Added to YB: 2026-08-07
Pitch date: 2026-08-05
CARA.ST [bullish]
Carasent AB (publ)
+2.65%
current return
Author Info
Fjord Alpha shares deep dives on Northern European mid-caps targeting 20%+ CAGR. Private investor with Nordic roots. 25 years in-market. Independent and long-term, looking for non-consensus ideas the market is not pricing. Sign up for the newsletter.
Company Info
Carasent AB (publ) provides cloud based electronic health record (EHR) systems solutions and platform services for healthcare sector in Nordics and Germany.
Market Cap
N/A
Pitch Price
SEK 24.50
Price Target
77.00 (+214%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Health Care Technology
Category
turnaround
Carasent Q2-26: Another tick in the box
CARA.ST (holding update): Nordic healthcare vertical SaaS turnaround at SEK 24.70. Q2-26 net sales SEK 97.4M (+18% YoY, 11% org), contracted ARR SEK 401M (+29.5%, 15% org). Nordic churn 1.6%, near rule-of-40. InfoSolutions moat + 20% price hike Jan 2027, Medsum AI 0% churn upsell, German Webcur optionality. Base case SEK 77 (25.5% CAGR). Debt-free, net cash SEK 140M. HIGH conviction BUY.
Read full article (5 min)