2026 Q2 -tulosraportti
42 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,75%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
·4 t sitten · Muokattu1/2 Analysts believe "outrageously" high valuation will be too low Danske Bank upgraded the price target on Aker – then Nscale announced yet another giant deal. Nscale's valuation is a hot potato at the moment. At the end of the second quarter, Aker's 23 percent stake in Nscale was worth 32,1 billion kroner. It is Aker's second largest stake after Aker BP, and now there is much talk about an IPO. The website The Information recently wrote that Nscale could be valued at 25 billion dollars upon a listing. – That is completely outrageous in Norwegian terms, said Nordea analyst Sondre Snersrud. In a recent analysis, Danske Bank writes that this valuation will be too low. From plot to "anchor owner" Analysts Victor Aasland and Vidar Skogset Lyngvær at Danske Bank write that Aker is now pricing in an Nscale listing at around 25 billion dollars with a discount of approximately 20 percent. – We believe this is not enough, as the valuation could be even higher, the analysis states. Nscale was originally a spin-off from the crypto company Arkon Energy in May 2024, and came with a hydropower plant in Glomfjord, the Danske Bank analysis states. Aker first joined as an owner during a financing round in September 2025, when the company invested 285 million dollars in cash plus a plot of land in Narvik – originally earmarked for hydrogen production. In March 2026, Aker co-led an emission of two billion dollars at a valuation of 14,6 billion dollars, and the ownership stake increased from 9,3 to around 23,9 percent. Later, the stake was diluted to 22,7 percent. – It took 18 months for Aker to go from being a landowner of a plot in Narvik to becoming Nscale's anchor owner, the analysts write. – Extraordinary dividends Danske Bank believes the Dutch Neocloud company Nebius serves as a clear indicator of what Nscale could be worth. The companies are very similar, but Nebius is, according to the analysis, about twelve months ahead in development. Since Nscale's financing round last March, the Nebius share has risen by around 130 percent. Transferred to Nscale, this yields a valuation of 33,5 billion dollars – far above the estimate of 25 billion dollars. For Aker, this would correspond to around 72,5 billion kroner net, according to Danske Bank. If Nscale is listed at 33,5 billion dollars, and Aker reduces its stake from 22,7 to 15 percent, it will add around 25 billion kroner in cash to the company, the brokerage estimates. Aker already has net debt of close to zero after the sale of Cognite. The sale reduced Aker's interest-bearing debt towards zero and boosted Aker's war chest to over 20 billion kroner, CEO Øyvind Eriksen wrote in a shareholder letter. – This potentially opens the door for other major portfolio adjustments and extraordinary dividends, the analysts write. They are now raising the price target from 1.400 kroner to 1.800 kroner – an increase of 28,57 percent. On Wednesday, the share closed at a price of 1.484 kroner. On Wednesday evening, news also emerged that Nscale has entered into an agreement with an unnamed customer to deliver AI computing capacity at their Monarch facility in the USA. This news came after the update from Danske Bank. The total value of the contract is 45 billion dollars, or 421 billion Norwegian kroner at today's exchange rate. – We believe Nscale will get a higher listing valuation than rumored, and this supports that view, said Aasland about the deal Nscale announced on Wednesday. Analyst Lukas Daul at Arctic Securities points out that the agreement nearly doubles Nscale's order backlog, and supports the company's ongoing IPO process. But the value of the agreement is more challenging to calculate. – A rough calculation (since Nscale's information does not allow direct comparison) suggests a significantly higher price per GPU-hour than what is estimated in the Narvik contract, Daul writes in an update on Wednesday. He adds that this could be due to higher hourly rates, but will likely be offset by higher GPU prices, where Nvidia announced price increases of 15 percent for customers this week, and higher electricity prices, where Monarch is said to have its own power plant. – So it is difficult to assess the project's profitability, the analyst writes. Monarch is the largest facility in the Nscale portfolio, where phase 1 was previously covered by a letter of intent with Microsoft for 1,53 gigawatts. Daul finds it unclear whether today's agreement – which he refers to as for 6 years and for 460 megawatts – is in addition to the Microsoft