contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


analyst-group-analyst-group-comment-on-polights-follow-on-tlensr-order-supporting-consumer-oem-qualification

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

poLight is a Norwegian technology company that has developed and sells patented and proprietary technology for use in autofocus in camera applications. The company's products replicate the focusing ability of the human eye, and are used in devices such as smartphones, wearables, barcode scanners, machine vision systems and various medical devices. The company delivers its products to customers globally and is headquartered in Tønsberg.

The second part of the contract has been implemented. It is promising that the customer’s project is continuing. We are still in the early stages, so the project’s finish line is perhaps only visible within 1-2 years.  The final call was subject to project continuation and the total purchase order is worth approximately NOK 1.8 million. The final call announced today is worth approximately NOK 1 million.                    poLight              poLight ASA Announces Follow-on TLens® Purchase Order Supporting Top Tier...    TØNSBERG, Norway – 11 February, 2026 – poLight ASA (OSE: PLT) today announced it has received the call for the final 50 per cent from the purchase order that was announced 6 August 2025. The supply supports an ongoing qualification program for a...         Estimated reading time: 1 minute

I am not familiar with the Swedish firm Analyst Group, but the company has produced an analysis report on poLight. It’s a Buy recommendation, so it is no surprise that the target price (9 NOK) offers upside compared to the current share price. That’s how they tend to be across the bay, I guess. The analysis itself is, however, a solid piece of work and provides basic info on poLight and its business opportunities and threats. The key driver for the share price will be orders from top-tier players related to AR glasses over the next couple of years.                   Analyst Group              poLight - Analyst Group    Ett analyshus med fokus på små- och microcap-bolag i Norden                                        analystgroup.se              Analyst-Group-poLight.pdf

Some reflections on the possibility of a breakthrough for AI glasses (?) appeared on the Inderes front page. “AI glasses” is an unfamiliar category to me, so I assume it falls into the MR/AR (mixed/augmented reality) glasses category. Be that as it may, rapid growth is expected for the industry, and there is no doubt about the importance of the role of optics. AI requires high-quality, well-focused images, and Polight’s products offer a solution for this.  Explosive growth on the horizon Citi predicts that smart glasses shipments will grow by an average of 105% per year between 2024 and 2030. This would mean approximately 112 million units sold by the end of the period. Of note is the revenue side, where the market is estimated to grow at an annual rate of 112% to approximately 40 billion dollars.                    Inderes              Tekoälylasit mahdollisen läpimurron edessä - Inderes    Citigroupin analyysin mukaan tekoälylasit ovat mahdollisen läpimurron edessä seuraavana suurena kuluttajalähtöisenä tekoälyalustana. Teknisistä ja kaupallisista esteistä huolimatta kehitys osoittaa nopeaa kasvua, jossa teknologian, muodin ja...

Yesterday there was Raspberry news, and now an order for scanner lenses worth almost 2 MNOK came in. By gut feeling, this is the largest (or at least one of the largest) lens orders in the scanner sector in history. As highlighted in the press release, the new M12-format lens component further increases order potential for 2026.                   Inderes              poLight ASA Secures TLens® Follow-On Order from Leading Machine Vision...    Tønsberg, Norway 18 December 2025 – poLight ASA (OSE:PLT) today announced the receipt of a follow-on purchase order of TLens® valued at approximately NOK 1.9 million from a machine vision and...

A couple of smaller orders went unreported in the previous post for the reason mentioned, but it’s good to mention the opening of a new - in business language, a new vertical. Already a few years ago, medical endoscopes were close to realization, but now access to optical inspection devices for internal surfaces came from the industrial applications side. Based on the customer’s statements, this is not just any ordinary “temuskooppi” (temuscope). Stacking three TLens units sounds like the same application that has been used in the bio-side for imaging brain activity in so-called Kavli microscopes. Apparently, the structure is not a “fixed focus” solution, but capable of some kind of adjustable zoom, which further increases the difficulty factor. For the same reason, I assume the unit price of the lenses is significantly higher than normal, so even though the initial delivery quantities are “would fit in a letter”, the per-unit margin is good.  TLens® is an excellent fit due to its small size and durability, and by stacking three TLens® units, we can achieve the required focusing range. Initial customer feedback has been promising.   …integration of TLens® into an industrial endoscope application. This marks the entry of TLens® into a new market segment. The first few hundred TLens® units have been ordered and will be delivered in Q4 2025.                    Inderes              poLight ASA secures first design-win for an industrial endoscope application...    Tønsberg, Norway 16 December 2025 – poLight ASA (OSE-PLT) today announced an important milestone with the integration of TLens® into an industrial endoscope application. This marks the entry...

