2026 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧1 t 1 min
0,35 SEK/osake
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0,83%Tuotto/v
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| 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
·9 t sittenI think there might be some good percentage points left to gain in Nibe when the analysis houses start updating their models after Q2. So far, the actual target price increases have barely arrived, but the signals are still quite clear. SB1 expects consensus to raise EBIT by 3–5 % for 2026 and 2–4 % for 2027–28. However, I think just 2–4 % for 2027–28 looks relatively cautious, actually more like a first revision after the report than a scenario where one fully models what happens when Nibe's existing production capacity is successively filled. Pareto's very experienced Nibe analyst Anders Roslund is higher and sees potential for forecast increases of 5–10 %. Even there, I question how much actual scaling is already included in the assumptions. My interpretation is that 5–10 % primarily reflects the stronger Q2 report and guidance, rather than a full 2027 scenario where higher volumes truly start to work against the already expanded cost and capacity base. DNB Carnegie simultaneously describes the report as strong and emphasizes the EBIT beat of 13 %, driven by Climate Solutions and Element, while Morgan Stanley still belongs to the more cautious voices. This is precisely where I think the case starts to become really interesting. The old models presumably do not yet fully capture the combination of Climate Solutions at 13.8 % margin, Element back at 8.9 %, a stronger H2, significantly improved cash flow, lower indebtedness, and above all, the operational leverage that can arise when Nibe still has spare capacity in the investments already made. Q2, however, provided a first clear indication of the mechanics and the engine where +7.6 % revenue yielded over +30 % EBIT. The big question for 2027, therefore, in my opinion, is no longer whether Nibe has turned around, but how much EBIT can grow when Climate Solutions, Element, and increasing capacity utilization start pulling in the same direction. From that perspective, Pareto's initial 5–10 % actually doesn't feel particularly aggressive. And that is perhaps the most exciting part! If Pareto already sees 5–10 % forecast increases before Q3 has confirmed that H2 will indeed be stronger, factories continue to fill up, and margins continue to rise, there could be another wave of estimate increases later. Q2 shows that Nibe can truly scale, and Q3 could be the quarter that makes analysts start extrapolating the scaling into 2027. Affärsvärlden has also already turned to "buy," and both EFN and Ålandsbanken are clearly positive. I would therefore be surprised if we don't get a string of raised estimates and target prices in the coming days. If we ultimately get an average of 5–8 % higher 2027 earnings estimates, I think 45–50 kr quite quickly starts to look fully reasonable. Should analysts then begin to model a more complete scaling scenario, there is potential for more, and then 6 %+ short interest still remains there as a potential extra buying flow when positions are successively to be covered.If I myself were to highlight three things after Q2, it would primarily be scalability, the breadth of the recovery, and the potential for continued estimate upgrades. Nibe has already invested in capacity and products, while Climate Solutions is recovering and Element is getting structural tailwinds from semiconductors/AI/data centers, and therefore profit can continue to grow significantly faster than revenue as factories fill up. For me, therefore, the big question leading up to 2027 no longer revolves around IF Nibe has truly turned around, but HOW BIG the EBIT leverage actually becomes when several growth engines start pulling simultaneously. Extremely interesting to follow!
·1 päivä sittenWhat do you think about this news? On August 21, James Ahrgren bought 10,000 B-shares in the heating technology company Nibe, where he is a board member. The shares were bought at a price of 41.45 kronor per share, a transaction worth 414,500 kronor. The transaction was made on Nasdaq Stockholm. This is evident from the Financial Supervisory Authority's insider register.
Strong signal! When insider trading occurs, it generates positive sentiment, especially after a prolonged negative trend and stagnation. I'm happy to follow the insider buys.
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
1 päivä 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
- ·9 t sittenI think there might be some good percentage points left to gain in Nibe when the analysis houses start updating their models after Q2. So far, the actual target price increases have barely arrived, but the signals are still quite clear. SB1 expects consensus to raise EBIT by 3–5 % for 2026 and 2–4 % for 2027–28. However, I think just 2–4 % for 2027–28 looks relatively cautious, actually more like a first revision after the report than a scenario where one fully models what happens when Nibe's existing production capacity is successively filled. Pareto's very experienced Nibe analyst Anders Roslund is higher and sees potential for forecast increases of 5–10 %. Even there, I question how much actual scaling is already included in the assumptions. My interpretation is that 5–10 % primarily reflects the stronger Q2 report and guidance, rather than a full 2027 scenario where higher volumes truly start to work against the already expanded cost and capacity base. DNB Carnegie simultaneously describes the report as strong and emphasizes the EBIT beat of 13 %, driven by Climate Solutions and Element, while Morgan Stanley still belongs to the more cautious voices. This is precisely where I think the case starts to become really interesting. The old models presumably do not yet fully capture the combination of Climate Solutions at 13.8 % margin, Element back at 8.9 %, a stronger H2, significantly improved cash flow, lower indebtedness, and above all, the operational leverage that can arise when Nibe still has spare capacity in the investments already made. Q2, however, provided a first clear indication of the mechanics and the engine where +7.6 % revenue yielded over +30 % EBIT. The big question for 2027, therefore, in my opinion, is no longer whether Nibe has turned around, but how much EBIT can grow when Climate Solutions, Element, and increasing capacity utilization start pulling in the same direction. From that perspective, Pareto's initial 5–10 % actually doesn't feel particularly aggressive. And that is perhaps the most exciting part! If Pareto already sees 5–10 % forecast increases before Q3 has confirmed that H2 will indeed be stronger, factories continue to fill up, and margins continue to rise, there could be another wave of estimate increases later. Q2 shows that Nibe can truly scale, and Q3 could be the quarter that makes analysts start extrapolating the scaling into 2027. Affärsvärlden has also already turned to "buy," and both EFN and Ålandsbanken are clearly positive. I would therefore be surprised if we don't get a string of raised estimates and target prices in the coming days. If we ultimately get an average of 5–8 % higher 2027 earnings estimates, I think 45–50 kr quite quickly starts to look fully reasonable. Should analysts then begin to model a more complete scaling scenario, there is potential for more, and then 6 %+ short interest still remains there as a potential extra buying flow when positions are successively to be covered.If I myself were to highlight three things after Q2, it would primarily be scalability, the breadth of the recovery, and the potential for continued estimate upgrades. Nibe has already invested in capacity and products, while Climate Solutions is recovering and Element is getting structural tailwinds from semiconductors/AI/data centers, and therefore profit can continue to grow significantly faster than revenue as factories fill up. For me, therefore, the big question leading up to 2027 no longer revolves around IF Nibe has truly turned around, but HOW BIG the EBIT leverage actually becomes when several growth engines start pulling simultaneously. Extremely interesting to follow!
