2026 Q2 -tulosraportti
18 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
4,36%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 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenIs it too late to enter here now?
I wouldn't think so: Aker sells Cognite, gets a lot of liquidity on the books -> Dividend/Share buybacks/new investments. Nscale is listed on the stock exchange: Aker's share becomes worth a lot! Dividend stocks? Low NAV: the share is traded at a 20-25% discount. But: Aker is volatile against the oil price and can experience a dip from today's price. I believe Aker is a safe investment where the upside is significantly greater than the downsides considering the Cognite sale and possible Nscale IPO.
·1 päivä sittenI have spent some time analyzing Aker over the past few days, and the more I read, the more interesting I find the case. What first caught my attention was that Aker itself states that NAV increased by around 43 billion kroner in the first quarter. Of this, approximately: • 22 billion kr from Nscale • 15 billion kr from Aker BP • 7 billion kr from other investments In other words, approximately half of the value increase came from Nscale alone. Then I started to look closer at Nscale. What I thought was an AI company, in reality, appears to be an AI infrastructure company that builds data centers, secures power, invests in GPUs, and sells data capacity through long-term contracts. I have also compared Nscale with companies like CoreWeave, Nebius, IREN, and Applied Digital. After looking at these, I don't think a valuation of 20–25 billion dollars seems unrealistic if the company delivers on its plans. If we assume a valuation of 25 billion dollars, and Aker's ownership stake of around 22.7%, I get a value of approximately 57 billion kroner for Aker's share in Nscale. Aker itself has valued the investment at around 32 billion kroner in its accounts. This implies a potential added value of around 25 billion kroner if a listing actually occurs at this level. At the same time, several analysts have already significantly raised their price targets. Pareto has increased its price target to 1,300 kroner, while Danske Bank has been up to 1,400 kroner, partly with reference to Nscale. What I am left wondering about, therefore, is not whether Nscale is important for Aker – that seems quite obvious. The big question is rather: How realistic do you think a valuation of 25 billion dollars actually is? If you think it is realistic, what value do you then think Aker should be priced at? And conversely – if you think 25 billion dollars is far too high, what do you think is a more realistic value for Nscale, and why? I am genuinely interested in counterarguments. It is often those that make the analysis better.
With the latest headlines in several financial newspapers, both Norwegian and Swedish, it might seem that someone wants Aker to be bought? Personally, I am very uncertain. A good analysis by El Thorro shows some of the uncertainty surrounding what is being talked about as a data adventure, but which might turn out to be just another data storage building and what this will end up meaning for Aker is today very uncertain. When it comes to Aker, one must certainly include a very uncertain future scenario regarding everything related to oil! Both Aker BP and Aker Solusjon will fall a lot when the Iran conflict finally disappears and the oil price again falls to normal prices which could fall significantly. How will this affect the parent company Aker? My, I emphasize, assumption is that then Aker will also fall significantly. Maybe I'll buy Aker then, but that won't happen until everything around oil prices has normalized again and it's possible to know something more accurately what their other projects actually entail for Aker!
