Redeye updates its estimates and valuation following OEM’s Q2 2025 report. FX headwinds throttled growth and diluted margins more than we expected, though we consider these adverse effects temporary. Despite short-term uncertainty, we judge OEM’s long-term prospects remain essentially unchanged. The company maintains considerable headroom for both bolt-on deals and platform acquisitions.

Read more and download the Research Update.
 
Follow companies at Redeye to receive the latest equity research within Life Science and Technology.
 
This is a press release from Redeye - Research Powered Investment Banking. www.redeye.se/