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In our view, the adjustment measures are a logical continuation of the company's new strategy period, the initial phase of which emphasizes operational renewal and efficiency improvement.

Nurminen Logistics' Q4 figures were operationally slightly below our expectations.

The earnings day shed light on some of the most important milestones of the current year leading up to the final investment decision on the industrial-scale Factory 02, which is critical to the investment story.

Pizza production is a separate part of the company's other industrial operations.

Incap's Q4 report was positive overall due to strong profitability and cash flow.

Nexstim continued its multi-year growth streak in H2 and guided for continued growth this year.

The low valuation of the stock will be corrected by a return to earnings growth in 2027.

According to data from Germany's Federal Ministry for Economic Affairs and Climate Action (BMWK), applications for heat pump subsidies in Germany totaled 21,342 in January 2026. This represents a significant 49% increase compared to January 2025, although it is a sequential decrease that follows the typical seasonal pattern. In our view, today’s data offers a slight counterbalance to the recent negative headlines, indicating that underlying demand momentum in Germany, one of NIBE’s key markets, remains intact.

Admicom will host an information session on Thursday, 26 February at 11:00 am EET to address market concerns about the future of SaaS companies and to share Admicom’s perspective on the impact of artificial intelligence on business.

Tecnotree's financial statements did not contain any material new information regarding the ongoing tender offer, especially since the guidance for 2026 was already known.

The German government’s decision to scrap key parts of its contentious heating law is an unfortunate development that we believe will have a negative impact on the German heat pump market. While it is currently difficult to determine the exact extent of the impact on NIBE, Germany remains a critical market and a primary growth driver for the company. In our view, this policy reversal increases the risk profile for the Climate Solutions business area in the medium term, as it reduces the regulatory pressure on German households to transition to renewable heating solutions.

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Remedy's investment story is entering a pivotal year, as the company is about to release what is arguably its most important game so far: Control Resonant.