2026 Q2 -tulosraportti
UUTTA
Tänään
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,91%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 sittenInteresting, now EFN is also on board with "Martin Blomgren: Nibe back in the growth box" https://efn.se/martin-blomgren-nibe-tillbaka-i-tillvaxtladan I think this is significantly more positive than the headline alone suggests. Martin Blomgren actually argues that Nibe's equity story has changed from turnaround to growth case. I was particularly struck by four formulations and react to formulations such as Nibe can seriously be put back in the "growth company box", the margin surprise is broad across all three business areas, it is "difficult to find any major flaws", and EFN now expects a "string of upwardly revised earnings forecasts and target prices". These are very strong words from an analytical stock market comment. Very strong formulations. Particularly interesting, I think, is the reasoning about the valuation. The stock rises 8–9 %, but EBIT beat consensus by 13 %. Mechanically, this means that the price relative to the new earning capacity has not actually become more expensive if analysts' forecasts are adjusted upwards sufficiently. This is exactly the mechanism I've touched upon earlier, i.e., the share price can rise while the forward valuation decreases. Then I think Blomgren actually succeeds very well in capturing the most important part of the case, i.e., that Nibe enters the next growth phase with well-invested factories and an improved product offering. Combine that with recovering heat pumps, Climate Solutions at 13,8 %, Element back within its historical margin interval, AI/semiconductors/data centers and available capacity, yesss... yes, then the conditions are there for EBIT to continue growing significantly faster than revenue. That the company's business model simply starts to scale again. I do, however, agree with him that a share price above 100 kr is not at all needed for the case to become very good. If Nibe is re-established as a qualitative growth company with rising 2027–28 estimates, a revaluation from today's levels can be significant without us needing to return to the pandemic's extreme multiples. So, perhaps the most telling thing about today's Q2 is the sentiment shift within just a few hours. Before the report, Di stated that Nibe had to prove its recovery. After the report, EFN, among others, states that Nibe is back in the growth box and expects a string of estimate and target price increases. Agree that it is quite a strong narrative shift in the market, and for a stock with significant short selling, precisely the combination of rising profits, rising estimates, and improved sentiment can become very influential during the autumn. It will be interesting to follow upcoming articles/analyses. A wild guess is that journalists will address how short positions are turning and/or calculate how large the estimate changes for 2H26, 2027/28 will be etc.Well.... It's like ice hockey, I think... things move fast on the stock market. This morning Nibe was conditionally released, now EFN already seems to want to give Gerteric the keys to the growth box. . That's how it is.
·2 t sittenNow we just have to wait for new forecasts and when the short sellers start closing positions. Will we reach 50 SEK next week?
·2 t sittenNibe down 46% in one year. Those figures were far worse than what today's price is based on🤔A bit like Nibe is still serving its sentence for the 2024–25 crimes, even though today's figures are starting to speak for conditional release. 😄 The stock is down ~46 % in one year, while the business now shows six quarters of improvement, restored margins and a stronger H2. It's obvious that the stock market simply seems to want to see both ID, passport and two references before it believes in Gerteric again. Damn stock market, I think
·2 t sittenThe wild thing is, the shorts still have to cover at some point.Exactly! As long as the short positions actually have to be closed, the shares must be bought back at some point. The wild thing is that the report simultaneously makes it less attractive to wait, especially since estimates look to be raised, margins are normalizing, and H2 is expected to be stronger.- ·3 t sittenhttps://www.di.se/nyheter/nibe-rider-pa-ai-vagen-inget-engangsfenomen/ Di's AI angle is relevant but I think it's a bit exaggerated... Nibe as an AI company... Nibe is not an AI company, however, Element concretely benefits from the rapidly growing infrastructure around semiconductors and data centers. 12 % growth and the margin lift from 6.6 to 8.9 % show that the effect is already visible in the figures, and Lindquist also says that it is not a one-off phenomenon. The really interesting thing, however, is the combination of AI/data centers, the energy transition, recovering heat pumps, and available production capacity, which can provide significantly greater profit leverage 2027–28. Nibe has absolutely invested its way through the recession and now obviously stands with products and capacity ready just as Europe's largest heat pump market begins to accelerate again.I think the Di articles and the Nibe angle have changed quite clearly now during the morning. Ahead of the report, the message was roughly that Nibe must prove that the recovery can truly be translated into higher margins, and now the headlines are instead about “important figure back on target”, raised analyst forecasts, AI/data centers as a new growth engine, and that the stock is to “rise sharply”. The interesting thing is that the optimism is not based on hype but on concrete figures: Climate Solutions 13.8 % margin, Element back within the target range for the first time since 2023, stronger H2, and clear operational leverage. My feeling is therefore that the narrative is shifting from “can Nibe really turn around?” to “how much do the earnings estimates for 2027–28 need to be raised?”. And that is a more interesting narrative to follow and at the same time a significantly better situation for the stock.
