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
    }
  }
}


saab-far-order-pa-dronarskydd-fran-sverige

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Saab is active in the defense and aerospace industry and focuses on the development, manufacture and distribution of defense and security systems. The company's products include fighter aircraft, radar and surveillance systems. The operations are global with a primary presence in Europe, North America and Asia. Saab was founded in 1937 and is headquartered in Stockholm.

Here are Renato’s preview comments as Saab reports its Q1 results on Thursday, April 23rd.  We expect strong sequential order intake as the demand environment remains unchanged. Revenue should continue its solid growth, supported by the conversion of a strong order backlog. We also expect absolute profitability to increase from the previous year, although the operating margin should remain slightly below the comparison period due to the ongoing capacity ramp-up and internal work-in-progress. Ahead of the report, the key question remains whether Saab can maintain its order momentum and delivery quality as the revenue base expands.                   Inderes – 20 Apr 26              Saab Q1'26 ennakko: Suhdanneyläjakso on ennallaan. Nyt on toimitusten aika -...    Saab aloittaa Q1:n vahvalla kysynnällä ja ennätyksellisellä tilauskannalla, mutta avainkysymys on, pysyykö toteutus odotusten mukaisena

There are a two additional angles, that I can think of, worth considering that connect more directly to the business fundamentals. The first is the software and scalability angle. The C-UAS system is described as mobile and modular, which is significant from a margin perspective. Modular systems are inherently easier to upgrade, expand, and export without a full redesign, which means the initial domestic order is likely to have a longer commercial tail than the headline number suggests. Each software update or capability expansion becomes a potential follow-on contract, and the recurring revenue characteristics of that model are structurally more valuable than a one-time hardware sale. The second is the Surveillance division’s margin trajectory. The order books under Surveillance, which already grew 24% in 2025 and is Saab’s largest division. C-UAS systems are sensor and software intensive, which tends to carry better margins than platform hardware. As the mix within Surveillance shifts toward more software-intensive products like C-UAS, the division’s margin profile should improve gradually over time, supporting the group’s path toward our 12% terminal EBIT margin expectation.

Hi! Here are my thoughts about the recently announced order that Saab received right before Easter. The company received an order from the Swedish Defence Materiel Administration (FMV) for a mobile and modular counter-unmanned aircraft system (C-UAS) valued at approximately 230 MEUR (2.6 BSEK). The order strengthens Saab’s position in one of the fastest-growing segments in modern defense (Source: 1, 2) , with deliveries scheduled for 2027-2028. We view this as an expected continuation of Saab’s close cooperation with the Swedish Armed Forces rather than a surprise. Link to the press release. Drone defense has become one of the defining capability gaps on the modern battlefield. The ordered system is designed to detect, track, and neutralize low-flying small and medium-sized drones; the kind that have reshaped tactics in Ukraine and driven a sharp rise in global C-UAS demand. The system integrates Saab’s own sensors and technologies into a compatible whole, built to protect both military targets and civilian infrastructure. The order will be booked under the Surveillance business area, which grew revenue by 24% in 2025 and sits at the core of Saab’s sensor technology and system integration capabilities. In absolute terms, 230 MEUR is a meaningful order. In the context of Saab’s current order book, it is a relatively modest addition. The company’s order intake in Q4’25 alone reached a record approximately 8,850 MEUR (100 BSEK). That said, the order does exactly what a steady domestic order flow is supposed to do: it reinforces confidence that Saab can sustain a strong delivery pace and remain on track toward its updated financial targets for 2023-2027. We expect Saab’s revenue to grow by 21.1% to approximately 8,482 MEUR (95,849 MSEK) in 2026 and by 18.8% to approximately 10,079 MEUR (113,892 MSEK) in 2027. On our estimates, EBIT should grow by 26% and 21% in those same years, while EPS should grow by 28% and 21%. From our point of view, the valuation remains demanding at 2026e P/E 43.5x, but strategic execution and a stable domestic order flow continue to reduce the execution risk that would otherwise make that multiple significantly harder to digest. We believe that modular, easily integrable systems like this C-UAS are a good illustration of how Saab is positioning itself to meet the scale of NATO’s and Europe’s growing defense needs.

Hi, Saab recently press released that it had entered into an industrial partnership with a Canadian AI company, Cohere. This made me thing of several reasons this is good for Saab, operating at different levels. Link. The clearest read-through is the Canada GlobalEye campaign. Canada has a well-established industrial participation framework, meaning foreign suppliers need to demonstrate meaningful local economic involvement to be competitive. Partnering with a well-regarded Canadian AI company directly strengthens Saab’s industrial cooperation credentials in that market and improves its competitive position ahead of what could be a significant contract win. A second dimension is product capability. Cohere builds enterprise-grade AI models designed for secure, on-premises deployment, which is a hard requirement in defense environments. The collaboration targets data-driven mission support and information processing within GlobalEye’s operational architecture, meaning the platform becomes better at helping operators process sensor data faster, prioritize threats more clearly, and act more decisively under pressure. That makes GlobalEye more capable and more competitive in every market, not just Canada. The third dimension is the most strategically important. As we discussed, one of Saab’s key long-term hedges against the gradual maturation of satellite sensor technology is owning the fusion and decision layer rather than defending the collection platform alone. Embedding enterprise AI directly into GlobalEye is a concrete step in that direction. A platform that not only collects data but interprets and prioritizes it in real time using advanced AI is structurally harder to displace, regardless of how the underlying sensor landscape evolves.

