Research from Redeye, Redeye AB

Redeye

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen). 

Expertise in Denmark, Finland, Norway and Sweden.

Research from Redeye

Redeye AB

Specialists in innovative and fast-growing Nordic companies within Life Science and Technology.

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen).

Equity Bottom-Up

<ul><li>Redeye updates on Evolution post Q4-results which were close to our forecasts while the company’s margin guidance for 2026 was also in line with expectations.</li><li>However, the growth outlook remains uncertain and although Asia saw some improvement in the quarter, Europe was soft owing to continued regulatory headwinds.</li><li>We have trimmed our forecasts by around 2% for 2026-27E.</li></ul>

Redeye updates on Evolution post Q4-results which were close to our forecasts while the company’s margin guidance for 2026 was also in line with expectations.However, the growth outlook remains uncertain and although Asia saw some improvement in the quarter, Europe was soft owing to continued regulatory headwinds.We have trimmed our forecasts by around 2% for 2026-27E.

Evolution (Q4 Review): Asia and Europe continue to hold back growth