Tobii AB (publ) TOBII
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The news check keeps the assessment current.
General analysis — not personal advice.
Wait for re-assessment after the H1/Q2 report and a clearer plan to handle the 2027 tax liabilities.
Strengthened core operations are offset by strained liquidity and upcoming payment obligations in 2027.
Institutional sentiment is negative after the report and the sharp share price decline, while retail investors view the stock as undervalued.
NEUTRAL is the call. Neutral is the market mood. High risk means a lot can go wrong.
Latest change
- 23 Oct 2026 — Results show lower revenue and large AutoSense write-down, worsening cash flow and heightening liquidity concerns ahead of 2027.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (4) — follow the company freeAbout the company
Tobii AB (publ) develops and sells eye-tracking and interior sensing solutions, including driver and occupant monitoring (DMS/OMS) for the automotive industry. The company is in a restructuring/transition phase with cost cuts and a strategic review following major impairments. Near-term liquidity and financing risk is a key investment driver.
Bull case
Core segments Products & Solutions and Integrations show positive operating profit after implemented cost savings.
Bear case
Low cash and large payment obligations in the first half of 2027 create continued liquidity risk.
Why this signal
Strengthened core operations are offset by strained liquidity and upcoming payment obligations in 2027.
Recent news
Tobii published the Q3 report on 22 October with revenue of SEK 140 M, a large SEK 180 M impairment in Autosense and cash at SEK 29 M. The share fell more than 20 percent on the report day.