2026 Q2 -tulosraportti
UUTTA
3 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
·1 t sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.- ·3 t sitten · MuokattuShort positions are now down to 6.35% (6.48%). Marshall Wace seems to have already closed its reported 0.50% position, while Kintbury remains around 0.99%, JPMorgan 0.65% and Capital Fund Management 0.50%. This suggests that the exit process may have started already before/around the report. With the Q2 beat, DNB Carnegie's upgrade to buy and target price 48 kr, and Kepler Cheuvreux raising its target price for Nibe from 48 to 50 kronor with a repeated buy recommendation, the short case has become significantly less comfortable. If more analysis houses now raise estimates and target prices, which I believe will happen, while the share price establishes itself above 42–45 kr, more short sellers may start to reduce, perhaps not necessarily a dramatic squeeze, but a sustained mechanical buying flow on top of fundamental purchases. And at 6.35%, there is still a lot of potential buyback fuel left.
·4 t sittenShort selling is decreasing for the 1st time since the report came out last Friday. Could it be a turnaround?🤔I would call Nibe a short-covering case rather than a classic short-squeeze case. For a real squeeze, I would like to see rapid price acceleration with high volume and several larger short sellers simultaneously reducing. But, for all intents and purposes, the setup is attractive because Nibe doesn't need a squeeze to rise... the fundamentals can pull the train and the short sellers risk becoming passengers forced to buy an exit ticket along the way. :-)- ·5 t sittenSummary of Nibe's earning call transcript https://seekingalpha.com/article/4939085-nibe-industrier-ab-publ-ndrbf-q2-2026-earnings-call-transcript?utm_source=chatgpt.com It is actually very interesting. The participant list is heavy with banks like Goldman Sachs, ABG, Morgan Stanley, Nordea, Bank of America, DNB Carnegie, BNP Paribas and Pareto. After going through the entire Q&A, I think the call is even more positive than the report itself, especially since the analysts' questions reveal exactly which parts they will adjust in their models. Already upon a first review, a few things stand out. Goldman Sachs first focuses on the balance sheet and M&A. The answer is important: Nibe explicitly states that they are back to evaluating larger acquisitions, after having been cautious since 2023. Backman also expects net debt to decrease towards approximately 2.0–2.1x by year-end, which means the acquisition machine can become an additional growth engine on top of the organic recovery. ABG goes straight to the scaling effect. They ask if the margin improvement will continue to come via higher gross margin rather than new cost savings. Lindquist essentially replies: the efficiencies from 2024 are done, the next step is productivity as volumes increase. At the same time, it's not possible to cut much more in sales as resources are already used near maximum. This is almost an explicit confirmation of our operating-leverage-case. Morgan Stanley tries to understand why the margin improved so much. Nibe describes multi-year supplier agreements, volume commitments, and product design together with suppliers to structurally lower costs. This is positive because the margin improvement thus comes not only from volume, but also from a more efficient cost structure. It is therefore more than just temporary savings. Nordea tests the bear-case regarding competition and overcapacity. Lindquist says that competition is always tough, but that Nibe this time has made the majority of the investments and is ready to expand when order intake comes. He also describes the competitive situation as more manageable when the market grows. This quite directly weakens the argument that overcapacity will automatically destroy margins. Bank of America goes even further and asks what sustainable Climate Solutions margin Nibe can achieve in the medium term, given higher efficiency and cost savings. Lindquist refuses to raise the guidance above 13–15 % yet, but says at the same time that there is nothing to say that Nibe would not want to reach higher. I read that as cautious communication rather than a ceiling of 15 %. BofA also asks about new air-to-air heat pumps. Nibe says that the products will be launched in the autumn and that they will not dilute the margin because Nibe does not need to bear any major investment for them. It is therefore a relatively capital-light addition to the product range and potential cross-selling to existing installers. DNB Carnegie focuses on Element and semiconductors. Here Lindquist becomes quite clear: semiconductor exposure, previously 10–15 % of Element, is now closer to the upper end, Nibe has strong relationships with, among others, Applied Materials and Lam