ThomasDK

Investor

[ThomasDK @TheRealThomasDK]

@ResearchPulse1 @CHItrader I even think the target stayed the same, so its just from Hodl to Buy

[Cyberpunk Sense 👑 @napoleon21st]

New promotional video by Acconeer $ACCON is entirely focused on the role of its powerful micro-radars in Physical AI.

The market is currently just beginning to price $ACCON 's stock based on its wins in the automotive sector alone.

Yet the real potential of this company is the upcoming explosion in Physical AI - robotics, self driving cars, smart cities, automated manufacturing and many more. The use cases are truly numerous and TAM is about to explode.

[ThomasDK @TheRealThomasDK]

@napoleon21st Would like to join - allready hit my chat-icon and updated 😉

[CM X @CM_X_CM]

Added a fat bag of $ACCON on the dip.

$ACCON — The Bull Case
Listed: Nasdaq First North Growth Market (Stockholm)
Currency: SEK

Technology Moat
Acconeer's core IP is Pulsed Coherent Radar (PCR) at 60GHz — delivering millimeter-precision distance and motion sensing at industry-leading power efficiency from a die footprint of just ~28–29mm². The combination of ultra-low power draw and miniaturization is the differentiation. No comparable incumbent matches both dimensions simultaneously. PCR physics creates genuine process and IP barriers that are hard to replicate cheaply.

Revenue Trajectory & Backlog
5-year revenue CAGR of 56%. Q1 2026 sales of SEK 18.3 million marked the third consecutive record quarter. Full-year 2025 net revenue was SEK 57.4 million, with non-automotive product sales up 71% year-over-year.

The most important near-term data point: confirmed orders already in hand for 2026 delivery exceed the entire 2025 full-year revenue in USD terms — meaning full-year growth is structurally locked in before the year is half over.
SEK 300M Target — Is It Credible?

Management guides SEK 300 million revenue by 2027 and cash flow positive in 2026. That is roughly 5x from 2025 levels in two years. The underpinning is real: A212 now in volume delivery, 2026 backlog already exceeds prior year, and three verticals accelerating simultaneously — automotive, presence detection, and level sensing.

Partnership Stack

Alps Alpine — strategic anchor and equity investor. Alps Alpine signed an exclusivity agreement for specific automotive use-cases and subsequently invested directly via a SEK 25 million directed share issue. Milestone payments on the A212 co-development project are still outstanding, providing near-term non-dilutive revenue on completion. A Tier-1 OEM supplier writing an equity check into a small-cap sensor company is a conviction signal, not just a commercial arrangement.

Excelitas — May 2026 strategic agreement under which Excelitas sells Acconeer sensors globally and co-develops next-generation PIR + radar sensor fusion technology targeting smart buildings, occupancy monitoring, and consumer devices. Excelitas opens distribution channels into life sciences, advanced industrial, and avionics that Acconeer cannot access organically.

Japanese Automotive Distribution — A121 order for automotive mass production with Q4 2026 delivery, via a leading Japanese Tier-1 distributor. Japan automotive distribution is relationship-gated; this signals Acconeer is past the qualification stage in that market.

A212 — The Re-Rate Catalyst

Multi-antenna sensor, 120-degree field of view, world-leading angular resolution. Enables not just occupant detection but size classification, people counting, 3D spatial understanding, and gesture recognition. Volume deliveries began Q1 2026. 10+ customers evaluating across Asia, Europe, and North America spanning consumer electronics and automotive.

This is the product that bridges Acconeer from a niche automotive supplier into a multi-vertical platform — smart buildings, robotics, wearables, healthcare, industrial. Each new vertical is TAM expansion with near-zero incremental R&D cost since the sensor hardware is shared.

The Undervaluation Argument
Current market cap sub-$50M USD. Against SEK 300M revenue by 2027, at a modest 3–4x P/S multiple appropriate for a profitable high-growth semiconductor IP company, implied market cap is SEK 900M–1.2B — roughly 2–3x current levels.