agreement or a partial replacement. – The gameday will be the Nscale listing Snersrud at Nordea, who previously called the 25 billion dollar valuation "outrageous", believes today's agreement is a further supporting data point that an IPO is imminent. – The company appears even more mature and scalable. At the same time, the need and momentum for a capital raise become even stronger, especially in light of the Anyscale acquisition which consumes 47 percent of equity raised so far, the analyst writes in an update on Wednesday evening.2/2 He believes the announced deal Wednesday evening will mean the following for Aker shareholders: An IPO of Nscale is imminent, which provides a clear trigger for a new valuation point. One must attribute greater probability that the value potential in Nscale is greater than one thinks. That one can quickly secure more of the data center portfolio, which ultimately can further increase the value. The analyst points out that the Aker share is historically expensive against book values, but also that the range of outcomes is "historically exciting". – We believe the share will rise a few percent, the gameday will be the Nscale listing!, writes Snersrud. https://e24.no/boers-og-finans/i/6q8mjz/analytikere-tror-hinsides-hoey-verdsettelse-blir-for-lav
·6 t sittenAkers Nscale has signed a contract for an AI data center worth 45 billion dollars Analyst believes Aker will get a "medium to high share price reaction" after mega-deal. More in the link: https://e24.no/boers-og-finans/i/7p4beB/akers-nscale-har-signert-kontrakt-om-ai-datasenter-verdt-45-milliarder-dollar?utm_source=iosapp&utm_medium=share
·7 t sitten · Muokattu"Analyst after mega-deal: – The stock can rise significantly\nThe Anthropic deal sends Nscale's order backlog towards a staggering 100 billion dollars. Danske Bank believes the market will price up Kjell Inge Røkke's Aker already on Thursday."\n\n"Aker's Nscale with Anthropic contract worth around 420 billion kroner\n\nNscale has entered into an AI contract worth around 420 billion kroner. According to Bloomberg, the client is Anthropic, the company behind the AI service Claude."
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
42 päivää sitten
‧32 min
29,00 NOK/osake
Viimeisin osinko
3,75%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 sitten · Muokattu1/2 Analysts believe "outrageously" high valuation will be too low Danske Bank upgraded the price target on Aker – then Nscale announced yet another giant deal. Nscale's valuation is a hot potato at the moment. At the end of the second quarter, Aker's 23 percent stake in Nscale was worth 32,1 billion kroner. It is Aker's second largest stake after Aker BP, and now there is much talk about an IPO. The website The Information recently wrote that Nscale could be valued at 25 billion dollars upon a listing. – That is completely outrageous in Norwegian terms, said Nordea analyst Sondre Snersrud. In a recent analysis, Danske Bank writes that this valuation will be too low. From plot to "anchor owner" Analysts Victor Aasland and Vidar Skogset Lyngvær at Danske Bank write that Aker is now pricing in an Nscale listing at around 25 billion dollars with a discount of approximately 20 percent. – We believe this is not enough, as the valuation could be even higher, the analysis states. Nscale was originally a spin-off from the crypto company Arkon Energy in May 2024, and came with a hydropower plant in Glomfjord, the Danske Bank analysis states. Aker first joined as an owner during a financing round in September 2025, when the company invested 285 million dollars in cash plus a plot of land in Narvik – originally earmarked for hydrogen production. In March 2026, Aker co-led an emission of two billion dollars at a valuation of 14,6 billion dollars, and the ownership stake increased from 9,3 to around 23,9 percent. Later, the stake was diluted to 22,7 percent. – It took 18 months for Aker to go from being a landowner of a plot in Narvik to becoming Nscale's anchor owner, the analysts write. – Extraordinary dividends Danske Bank believes the Dutch Neocloud company Nebius serves as a clear indicator of what Nscale could be worth. The companies are very similar, but Nebius is, according to the analysis, about twelve months ahead in development. Since Nscale's financing round last March, the Nebius share has risen by around 130 percent. Transferred to Nscale, this yields a valuation of 33,5 billion dollars – far above the estimate of 25 billion dollars. For Aker, this would correspond to around 72,5 billion kroner net, according to Danske Bank. If Nscale is listed at 33,5 billion dollars, and Aker reduces its stake from 22,7 to 15 