2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,83%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·12 t sittenShort selling continues down: 6.49 % before the report to today 6.04 %, and both Marshall Wace and Capital Fund Management have gone below 0.5 %. No squeeze, but it undeniably starts to resemble an orderly evacuation of the premises while analysts simultaneously raise estimates and price targets. 😄 The next interesting thing to keep an eye on will be if/when Kintbury 0.99 % and JPMAM 0.65 % also start to move.Exactly the same approach as yesterday, the price up until US opens 15.30 only to be pushed down afterwards. I comfort myself with the thought that the clock is ticking and they are nearing the end of the road. "Time is on my side"- ·14 t sittenNow analysts' models are catching up with Q2, and the interesting thing is that almost all target prices are moving in the same direction, even if the view on Nibe's long-term potential differs significantly. Pareto raises 52 to 55 kr and sees continued high single-digit organic growth, Nordea 49 to 50 and raises EBIT estimates, Inderes 44 to 47 and also raises EBIT, while DNB Carnegie makes perhaps the clearest turnaround with hold to buy and 40 to 48 kr; even the bear Barclays is forced to raise 27 to 29 kr. The important thing is therefore not just the target prices but what changes in the forecasts, higher sales after Q2's 8.7 % organic growth, higher margin assumptions after 11.4 % group margin and above all higher EBIT when Climate Solutions already achieves 13.8 % and Element has again reached its historical margin interval. Nibe nevertheless delivered 1 232 Mkr EBIT against 944 Mkr the year before, while the company says that H2 should be stronger. I think Pareto is particularly interesting because 55 kr is not based on any pandemic scenario, but rather on organic growth continuing at a high single-digit level. The next big trigger will therefore be Q3: if rising volumes are confirmed while Nibe's already expanded factories are filled, operating leverage can start to become even clearer and then there is still room for further increases in the 2027–28 estimates. That's really where I think the case starts to get really exciting. It is precisely there that the asymmetry becomes exciting. Earnings not only need to be revised upwards, but at the same time the market can start to pay a higher multiple on the higher earnings, i.e., the same double mechanism that historically made Nibe very powerful in upswing phases. Pareto at 55 kr, I therefore think, rather describes a good normalization/growth scenario than any new hype. If 2027 were to show clear operating leverage and the market started to believe in several years of double-digit earnings growth, the next phase could be estimate increases that justify multiple expansion and result in further target price increases.SB1 (Sweedbank) has now updated its estimates and analysis and recommendations. The bank remains neutral and target price 43(42) kr.. https://www.swedbank-aktiellt.se/om/nibeindustrier They now expect EPS 1,63 kr 2026 and 1,90 kr 2027, which means +51 % and +16 % respectively. EBIT goes from 5,09 to 5,59 mdkr 2027, thus only +9,9 %, while the EBIT margin is only assumed to improve from 11,8 to 12,2 %. In my opinion, this is hardly a scenario where Nibe's idle capacity starts to scale seriously. The valuation is also interesting. At 42,04 kr, the stock is traded according to SB1 at 22,2x P/E and 16,4x EV/EBIT 2027. That is not cheap in absolute terms, but also not particularly aggressive for a Nibe that would return to sustainable double-digit earnings growth. SB1's target price 43 kr is therefore practically based on 2027 being a rather undramatic normalization year. And here, in my opinion, is the big difference compared to Pareto 55 kr and parts of the BofA reasoning. SB1 only includes: EBIT margin: from 11,8 % to 12,2 % EBIT growth 2027: +9,9 % EPS growth 2027: +16,1 % EBITDA growth: only +6,8 % At the same time, we now know that Climate already did 13,8 %, Element 8,9 %, German heat pump applications are accelerating sharply, semiconductors/data centers are strong and Nibe has remaining capacity in existing factories. Furthermore, SB1 itself forecasts that net debt/EBITDA falls from 2,28x to 1,85x, which improves both financing and the possibility for M&A. This creates, in my view, quite an interesting asymmetry: SB1 doesn't really have to be wrong about 2026, but the question is more whether they underestimate 2027... If the EBIT margin instead were to approach, for example, 13 % and revenue continues to grow well, the difference in EBIT quickly becomes significant. And should the market at the same time start paying a higher quality/growth multiple again, one gets both E and P/E upwards at the same time. That is why I think SB1's analysis is rather a good bear/base-case to measure the upside against than a particularly aggressive scenario. 43 kr says approximately "the turnaround is real but almost fully priced in"; Pareto 55 kr rather says "the turnaround is the beginning of a new growth phase". Q3–Q4 will largely determine who is right. Leans more towards Roslund's analysis (Pareto)
- ·14 t sittenGerman heat pump subsidies up 113%!! compared to last year's June. Total up 49% year-on-year. Nibe is truly going from strength to strength. "You can lead a horse to water..."