·3 päivää sittenMonster valuation for Aker company: Can go public for 240 billion Nscale is to meet investors in New York next week. The AI company could go public as early as this autumn at a valuation far above the level from March. The AI infrastructure company Nscale is stepping up its IPO plans and has scheduled an investor day in New York next week. This is reported by The Information, cited by Bloomberg, referring to people familiar with the process. An IPO could take place as early as this autumn, although the company may still choose to postpone the plans. Nscale is collaborating with Goldman Sachs and JPMorgan on the IPO plans, according to The Information. The banks have floated a possible valuation of $25 billion, equivalent to around 240 billion kroner, writes The Information. That is sharply up from the valuation of $14.6 billion in the capital raise in March. However, the recent share price decline among comparable AI companies could put pressure on the pricing, according to The Information. Acquires software company On Thursday, it was also announced that Nscale is acquiring the American software company Anyscale. The price is around $1.65 billion, equivalent to nearly 16 billion kroner, according to Bloomberg. Anyscale develops software that enables AI models and workloads to run more efficiently across servers and data centers. The acquisition is intended to make Nscale a more complete provider of AI infrastructure, from data centers and computing power to software for training and using AI models. Large Aker value Aker owns 23 percent of Nscale. At the end of the second quarter, the industrial group valued the investment at 32.1 billion kroner, based on the valuation from the capital raise in March. With an unchanged ownership stake, a valuation of $25 billion would, in isolation, value Aker's stake at around 55 billion kroner, compared to 32.1 billion at the end of the second quarter. Nscale builds data centers and provides computing power to AI companies. The company has signed contracts related to more than 280,000 graphics processors and a project portfolio with over 10 gigawatts of potential power capacity, according to Aker. https://www.finansavisen.no/teknologi/2026/07/31/8369450/aker-selskap-kan-ga-pa-bors-til-240-milliarderI have longed for Nscale news regarding the IPO, now it seems to be very imminent 🤩🤩😎 Hope Nscale shares will be distributed as a dividend upon the IPO 🤞
·3 päivää sittenPerhaps they should have done a stock split?
Aker is carrying out a buyback of up to 1.38 million shares. With this in mind, and with AKER now in a good position, only a further increase in the share price can be expected. A stock split can therefore be perceived as contradictory. It is only wishful thinking for those who want more shares now, at a lower price.
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
18 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
4,36%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 sittenIs it too late to enter here now?I wouldn't think so: Aker sells Cognite, gets a lot of liquidity on the books -> Dividend/Share buybacks/new investments. Nscale is listed on the stock exchange: Aker's share becomes worth a lot! Dividend stocks? Low NAV: the share is traded at a 20-25% discount. But: Aker is volatile against the oil price and can experience a dip from today's price. I believe Aker is a safe investment where the upside is significantly greater than the downsides considering the Cognite sale and possible Nscale IPO.
- ·1 päivä sittenI have spent some time analyzing Aker over the past few days, and the more I read, the more interesting I find the case. What first caught my attention was that Aker itself states that NAV increased by around 43 billion kroner in the first quarter. Of this, approximately: • 22 billion kr from Nscale • 15 billion kr from Aker BP • 7 billion kr from other investments In other words, approximately half of the value increase came from Nscale alone. Then I started to look closer at Nscale. What I thought was an AI company, in reality, appears to be an AI infrastructure company that builds data centers, secures power, invests in GPUs, and sells data capacity through long-term contracts. I have also compared Nscale with companies like CoreWeave, Nebius, IREN, and Applied Digital. After looking at these, I don't think a valuation of 20–25 billion dollars seems unrealistic if the company delivers on its plans. If we assume a valuation of 25 billion dollars, and Aker's ownership stake of around 22.7%, I get a value of approximately 57 billion kroner for Aker's share in Nscale. Aker itself has valued the investment at around 32 billion kroner in its accounts. This implies a potential added value of around 25 billion kroner if a listing actually occurs at this level. At the same time, several analysts have already significantly raised their price targets. Pareto has increased its price target to 1,300 kroner, while Danske Bank has been up to 1,400 kroner, partly with reference to Nscale. What I am left wondering about, therefore, is not whether Nscale is important for Aker – that seems quite obvious. The big question is rather: How realistic do you think a valuation of 25 billion dollars actually is? If you think it is realistic, what value do you then think Aker should be priced at? And conversely – if you think 25 billion dollars is far too high, what do you think is a more realistic value for Nscale, and why? I am genuinely interested in counterarguments. It is often those that make the analysis better.With the latest headlines in several financial newspapers, both Norwegian and Swedish, it might seem that someone wants Aker to be bought? Personally, I am very uncertain. A good analysis by El Thorro shows some of the uncertainty surrounding what is being talked about as a data adventure, but which might turn out to be just another data storage building and what this will end up meaning for Aker is today very uncertain. When it comes to Aker, one must certainly include a very uncertain future scenario regarding everything related to oil! Both Aker BP and Aker Solusjon will fall a lot when the Iran conflict finally disappears and the oil price again falls to normal prices which could fall significantly. How will this affect the parent company Aker? My, I emphasize, assumption is that then Aker will also fall significantly. Maybe I'll buy Aker then, but that won't happen until everything around oil prices has normalized again and it's possible to know something more accurately what their other projects actually entail for Aker!
