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AAC Clyde Space (SE:AAC)
:AAC
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AAC Clyde Space (AAC) Price & Analysis

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AAC Stock Chart & Stats

kr103.20
kr5.00(8.33%)
At close: 4:00 PM EST
kr103.20
kr5.00(8.33%)

Bulls Say, Bears Say

Bulls Say
Large Sterna Backlog (SEK 1.1B)A SEK 1.1b backlog tied to the Sterna contract provides multi‑quarter revenue visibility and underpins 2026 guidance. This secures future production demand, supports operational planning and capacity utilization, and materially reduces short‑term revenue exposure to single sales cycles.
Conservative, Low‑leverage Balance SheetVery low leverage and a strong equity base give AAC flexibility to fund launches, absorb project timing slips, and invest in R&D without immediate refinancing pressure. This structural financial strength lengthens runway despite near‑term cash burn and supports strategic execution.
Operational Progress: Launches And Product PipelineSuccessful recent launches and active development of VIREON and Sedna satellites demonstrate manufacturing, integration and mission‑ops capability. This operational track record strengthens claims to recurring data/services revenue and helps convert pipeline opportunities into long‑term contracts.
Bears Say
Persistent Losses And Volatile Gross ProfitOngoing net losses and swings in gross profit indicate structural margin and execution challenges. Without sustained margin recovery, negative earnings will continue to erode retained capital, limit reinvestment potential, and constrain the path to durable operating profitability over the medium term.
Weak And Worsening Cash GenerationMaterially negative OCF/FCF increases funding and runway risk, making the company reliant on external financing or equity issuance. This constrains investment timing for launches, slows commercialization, and raises dilution or leverage risk if operational margins do not improve.
Revenue Uncertainty From Government Timing & Early CommercializationSignificant potential revenues hinge on multi‑government program approvals and conversion of early-stage VIREON customers. These factors create structural timing uncertainty and elongate monetization cycles, reducing predictability of recurring revenues and complicating capacity and cash planning.

AAC Clyde Space News

AAC FAQ

What was AAC Clyde Space’s price range in the past 12 months?
AAC Clyde Space lowest stock price was kr70.80 and its highest was kr186.00 in the past 12 months.
    What is AAC Clyde Space’s market cap?
    AAC Clyde Space’s market cap is kr914.42M.
      When is AAC Clyde Space’s upcoming earnings report date?
      AAC Clyde Space’s upcoming earnings report date is Aug 13, 2026 which is in 33 days.
        How were AAC Clyde Space’s earnings last quarter?
        AAC Clyde Space released its earnings results on May 13, 2026. The company reported -kr2.2 earnings per share for the quarter, missing the consensus estimate of -kr1.8 by -kr0.4.
          Is AAC Clyde Space overvalued?
          According to Wall Street analysts AAC Clyde Space’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does AAC Clyde Space pay dividends?
            AAC Clyde Space does not currently pay dividends.
            What is AAC Clyde Space’s EPS estimate?
            AAC Clyde Space’s EPS estimate is -0.9.
              How many shares outstanding does AAC Clyde Space have?
              AAC Clyde Space has 7,132,744 shares outstanding.
                What happened to AAC Clyde Space’s price movement after its last earnings report?
                AAC Clyde Space reported an EPS of -kr2.2 in its last earnings report, missing expectations of -kr1.8. Following the earnings report the stock price went up 14.931%.
                  Which hedge fund is a major shareholder of AAC Clyde Space?
                  Currently, no hedge funds are holding shares in SE:AAC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AAC Clyde Space

                    Headquartered in Uppsala, Sweden, and established in 2005, AAC Clyde Space AB (publ) specializes in delivering comprehensive solutions and services to the global small satellite industry. The company's reach extends across Sweden, the UK, continental Europe, the United States, and Asia. Its extensive product portfolio includes command and data processing systems, power management units (batteries, electrical power systems, solar arrays), advanced laser and radio communication modules, lightweight structural components, and propulsion mechanisms. They also supply various payloads and complete plug-and-play systems for satellite attitude determination and control. Beyond hardware, AAC Clyde Space offers a "space as a service" model, providing data subscriptions, delivery, customer portal access, insurance coverage, and data protection. Furthermore, the company operates the EPIC spacecraft platform. Their diverse client base encompasses governmental bodies, commercial enterprises, and academic institutions. The company rebranded to AAC Clyde Space AB (publ) in November 2019, having previously operated as ÅAC Microtec AB (publ).

                    AAC Clyde Space (AAC) Earnings & Revenues

                    AAC Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlighted several major strategic wins (notably the Sterna contract and SEK 1.1 billion backlog), successful recent satellite launches, and a conservative but positive full-year guidance (SEK 440–510M net sales; ~10% EBITDA). These positives were partially offset by a materially disruptive supply chain issue in the U.S. that suppressed Q1 net sales and EBITDA and shifted revenue recognition into Q2. Management expects the supply issues to be resolved and to begin recognizing Sterna revenue in Q2, and notes a strong pipeline and ongoing customer engagements (INFLECION, VIREON). Given the scale and strategic value of the booked backlog and the constructive guidance, the highlights outweigh the operational setbacks from the quarter, though timing risks remain.View all SE:AAC earnings summaries
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