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
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... 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
      researchContentUrl
    }
    ... 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-purchase-order-for-consumer-arormr-application

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

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.

Lens order 2.4 MNOK. This time, the customer is only referred to as a “consumer OEM,” without “top tier” or “leading” specifications. So, probably a Chinese startup? The order size is growing as expected, but admittedly, the increase in semiconductor prices cannot help but bite into the AR/MR glasses sector. AI creates demand, but at the same time, it pushes hardware prices up and drags the prices of devices on the drawing board beyond consumers’ pain thresholds. Amid general uncertainty, it is easier to do one more iteration with demo devices and wait to see if semiconductors would be cheaper and delivery terms more reasonable in the next release window.                   Inderes              poLight ASA Receives TLens® Follow-on Purchase Order from a Consumer OEM for...    Tønsberg, Norway, 7 April, 2026 – poLight ASA (OSE: PLT) today announced that it has received a follow-on purchase order with a total value of approximately NOK 2.4 million to supply TLens® ...

TWedge order for well over a million. These have been coming in at a steady pace.                   Inderes              Correction: poLight ASA Receives Purchase Order for TWedge® Wobulator...    Wrong date on the original press releaseTønsberg, 7 March 2026 - poLight ASA (OSE: PLT) today announced that the company has received a purchase order worth approximately NOK 1.1 million to ...

Polight’s Q4 presentations watched and the Q&A listened to a couple of times. Key points in brief:  record quarter in terms of revenue and full-year revenue approx. 20 MNOK, growth of approx. 100% from the previous year AR/MR share of revenue 70% (!) MLens component assembly from Polight is the first step up the value chain; in addition to just the lens and motorics, a more valuable “plug-in assembly” is produced. Ramp-up is a thing for 2026. Locking in TWedge product specs is approaching: if customers can be committed, the goal is to produce components “en masse” in 18-24 months. Based on feedback, this should not be a problem. Polight continues recruiting, hiring 10-15 more people per year if I heard correctly –> customer demand is strong and staff workload is high CEO estimated the first volume-significant (AR/MR consumer device?) announcement to be ahead (in the autumn?), but in a conservative manner (and having learned lessons from the mobile phone side) left reservations for schedule changes  I won’t delve any deeper into the “project pipeline” situation from PoCs to design-in phase figures. The numbers are steady compared to the last quarter (new vs. ended), and maintaining additional projects will likely require the mentioned additional staff. For the first time, I saw sector-specific order backlog in NOK in the interim report. Not big numbers, a few MNOK, but a step from an “R&D shop” to a company communicating with hard order numbers. Based on those alone, it looks like Polight will exceed the 2025 revenue level of 20 MNOK - even if the expected “big order” doesn’t come this year. In the Q&A session, the understandable “when will Polight be cash flow positive” was asked. Internal figures are still not disclosed, but they noted with the CFO that if the roadmap hits the mark, Polight will be “very very profitable”. What the roadmap’s end year is was not stated. Somewhere in the 2030s, I guess. To sum up - the company is doing what it should in this situation. More gas, so that the smoldering market demand doesn’t go looking for a better-oiled alternative.            storage.mfn.se              polight-q4-2025-report.pdf

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...

poLight

poLight ASA (“poLight” or “the Company”) announced on Tuesday, April 7, 2026, that the Company has received a follow-on purchase order with a total value of approximately NOK 2.4 million to ...

<div class="mfn-preamble"><p><strong>poLight ASA (“poLight” or “the Company”) announced on Tuesday, April 7, 2026, that the Company has received a follow-on purchase order with a total value of approximately NOK 2.4 million to supply TLens® to a consumer OEM for an AR|MR application. Deliveries are expected to commence in May 2026, with completion dependent on customer demand.</strong></p></div><div class="mfn-body"><p>Against a share price that has weakened since the beginning of the year, the continued commercial progression within AR and MR programs provides a constructive counterpoint. In Analyst Group’s view, the underlying commercial development has not deteriorated; rather, the order flow and program intensity observed year-to-date support the view that poLight remains well positioned ahead of what Analyst Group considers an important period for further commercial validation.</p><hr><p><strong><a href="https://analystgroup.se/kommentarer/comment-on-polights-follow-on-tlens-purchase-order-for-consumer-armr-application/" rel="noopener">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 href="https://www.analystgroup.se/om-oss/" rel="noopener">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>