2026 Q1 -tulosraportti
82 päivää sitten
‧37 min
0,30 NOK/osake
Viimeisin osinko
0,00%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 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·58 min sittenLet's hope for a test of the resistance at 11.50 tomorrow. If it breaks through there, it will give a strong buy signal. Could be some exciting days ahead.
·2 t sittenGSA reduced its short by 209,628 shares yesterday. New visible short is 8,995,330 (2.70%). https://ssr.finanstilsynet.no/Home/Details/NO0003067902
·4 t sitten · MuokattuIt very much looks like we will end up well in the green today as well. Many who don't dare to stay on the sidelines when there is only one week left until QR. If we manage to hold onto the shares, then short will pay more to buy back.
Of course Moa-1. My first stock investment before I dived into EAM solar with vidfar😂😂🤣🤣🤣
·6 t sitten · MuokattuSB Markets analysis 07.07.26 - buy NOK 25: IMPROVED FUEL SYSTEMS ECONOMICS, HIGH ENERGY PRICES AND DATA CENTRE DEMAND SUPPORT MARKET RECOVERY: Summary: The outlook for both of Hexagon’s segments remains attractive. In Fuel Systems, historically high diesel/CNG spreads and the implementation of the EPA27 regulation next year further improve the economics of CNG fuel systems. - The outlook for the Mobile Pipeline segment is also favourable, as higher energy prices are likely to support increased US shale activity. At the same time, data centres are emerging as a significant new source of demand, as demonstrated by the recently announced USD 100m contract. We reiterate our BUY recommendation and target price of NOK 25. - Data centre contract of USD 100m: A couple of weeks ago, Hexagon secured its largest-ever Mobile Pipeline order from Certarus, valued at ~USD 100m, with options for an additional USD 25m by 2028. The modules will support Certarus' CNG fleet serving hyperscale data centres and industrial customers. The contract value exceeds Mobile Pipeline’s entire 2025 revenue of NOK 780m. Our understanding is that ~25% of the contract is expected to be executed in 2026, with the remainder in 2027. - The outlook for the Fuel Systems segment remains attractive. The diesel/CNG price spread has increased significantly this year, which improves the business case for CNG fuel systems as the payback time shortens. The last time diesel/CNG spreads were at levels near today, HEX made a lot of money from fuel systems for trucks. Furthermore, recent increases in diesel prices underscore the greater price stability and predictability of CNG, which is an important consideration for fleet owners. Additionally, the implementation of the EPA27 regulation next year further improves the relative competitiveness of CNG fuel systems, as compliance is expected to increase the cost of new diesel trucks by approximately USD 15,000. - The mobile pipeline segment is positioned for increased activity going forward, supported by higher energy prices that should stimulate increased US oil and gas shale activity. In addition, we see data centers emerging as a new and potentially significant source of demand. With average grid interconnection queues now around four to five years in the US, new data centers increasingly rely on natural gas–fuelled solutions. This drives demand for CNG transportation, supporting the mobile pipeline segment. - In our valuation, we assume NOK 500m in annual revenue from data centres, corresponding to 65MW of new data centre capacity per year being supplied with gas via trailers. This represents 2.5% of estimated annual new data centre capacity additions. In a normalized market, we see a share price doubling. Our valuation assumes over-the-cycle revenues of NOK 1.5bn from Mobile Pipeline, NOK 2bn from Fuel Systems (excluding X15N), and NOK 500m from Aftermarket. The target price implies ~10x EV/EBIT on these mid-cycle earnings and a 3% adoption rate for the X15N in the U.S. Class 8 market, translating to a fair value of NOK ~25 per share.And here my friend has provided a summary of that report:-) This is before the contract with Iveco was announced... The analysis from SB Markets is consistently positive and builds on several concrete drivers for Hexagon Composites. Here is a summary of the main points: 1. Buy recommendation Recommendation: Buy. Target price: 25 kroner per share. 2. Record contract with Certarus SB highlights the recently announced contract with Certarus as the most important single factor. Contract value: 100 million USD. Option for an additional 25 million USD by 2028. The contract is larger than the entire revenue of the Mobile Pipeline segment in 2025 (780 million NOK). They expect approximately 25 % of the contract to be delivered in 2026 and the rest in 2027. 