StrongPoint

* Q1 surprised on gross margin: 45% vs. our 42% * Pricer transition a temporary drag, offset by Vusion momentum * Fair value range of NOK 8-18 per share Strong gross margin and a decent quarter Q1'26 delivered revenues of NOK 342m, below our NOK 356m...

* Q1 EBITDA NOK 10m vs ABGSCe NOK 4m * Pricer transition temporary drag, offset by Vusion momentum * Stronger gross margin to lift estimates somewhat Q1: EBITDA of NOK 10m vs ABGSCe NOK 4m Sales were mostly flattish y-o-y, driven by strong growth in ...