2026 Q2 - tulosraportti
47 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,79%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 338 | - | - | ||
| 1 983 | - | - | ||
| 2 269 | - | - | ||
| 1 008 | - | - | ||
| 2 125 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·5 t sitten · MuokattuNot fact checked check yourself. [ Locked article at DI . This was readable ] " US households using heating oil to heat their homes are expected to see 21 percent higher heating costs this winter compared to last winter. " Is something that will come now in that case for this winter..Don't know how big the US market is . How do you reason ? https://www.nordnet.se/marknaden/nyheter/7fd96bb6-ee4f-4da8-94dd-0ad94e6dc549 Above is the link from nordnet .
·17 t sittenDanske Bank reiterates Buy and raises Nibe from 55 to 56 SEK, interesting timing after the latest strong German and European heat pump statistics where 12 European markets grew around 11 % in H1. The hike is admittedly small and the estimates behind the analysis are not yet public, but together with Di's positive analysis and previous estimate raises, it strengthens the picture that the recovery is broadening and operating leverage could yield further profit revisions. 56 SEK also corresponds to roughly P/E 27x on 2027 EPS around 2.05–2.10, so roughly the valuation one can justify if Nibe is re-established as a quality/growth company and this without any pandemic multiples.The shorts continue to spend millions trying to keep the price down, trust me they will reach the end of the line sooner or later. Not all short sellers have infinite resources. There will be a domino effect when the first one gives in.- ·1 päivä sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock today
But when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
47 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,79%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sitten · MuokattuNot fact checked check yourself. [ Locked article at DI . This was readable ] " US households using heating oil to heat their homes are expected to see 21 percent higher heating costs this winter compared to last winter. " Is something that will come now in that case for this winter..Don't know how big the US market is . How do you reason ? https://www.nordnet.se/marknaden/nyheter/7fd96bb6-ee4f-4da8-94dd-0ad94e6dc549 Above is the link from nordnet .
- ·17 t sittenDanske Bank reiterates Buy and raises Nibe from 55 to 56 SEK, interesting timing after the latest strong German and European heat pump statistics where 12 European markets grew around 11 % in H1. The hike is admittedly small and the estimates behind the analysis are not yet public, but together with Di's positive analysis and previous estimate raises, it strengthens the picture that the recovery is broadening and operating leverage could yield further profit revisions. 56 SEK also corresponds to roughly P/E 27x on 2027 EPS around 2.05–2.10, so roughly the valuation one can justify if Nibe is re-established as a quality/growth company and this without any pandemic multiples.The shorts continue to spend millions trying to keep the price down, trust me they will reach the end of the line sooner or later. Not all short sellers have infinite resources. There will be a domino effect when the first one gives in.
- ·1 päivä sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock todayBut when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 338 | - | - | ||
| 1 983 | - | - | ||
| 2 269 | - | - | ||
| 1 008 | - | - | ||
| 2 125 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
47 päivää sitten
‧1 t 1 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,35 SEK/osake
Viimeisin osinko
0,79%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sitten · MuokattuNot fact checked check yourself. [ Locked article at DI . This was readable ] " US households using heating oil to heat their homes are expected to see 21 percent higher heating costs this winter compared to last winter. " Is something that will come now in that case for this winter..Don't know how big the US market is . How do you reason ? https://www.nordnet.se/marknaden/nyheter/7fd96bb6-ee4f-4da8-94dd-0ad94e6dc549 Above is the link from nordnet .
- ·17 t sittenDanske Bank reiterates Buy and raises Nibe from 55 to 56 SEK, interesting timing after the latest strong German and European heat pump statistics where 12 European markets grew around 11 % in H1. The hike is admittedly small and the estimates behind the analysis are not yet public, but together with Di's positive analysis and previous estimate raises, it strengthens the picture that the recovery is broadening and operating leverage could yield further profit revisions. 56 SEK also corresponds to roughly P/E 27x on 2027 EPS around 2.05–2.10, so roughly the valuation one can justify if Nibe is re-established as a quality/growth company and this without any pandemic multiples.The shorts continue to spend millions trying to keep the price down, trust me they will reach the end of the line sooner or later. Not all short sellers have infinite resources. There will be a domino effect when the first one gives in.
- ·1 päivä sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock todayBut when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 338 | - | - | ||
| 1 983 | - | - | ||
| 2 269 | - | - | ||
| 1 008 | - | - | ||
| 2 125 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt