Analysts expect doubling of quotations of Yandex, VK and Positive Technologies for the year
In the TMT sector (technology, media and telecommunications), there is a high growth potential until the end of 2026 and early 2027, but it is distributed among the companies unevenly, follows from the review of Euler (Vedomosti has). The company’s analysts see the strongest prospects in Yandex, VK, HeadHunter (HH), Ciana, Positive Technologies, Basis, Arenadats, Astras and Rostelecom. The main drivers of growth of the TMT sector are the development of digital services, AI, import substitution and demand recovery. Also for most companies, among the reasons for growth is the easing of the monetary policy of the Central Bank of%: the upside for a significant part of the securities of the TMT sector, especially in telecom and car sharing with their high debt load, depends on it in the Euler forecast. The potential of Whoosh, Delimobil and Softline limits leverage, and for IVA Technologies and Diasoft it is already a high assessment and competitive risks.
In the TMT sector (technology, media and telecommunications), there is a high growth potential until the end of 2026 and early 2027, but it is distributed among the companies unevenly, follows from the review of Euler (Vedomosti has). The company’s analysts see the strongest prospects in Yandex, VK, HeadHunter (HH), Ciana, Positive Technologies, Basis, Arenadats, Astras and Rostelecom. The main drivers of growth of the TMT sector are the development of digital services, AI, import substitution and demand recovery. Also for most companies, among the reasons for growth is the easing of the monetary policy of the Central Bank of%: the upside for a significant part of the securities of the TMT sector, especially in telecom and car sharing with their high debt load, depends on it in the Euler forecast. The potential of Whoosh, Delimobil and Softline limits leverage, and for IVA Technologies and Diasoft it is already a high assessment and competitive risks.