- ·3 päivää sittenMonster valuation for Aker company: Can go public for 240 billion Nscale is to meet investors in New York next week. The AI company could go public as early as this autumn at a valuation far above the level from March. The AI infrastructure company Nscale is stepping up its IPO plans and has scheduled an investor day in New York next week. This is reported by The Information, cited by Bloomberg, referring to people familiar with the process. An IPO could take place as early as this autumn, although the company may still choose to postpone the plans. Nscale is collaborating with Goldman Sachs and JPMorgan on the IPO plans, according to The Information. The banks have floated a possible valuation of $25 billion, equivalent to around 240 billion kroner, writes The Information. That is sharply up from the valuation of $14.6 billion in the capital raise in March. However, the recent share price decline among comparable AI companies could put pressure on the pricing, according to The Information. Acquires software company On Thursday, it was also announced that Nscale is acquiring the American software company Anyscale. The price is around $1.65 billion, equivalent to nearly 16 billion kroner, according to Bloomberg. Anyscale develops software that enables AI models and workloads to run more efficiently across servers and data centers. The acquisition is intended to make Nscale a more complete provider of AI infrastructure, from data centers and computing power to software for training and using AI models. Large Aker value Aker owns 23 percent of Nscale. At the end of the second quarter, the industrial group valued the investment at 32.1 billion kroner, based on the valuation from the capital raise in March. With an unchanged ownership stake, a valuation of $25 billion would, in isolation, value Aker's stake at around 55 billion kroner, compared to 32.1 billion at the end of the second quarter. Nscale builds data centers and provides computing power to AI companies. The company has signed contracts related to more than 280,000 graphics processors and a project portfolio with over 10 gigawatts of potential power capacity, according to Aker. https://www.finansavisen.no/teknologi/2026/07/31/8369450/aker-selskap-kan-ga-pa-bors-til-240-milliarderI have longed for Nscale news regarding the IPO, now it seems to be very imminent 🤩🤩😎 Hope Nscale shares will be distributed as a dividend upon the IPO 🤞
- ·3 päivää sittenPerhaps they should have done a stock split?Aker is carrying out a buyback of up to 1.38 million shares. With this in mind, and with AKER now in a good position, only a further increase in the share price can be expected. A stock split can therefore be perceived as contradictory. It is only wishful thinking for those who want more shares now, at a lower price.
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 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
2026 Q2 -tulosraportti
18 päivää sitten
‧32 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 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
29,00 NOK/osake
Viimeisin osinko
4,36%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenIs it too late to enter here now?I wouldn't think so: Aker sells Cognite, gets a lot of liquidity on the books -> Dividend/Share buybacks/new investments. Nscale is listed on the stock exchange: Aker's share becomes worth a lot! Dividend stocks? Low NAV: the share is traded at a 20-25% discount. But: Aker is volatile against the oil price and can experience a dip from today's price. I believe Aker is a safe investment where the upside is significantly greater than the downsides considering the Cognite sale and possible Nscale IPO.
