HMS Networks AB (publ)
$48.73-18.4%YTD+3.4%1Y+15.5%
Mentions · last 7 days
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Price updated 3m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $HMNKF, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Communication Equipment sits in its cycle right now — and what that implies for $HMNKF.
Communication Equipment
No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.
What this means for $HMNKF
Neutral — Operating globally, HMS Networks AB (publ) specializes in delivering advanced industrial communication and Internet of Things (IIoT) solutions, marketed under its well-known brands: Anybus, Ewon, I; limited read-through from communication equipment macro dynamics to this specific revenue mix.
Top industry ETF
$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+32.5%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
44.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
26.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
15.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
63.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 14, 2026$0.34$0.32+5.9%
Q1 2026Apr 23, 2026$0.36$0.30+21.7%
Q4 2025Jan 27, 2026$0.23$0.28-18.8%
Q3 2025Oct 21, 2025$0.35$0.30+17.1%
Next earningsWed, Oct 21·consensus EPS $0.38
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$984.3M+16.8%63.8%26.0%$3.09$316.8M
Q1 FY26$971.0M+9.1%62.4%24.4%$3.22$156.0M
Q4 FY25$948.6M+17.5%63.0%27.8%$1.43$206.5M
Q3 FY25$887.8M+12.1%64.1%27.3%$3.25$250.3M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.1B$14.62$14.29 – $15.025
FY27$4.5B$4.4B – $4.6B$17.60$17.20 – $18.095
FY28$4.8B$4.7B – $4.9B$19.58$19.14 – $20.131
FY29$5.2B$5.1B – $5.3B$21.54$21.06 – $22.142
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 30.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
More in Communication Equipment
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $HMNKF on X in the last 7 days.