Sandvik: Tungsten Distorts The Earnings Picture (Rating Downgrade)
We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. Monty Rakusen/DigitalVision via Getty Images Investment action I upgraded Sandvik (SDVKY) to a buy rating after the Q4 2025 results because revenue was catching up with orders, industrial demand was recovering, and I thought Mining margins could move much higher. The Q2 2026 results confirmed that theThis article was written byValue Sights490 FollowersFollowI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value.
- ▪We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools.
- ▪Monty Rakusen/DigitalVision via Getty Images Investment action I upgraded Sandvik (SDVKY) to a buy rating after the Q4 2025 results because revenue was catching up with orders, industrial demand was recovering, and I thought Mining margins
- ▪The Q2 2026 results confirmed that theThis article was written byValue Sights490 FollowersFollowI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock
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