Research and has also launched new jointly developed products. His message is in practice: when the large semiconductor customers grow, Nibe follows. Carnegie also asks about USA residential after the abolished subsidies. The answer is better than expected: the decline is clearly less than the 40–50 % the market feared, and Lindquist believes that the economic benefits of heat pumps have become more established among consumers. This reduces an important downside risk in Climate Solutions. BNP Paribas perhaps asks the most important skeptical question: is the heat pump upturn just wholesalers again building inventory? Lindquist acknowledges the risk but says that Nibe sees no signs of any 2022–23-like speculative wave and actively tries to get distributors to avoid overstocking. This is still a risk to monitor, but nothing in Q2, according to management, indicates that the recovery is solely inventory-driven. And then comes Pareto, which is particularly relevant as they have already spoken about 5–10 % forecast increases. Anders Roslund specifically asks if the H2 seasonal effect really applies to Europe. Lindquist distinguishes between air conditioning, which is strong in Q2, and heating/heat pumps, where he explicitly confirms that a seasonal upturn should come in H2. Pareto and Roslund's question is particularly interesting for our previous discussion about Pareto's 5–10 % estimate increases. Pareto thus asks Lindquist himself whether the stronger H2 effect really applies to Europe and gets the answer that for heat pumps: definitely.When looking at the questions together (above), the pattern becomes very clear. Analysts are now trying to determine if Q2's margin beat is repeatable. And the answers consistently point in the same direction, i.e., that Nibe has already made the efficiency improvements and built capacity, and now increased volumes will drive productivity, margins, and EBIT. At the same time, supplier costs are being pressured, Climate Solutions is normalizing, and Element is getting structural tailwinds from semiconductors. Add a seasonally stronger H2 and an improved balance sheet that once again opens up for larger acquisitions, and there are several profit drivers that can start pulling simultaneously. The only thing I would really flag is Lindquist's clarification to BNP: when Nibe says stronger H2 than H1, it primarily means that the normal seasonal pattern is returning, not an explicit guidance that organic growth will accelerate further. That is an important nuance. After the Q&A, I think SB1's +2–4 % for 2027 looks quite conservative. Pareto's 5–10 % feels more understandable, as analysts now have to factor in both higher gross margin, volume leverage, and better Element. I would probably estimate that the first wave of revisions will land around 4–7 % EBIT 2027. If Q3 confirms the scaling, a total of +8–12 % against pre-Q2 estimates would not be difficult to imagine. The most bullish thing I actually take away from the entire analyst review is therefore really the ABG question and Lindquist's answer that the cost savings are largely done and that the next profit boost will come from higher volumes going through an already expanded and more efficient production apparatus. That is exactly the type of setup where analysts historically tend to underestimate how quickly EBIT can accelerate when volume returns. And historically, this has indeed happened at Nibe. The company has historically repeatedly managed to exceed analysts' forecasts, whereupon the company's valuation multiples have stood out compared to peer industrial companies. This morning, DNB Carnegie has also raised its recommendation for Nibe to buy from hold. The target price is raised to 48 from 40 kronor. So the trend looks positive.
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
3 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
- ·1 t sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.
- ·3 t sitten · MuokattuShort positions are now down to 6.35% (6.48%). Marshall Wace seems to have already closed its reported 0.50% position, while Kintbury remains around 0.99%, JPMorgan 0.65% and Capital Fund Management 0.50%. This suggests that the exit process may have started already before/around the report. With the Q2 beat, DNB Carnegie's upgrade to buy and target price 48 kr, and Kepler Cheuvreux raising its target price for Nibe from 48 to 50 kronor with a repeated buy recommendation, the short case has become significantly less comfortable. If more analysis houses now raise estimates and target prices, which I believe will happen, while the share price establishes itself above 42–45 kr, more short sellers may start to reduce, perhaps not necessarily a dramatic squeeze, but a sustained mechanical buying flow on top of fundamental purchases. And at 6.35%, there is still a lot of potential buyback fuel left.