- ·1 päivä sittenWhat do you think about this news? On August 21, James Ahrgren bought 10,000 B-shares in the heating technology company Nibe, where he is a board member. The shares were bought at a price of 41.45 kronor per share, a transaction worth 414,500 kronor. The transaction was made on Nasdaq Stockholm. This is evident from the Financial Supervisory Authority's insider register.Strong signal! When insider trading occurs, it generates positive sentiment, especially after a prolonged negative trend and stagnation. I'm happy to follow the insider buys.
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
1 päivä 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
- ·9 t sittenI think there might be some good percentage points left to gain in Nibe when the analysis houses start updating their models after Q2. So far, the actual target price increases have barely arrived, but the signals are still quite clear. SB1 expects consensus to raise EBIT by 3–5 % for 2026 and 2–4 % for 2027–28. However, I think just 2–4 % for 2027–28 looks relatively cautious, actually more like a first revision after the report than a scenario where one fully models what happens when Nibe's existing production capacity is successively filled. Pareto's very experienced Nibe analyst Anders Roslund is higher and sees potential for forecast increases of 5–10 %. Even there, I question how much actual scaling is already included in the assumptions. My interpretation is that 5–10 % primarily reflects the stronger Q2 report and guidance, rather than a full 2027 scenario where higher volumes truly start to work against the already expanded cost and capacity base. DNB Carnegie simultaneously describes the report as strong and emphasizes the EBIT beat of 13 %, driven by Climate Solutions and Element, while Morgan Stanley still belongs to the more cautious voices. This is precisely where I think the case starts to become really interesting. The old models presumably do not yet fully capture the combination of Climate Solutions at 13.8 % margin, Element back at 8.9 %, a stronger H2, significantly improved cash flow, lower indebtedness, and above all, the operational leverage that can arise when Nibe still has spare capacity in the investments already made. Q2, however, provided a first clear indication of the mechanics and the engine where +7.6 % revenue yielded over +30 % EBIT. The big question for 2027, therefore, in my opinion, is no longer whether Nibe has turned around, but how much EBIT can grow when Climate Solutions, Element, and increasing capacity utilization start pulling in the same direction. From that perspective, Pareto's initial 5–10 % actually doesn't feel particularly aggressive. And that is perhaps the most exciting part! If Pareto already sees 5–10 % forecast increases before Q3 has confirmed that H2 will indeed be stronger, factories continue to fill up, and margins continue to rise, there could be another wave of estimate increases later. Q2 shows that Nibe can truly scale, and Q3 could be the quarter that makes analysts start extrapolating the scaling into 2027. Affärsvärlden has also already turned to "buy," and both EFN and Ålandsbanken are clearly positive. I would therefore be surprised if we don't get a string of raised estimates and target prices in the coming days. If we ultimately get an average of 5–8 % higher 2027 earnings estimates, I think 45–50 kr quite quickly starts to look fully reasonable. Should analysts then begin to model a more complete scaling scenario, there is potential for more, and then 6 %+ short interest still remains there as a potential extra buying flow when positions are successively to be covered.If I myself were to highlight three things after Q2, it would primarily be scalability, the breadth of the recovery, and the potential for continued estimate upgrades. Nibe has already invested in capacity and products, while Climate Solutions is recovering and Element is getting structural tailwinds from semiconductors/AI/data centers, and therefore profit can continue to grow significantly faster than revenue as factories fill up. For me, therefore, the big question leading up to 2027 no longer revolves around IF Nibe has truly turned around, but HOW BIG the EBIT leverage actually becomes when several growth engines start pulling simultaneously. Extremely interesting to follow!
- ·1 päivä sittenWhat do you think about this news? On August 21, James Ahrgren bought 10,000 B-shares in the heating technology company Nibe, where he is a board member. The shares were bought at a price of 41.45 kronor per share, a transaction worth 414,500 kronor. The transaction was made on Nasdaq Stockholm. This is evident from the Financial Supervisory Authority's insider register.Strong signal! When insider trading occurs, it generates positive sentiment, especially after a prolonged negative trend and stagnation. I'm happy to follow the insider buys.
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