassuring for the future!

OVERALL AVERAGE: 4/5 ⭐⭐⭐⭐

Forecasts that make you dream! 🔮

End of 2025: Target SEK 5.20-5.80 🎯
With EBITDA forecasts of SEK 25.8 million (Q3) and SEK 31.4 million (Q4), plus sustained revenue growth, the share price could climb by 15-25%.

2026: On track for SEK 6.00–6.80 🚀
Ongoing digitalisation and international expansion are expected to propel the share price to new heights.

2027: Outlook SEK 7.00–8.00 ✨
If Net Insight manages to capitalise on the growth of streaming and 5G infrastructure, we could see a +50–70% increase on the current price!

Conclusion: Net Insight, the smart bet! 🎲

Net Insight AB is a bit like that Netflix series that no one knows about but is becoming a cult favourite: underrated but incredibly effective! With its rock-solid financial health, steady growth and strategic position in a booming market, this stock deserves a place in any diversified portfolio.

So, are you ready to be part of the adventure? At SEK 4.51, Net Insight could well be the winning streaming stock in your portfolio! 🎬💸

  • Signal : Buy
  • Budget/Investment : Medium
  • Reinforcement required : Yes (below 3.5 SEK)
  • Exposure : Medium
  • Horizon : 1 to 3 years
  • Potential profitability : +50% to +70%
  • Ref. ISIN code : SE0000366098

Disclaimer: This article is for educational purposes only. Investing involves risks, so never put all your eggs in one basket!