KYIV

$KYIV chatter on StockTwits

• 
  Matt Chesler@MisterirBullish3d

  $KYIV Worth a read for $KYIV investors. Pearl Gray Equity & Research has published a thoughtful Q2 review of Kyivstar. He’s been following both $KYIV and $VEON closely for the past two years and has developed a strong understanding of the story. A few takeaways: 📈 “another strong quarter for digitalisation and sustainable profit margins” 📊 Full-year revenue and EBITDA guidance was upgraded 💰 EBITDA margin remains above 55% 🚀 Digital revenue grew 83% YoY 📉 After the recent ~16% monthly pullback, Pearl Gray believes “we might’ve seen an unjustified dislocation” and that “a good entry point has emerged.” The article also takes a close look at the Starlink direct-to-cell opportunity, energy investments and Kyivstar’s balance sheet. A good independent perspective on the $KYIV story: https://seekingalpha.com/article/4934005-kyivstar-q2-earnings-a-new-entry-point-mightve-emerged

  View on StockTwits ↗
• 
  Tom Baumann@GGOAT276d

  $KYIV Kyivstar's Uklon just closed the acquisition of e-Wings, adding e-scooters to its ride-hailing, delivery & payments platform. This is Uklon's first-ever M&A deal — deliberate scaling that deepens $KYIV's "beyond connectivity" strategy. New vertical = new touchpoint with millions of daily users across Ukraine. Ecosystem plays like this are how telcos turn connectivity into a full digital platform.

  View on StockTwits ↗
• 
  iomete@iomete_stultaAug 3

  $KYIV Rakuten Symphony Selected for METI Grant to Strengthen Ukraine’s Telecom Infrastructure with Open RAN https://symphony.rakuten.com/newsroom/rakuten-symphony-selected-for-meti-grant-to-strengthen-ukraines-telecom-infrastructure-with-open-ran

  View on StockTwits ↗
• 
  Tom Baumann@GGOAT27BullishJul 31

  $KYIV Q2’26 Results – Crushes it and hikes guidance — AGAIN Revenue +19.3% YoY to $339M, EBITDA +13.7% to $188M at a 55.4% margin. Management just raised 2026 guidance for the second time this year, now guiding revenue growth of 14-16% (up from 11-14%) and EBITDA growth of 9-12% (up from 7-10%). The real fire is digital: +83% YoY to $73.7M, now over a fifth of total revenue vs ~14% a year ago. Uklon, Kyivstar TV, and Tabletki are all scaling fast, and equity free cash flow is up 32% to $104M with $364M cash on hand. A telecom quietly compounding into a digital ecosystem, staying cash-flow positive through an active war. Also just signed an MoU to open a domestic brokerage route for Ukrainian retail to buy in.

  View on StockTwits ↗
• 
  MarketBeat Earnings@EarningsInsiderJul 31

  https://www.marketbeat.com/earnings/reports/2026-7-31-kyivstar-group-stock/ $KYIV Kyivstar Group Earnings Transcript

  View on StockTwits ↗
• 
  Stephen Lee@bullvsbear28BullishJul 31

  $KYIV Earlier this week, $KYIV rang the Nasdaq closing bell to mark its one-year anniversary becoming the first Ukrainian company to trade on a U.S. stock exchange. What an achievement and milestone! https://www.nasdaq.com/events/kyivstar-group-ltd-rings-closing-bell

  View on StockTwits ↗
• 
  Stocktwits Earnings@StocktwitsEarningsJul 31

  $KYIV Q2 '26 Earnings Results & Recap Kyivstar Group Ltd. now expects full-year 2026 USD revenue growth of 14%16% and EBITDA growth of 9%12%, with capital expenditure intensity maintained at a range of 21%24% for the year.

  View on StockTwits ↗
• 
  iomete@iomete_stultaJul 30

  $KYIV Kyivstar Opens New York Office at Rockefeller Center, Deepening Connection to U.S. Investors and International Partners https://finviz.com/news/374555/kyivstar-opens-new-york-office-at-rockefeller-center-deepening-connection-to-us-investors-and-international-partners

  View on StockTwits ↗
• 
  j@hocaesarJul 30

  $VEON I'm excited for earnings tomorrow. Theyre not doing it live on youtube and from NYC to deliver a mediocre report. Wouldnt be surprised to see it trade about $60 tomorrow on the results. I expect more details on the partnership with $MA, increased acceleration of digital revenue as a % of total, increased accelration of fintech revenue as a % of total and perhaps a partial rebranding as a digital fintech emerging market player. I'd like them to execute additional open market or strategic sales of another 10% of the $KYIV shares held by veon to fund additional repurchases of the underlying $VEON stock on nasdaq as such a transation would be accretive to $VEON shareholders.

  View on StockTwits ↗
• 
  iomete@iomete_stultaJul 24

  $RDW $KYIV $SPAI $USAR $AIP week 30 newsletter issue is live 🗞️ https://www.ffaye.us/p/w30-y2026-y2k2

  View on StockTwits ↗
• 
  iomete@iomete_stultaJul 24

  $KYIV https://kyivindependent.com/ukraine-to-co-manufacture-patriot-interceptor-missiles-with-raytheon/

  View on StockTwits ↗
• 
  Tom Baumann@GGOAT27BullishJul 23

  $KYIV Uklon (Ukraine’s top ride-sharing app, owned by $KYIV/$VEON) just partnered with OTP Bank, OTP Leasing & ULF to roll out new vehicle leasing/financing solutions for Ukraine's fleet operators and driver-partners. Key focus: making it easier for driver-partners to renew their vehicles and for fleet operators to expand and scale operations. ULF alone has financed 2,500+ vehicles for ride-hailing partners since 2019 — largest single fleet financed: 1,000 cars. Another step in building out Kyivstar's digital ecosystem beyond telecom — bullish on the platform diversification story. $VEON https://investors.kyivstar.ua/news-releases/news-release-details/kyivstars-uklon-partners-otp-and-ulf-new-car-leasing-solutions

  View on StockTwits ↗
• 
  Tom Baumann@GGOAT27Jul 9

  $KYIV Uklon (Ukraine's top ride-sharing app, owned by $KYIV/$VEON) is expanding beyond ride-sharing — launching Uklon Travel Bus, international bus routes connecting Ukraine to Europe. First routes: Kyiv↔Warsaw & Odesa↔Chisinau, kicking off July 20, 2026. Features: Starlink wifi onboard, seat selection, direct airport routes, round trips. Books right in the Uklon app alongside local rides. Part of Uklon's push to become a full mobility ecosystem (rides + delivery + ads + travel) — bullish sign for digital service revenue growth within the Kyivstar ecosystem.

  View on StockTwits ↗
• 
  Stephen Lee@bullvsbear28BullishJul 9

  $KYIV will be reporting Q2 2026 financial results on July 31. Senior management will be hosting the earnings call on the same day at 10:30am ET - LIVE from New York at the Lotte New York Palace! Investors and analysts are invited to attend. Big milestone for US investor relations. Space is limited! Details and registration info in the link below: https://investors.kyivstar.ua/news-releases/news-release-details/kyivstar-report-2q26-results-july-31-2026

  View on StockTwits ↗
• 
  iomete@iomete_stultaJul 9

  $KYIV Ukraine will start making Patriot missiles. wow. "We're going to give a license to you to make Patriots. That's pretty cool. ‌This way, you can't complain that we're not giving 'em enough" ~trump

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.