- ·4 t sittenShort selling is decreasing for the 1st time since the report came out last Friday. Could it be a turnaround?🤔I would call Nibe a short-covering case rather than a classic short-squeeze case. For a real squeeze, I would like to see rapid price acceleration with high volume and several larger short sellers simultaneously reducing. But, for all intents and purposes, the setup is attractive because Nibe doesn't need a squeeze to rise... the fundamentals can pull the train and the short sellers risk becoming passengers forced to buy an exit ticket along the way. :-)
- ·5 t sittenSummary of Nibe's earning call transcript https://seekingalpha.com/article/4939085-nibe-industrier-ab-publ-ndrbf-q2-2026-earnings-call-transcript?utm_source=chatgpt.com It is actually very interesting. The participant list is heavy with banks like Goldman Sachs, ABG, Morgan Stanley, Nordea, Bank of America, DNB Carnegie, BNP Paribas and Pareto. After going through the entire Q&A, I think the call is even more positive than the report itself, especially since the analysts' questions reveal exactly which parts they will adjust in their models. Already upon a first review, a few things stand out. Goldman Sachs first focuses on the balance sheet and M&A. The answer is important: Nibe explicitly states that they are back to evaluating larger acquisitions, after having been cautious since 2023. Backman also expects net debt to decrease towards approximately 2.0–2.1x by year-end, which means the acquisition machine can become an additional growth engine on top of the organic recovery. ABG goes straight to the scaling effect. They ask if the margin improvement will continue to come via higher gross margin rather than new cost savings. Lindquist essentially replies: the efficiencies from 2024 are done, the next step is productivity as volumes increase. At the same time, it's not possible to cut much more in sales as resources are already used near maximum. This is almost an explicit confirmation of our operating-leverage-case. Morgan Stanley tries to understand why the margin improved so much. Nibe describes multi-year supplier agreements, volume commitments, and product design together with suppliers to structurally lower costs. This is positive because the margin improvement thus comes not only from volume, but also from a more efficient cost structure. It is therefore more than just temporary savings. Nordea tests the bear-case regarding competition and overcapacity. Lindquist says that competition is always tough, but that Nibe this time has made the majority of the investments and is ready to expand when order intake comes. He also describes the competitive situation as more manageable when the market grows. This quite directly weakens the argument that overcapacity will automatically destroy margins. Bank of America goes even further and asks what sustainable Climate Solutions margin Nibe can achieve in the medium term, given higher efficiency and cost savings. Lindquist refuses to raise the guidance above 13–15 % yet, but says at the same time that there is nothing to say that Nibe would not want to reach higher. I read that as cautious communication rather than a ceiling of 15 %. BofA also asks about new air-to-air heat pumps. Nibe says that the products will be launched in the autumn and that they will not dilute the margin because Nibe does not need to bear any major investment for them. It is therefore a relatively capital-light addition to the product range and potential cross-selling to existing installers. DNB Carnegie focuses on Element and semiconductors. Here Lindquist becomes quite clear: semiconductor exposure, previously 10–15 % of Element, is now closer to the upper end, Nibe has strong relationships with, among others, Applied Materials and Lam Research and has also launched new jointly developed products. His message is in practice: when the large semiconductor customers grow, Nibe follows. Carnegie also asks about USA residential after the abolished subsidies. The answer is better than expected: the decline is clearly less than the 40–50 % the market feared, and Lindquist believes that the economic benefits of heat pumps have become more established among consumers. This reduces an important downside risk in Climate Solutions. BNP Paribas perhaps asks the most important skeptical question: is the heat pump upturn just wholesalers again building inventory? Lindquist acknowledges the risk but says that Nibe sees no signs of any 2022–23-like speculative wave and actively tries to get distributors to avoid overstocking. This is still a risk to monitor, but nothing in Q2, according to management, indicates that the recovery is solely inventory-driven. And then comes Pareto, which is particularly relevant as they have already spoken about 5–10 % forecast increases. Anders Roslund specifically asks if the H2 seasonal effect really applies to Europe. Lindquist distinguishes between air conditioning, which is strong in Q2, and heating/heat pumps, where he explicitly confirms that a seasonal upturn should come in H2. Pareto and Roslund's question is particularly interesting for our previous discussion about Pareto's 5–10 % estimate increases. Pareto thus asks Lindquist himself whether the stronger H2 effect really applies to Europe and gets the answer that for heat pumps: definitely.When looking at the questions together (above), the pattern becomes very clear. Analysts are