2026 Q2 -tulosraportti
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Tänään
‧1 t 1 min
0,35 SEK/osake
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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
·4 t 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.
·9 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.
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
- ·4 t 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.
- ·9 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.
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
- ·4 t 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.
- ·9 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.
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