Key risks: gross margin compression (Q1 2026 at 50% vs. 61% prior year due to A212 launch dilution), ongoing cash burn until FCF breakeven, and the SEK 300M target requiring a sharp H2 2026/H1 2027 step-up not yet confirmed by orders.

[ThomasDK @TheRealThomasDK]

@LaBulll @privatekonomen Kommer ihåg dig från FPC tiden när du blankade Iphone lanseringen. Legend😍

Jag var på team Crowhater och "råkade" göra en väldigt bra resa ändå.

Är i övrigt i AZT också. Haft en liten bull-svans i depån sedan 😘

[ThomasDK @TheRealThomasDK]

@LaBulll @privatekonomen Håller med att senaste rusningen i Acconeer kommer från Sivers hypen.

Om dom håller vad dom säger, positivt kvartal i år, och omsättning 300 mill 2027 med 25% bruttomarginal tycker jag inte pe50 skulla vara konstigt och därmed dubbla värdet av i
dag, så följer med lite ännu

[ThomasDK @TheRealThomasDK]

@LaBulll @privatekonomen Bullen i Acconeer, skulle vara personligt investor-peak 🤞🏼🙏🏼😍

[ThomasDK @TheRealThomasDK]

@SSS260501 Du skal inte göra annat än vad du gör 👍🏻
Försökte bara vara rolig 😉

[SunSetSailor @SSS260501]

#Acconeer: Lovade härnedan:
SunSetSailor på X: ”@TheRealThomasDK Kommer att säga det när jag själv går in !” / X
Att tala om det när jag går in i Acconeer igen, TF 1h

[Cyberpunk Sense 👑 @napoleon21st]

@CKCapitalxx $accon easily. 100mcap. Bottom of s curve. Billions of micro radars going into physical ao

[ThomasDK @TheRealThomasDK]

@emilhartela Do you know about $accon (Acconeer)?
Very very interesting...

[ThomasDK @TheRealThomasDK]

@SSS260501 När är det dags? Bara nyficken 🙏🏼😊

[Pep Invest @PepInvestStocks]

@chiringuito261 Yes pullback, great long-term invest $ACCON

[ThomasDK @TheRealThomasDK]

@napoleon21st @aleabitoreddit Been in Acconeer since 2018
Not much freefloat, but a lot of large diamondhands 😎

[Cyberpunk Sense 👑 @napoleon21st]

Hit likes and replies on this please

[ThomasDK @TheRealThomasDK]

@Brownmoose @albaninbull I have been in this stock since 2018
Let me know if you have questions. Be glad to help.

[ThomasDK @TheRealThomasDK]

@Brownmoose @albaninbull This for Acconeer

https://t.co/i5W3I7TuFK

Long time shareholder 😊

[Pep Invest @PepInvestStocks]

$ACCON $SIVE $SEYE - The Swedish pioneer has silently engineered a bulletproof Tier-1 supply chain with $GFS and unlocked the automotive gates of East Asia.

As the company hits its financial inflection point in 2026, the market is mispricing a structural tech monopoly 🇸🇪

[Cyberpunk Sense 👑 @napoleon21st]

Before today's 45% ramp up on $ACCON I had researched the company Acconeer and decided to buy in because it is the next biggest opportunity after $SIVE

Here's why:
At market cap 140m (yesterday) they hold a near monopoly on ultra-low energy radars. Why does that matter? Because it is a much more efficient, cheap and reliable way to outfit all kinds of automation with sensors. So this is perfect positioning for physical AI which is what I had been looking for for months.

The company has deals with many European, American and Japanese manufacturing giants and it has just recovered financially from its lows.

It is very hard to top this as an asymmetrical opportunity and the market agreed and bought up the price by 45 by the end of the same day I had chosen to enter. I'm really glad I did, but it is so early at market cap still below 200m.

[Hunterresources 🪙 @hunterresources]

Acconeer $ACCON.ST on the move! Up over 25% today and smashing my first target like butter! The next range of importance is SEK 26-32. Volume profile is thin till there as well, confirming great potential. And today already 3x!! 30-day daily average traded. So that's quite impressive!