now trying to determine if Q2's margin beat is repeatable. And the answers consistently point in the same direction, i.e., that Nibe has already made the efficiency improvements and built capacity, and now increased volumes will drive productivity, margins, and EBIT. At the same time, supplier costs are being pressured, Climate Solutions is normalizing, and Element is getting structural tailwinds from semiconductors. Add a seasonally stronger H2 and an improved balance sheet that once again opens up for larger acquisitions, and there are several profit drivers that can start pulling simultaneously. The only thing I would really flag is Lindquist's clarification to BNP: when Nibe says stronger H2 than H1, it primarily means that the normal seasonal pattern is returning, not an explicit guidance that organic growth will accelerate further. That is an important nuance. After the Q&A, I think SB1's +2–4 % for 2027 looks quite conservative. Pareto's 5–10 % feels more understandable, as analysts now have to factor in both higher gross margin, volume leverage, and better Element. I would probably estimate that the first wave of revisions will land around 4–7 % EBIT 2027. If Q3 confirms the scaling, a total of +8–12 % against pre-Q2 estimates would not be difficult to imagine. The most bullish thing I actually take away from the entire analyst review is therefore really the ABG question and Lindquist's answer that the cost savings are largely done and that the next profit boost will come from higher volumes going through an already expanded and more efficient production apparatus. That is exactly the type of setup where analysts historically tend to underestimate how quickly EBIT can accelerate when volume returns. And historically, this has indeed happened at Nibe. The company has historically repeatedly managed to exceed analysts' forecasts, whereupon the company's valuation multiples have stood out compared to peer industrial companies. This morning, DNB Carnegie has also raised its recommendation for Nibe to buy from hold. The target price is raised to 48 from 40 kronor. So the trend looks positive.
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
3 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
- ·1 t sittenShort selling is now down to 6.23% (6.35%). Capital Fund Management SA has also covered.
- ·3 t sitten · MuokattuShort positions are now down to 6.35% (6.48%). Marshall Wace seems to have already closed its reported 0.50% position, while Kintbury remains around 0.99%, JPMorgan 0.65% and Capital Fund Management 0.50%. This suggests that the exit process may have started already before/around the report. With the Q2 beat, DNB Carnegie's upgrade to buy and target price 48 kr, and Kepler Cheuvreux raising its target price for Nibe from 48 to 50 kronor with a repeated buy recommendation, the short case has become significantly less comfortable. If more analysis houses now raise estimates and target prices, which I believe will happen, while the share price establishes itself above 42–45 kr, more short sellers may start to reduce, perhaps not necessarily a dramatic squeeze, but a sustained mechanical buying flow on top of fundamental purchases. And at 6.35%, there is still a lot of potential buyback fuel left.
- ·4 t sittenShort selling is decreasing for the 1st time since the report came out last Friday. Could it be a turnaround?🤔I would call Nibe a short-covering case rather than a classic short-squeeze case. For a real squeeze, I would like to see rapid price acceleration with high volume and several larger short sellers simultaneously reducing. But, for all intents and purposes, the setup is attractive because Nibe doesn't need a squeeze to rise... the fundamentals can pull the train and the short sellers risk becoming passengers forced to buy an exit ticket along the way. :-)
- ·5 t sittenSummary of Nibe's earning call transcript https://seekingalpha.com/article/4939085-nibe-industrier-ab-publ-ndrbf-q2-2026-earnings-call-transcript?utm_source=chatgpt.com It is actually very interesting. The participant list is heavy with banks like Goldman Sachs, ABG, Morgan Stanley, Nordea, Bank of America, DNB Carnegie, BNP Paribas and Pareto. After going through the entire Q&A, I think the call is even more positive than the report itself, especially since the analysts' questions reveal exactly which parts they will adjust in their models. Already upon a first review, a few things stand out. Goldman Sachs first focuses on the balance sheet and M&A. The answer is important: Nibe explicitly states that they are back to evaluating larger acquisitions, after having been cautious since 2023. Backman also expects net debt to decrease towards approximately 2.0–2.1x by year-end, which means the acquisition machine can become an additional growth engine on top of the organic recovery. ABG goes straight to the scaling effect. They ask if the margin improvement will continue to come via higher gross margin rather than new cost savings. Lindquist essentially replies: the efficiencies from 2024 are done, the next step is productivity as volumes increase. At the same time, it's not possible to cut much more in sales as resources are already used near maximum. This is almost an explicit confirmation of our operating-leverage-case. Morgan Stanley tries to understand why the margin improved so much. Nibe describes multi-year supplier agreements, volume commitments, and product