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
Tänään
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,91%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 sittenInteresting, now EFN is also on board with "Martin Blomgren: Nibe back in the growth box" https://efn.se/martin-blomgren-nibe-tillbaka-i-tillvaxtladan I think this is significantly more positive than the headline alone suggests. Martin Blomgren actually argues that Nibe's equity story has changed from turnaround to growth case. I was particularly struck by four formulations and react to formulations such as Nibe can seriously be put back in the "growth company box", the margin surprise is broad across all three business areas, it is "difficult to find any major flaws", and EFN now expects a "string of upwardly revised earnings forecasts and target prices". These are very strong words from an analytical stock market comment. Very strong formulations. Particularly interesting, I think, is the reasoning about the valuation. The stock rises 8–9 %, but EBIT beat consensus by 13 %. Mechanically, this means that the price relative to the new earning capacity has not actually become more expensive if analysts' forecasts are adjusted upwards sufficiently. This is exactly the mechanism I've touched upon earlier, i.e., the share price can rise while the forward valuation decreases. Then I think Blomgren actually succeeds very well in capturing the most important part of the case, i.e., that Nibe enters the next growth phase with well-invested factories and an improved product offering. Combine that with recovering heat pumps, Climate Solutions at 13,8 %, Element back within its historical margin interval, AI/semiconductors/data centers and available capacity, yesss... yes, then the conditions are there for EBIT to continue growing significantly faster than revenue. That the company's business model simply starts to scale again. I do, however, agree with him that a share price above 100 kr is not at all needed for the case to become very good. If Nibe is re-established as a qualitative growth company with rising 2027–28 estimates, a revaluation from today's levels can be significant without us needing to return to the pandemic's extreme multiples. So, perhaps the most telling thing about today's Q2 is the sentiment shift within just a few hours. Before the report, Di stated that Nibe had to prove its recovery. After the report, EFN, among others, states that Nibe is back in the growth box and expects a string of estimate and target price increases. Agree that it is quite a strong narrative shift in the market, and for a stock with significant short selling, precisely the combination of rising profits, rising estimates, and improved sentiment can become very influential during the autumn. It will be interesting to follow upcoming articles/analyses. A wild guess is that journalists will address how short positions are turning and/or calculate how large the estimate changes for 2H26, 2027/28 will be etc.Well.... It's like ice hockey, I think... things move fast on the stock market. This morning Nibe was conditionally released, now EFN already seems to want to give Gerteric the keys to the growth box. . That's how it is.
- ·2 t sittenNow we just have to wait for new forecasts and when the short sellers start closing positions. Will we reach 50 SEK next week?
- ·2 t sittenNibe down 46% in one year. Those figures were far worse than what today's price is based on🤔A bit like Nibe is still serving its sentence for the 2024–25 crimes, even though today's figures are starting to speak for conditional release. 😄 The stock is down ~46 % in one year, while the business now shows six quarters of improvement, restored margins and a stronger H2. It's obvious that the stock market simply seems to want to see both ID, passport and two references before it believes in Gerteric again. Damn stock market, I think
- ·2 t sittenThe wild thing is, the shorts still have to cover at some point.Exactly! As long as the short positions actually have to be closed, the shares must be bought back at some point. The wild thing is that the report simultaneously makes it less attractive to wait, especially since estimates look to be raised, margins are normalizing, and H2 is expected to be stronger.
- ·3 t sittenhttps://www.di.se/nyheter/nibe-rider-pa-ai-vagen-inget-engangsfenomen/ Di's AI angle is relevant but I think it's a bit exaggerated... Nibe as an AI company... Nibe is not an AI company, however, Element concretely benefits from the rapidly growing infrastructure around semiconductors and data centers. 12 % growth and the margin lift from 6.6 to 8.9 % show that the effect is already visible in the figures, and Lindquist also says that it is not a one-off phenomenon. The really interesting thing, however, is the combination of AI/data centers, the energy transition, recovering heat pumps, and available production capacity, which can provide significantly greater profit leverage 2027–28. Nibe has absolutely invested its way through the recession and now obviously stands with products and capacity ready just as Europe's largest heat pump market begins to accelerate again.I think the Di articles and the Nibe angle have changed quite clearly now during the morning. Ahead of the report, the message was roughly that Nibe must prove that the recovery can truly be translated into higher margins, and now the headlines are instead about “important figure back on target”, raised analyst forecasts, AI/data centers as a new growth engine, and that the stock is to “rise sharply”. The interesting thing is that the optimism is not based on hype but on concrete figures: Climate Solutions 13.8 % margin, Element back within the target range for the first time since 2023, stronger H2, and clear operational leverage. My feeling is therefore that the narrative is shifting from “can Nibe really turn around?” to “how much do the earnings estimates for 2027–28 need to be raised?”. And that is a more interesting narrative to follow and at the same time a significantly better situation for the stock.
