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PXPXPHF

Pexip Holding ASA

$PXPHF·$904M·Software - Application·Technology
$8.000.0%1Y+32.2%
Mentions · last 7 days
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Price updated 1h ago·X counts updated 4h ago
PXPXPHF
$PXPHFPexip Holding ASA
$8.000.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PXPHF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Pexip Q2 EPS beat by 14% and tape at 100% of 52-week range — Norwegian secure video-conferencing pure play riding sovereign-cloud demand.

Pexip Holding is a Norwegian enterprise video-conferencing software company with on-premise and cloud deployment options — a competitor to Zoom, Cisco Webex, and Microsoft Teams in the secure/sovereign video-communications market. The setup is a small-cap enterprise software name with sovereign-cloud demand tailwinds.

  • Q2 EPS came in at $0.05 versus $0.04377 consensus (14% beat) with the pattern of the last four surprises (+14%, +35%, +38%, +40%) showing consistent EPS beat cadence.
  • Trades at 42.5x trailing earnings, 11x sales, and 32x EV/EBITDA with a 14% return on invested capital and 24% return on equity — premium multiples that reflect the enterprise-SaaS growth profile and the sovereign-video-conferencing niche.
  • Sits at the 100th percentile of the 52-week range and 29% above the 200-day trend — the equity has broken out to new highs on the beat cadence, and the momentum is decisive.
  • Analyst estimates model 2026 revenue at $1.38B NOK growing to $1.58B in 2027 and $1.78B in 2028 — the multi-year trajectory reflects continued enterprise adoption plus sovereign-cloud demand from government and regulated customers.

What extends the move is Nov 5 Q3 confirming continued government or regulated-industry customer wins alongside a specific European sovereign-cloud contract announcement. What breaks it is a Zoom or Teams sovereign-mode competitive announcement, a specific European deal-cycle delay, or a broader enterprise-video-conferencing spend concern; the moat is real but the multiple leaves less room for a stumble.

What to watch: Nov 5 Q3 earnings — consensus $0.06 EPS. Watch enterprise customer count, sovereign-cloud contract wins, government/defense-sector revenue, and any competitive-response headlines from Zoom or Microsoft.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict + X sentiment for $PXPHF

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What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise video conferencing platform with on-premise and cloud deployment, interoperable with Microsoft Teams and Zoom.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $PXPHF.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $PXPHF

Partial — consumer discretionary / retail performance tracks consumer spending trends; Pexip Holding ASA delivers a globally accessible, premier video conferencing pla.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.5How 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
13.7%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
30.8%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
3.5%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
11.0Same 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
23.8%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
39.6%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
0.0Total 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 2026Aug 13, 2026$0.05$0.04+14.2%
Q1 2026May 5, 2026$0.14$0.10+35.3%
Q4 2025Feb 12, 2026$0.08$0.06+37.6%
Q3 2025Nov 6, 2025$0.03$0.02+39.7%
Next earningsThu, Nov 5·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$301.8M+983.5%18.0%18.0%$0.48$86.3M
Q1 FY26$397.6M+1129.8%56.6%42.4%$1.27$193.9M
Q4 FY25$33.1M+13.2%39.4%23.8%$0.10$7.2M
Q3 FY25$26.6M+24.0%34.2%12.6%$0.03$4.0M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.4B$3.03$2.99 – $3.093
FY27$1.6B$1.6B – $1.6B$3.60$3.55 – $3.673
FY28$1.8B$1.8B – $1.8B$4.49$4.43 – $4.581

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.—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.75%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.+1.9%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.+17.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 62.9M 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.β1.455-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.

Pexip Holding ASA (PEPXY) Q2 2026 Earnings Call Transcriptseekingalpha.com·21d ago

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Voices on X · last 7 days

No standout posts about $PXPHF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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