3. Fuel Systems gets better market conditions SB believes the market is getting stronger because: diesel prices have risen, the price difference between diesel and CNG has increased, the payback period for CNG trucks is getting shorter, the American EPA27 regulation from 2027 will make new diesel vehicles around 15 000 USD more expensive, which can make CNG more competitive. 4. Mobile Pipeline gets more growth drivers SB points to two main reasons: Higher energy prices can lead to increased activity in American oil and gas production. Data centers are becoming a new growth market because many have to use natural gas while waiting several years for grid connection. 5. Data centers SB assumes that Hexagon in the long term can achieve: 500 million NOK in annual revenue from data centers alone. This is based on only 2,5 % of new data center capacity in the USA utilizing this solution. 6. Long-term valuation SB's model is based on a "normalized" market: Mobile Pipeline: 1,5 billion NOK in annual revenue. Fuel Systems: 2,0 billion NOK. Aftermarket: 500 million NOK. Total around 4 billion NOK in annual revenue. They also assume that: The X15N engine achieves 3 % market share in the American Class 8 market. Conclusion of the analysis SB Markets believes that: the market for both Fuel Systems and Mobile Pipeline is improving, the record contract with Certarus confirms increasing demand, data centers can become a new large growth area, and the combination of higher energy prices and new environmental requirements gives Hexagon good market prospects. Based on this, they maintain a buy recommendation with a target price of 25 kroner and write that they see potential for a doubling of the share price in a normalized market. It is simultaneously important to note that this is SB Markets' analysis and assumptions, not the company's own forecasts. The target price and valuation depend on the assumptions about market growth, contract execution, and demand actually being realized.
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 Q1 -tulosraportti
82 päivää sitten
‧37 min
0,30 NOK/osake
Viimeisin osinko
0,00%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
- ·58 min sittenLet's hope for a test of the resistance at 11.50 tomorrow. If it breaks through there, it will give a strong buy signal. Could be some exciting days ahead.
- ·2 t sittenGSA reduced its short by 209,628 shares yesterday. New visible short is 8,995,330 (2.70%). https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·4 t sitten · MuokattuIt very much looks like we will end up well in the green today as well. Many who don't dare to stay on the sidelines when there is only one week left until QR. If we manage to hold onto the shares, then short will pay more to buy back.Of course Moa-1. My first stock investment before I dived into EAM solar with vidfar😂😂🤣🤣🤣
- ·6 t sitten · MuokattuSB Markets analysis 07.07.26 - buy NOK 25: IMPROVED FUEL SYSTEMS ECONOMICS, HIGH ENERGY PRICES AND DATA CENTRE DEMAND SUPPORT MARKET RECOVERY: Summary: The outlook for both of Hexagon’s segments remains attractive. In Fuel Systems, historically high diesel/CNG spreads and the implementation of the EPA27 regulation next year further improve the economics of CNG fuel systems. - The outlook for the Mobile Pipeline segment is also favourable, as higher energy prices are likely to support increased US shale activity. At the same time, data centres are emerging as a significant new source of demand, as demonstrated by the recently announced USD 100m contract. We reiterate our BUY recommendation and target price of NOK 25. - Data centre contract of USD 100m: A couple of weeks ago, Hexagon secured its largest-ever Mobile Pipeline order from Certarus, valued at ~USD 100m, with options for an additional USD 25m by 2028. The modules will support Certarus' CNG fleet serving hyperscale data centres and industrial customers. The contract value exceeds Mobile Pipeline’s entire 2025 revenue of NOK 780m. Our understanding is that ~25% of the contract is expected to be executed in 2026, with the remainder in 2027. - The outlook for the Fuel Systems segment remains attractive. The diesel/CNG price spread has increased significantly this year, which improves the business case for CNG fuel systems as the payback time shortens. The last time diesel/CNG spreads were at levels near today, HEX made a lot of money from fuel systems for trucks. Furthermore, recent increases in diesel prices underscore the greater price stability and predictability of CNG, which is