Another new order in a row. 900 KNOK follow-on order for TWedger. A follow-on order is always a good sign - the potential has been noticed and the customer is continuing their projects. Going forward, I will no longer link orders under one million to the thread, as otherwise, there might be too many chain bumps for some tastes. Even small orders are nice news, but their significance in the overall picture is already diminishing. Everyone can get press releases in their mail if they wish, and apparently, Inderes also provides press releases from the Norwegian stock exchange:                   Inderes              poLight ASA Receives Follow-on Purchase Order from Top Tier Consumer OEM for...    Tønsberg, Norway 5 November 2025 - poLight ASA (OSE: PLT) today announced that the company has received a follow-on purchase order worth approximately NOK 900,000 for TWedge® wobulator technical...

Quarterly reporting is behind us, and the stock price, as usual, takes a dip. Well, there had already been such a significant rise that shares acquired in June are now twice as valuable. Reflected by revenue, the valuation is indeed high – with annual revenue (~20 MNOK), the price/sales would be around 70-75. This wouldn’t make sense unless that cash cow was already a bit closer. According to the very cheerful CEO’s projection, revenue will already increase more next year. I assume this means talking about 2-3 million Tlens orders (per large OEM’s AR glasses order) plus Twedge and design services on top of that. The unit price of Tlens varies depending on the application, finish, and order volume, but if one estimates the average unit price for a large order to be 10-12 NOK per piece, we are at least in the right ballpark. The rest depends on timing.  Don’t expect [next year] yet super high volumes, but higher volumes  The most significant volume pull is expected from AR/MR glasses. Based on the CEO’s comment, it’s pointless to guess which of the big OEM players are involved – they are all involved, one way or another.  All major OEM’s work with both TLens and TWedge…AI/AR/MR glasses.  Some may only be doing benchmarking, and the final product will appear – if it appears – towards the end of the decade. Meta is likely to be the first, with others following, and Chinese companies close behind. On the scanner side, the plugin lens compatible with the M12 interface is good for lowering the adoption threshold of the product. Based on the presentation, the Tlens component could also be connected to a Raspberry Pi, which opens up the market for hobbyist builders. I won’t include the traditional pipeline image of design wins and ongoing PoC projects. The numbers are already so significant, especially in the AR/MR sector, that new order announcements will come sooner or later. There’s no need to guess if Tlens will break through in the market – it already has.            storage.mfn.se              polight-q3-2025-presentation.pdf                             After the Q3 report, there was also an announcement about a design win for AR glasses in the medical sector. Based on a quick search, it doesn’t seem like a significant cherry on top of the cake, but rather a small startup for whom getting their name in a listed company’s press release is a reference in itself. Still, everything counts.                   poLight              poLight ASA Confirms Design-win for TLens® in SnkeXR Medical AR Glasses -...    Tønsberg, Norway 31 October 2025 – poLight ASA (OSE:PLT) today announced that its TLens® tunable lens technology is used in the SnkeXR augmented reality (AR) headset purpose-built for medical applications. The device will be unveiled on 4...         Estimated reading time: 2 minutes                               With good feelings towards next year. Watching the stock prices, there will be rallies and dips in both directions, but on average, I predict rising levels for next year as well!

poLight

poLight ASA (“poLight” or “the Company”) announced on Tuesday, February 11, 2026, that the Company has received the final 50% call-off under the purchase order originally announced on August...

<div class="mfn-preamble"><p><strong>poLight ASA (“poLight” or “the Company”) announced on Tuesday, February 11, 2026, that the Company has received the final 50% call-off under the purchase order originally announced on August 6, 2025. The total order amounts to approximately NOK 1.8m, of which approximately NOK 1.0m relates to the final call-off. The order supports an ongoing qualification program for a potential consumer product with the unnamed top-tier U.S. consumer electronics OEM referenced in connection with the strategic investment agreement with Q Tech. Final deliveries are expected in Q1 2026.</strong></p></div><div class="mfn-body"><hr><p><strong><a rel="noopener" href="https://analystgroup.se/kommentarer/analyst-group-comment-on-polights-follow-on-tlens-order-supporting-consumer-oem-qualification/">Read Analyst Group’s comment here</a></strong></p><hr><p>About Analyst Group:&nbsp;One of Sweden's leading equity research&nbsp;boutiques with focus on small and medium-sized listed companies.<br><strong><a rel="noopener" href="https://www.analystgroup.se/om-oss/">Read more about Analyst Group</a></strong><br><em>&nbsp;</em><br>This is a press release from Analyst Group regarding the publication of a comment on poLight. Readers may assume that Analyst Group has received compensation for making the comment. The Company has not been given an opportunity to influence the parts where Analyst Group has had opinions about the Company, future valuation or anything else that could be considered a subjective assessment.</p></div>