- ·1 päivä sittenInteresting that the short interest has already started to move after the report: 6.49 % to 6.14 %, while the stock today rises an additional 1–2 %. This clearly strengthens the picture that parts of the short case are being dismantled as fundamentals improve and analysts raise their estimates and price targets. No squeeze yet... but earnings are up, estimates are up and short interest is down. That's quite a nice combination for us who are on the other side of the trade. 😄Surprised that the stock is being pushed down, which means that the volume completely disappears. It means that they obviously don't want to cover more for the moment. I myself freed up capital today to trade tomorrow, so it's a bit of mixed emotions about it😊. The manipulation will of course continue, but the case is lifeless according to me.
- ·1 päivä sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.
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.
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.
2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,83%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
Kirjaudu
- ·12 t sittenShort selling continues down: 6.49 % before the report to today 6.04 %, and both Marshall Wace and Capital Fund Management have gone below 0.5 %. No squeeze, but it undeniably starts to resemble an orderly evacuation of the premises while analysts simultaneously raise estimates and price targets. 😄 The next interesting thing to keep an eye on will be if/when Kintbury 0.99 % and JPMAM 0.65 % also start to move.Exactly the same approach as yesterday, the price up until US opens 15.30 only to be pushed down afterwards. I comfort myself with the thought that the clock is ticking and they are nearing the end of the road. "Time is on my side"
- ·14 t sittenNow analysts' models are catching up with Q2, and the interesting thing is that almost all target prices are moving in the same direction, even if the view on Nibe's long-term potential differs significantly. Pareto raises 52 to 55 kr and sees continued high single-digit organic growth, Nordea 49 to 50 and raises EBIT estimates, Inderes 44 to 47 and also raises EBIT, while DNB Carnegie makes perhaps the clearest turnaround with hold to buy and 40 to 48 kr; even the bear Barclays is forced to raise 27 to 29 kr. The important thing is therefore not just the target prices but what changes in the forecasts, higher sales after Q2's 8.7 % organic growth, higher margin assumptions after 11.4 % group margin and above all higher EBIT when Climate Solutions already achieves 13.8 % and Element has again reached its historical margin interval. Nibe nevertheless delivered 1 232 Mkr EBIT against 944 Mkr the year before, while the company says that H2 should be stronger. I think Pareto is particularly interesting because 55 kr is not based on any pandemic scenario, but rather on organic growth continuing at a high single-digit level. The next big trigger will therefore be Q3: if rising volumes are confirmed while Nibe's already expanded factories are filled, operating leverage can start to become even clearer and then there is still room for further increases in the 2027–28 estimates. That's really where I think the case starts to get really exciting. It is precisely there that the asymmetry becomes exciting. Earnings not only need to be revised upwards, but at the same time the market can start to pay a higher multiple on the higher earnings, i.e., the same double mechanism that historically made Nibe very powerful in upswing phases. Pareto at 55 kr, I therefore think, rather describes a good normalization/growth scenario than any new hype. If 2027 were to show clear operating leverage and the market started to believe in several years of double-digit earnings growth, the next phase could be estimate increases that justify multiple expansion and result in further target price increases.SB1 (Sweedbank) has now updated its estimates and analysis and recommendations. The bank remains neutral and target price 43(42) kr.. https://www.swedbank-aktiellt.se/om/nibeindustrier They now expect EPS 1,63 kr 2026 and 1,90 kr 2027, which means +51 % and +16 % respectively. EBIT goes from 5,09 to 5,59 mdkr 2027, thus only +9,9 %, while the EBIT margin is only assumed to improve from 11,8 to 12,2 %. In my opinion, this is hardly a scenario where Nibe's idle capacity starts to scale seriously. The valuation is also interesting. At 42,04 kr, the stock is traded according to SB1 at 22,2x P/E and 16,4x EV/EBIT 2027. That is not cheap in absolute terms, but also not