Mips AB (publ) MIPS
Email when the signal or risk changes · Sunday weekly brief
No card · No time limit on free tier · Upgrade when you need more
The news check keeps the assessment current.
General analysis — not personal advice.
Add in tranches rather than chasing strength; prioritize buying on pullbacks or if upcoming Q3 commentary suggests margins can be sustained despite the settlement cost.
Strong revenue growth, improved adjusted margin and resolved patent dispute support the continued add signal despite lower organic growth.
Sentiment remains positive after the report with relief that legal uncertainty has been removed, despite some concern over organic growth pace.
BUY is the call. Positive is the market mood. Low risk means less can go wrong.
Latest change
- 22 Oct 2026 — The report shows strong revenue growth and adjusted margin despite lower organic growth and one-off settlement cost.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (8) — follow the company freeAbout the company
Mips AB develops and licenses rotational impact protection technology (Mips BPS) integrated into helmets across sports, motorcycle and professional safety. The company is profitable with a scalable ingredient-brand model, but faces margin pressure, FX and trade/tariff uncertainty. The Koroyd acquisition broadens the technology portfolio and could support growth through 2026.
Bull case
High organic growth in new categories and strong adjusted margin of 45.2 % strengthen the growth case.
Bear case
Lower organic growth than expected and continued weak US demand limit upside in the short term.
Why this signal
Strong revenue growth, improved adjusted margin and resolved patent dispute support the continued add signal despite lower organic growth.
Recent news
The share price rose to 466 SEK with high volume on 5 November. New short positions from Citadel, JP Morgan and Voleon, and T. Rowe Price fell below 5 %. Pareto raised its target price to 470 SEK.