The Inflecion and EPS-Sterna programs highlight AAC Clyde Space's strengths as both a satellite operator and a space systems supplier, DNB Carnegie writes in a commissioned research note.
According to the research house, Inflecion positions the company as a future provider of maritime intelligence data, while EPS-Sterna demonstrates its ability to deliver mission-critical payloads and subsystems to larger space programs. The projects are cited as examples of AAC's technical expertise and broad exposure to expanding end markets.
DNB Carnegie is making no changes to its forecasts for revenue, costs or EBIT, as the projects are deemed to be included in the company's financial guidance for 2026. The research house has adjusted its assumption for the number of shares outstanding due to Bonnier Capital's option program, but leaves its fair value range unchanged at 110-142 kronor per share.
AAC Clyde Space AB, formerly AAC Microtec AB, is a Sweden-based company, which is primarily involved in the aerospace industry. The Company operates as a provider of space solutions and systems for commercial, governmental and educational purposes on the global market through its partner network and offices in Sweden, the United States and the United Kingdom. The Company specializes in small, purpose-built satellites, as well as sub-systems and components. The Company's customers include the European Space Agency (ESA), National Aeronautics and Space Administration (NASA), Orbcomm, Kepler Communications, NSLComm, KP Labs and Orbital Micro Systems, among others.
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Global
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ESG MSCI
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