I agree with you, and the current environment has made the argument meaningfully stronger than it was when I last wrote about this. Ukraine exposed a critical shortage of interceptor missiles across NATO, which created a second-order problem that is easy to overlook. When interceptor stocks run low, the defender cannot engage every incoming threat and must prioritize the most dangerous ones. That selectivity requires better situational awareness, more time to make decisions, and a clearer real-time picture of what is actually incoming. That is precisely what GlobalEye provides. It extends the radar horizon, it is multi-domain meaning it tracks aerial, maritime, and ground threats simultaneously, and it feeds that picture directly into a nation’s broader command and control architecture. The marginal value of owning that capability was already rising before any of the recent events. Now the problem is wider, and as you correctly point out, that means the marginal value is greater. The Middle East conflict has introduced a second active theater in which allied infrastructure is being targeted by ballistic missiles, cruise missiles, and drone swarms across multiple countries at once. Each of those threat types is exactly what GlobalEye is built to detect early and help manage. A nation reassessing its air defense architecture in light of all this, and there are several that now have strong reasons to do so, will find the case for a system like GlobalEye considerably more urgent than it did twelve months ago. The export filter remains a real constraint. Sweden must approve any sale, so buyers need to be allies or at minimum non-adversarial nations. But the pool of countries that meet that criterion and are now actively rethinking their air defense posture has grown meaningfully since February 28th, and that has to be reflected in how we think about GlobalEye’s medium-term demand pipeline. Risk side note: The real risk is not that satellites suddenly replace systems like GlobalEye. It is that the rapid commercialization of low earth orbit radar constellations gradually narrows the addressable market for airborne early warning over a ten to fifteen year period. The more immediate risk is that customers start to price in satellite optionality earlier in the procurement process, which could lengthen sales cycles and raise the proof burden for airborne platforms. To me, Saab’s clearest hedge is therefore to own the data fusion and command layer rather than defend the collection platform on its own. That is what makes its investments in space and autonomy strategically important, even if the revenue contribution still looks modest today.

Here are Renata’s comments on Saab combining the Kockums business area and Surveillance’s Naval Combat Systems unit into a new Naval business area starting in April, which should clarify the company’s structure and support synergies. Saab announced today that it will combine the Kockums business area and Surveillance’s Naval Combat Systems unit into a new business area named Naval, effective April 1, 2026. We view the restructuring as a logical strategic step that clarifies the company’s structure and supports the targeted synergies between platforms and their combat systems. The current head of Kockums will lead the new division. The change has no impact on the group’s revenue or earnings. Our forecasts remain unchanged.                   Inderes              Saab konsolidoi merivoimatoimintonsa kasvua varten - Inderes    Järkevä rakenteellinen siirto, joka vahvistaa laivastoliiketoiminnan kasvuteesiä ja konsernitason kannattavuuspolkua.

Renata has written some comments regarding the Polish contracts Saab secured.  Saab has signed new cooperation agreements with Poland’s PGZ and WB Group, deepening the cooperation initiated in September 2025 regarding submarine maintenance and autonomous systems. The agreements are letters of intent and do not change our forecasts, but they reinforce our long-term growth and profitability outlook.                   Inderes              Saab iskee lippunsa Puolan maaperään - Inderes    Viimeisimmät Puolan sopimukset eivät lisää lukuja malliimme, mutta ne vähentävät riskiä, että pitkän aikavälin ennusteemme osoittautuvat liian optimistisiksi.

Saab

Saab har fått en order från Försvarets materielverk (FMV) på ett mobilt och modulärt drönarskydd (C-UAS). Systemet är utformat för att skydda Försvarsmakten samt civil infrastruktur mot hot ...

<div class="abstract">Saab har fått en order från Försvarets materielverk (FMV) på ett mobilt och modulärt drönarskydd (C-UAS). Systemet är utformat för att skydda Försvarsmakten samt civil infrastruktur mot hot från drönare. Ordervärdet uppgår till cirka 2,6 miljarder kronor och leveranser kommer att ske 2027-2028.&nbsp;</div>I samarbete med Försvarsmakten och FMV kommer Saab att utveckla och leverera avancerade C-UAS som ger ett beprövat, anpassningsbart och kostnadseffektivt skiktat försvar mot moderna drönarhot. Systemet kommer att stärka och komplettera Sveriges befintliga luftvärn och förmåga till drönarförsvar.- Med dagens order får Sverige ett avancerat mobilt, modulärt system för bekämpning av drönare. Denna teknik stärker luftrumssäkerheten genom att upptäcka, spåra och bekämpa hoten från obemannade luftburna farkoster och kan enkelt integreras med andra system, säger Carl-Johan Bergholm, chef för Saabs affärsområde Surveillance.Saabs C-UAS är en modulär och mobil plattform utformad för att upptäcka och neutralisera lågflygande små till medelstora drönare. Systemet integrerar fältbeprövade sensorer och verkanssystem från Saab, liksom utvalda tredjepartsteknologier, i en enda interoperabel lösning som sömlöst samverkar med befintliga försvarsresurser. Systemet, som är uppbyggt av etablerade komponenter, är fullt operativt och redo för insats.KontaktSaabs presscenter +46 (0)734 180 018 presscentre@saabgroup.com&nbsp; &nbsp;Saab är ett ledande försvars- och säkerhetsföretag med syfte att hjälpa nationer att skydda sin befolkning och bidrar till trygghet för människor och samhällen. Med 28 000 talangfulla medarbetare utvecklar Saab teknik och lösningar för en säkrare och mer hållbar värld. Saab utvecklar, tillverkar och underhåller avancerade system inom flygteknik, vapen, ledningssystem, sensorer och undervattenssystem. Saab har sitt huvudkontor i Sverige men en global verksamhet där Saab är en del av många nationers försvarsförmåga. &nbsp;<div></div>