particularly aggressive for a Nibe that would return to sustainable double-digit earnings growth. SB1's target price 43 kr is therefore practically based on 2027 being a rather undramatic normalization year. And here, in my opinion, is the big difference compared to Pareto 55 kr and parts of the BofA reasoning. SB1 only includes: EBIT margin: from 11,8 % to 12,2 % EBIT growth 2027: +9,9 % EPS growth 2027: +16,1 % EBITDA growth: only +6,8 % At the same time, we now know that Climate already did 13,8 %, Element 8,9 %, German heat pump applications are accelerating sharply, semiconductors/data centers are strong and Nibe has remaining capacity in existing factories. Furthermore, SB1 itself forecasts that net debt/EBITDA falls from 2,28x to 1,85x, which improves both financing and the possibility for M&A. This creates, in my view, quite an interesting asymmetry: SB1 doesn't really have to be wrong about 2026, but the question is more whether they underestimate 2027... If the EBIT margin instead were to approach, for example, 13 % and revenue continues to grow well, the difference in EBIT quickly becomes significant. And should the market at the same time start paying a higher quality/growth multiple again, one gets both E and P/E upwards at the same time. That is why I think SB1's analysis is rather a good bear/base-case to measure the upside against than a particularly aggressive scenario. 43 kr says approximately "the turnaround is real but almost fully priced in"; Pareto 55 kr rather says "the turnaround is the beginning of a new growth phase". Q3–Q4 will largely determine who is right. Leans more towards Roslund's analysis (Pareto)
- ·14 t sittenGerman heat pump subsidies up 113%!! compared to last year's June. Total up 49% year-on-year. Nibe is truly going from strength to strength. "You can lead a horse to water..."
- ·1 päivä sittenInteresting that the short interest has already started to move after the report: 6.49 % to 6.14 %, while the stock today rises an additional 1–2 %. This clearly strengthens the picture that parts of the short case are being dismantled as fundamentals improve and analysts raise their estimates and price targets. No squeeze yet... but earnings are up, estimates are up and short interest is down. That's quite a nice combination for us who are on the other side of the trade. 😄Surprised that the stock is being pushed down, which means that the volume completely disappears. It means that they obviously don't want to cover more for the moment. I myself freed up capital today to trade tomorrow, so it's a bit of mixed emotions about it😊. The manipulation will of course continue, but the case is lifeless according to me.
- ·1 päivä sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
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 |
2026 Q2 -tulosraportti
UUTTA
4 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 |
0,35 SEK/osake
Viimeisin osinko
0,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12 t sittenShort selling continues down: 6.49 % before the report to today 6.04 %, and both Marshall Wace and Capital Fund Management have gone below 0.5 %. No squeeze, but it undeniably starts to resemble an orderly evacuation of the premises while analysts simultaneously raise estimates and price targets. 😄 The next interesting thing to keep an eye on will be if/when Kintbury 0.99 % and JPMAM 0.65 % also start to move.Exactly the same approach as yesterday, the price up until US opens 15.30 only to be pushed down afterwards. I comfort myself with the thought that the clock is ticking and they are nearing the end of the road. "Time is on my side"
- ·14 t sittenNow analysts' models are catching up with Q2, and the interesting thing is that almost all target prices are moving in the same direction, even if the view on Nibe's long-term potential differs significantly. Pareto raises 52 to 55 kr and sees continued high single-digit organic growth, Nordea 49 to 50 and raises EBIT estimates, Inderes 44 to 47 and also raises EBIT, while DNB Carnegie makes perhaps the clearest turnaround with hold to buy and 40 to 48 kr; even the bear Barclays is forced to raise 27 to 29 kr. The important thing is therefore not just the target prices but what changes in the forecasts, higher sales after Q2's 8.7 % organic growth, higher margin assumptions after 11.4 % group margin and above all higher EBIT when Climate Solutions already achieves 13.8 % and Element has again reached its historical margin interval. Nibe nevertheless delivered 1 232 Mkr EBIT against 944 Mkr the year before, while the company says