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TalkPool AG (SE:TALK)
:TALK
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TalkPool AG (TALK) AI Stock Analysis

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SE:TALK

TalkPool AG

(TALK)

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Neutral 59 (OpenAI - Gpt-5.6Sol)
Rating:59Neutral
Price Target:
kr16.00
▲(0.00% Upside)
Action:Reiterated
Date:08/29/26
The score is driven primarily by solid but mixed financial performance: very strong TTM revenue growth and ongoing profitability are offset by weaker earnings quality (margin compression) and less consistent cash generation (sharp free-cash-flow decline and prior volatility). Technicals are neutral-to-soft due to trading below key short-term moving averages despite mildly positive momentum signals. Valuation is reasonable on a P/E basis, but with no dividend yield to add support.
Positive Factors
Strong Revenue Re-acceleration
The sharp TTM sales re-acceleration indicates renewed demand for TalkPool’s telecom network and IoT services. Sustained project wins or connectivity adoption could strengthen operating scale and expand the company’s customer and service base.
Negative Factors
Margin Compression
Falling net and EBIT margins show that recent revenue growth is not translating proportionally into earnings. Persistent delivery costs, project mix pressure, or competitive pricing could limit the long-term benefit of higher telecom and IoT volumes.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Re-acceleration
The sharp TTM sales re-acceleration indicates renewed demand for TalkPool’s telecom network and IoT services. Sustained project wins or connectivity adoption could strengthen operating scale and expand the company’s customer and service base.
Read all positive factors

TalkPool AG (TALK) vs. iShares MSCI Sweden ETF (EWD)

TalkPool AG Business Overview & Revenue Model

Company Description
TalkPool AG is a specialist provider of comprehensive network services and customized solutions, primarily serving telecommunications operators, system vendors, and lead contractors. Their extensive offerings include network design, remote facilit...
How the Company Makes Money
TalkPool primarily generates revenue by delivering contracted services and solutions to telecom operators, enterprises, and public-sector customers. Key revenue streams include: (1) telecom network services—fees earned from network planning, rollo...

TalkPool AG Financial Statement Overview

Summary
Strong TTM revenue re-acceleration (~181%) and continued profitability support the score, but margin compression versus 2025 (net margin ~4.0% vs ~5.5%; EBIT margin ~7.7% vs ~8.8%), a steep TTM free-cash-flow drop (~-69% vs 2025), and historical balance-sheet volatility (negative equity in 2021–2023) temper overall quality and consistency.
Income Statement
64
Positive
Balance Sheet
71
Positive
Cash Flow
55
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue18.32M17.86M15.76M15.61M25.50M24.50M
Gross Profit4.83M4.75M4.25M3.82M6.47M5.77M
EBITDA1.35M1.79M1.58M1.81M2.69M830.18K
Net Income649.21K978.22K859.73K790.71K1.22M-334.47K
Balance Sheet
Total Assets8.84M6.37M5.99M6.24M8.11M11.66M
Cash, Cash Equivalents and Short-Term Investments2.42M1.06M1.41M1.04M1.53M1.51M
Total Debt1.59M1.23M2.19M3.11M4.57M7.17M
Total Liabilities4.85M4.23M4.94M6.15M9.26M14.15M
Stockholders Equity3.83M1.98M881.00K-54.54K-1.33M-3.58M
Cash Flow
Free Cash Flow265.51K507.39K1.28M-141.41K-153.70K1.16M
Operating Cash Flow793.03K796.40K1.43M-32.21K106.71K2.52M
Investing Cash Flow-576.28K-412.63K-134.29K1.01M1.06M-1.77M
Financing Cash Flow207.71K-713.80K-911.18K-1.46M-1.01M-289.23K

TalkPool AG Technical Analysis

Technical Analysis Sentiment
Negative
Last Price16.00
Price Trends
50DMA
15.95
Negative
100DMA
15.14
Negative
200DMA
14.70
Positive
Market Momentum
MACD
0.03
Negative
RSI
44.38
Neutral
STOCH
61.50
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:TALK, the sentiment is Negative. The current price of 16 is above the 20-day moving average (MA) of 15.69, above the 50-day MA of 15.95, and above the 200-day MA of 14.70, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 44.38 is Neutral, neither overbought nor oversold. The STOCH value of 61.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SE:TALK.

TalkPool AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
kr118.66B11.7142.66%5.14%1.82%142.95%
64
Neutral
kr33.93B77.631.99%-6.20%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
60
Neutral
kr167.76B35.029.48%4.49%-4.06%14.70%
59
Neutral
kr115.60M15.5245.09%7.92%-43.49%
54
Neutral
kr313.01M-1.25-32.07%-5.09%-1189.66%
42
Neutral
kr2.16B51.952.32%0.40%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:TALK
TalkPool AG
15.10
0.50
3.42%
SE:TEL2.B
Tele2 AB
170.80
11.12
6.96%
SE:SINCH
Sinch AB
47.20
18.13
62.37%
SE:TELIA
Telia Company AB
43.77
9.88
29.17%
SE:TRANS
Transtema Group AB
5.30
-5.34
-50.21%
SE:ELTEL
Eltel AB
13.75
4.89
55.19%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 29, 2026