an important consideration for fleet owners. Additionally, the implementation of the EPA27 regulation next year further improves the relative competitiveness of CNG fuel systems, as compliance is expected to increase the cost of new diesel trucks by approximately USD 15,000. - The mobile pipeline segment is positioned for increased activity going forward, supported by higher energy prices that should stimulate increased US oil and gas shale activity. In addition, we see data centers emerging as a new and potentially significant source of demand. With average grid interconnection queues now around four to five years in the US, new data centers increasingly rely on natural gas–fuelled solutions. This drives demand for CNG transportation, supporting the mobile pipeline segment. - In our valuation, we assume NOK 500m in annual revenue from data centres, corresponding to 65MW of new data centre capacity per year being supplied with gas via trailers. This represents 2.5% of estimated annual new data centre capacity additions. In a normalized market, we see a share price doubling. Our valuation assumes over-the-cycle revenues of NOK 1.5bn from Mobile Pipeline, NOK 2bn from Fuel Systems (excluding X15N), and NOK 500m from Aftermarket. The target price implies ~10x EV/EBIT on these mid-cycle earnings and a 3% adoption rate for the X15N in the U.S. Class 8 market, translating to a fair value of NOK ~25 per share.And here my friend has provided a summary of that report:-) This is before the contract with Iveco was announced... The analysis from SB Markets is consistently positive and builds on several concrete drivers for Hexagon Composites. Here is a summary of the main points: 1. Buy recommendation Recommendation: Buy. Target price: 25 kroner per share. 2. Record contract with Certarus SB highlights the recently announced contract with Certarus as the most important single factor. Contract value: 100 million USD. Option for an additional 25 million USD by 2028. The contract is larger than the entire revenue of the Mobile Pipeline segment in 2025 (780 million NOK). They expect approximately 25 % of the contract to be delivered in 2026 and the rest in 2027. 3. Fuel Systems gets better market conditions SB believes the market is getting stronger because: diesel prices have risen, the price difference between diesel and CNG has increased, the payback period for CNG trucks is getting shorter, the American EPA27 regulation from 2027 will make new diesel vehicles around 15 000 USD more expensive, which can make CNG more competitive. 4. Mobile Pipeline gets more growth drivers SB points to two main reasons: Higher energy prices can lead to increased activity in American oil and gas production. Data centers are becoming a new growth market because many have to use natural gas while waiting several years for grid connection. 5. Data centers SB assumes that Hexagon in the long term can achieve: 500 million NOK in annual revenue from data centers alone. This is based on only 2,5 % of new data center capacity in the USA utilizing this solution. 6. Long-term valuation SB's model is based on a "normalized" market: Mobile Pipeline: 1,5 billion NOK in annual revenue. Fuel Systems: 2,0 billion NOK. Aftermarket: 500 million NOK. Total around 4 billion NOK in annual revenue. They also assume that: The X15N engine achieves 3 % market share in the American Class 8 market. Conclusion of the analysis SB Markets believes that: the market for both Fuel Systems and Mobile Pipeline is improving, the record contract with Certarus confirms increasing demand, data centers can become a new large growth area, and the combination of higher energy prices and new environmental requirements gives Hexagon good market prospects. Based on this, they maintain a buy recommendation with a target price of 25 kroner and write that they see potential for a doubling of the share price in a normalized market. It is simultaneously important to note that this is SB Markets' analysis and assumptions, not the company's own forecasts. The target price and valuation depend on the assumptions about market growth, contract execution, and demand actually being realized.
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 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
82 päivää sitten
‧37 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 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
0,30 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·58 min sittenLet's hope for a test of the resistance at 11.50 tomorrow. If it breaks through there, it will give a strong buy signal. Could be some exciting days ahead.