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
Tänään
‧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
0,91%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenInteresting, now EFN is also on board with "Martin Blomgren: Nibe back in the growth box" https://efn.se/martin-blomgren-nibe-tillbaka-i-tillvaxtladan I think this is significantly more positive than the headline alone suggests. Martin Blomgren actually argues that Nibe's equity story has changed from turnaround to growth case. I was particularly struck by four formulations and react to formulations such as Nibe can seriously be put back in the "growth company box", the margin surprise is broad across all three business areas, it is "difficult to find any major flaws", and EFN now expects a "string of upwardly revised earnings forecasts and target prices". These are very strong words from an analytical stock market comment. Very strong formulations. Particularly interesting, I think, is the reasoning about the valuation. The stock rises 8–9 %, but EBIT beat consensus by 13 %. Mechanically, this means that the price relative to the new earning capacity has not actually become more expensive if analysts' forecasts are adjusted upwards sufficiently. This is exactly the mechanism I've touched upon earlier, i.e., the share price can rise while the forward valuation decreases. Then I think Blomgren actually succeeds very well in capturing the most important part of the case, i.e., that Nibe enters the next growth phase with well-invested factories and an improved product offering. Combine that with recovering heat pumps, Climate Solutions at 13,8 %, Element back within its historical margin interval, AI/semiconductors/data centers and available capacity, yesss... yes, then the conditions are there for EBIT to continue growing significantly faster than revenue. That the company's business model simply starts to scale again. I do, however, agree with him that a share price above 100 kr is not at all needed for the case to become very good. If Nibe is re-established as a qualitative growth company with rising 2027–28 estimates, a revaluation from today's levels can be significant without us needing to return to the pandemic's extreme multiples. So, perhaps the most telling thing about today's Q2 is the sentiment shift within just a few hours. Before the report, Di stated that Nibe had to prove its recovery. After the report, EFN, among others, states that Nibe is back in the growth box and expects a string of estimate and target price increases. Agree that it is quite a strong narrative shift in the market, and for a stock with significant short selling, precisely the combination of rising profits, rising estimates, and improved sentiment can become very influential during the autumn. It will be interesting to follow upcoming articles/analyses. A wild guess is that journalists will address how short positions are turning and/or calculate how large the estimate changes for 2H26, 2027/28 will be etc.Well.... It's like ice hockey, I think... things move fast on the stock market. This morning Nibe was conditionally released, now EFN already seems to want to give Gerteric the keys to the growth box. . That's how it is.
- ·2 t sittenNow we just have to wait for new forecasts and when the short sellers start closing positions. Will we reach 50 SEK next week?
- ·2 t sittenNibe down 46% in one year. Those figures were far worse than what today's price is based on🤔A bit like Nibe is still serving its sentence for the 2024–25 crimes, even though today's figures are starting to speak for conditional release. 😄 The stock is down ~46 % in one year, while the business now shows six quarters of improvement, restored margins and a stronger H2. It's obvious that the stock market simply seems to want to see both ID, passport and two references before it believes in Gerteric again. Damn stock market, I think
- ·2 t sittenThe wild thing is, the shorts still have to cover at some point.Exactly! As long as the short positions actually have to be closed, the shares must be bought back at some point. The wild thing is that the report simultaneously makes it less attractive to wait, especially since estimates look to be raised, margins are normalizing, and H2 is expected to be stronger.
- ·3 t sittenhttps://www.di.se/nyheter/nibe-rider-pa-ai-vagen-inget-engangsfenomen/ Di's AI angle is relevant but I think it's a bit exaggerated... Nibe as an AI company... Nibe is not an AI company, however, Element concretely benefits from the rapidly growing infrastructure around semiconductors and data centers. 12 % growth and the margin lift from 6.6 to 8.9 % show that the effect is already visible in the figures, and Lindquist also says that it is not a one-off phenomenon. The really interesting thing, however, is the combination of AI/data centers, the energy transition, recovering heat pumps, and available production capacity, which can provide significantly greater profit leverage 2027–28. Nibe has absolutely invested its way through the recession and now obviously stands with products and capacity ready just as Europe's largest heat pump market begins to accelerate again.I think the Di articles and the Nibe angle have changed quite clearly now during the morning. Ahead of the report, the message was roughly that Nibe must prove that the recovery can truly be translated into higher margins, and now the headlines are instead about “important figure back on target”, raised analyst forecasts, AI/data centers as a new growth engine, and that the stock is to “rise sharply”. The interesting thing is that the optimism is not based on hype but on concrete figures: Climate Solutions 13.8 % margin, Element back within the target range for the first time since 2023, stronger H2, and clear operational leverage. My feeling is therefore that the narrative is shifting from “can Nibe really turn around?” to “how much do the earnings estimates for 2027–28 need to be raised?”. And that is a more interesting narrative to follow and at the same time a significantly better situation for the stock.
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