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
    }
  }
}


modular-finance-ir-consensus-coffee-stain-consensus-estimates-q4-20252026

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Coffee Stain Group brings together Scandinavian game developers and publishers with a portfolio of community-driven games primarily for PC and console. The company has built titles such as Goat Simulator, Satisfactory, Deep Rock Galactic, Valheim, Teardown and Welcome to Bloxburg. The group consists of several game studios, including Coffee Stain, Ghost Ship and Tuxedo Labs. The head office is located in Karlstad.

Inderes              Interim Report Q4, January - March 2026: Net sales amounted to SEK 260 million...    FOURTH QUARTER, JANUARY-MARCH 2026 (COMPARED TO JANUARY-MARCH 2025)Net sales increased by 20% (40% organic growth in constant currencies) to SEK 260 million (216).Cash EBIT amounted to SEK 81...                              And money from the cash reserves to owners in the form of dividends. Additionally, the board intends to seek authorization for share buybacks amounting to SEK 150 million.

Sijoituskästi analyst Jani Järvinen visited the Portfolio Review and spent 10 minutes explaining why the company ended up in his portfolio, and with the largest weight at that!  Discussion about Coffee Stain Group starts at 31:49.                   Inderes              Kuopiolainen tuhkimotarina ft. Jani Järvinen | Salkkukatsaus - Inderes    Aika: 04.05.2026 klo 15.01 Sijoituskästin analyytikko Jani Järvinen on tehnyt sen, mistä moni voi vain unelmoida: äkkirikastuminen olemattomalla riskillä ja sen jälkeen pääoman kasvattaminen miljoonaluokkaan sijoittamalla.

Jani Järvinen is discussing a coffee stain on Xitter.  https://x.com/jamber0/status/2021904831183720592

After the open, the reaction was positive, but now, an hour later, the gains have already been erased. Sentiment in the gaming industry is incredibly bearish. What do the results matter when the narrative is that AI is coming to disrupt it all soon.

Mikko has been on the buy side for gaming companies. Coffee Stain is apparently the largest position in the portfolio.

Redeye initiated coverage. Base case SEK 27                    redeye.se              Coffee Stain Group: A quality brew    Redeye initiates coverage of Coffee Stain Group, a Swedish game development company recognised for its long-lived and innovative indie games. While the company faced a limited release pipeline alongs

Coffee Stain’s former parent company Embracer was a textbook example of those suffering from the gaming industry downturn: a massive catalog of AA games that didn’t end up selling very well. In recent years, game sales have become even more concentrated on top titles, and players are playing the same games for longer, generally speaking. While a few indie games (Hollow Knight comes to mind first) are super successful, the vast majority of games there too end up in the darkness of Steam’s digital basement. I can’t say when the sluggishness in the gaming sector will end. For now, the trend seems to be concentrated sales and the strengthening of the “winner-takes-all” effect, even as games continue to be released in record numbers.  This admittedly makes Coffee Stain an exception in a good way. The core of its game portfolio has already proven its quality and potential as long-lived IPs.

Coffee Stain Group

Estimates compiled by Modular Finance on behalf of Coffee Stain.Number of contributors: 7 (all of which have been updated or confirmed before the report)KPI (MSEK, unless otherwise specified...

<div class="mfn-body"><p>Estimates compiled by Modular Finance on behalf of Coffee Stain.</p><p>Number of contributors: 7 (all of which have been updated or confirmed before the report)</p><table><tbody><tr><td colspan="1" rowspan="1" valign="top" width="365.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid"><strong>KPI (MSEK, unless otherwise specified)</strong></td><td align="right" colspan="1" rowspan="1" valign="top" width="184.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid"><strong>Q4 25/26E (Median)</strong></td><td align="right" colspan="1" rowspan="1" valign="top" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid"><strong>Q4 25/26E (Mean)</strong></td></tr><tr><td colspan="1" rowspan="1" valign="top" width="365.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">Net sales</td><td align="right" colspan="1" rowspan="1" valign="top" width="184.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">220</td><td align="right" colspan="1" rowspan="1" valign="top" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">227</td></tr><tr><td colspan="1" rowspan="1" valign="top" width="365.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">Organic growth (%)</td><td align="right" colspan="1" rowspan="1" valign="top" width="184.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">20.50</td><td align="right" colspan="1" rowspan="1" valign="top" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">19.75</td></tr><tr><td colspan="1" rowspan="1" valign="top" width="365.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">Cash EBIT</td><td align="right" colspan="1" rowspan="1" valign="top" width="184.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">84.0</td><td align="right" colspan="1" rowspan="1" valign="top" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">82.7</td></tr><tr><td colspan="1" rowspan="1" valign="top" width="365.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">Cash EBIT margin (%)</td><td align="right" colspan="1" rowspan="1" valign="top" width="184.0px" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">37.90</td><td align="right" colspan="1" rowspan="1" valign="top" class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid">36.46</td></tr></tbody></table><p>More consensus estimates can be found on Coffe Stain’s webpage: <a href="https://coffeestain.com/investors/the-share/analysts-estimates/" rel="noopener">https://coffeestain.com/investors/the-share/analysts-estimates/</a></p><p>Coffee Stain’s Q4 report will be released on Tuesday 12 May 2026 at 8:00 CEST.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong><br><a class="mfn-generated mfn-primary" href="https://storage.mfn.se/34fd25a5-41f4-41ad-bca6-a05254dcb614/coffee-stain-consensus-estimates-q4-2025-2026.pdf" rel="noopener">Coffee Stain – Consensus estimates Q4 2025/2026</a></p></div>

KPI (MSEK, unless otherwise specified)	Q4 25/26E (Median)	Q4 25/26E (Mean)
Net sales	220	227
Organic growth (%)	20.50	19.75
Cash EBIT	84.0	82.7
Cash EBIT margin (%)	37.90	36.46