that H2 should be stronger. I think Pareto is particularly interesting because 55 kr is not based on any pandemic scenario, but rather on organic growth continuing at a high single-digit level. The next big trigger will therefore be Q3: if rising volumes are confirmed while Nibe's already expanded factories are filled, operating leverage can start to become even clearer and then there is still room for further increases in the 2027–28 estimates. That's really where I think the case starts to get really exciting. It is precisely there that the asymmetry becomes exciting. Earnings not only need to be revised upwards, but at the same time the market can start to pay a higher multiple on the higher earnings, i.e., the same double mechanism that historically made Nibe very powerful in upswing phases. Pareto at 55 kr, I therefore think, rather describes a good normalization/growth scenario than any new hype. If 2027 were to show clear operating leverage and the market started to believe in several years of double-digit earnings growth, the next phase could be estimate increases that justify multiple expansion and result in further target price increases.SB1 (Sweedbank) has now updated its estimates and analysis and recommendations. The bank remains neutral and target price 43(42) kr.. https://www.swedbank-aktiellt.se/om/nibeindustrier They now expect EPS 1,63 kr 2026 and 1,90 kr 2027, which means +51 % and +16 % respectively. EBIT goes from 5,09 to 5,59 mdkr 2027, thus only +9,9 %, while the EBIT margin is only assumed to improve from 11,8 to 12,2 %. In my opinion, this is hardly a scenario where Nibe's idle capacity starts to scale seriously. The valuation is also interesting. At 42,04 kr, the stock is traded according to SB1 at 22,2x P/E and 16,4x EV/EBIT 2027. That is not cheap in absolute terms, but also not particularly aggressive for a Nibe that would return to sustainable double-digit earnings growth. SB1's target price 43 kr is therefore practically based on 2027 being a rather undramatic normalization year. And here, in my opinion, is the big difference compared to Pareto 55 kr and parts of the BofA reasoning. SB1 only includes: EBIT margin: from 11,8 % to 12,2 % EBIT growth 2027: +9,9 % EPS growth 2027: +16,1 % EBITDA growth: only +6,8 % At the same time, we now know that Climate already did 13,8 %, Element 8,9 %, German heat pump applications are accelerating sharply, semiconductors/data centers are strong and Nibe has remaining capacity in existing factories. Furthermore, SB1 itself forecasts that net debt/EBITDA falls from 2,28x to 1,85x, which improves both financing and the possibility for M&A. This creates, in my view, quite an interesting asymmetry: SB1 doesn't really have to be wrong about 2026, but the question is more whether they underestimate 2027... If the EBIT margin instead were to approach, for example, 13 % and revenue continues to grow well, the difference in EBIT quickly becomes significant. And should the market at the same time start paying a higher quality/growth multiple again, one gets both E and P/E upwards at the same time. That is why I think SB1's analysis is rather a good bear/base-case to measure the upside against than a particularly aggressive scenario. 43 kr says approximately "the turnaround is real but almost fully priced in"; Pareto 55 kr rather says "the turnaround is the beginning of a new growth phase". Q3–Q4 will largely determine who is right. Leans more towards Roslund's analysis (Pareto)
- ·14 t sittenGerman heat pump subsidies up 113%!! compared to last year's June. Total up 49% year-on-year. Nibe is truly going from strength to strength. "You can lead a horse to water..."
- ·1 päivä sittenInteresting that the short interest has already started to move after the report: 6.49 % to 6.14 %, while the stock today rises an additional 1–2 %. This clearly strengthens the picture that parts of the short case are being dismantled as fundamentals improve and analysts raise their estimates and price targets. No squeeze yet... but earnings are up, estimates are up and short interest is down. That's quite a nice combination for us who are on the other side of the trade. 😄Surprised that the stock is being pushed down, which means that the volume completely disappears. It means that they obviously don't want to cover more for the moment. I myself freed up capital today to trade tomorrow, so it's a bit of mixed emotions about it😊. The manipulation will of course continue, but the case is lifeless according to me.
- ·1 päivä sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt