Tobii AB (publ) TOBII
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The news check keeps the assessment current.
General analysis — not personal advice.
Wait/reassess after the H1/Q2 report and a clearer plan for the 2027 tax liability; possibly maintain a small monitoring position rather than adding before financing risk decreases.
Design wins in Automotive increase visibility while the low cash position and upcoming 2027 tax liability maintain a balanced risk/reward profile.
Institutional sentiment is negative after the report and the sharp share price drop, while retail investors view the share as undervalued.
NEUTRAL is the call. Neutral is the market mood. High risk means a lot can go wrong.
Latest change
- 29 Aug 2026 — Report shows lower revenue driven by weak AutoSense delivery and strained liquidity.
The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.
Show all changes (3) — 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
Design wins in DMS and improved cash flow in Q1 provide increased revenue visibility in Automotive.
Bear case
Low cash and the upcoming 2027 tax liability create continued liquidity risk.
Why this signal
Design wins in Automotive increase visibility while the low cash position and upcoming 2027 tax liability maintain a balanced risk/reward profile.
Recent news
Tobii published the Q2 report on 28 August with net sales of 154 MSEK, down 46 % year-over-year. The share fell 20.5 % to 1.28 SEK on high volume. The company announced an ongoing strategic review, a new 25 MSEK credit facility and further cost reductions in Autosense. Liquidity is described as strained with net debt of 511 MSEK.