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Research

Tietoevry: Positive Capital Markets Day

By Joni GrönqvistAnalyst
Tietoevry
Download report (PDF)

Tietoevry organized a Capital Markets Day (CMD) in Stockholm yesterday, which can be watched here. The theme of the day was “Accelerating value creation”. The presentations provided insights into the company’s strategy execution, business portfolio priorities and new uplifted financial ambitions. In addition, the logic and timetable for activities to be separated were discussed. The CMD increased confidence in the company's growth and we raised our estimates slightly. The valuation picture of the share is still attractive from several angles (2022e adj. P/E 11x and dividend yield > 6%) and now, with the businesses to be separated, the share has drivers to dissolve the undervaluation.

Tieto is a Nordic provider of digital services and software founded in 1968. The company is headquartered in Finland and employs experts worldwide. It serves thousands of private and public sector customers in nearly 100 countries.

Read more on company page

Forum discussions

Is Tieto being groomed for sale, as it feels like they are streamlining quite commendably now?
2/18/2026, 9:39 AM
10
News Powered by Cision Tieto myy kaksi Tieto Indtechin ohjelmistoliiketoimintaa EG:lle Tietoevry Oyj LEHDISTÖTIEDOTE 18.2.2026 klo 9.30 Tieto...
2/18/2026, 7:31 AM
by Cadel
26
News Powered by Cision Tieto ja Orange Business puitesopimukseen kapasiteetti- ja jatkuvien... Tietoevry Oyj LEHDISTÖTIEDOTE 17.2.2026 klo 10...
2/17/2026, 8:05 AM
by Cadel
18
Message merged into thread: Inderes.fi content development ideas
2/14/2026, 10:17 AM
by Sijoittaja-alokas
0
I support company-paid analysis. Company-paid analysis makes the existence of the coverage itself possible. As for Premium, I pay for the tool...
2/13/2026, 8:05 PM
by Pati_
6
Yep. Back when I was working at Tieto, as soon as Alkio arrived, everything started going downhill. I don’t know if it has anything to do with...
2/13/2026, 7:27 PM
by Pietu
6
At Tieto, things finally seem to be heading in a better direction after a long time. Replacing Alkio with a Norwegian was clearly a good move...
2/13/2026, 6:31 PM
by Hege_
10
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