design together with suppliers to structurally lower costs. This is positive because the margin improvement thus comes not only from volume, but also from a more efficient cost structure. It is therefore more than just temporary savings. Nordea tests the bear-case regarding competition and overcapacity. Lindquist says that competition is always tough, but that Nibe this time has made the majority of the investments and is ready to expand when order intake comes. He also describes the competitive situation as more manageable when the market grows. This quite directly weakens the argument that overcapacity will automatically destroy margins. Bank of America goes even further and asks what sustainable Climate Solutions margin Nibe can achieve in the medium term, given higher efficiency and cost savings. Lindquist refuses to raise the guidance above 13–15 % yet, but says at the same time that there is nothing to say that Nibe would not want to reach higher. I read that as cautious communication rather than a ceiling of 15 %. BofA also asks about new air-to-air heat pumps. Nibe says that the products will be launched in the autumn and that they will not dilute the margin because Nibe does not need to bear any major investment for them. It is therefore a relatively capital-light addition to the product range and potential cross-selling to existing installers. DNB Carnegie focuses on Element and semiconductors. Here Lindquist becomes quite clear: semiconductor exposure, previously 10–15 % of Element, is now closer to the upper end, Nibe has strong relationships with, among others, Applied Materials and Lam Research and has also launched new jointly developed products. His message is in practice: when the large semiconductor customers grow, Nibe follows. Carnegie also asks about USA residential after the abolished subsidies. The answer is better than expected: the decline is clearly less than the 40–50 % the market feared, and Lindquist believes that the economic benefits of heat pumps have become more established among consumers. This reduces an important downside risk in Climate Solutions. BNP Paribas perhaps asks the most important skeptical question: is the heat pump upturn just wholesalers again building inventory? Lindquist acknowledges the risk but says that Nibe sees no signs of any 2022–23-like speculative wave and actively tries to get distributors to avoid overstocking. This is still a risk to monitor, but nothing in Q2, according to management, indicates that the recovery is solely inventory-driven. And then comes Pareto, which is particularly relevant as they have already spoken about 5–10 % forecast increases. Anders Roslund specifically asks if the H2 seasonal effect really applies to Europe. Lindquist distinguishes between air conditioning, which is strong in Q2, and heating/heat pumps, where he explicitly confirms that a seasonal upturn should come in H2. Pareto and Roslund's question is particularly interesting for our previous discussion about Pareto's 5–10 % estimate increases. Pareto thus asks Lindquist himself whether the stronger H2 effect really applies to Europe and gets the answer that for heat pumps: definitely.When looking at the questions together (above), the pattern becomes very clear. Analysts are now trying to determine if Q2's margin beat is repeatable. And the answers consistently point in the same direction, i.e., that Nibe has already made the efficiency improvements and built capacity, and now increased volumes will drive productivity, margins, and EBIT. At the same time, supplier costs are being pressured, Climate Solutions is normalizing, and Element is getting structural tailwinds from semiconductors. Add a seasonally stronger H2 and an improved balance sheet that once again opens up for larger acquisitions, and there are several profit drivers that can start pulling simultaneously. The only thing I would really flag is Lindquist's clarification to BNP: when Nibe says stronger H2 than H1, it primarily means that the normal seasonal pattern is returning, not an explicit guidance that organic growth will accelerate further. That is an important nuance. After the Q&A, I think SB1's +2–4 % for 2027 looks quite conservative. Pareto's 5–10 % feels more understandable, as analysts now have to factor in both higher gross margin, volume leverage, and better Element. I would probably estimate that the first wave of revisions will land around 4–7 % EBIT 2027. If Q3 confirms the scaling, a total of +8–12 % against pre-Q2 estimates would not be difficult to imagine. The most bullish thing I actually take away from the entire analyst review is therefore really the ABG question and Lindquist's answer that the cost savings are largely done and that the next profit boost will come from higher volumes going through an already expanded and more efficient production apparatus. That is exactly the type of setup where analysts historically tend to underestimate how quickly EBIT can accelerate when volume returns. And historically, this has indeed happened at Nibe. The company has historically repeatedly managed to exceed analysts' forecasts, whereupon the company's valuation multiples have stood out compared to peer industrial companies. This morning, DNB Carnegie has also raised its recommendation for Nibe to buy from hold. The target price is raised to 48 from 40 kronor. So the trend looks positive.
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