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Analyst Comment

Optomed modtager internationalt anerkendt cybersikkerhedscertifikat

By Juha KinnunenAnalyst
Optomed

Automatisk oversættelse: Oprindeligt udgivet på finsk 21.1.2026, 15.44 GMT. Giv feedback her.

Optomed meddelte onsdag, at de har opnået den internationalt anerkendte ISO 27001-informationssikkerhedscertificering. Certifikatet er et bevis på kvaliteten af selskabets processer og understøtter selskabets software- og AI-løsninger, som er vigtige for selskabets strategi. Efter vores opfattelse vil certifikatet især lette salget af Aurora AEYE i USA til store kunder, som ofte kræver det. Nyheden er således positiv, men den medfører ingen ændringer i vores estimater eller investeringsbetragtning.

ISO 27001-certifikat tildelt

Optomed har opnået ISO 27001-certificeringen, som er en internationalt anerkendt standard for informationssikkerhedsstyringssystemer. Standarden forudsætter en omfattende ramme for informationssikkerhedsstyring og risikostyring fra organisationen, hvilket sikrer fortrolighed, integritet og tilgængelighed af data. Certificeringsprocessen omfattede en omfattende revision, der vurderede selskabets praksis og processer.

Et krav i flere udbud

Erhvervelsen af certifikatet er et logisk skridt for Optomed, som behandler følsomme patientdata og i stigende grad overgår til cloud-baserede løsninger. Vi forstår, at selskabet har opnået certifikatet for at understøtte kommercialiseringen af Aurora AEYE i USA, hvor det især er et krav fra store hospitalssystemer. Ifølge CEO Juho Himberg kræves ISO 27001-certificering i stigende grad i udbud. Efter vores opfattelse har manglen på certificering ikke været en direkte hindring for salget, men den har bremset salgsprocesserne betydeligt, især i store hospitalssystemer. Vi mener, at certifikatet er en hygiejnefaktor, der validerer Optomeds fremgangsmåder og opbygger tillid blandt interessenter og sundhedspartnere.

Understøtter kommercialiseringen af Aurora AEYE i USA

Vi vurderer, at certifikatet direkte understøtter Optomeds strategi og især kommercialiseringen af Aurora AEYE AI-løsningen i USA. Himberg fremhævede i meddelelsen, at certificeringen gør det muligt for selskabet at opfylde kundernes krav, herunder for Aurora AEYE-kunder i USA. Det amerikanske marked er afgørende for Optomeds forventninger til omsætningsvæksten, og sikkerhedskravene er typisk strenge der. Vi mener, at certifikatet fjerner en potentiel hindring for salget og letter forhandlingerne med store sundhedsorganisationer. Selvom nyheden er strategisk vigtig og understøtter salgsarbejdet, medfører den ingen ændringer i vores estimater. Vores investeringsbetragtning er, at dette er en faktor, der muliggør den stærke vækst, vi forventer.

Optomed operates in the medical technology sector. The company conducts research and development of specialized eye cameras. Development takes place of both hardware and software that are resold under different brands. Operations are held on a global level, with the largest presence in the Nordic market. Customers consist of research institutes and hospitals. The company has its headquarters in Oulu.

Read more on company page

Key Estimate Figures17.12.2025

202425e26e
Revenue15.017.120.0
growth-%-0.4 %13.7 %17.2 %
EBIT (adj.)-6.0-5.2-2.7
EBIT-% (adj.)-39.6 %-30.6 %-13.3 %
EPS (adj.)-0.29-0.32-0.13
Dividend0.000.000.00
Dividend %
P/E (adj.)neg.neg.neg.
EV/EBITDAneg.neg.878.5

Forum discussions

Yesterday’s immediate bounce was +20%, but once the most eager investors had taken their profits, algorithmic trading continued with individual...
yesterday
by Dr.Feelgood
17
A small “study” on yesterday’s +18.30% day. I compared Optomed’s entire stock market history to those days where the single-day close-to-close...
yesterday
by Due Diligence
16
Understood. It could mean either of the things you mentioned, or they might acquire the hardware first and then the AI shortly after.
yesterday
by Kanye_Cash
1
Could someone explain to a layman what it means / could mean when they are just selling the hardware (rauta) to the distributor? In other words...
yesterday
by Chilledy
2
Good results from AI screening at a hospital in West Virginia. LumineticsCore appears to be in use. It’s crazy that the use of AI hasn’t spread...
yesterday
by Sheikki
13
Or maybe it’s just Optomed’s way of informing cautiously/understating things. In any case, it was great news, and now let’s hope for more to...
yesterday
by Mr. Stock
23
If this ~€1.8M order level finally exceeds the disclosure threshold, and today’s information is that the company is maintaining its guidance...
yesterday
by Jummijammi2
15