- ·2 t sittenGSA reduced its short by 209,628 shares yesterday. New visible short is 8,995,330 (2.70%). https://ssr.finanstilsynet.no/Home/Details/NO0003067902
- ·4 t sitten · MuokattuIt very much looks like we will end up well in the green today as well. Many who don't dare to stay on the sidelines when there is only one week left until QR. If we manage to hold onto the shares, then short will pay more to buy back.Of course Moa-1. My first stock investment before I dived into EAM solar with vidfar😂😂🤣🤣🤣
- ·6 t sitten · MuokattuSB Markets analysis 07.07.26 - buy NOK 25: IMPROVED FUEL SYSTEMS ECONOMICS, HIGH ENERGY PRICES AND DATA CENTRE DEMAND SUPPORT MARKET RECOVERY: Summary: The outlook for both of Hexagon’s segments remains attractive. In Fuel Systems, historically high diesel/CNG spreads and the implementation of the EPA27 regulation next year further improve the economics of CNG fuel systems. - The outlook for the Mobile Pipeline segment is also favourable, as higher energy prices are likely to support increased US shale activity. At the same time, data centres are emerging as a significant new source of demand, as demonstrated by the recently announced USD 100m contract. We reiterate our BUY recommendation and target price of NOK 25. - Data centre contract of USD 100m: A couple of weeks ago, Hexagon secured its largest-ever Mobile Pipeline order from Certarus, valued at ~USD 100m, with options for an additional USD 25m by 2028. The modules will support Certarus' CNG fleet serving hyperscale data centres and industrial customers. The contract value exceeds Mobile Pipeline’s entire 2025 revenue of NOK 780m. Our understanding is that ~25% of the contract is expected to be executed in 2026, with the remainder in 2027. - The outlook for the Fuel Systems segment remains attractive. The diesel/CNG price spread has increased significantly this year, which improves the business case for CNG fuel systems as the payback time shortens. The last time diesel/CNG spreads were at levels near today, HEX made a lot of money from fuel systems for trucks. Furthermore, recent increases in diesel prices underscore the greater price stability and predictability of CNG, which is an important consideration for fleet owners. Additionally, the implementation of the EPA27 regulation next year further improves the relative competitiveness of CNG fuel systems, as compliance is expected to increase the cost of new diesel trucks by approximately USD 15,000. - The mobile pipeline segment is positioned for increased activity going forward, supported by higher energy prices that should stimulate increased US oil and gas shale activity. In addition, we see data centers emerging as a new and potentially significant source of demand. With average grid interconnection queues now around four to five years in the US, new data centers increasingly rely on natural gas–fuelled solutions. This drives demand for CNG transportation, supporting the mobile pipeline segment. - In our valuation, we assume NOK 500m in annual revenue from data centres, corresponding to 65MW of new data centre capacity per year being supplied with gas via trailers. This represents 2.5% of estimated annual new data centre capacity additions. In a normalized market, we see a share price doubling. Our valuation assumes over-the-cycle revenues of NOK 1.5bn from Mobile Pipeline, NOK 2bn from Fuel Systems (excluding X15N), and NOK 500m from Aftermarket. The target price implies ~10x EV/EBIT on these mid-cycle earnings and a 3% adoption rate for the X15N in the U.S. Class 8 market, translating to a fair value of NOK ~25 per share.And here my friend has provided a summary of that report:-) This is before the contract with Iveco was announced... The analysis from SB Markets is consistently positive and builds on several concrete drivers for Hexagon Composites. Here is a summary of the main points: 1. Buy recommendation Recommendation: Buy. Target price: 25 kroner per share. 2. Record contract with Certarus SB highlights the recently announced contract with Certarus as the most important single factor. Contract value: 100 million USD. Option for an additional 25 million USD by 2028. The contract is larger than the entire revenue of the Mobile Pipeline segment in 2025 (780 million NOK). They expect approximately 25 % of the contract to be delivered in 2026 and the rest in 2027. 3. Fuel Systems gets better market conditions SB believes the market is getting stronger because: diesel prices have risen, the price difference between diesel and CNG has increased, the payback period for CNG trucks is getting shorter, the American EPA27 regulation from 2027 will make new diesel vehicles around 15 000 USD more expensive, which can make CNG more competitive. 4. Mobile Pipeline gets more growth drivers SB points to two main reasons: Higher energy prices can lead to increased activity in American oil and gas production. Data centers are becoming a new growth market because many have to use natural gas while waiting several years for grid connection. 5. Data centers SB assumes that Hexagon in the long term can achieve: 500 million NOK in annual revenue from data centers alone. This is based on only 2,5 % of new data center capacity in the USA utilizing this solution. 6. Long-term valuation SB's model is based on a "normalized" market: Mobile Pipeline: 1,5 billion NOK in annual revenue. Fuel Systems: 2,0 billion NOK. Aftermarket: 500 million NOK. Total around 4 billion NOK in annual revenue. They also assume that: The X15N engine achieves 3 % market share in the American Class 8 market. Conclusion of the analysis SB Markets believes that: the market for both Fuel Systems and Mobile Pipeline is improving, the record contract with Certarus confirms increasing demand, data centers can become a new large growth area, and the combination of higher energy prices and new environmental requirements gives Hexagon good market prospects. Based on this, they maintain a buy recommendation with a target price of 25 kroner and write that they see potential for a doubling of the share price in a normalized market. It is simultaneously important to note that this is SB Markets' analysis and assumptions, not the company's own forecasts. The target price and valuation depend on the assumptions about market growth, contract execution, and demand actually being realized.
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