Basler slips as new guidance leaves little upside

Basler AG

05/08/2026 09:28

** Shares in Basler BSLG.DE fall nearly 5% at 0815 GMT after the German computer vision firm raised its 2026 outlook but warned of supply-chain risks
** Basler late on Tuesday raised its 2026 revenue forecast to €270-290 mln from €247-270 mln and EBIT margin guidance to 12.5%-14.5% from 9.5%-13.0%
** It reported H1 revenue rising 36% and incoming orders up 59%, but flagged possible production disruptions in September and October
** "Analyst expectations are already at the upper end of the new guidance. Initial positives could fade," a local trader says
** Jefferies notes that while "demand is going from strength to strength,"  supply is weighing on near-term growth
** Despite today's fall, the stock remains up 59.5% YTD
     
($1 = 0.8669 euros)

(Reporting by Kira Britten)
((Kira.britten@thomsonreuters.com))