- ·1 päivä sittenI have spent some time analyzing Aker over the past few days, and the more I read, the more interesting I find the case. What first caught my attention was that Aker itself states that NAV increased by around 43 billion kroner in the first quarter. Of this, approximately: • 22 billion kr from Nscale • 15 billion kr from Aker BP • 7 billion kr from other investments In other words, approximately half of the value increase came from Nscale alone. Then I started to look closer at Nscale. What I thought was an AI company, in reality, appears to be an AI infrastructure company that builds data centers, secures power, invests in GPUs, and sells data capacity through long-term contracts. I have also compared Nscale with companies like CoreWeave, Nebius, IREN, and Applied Digital. After looking at these, I don't think a valuation of 20–25 billion dollars seems unrealistic if the company delivers on its plans. If we assume a valuation of 25 billion dollars, and Aker's ownership stake of around 22.7%, I get a value of approximately 57 billion kroner for Aker's share in Nscale. Aker itself has valued the investment at around 32 billion kroner in its accounts. This implies a potential added value of around 25 billion kroner if a listing actually occurs at this level. At the same time, several analysts have already significantly raised their price targets. Pareto has increased its price target to 1,300 kroner, while Danske Bank has been up to 1,400 kroner, partly with reference to Nscale. What I am left wondering about, therefore, is not whether Nscale is important for Aker – that seems quite obvious. The big question is rather: How realistic do you think a valuation of 25 billion dollars actually is? If you think it is realistic, what value do you then think Aker should be priced at? And conversely – if you think 25 billion dollars is far too high, what do you think is a more realistic value for Nscale, and why? I am genuinely interested in counterarguments. It is often those that make the analysis better.With the latest headlines in several financial newspapers, both Norwegian and Swedish, it might seem that someone wants Aker to be bought? Personally, I am very uncertain. A good analysis by El Thorro shows some of the uncertainty surrounding what is being talked about as a data adventure, but which might turn out to be just another data storage building and what this will end up meaning for Aker is today very uncertain. When it comes to Aker, one must certainly include a very uncertain future scenario regarding everything related to oil! Both Aker BP and Aker Solusjon will fall a lot when the Iran conflict finally disappears and the oil price again falls to normal prices which could fall significantly. How will this affect the parent company Aker? My, I emphasize, assumption is that then Aker will also fall significantly. Maybe I'll buy Aker then, but that won't happen until everything around oil prices has normalized again and it's possible to know something more accurately what their other projects actually entail for Aker!
- ·3 päivää sittenMonster valuation for Aker company: Can go public for 240 billion Nscale is to meet investors in New York next week. The AI company could go public as early as this autumn at a valuation far above the level from March. The AI infrastructure company Nscale is stepping up its IPO plans and has scheduled an investor day in New York next week. This is reported by The Information, cited by Bloomberg, referring to people familiar with the process. An IPO could take place as early as this autumn, although the company may still choose to postpone the plans. Nscale is collaborating with Goldman Sachs and JPMorgan on the IPO plans, according to The Information. The banks have floated a possible valuation of $25 billion, equivalent to around 240 billion kroner, writes The Information. That is sharply up from the valuation of $14.6 billion in the capital raise in March. However, the recent share price decline among comparable AI companies could put pressure on the pricing, according to The Information. Acquires software company On Thursday, it was also announced that Nscale is acquiring the American software company Anyscale. The price is around $1.65 billion, equivalent to nearly 16 billion kroner, according to Bloomberg. Anyscale develops software that enables AI models and workloads to run more efficiently across servers and data centers. The acquisition is intended to make Nscale a more complete provider of AI infrastructure, from data centers and computing power to software for training and using AI models. Large Aker value Aker owns 23 percent of Nscale. At the end of the second quarter, the industrial group valued the investment at 32.1 billion kroner, based on the valuation from the capital raise in March. With an unchanged ownership stake, a valuation of $25 billion would, in isolation, value Aker's stake at around 55 billion kroner, compared to 32.1 billion at the end of the second quarter. Nscale builds data centers and provides computing power to AI companies. The company has signed contracts related to more than 280,000 graphics processors and a project portfolio with over 10 gigawatts of potential power capacity, according to Aker. https://www.finansavisen.no/teknologi/2026/07/31/8369450/aker-selskap-kan-ga-pa-bors-til-240-milliarderI have longed for Nscale news regarding the IPO, now it seems to be very imminent 🤩🤩😎 Hope Nscale shares will be distributed as a dividend upon the IPO 🤞
- ·3 päivää sittenPerhaps they should have done a stock split?Aker is carrying out a buyback of up to 1.38 million shares. With this in mind, and with AKER now in a good position, only a further increase in the share price can be expected. A stock split can therefore be perceived as contradictory. It is only wishful thinking for those who want more shares now, at a lower price.
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