percent, it will add around 25 billion kroner in cash to the company, the brokerage estimates. Aker already has net debt of close to zero after the sale of Cognite. The sale reduced Aker's interest-bearing debt towards zero and boosted Aker's war chest to over 20 billion kroner, CEO Øyvind Eriksen wrote in a shareholder letter. – This potentially opens the door for other major portfolio adjustments and extraordinary dividends, the analysts write. They are now raising the price target from 1.400 kroner to 1.800 kroner – an increase of 28,57 percent. On Wednesday, the share closed at a price of 1.484 kroner. On Wednesday evening, news also emerged that Nscale has entered into an agreement with an unnamed customer to deliver AI computing capacity at their Monarch facility in the USA. This news came after the update from Danske Bank. The total value of the contract is 45 billion dollars, or 421 billion Norwegian kroner at today's exchange rate. – We believe Nscale will get a higher listing valuation than rumored, and this supports that view, said Aasland about the deal Nscale announced on Wednesday. Analyst Lukas Daul at Arctic Securities points out that the agreement nearly doubles Nscale's order backlog, and supports the company's ongoing IPO process. But the value of the agreement is more challenging to calculate. – A rough calculation (since Nscale's information does not allow direct comparison) suggests a significantly higher price per GPU-hour than what is estimated in the Narvik contract, Daul writes in an update on Wednesday. He adds that this could be due to higher hourly rates, but will likely be offset by higher GPU prices, where Nvidia announced price increases of 15 percent for customers this week, and higher electricity prices, where Monarch is said to have its own power plant. – So it is difficult to assess the project's profitability, the analyst writes. Monarch is the largest facility in the Nscale portfolio, where phase 1 was previously covered by a letter of intent with Microsoft for 1,53 gigawatts. Daul finds it unclear whether today's agreement – which he refers to as for 6 years and for 460 megawatts – is in addition to the Microsoft agreement or a partial replacement. – The gameday will be the Nscale listing Snersrud at Nordea, who previously called the 25 billion dollar valuation "outrageous", believes today's agreement is a further supporting data point that an IPO is imminent. – The company appears even more mature and scalable. At the same time, the need and momentum for a capital raise become even stronger, especially in light of the Anyscale acquisition which consumes 47 percent of equity raised so far, the analyst writes in an update on Wednesday evening.2/2 He believes the announced deal Wednesday evening will mean the following for Aker shareholders: An IPO of Nscale is imminent, which provides a clear trigger for a new valuation point. One must attribute greater probability that the value potential in Nscale is greater than one thinks. That one can quickly secure more of the data center portfolio, which ultimately can further increase the value. The analyst points out that the Aker share is historically expensive against book values, but also that the range of outcomes is "historically exciting". – We believe the share will rise a few percent, the gameday will be the Nscale listing!, writes Snersrud. https://e24.no/boers-og-finans/i/6q8mjz/analytikere-tror-hinsides-hoey-verdsettelse-blir-for-lav
- ·6 t sittenAkers Nscale has signed a contract for an AI data center worth 45 billion dollars Analyst believes Aker will get a "medium to high share price reaction" after mega-deal. More in the link: https://e24.no/boers-og-finans/i/7p4beB/akers-nscale-har-signert-kontrakt-om-ai-datasenter-verdt-45-milliarder-dollar?utm_source=iosapp&utm_medium=share
- ·7 t sitten · Muokattu"Analyst after mega-deal: – The stock can rise significantly\nThe Anthropic deal sends Nscale's order backlog towards a staggering 100 billion dollars. Danske Bank believes the market will price up Kjell Inge Røkke's Aker already on Thursday."\n\n"Aker's Nscale with Anthropic contract worth around 420 billion kroner\n\nNscale has entered into an AI contract worth around 420 billion kroner. According to Bloomberg, the client is Anthropic, the company behind the AI service Claude."
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
42 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
3,75%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten · Muokattu1/2 Analysts believe "outrageously" high valuation will be too low Danske Bank upgraded the price target on Aker – then Nscale announced yet another giant deal. Nscale's valuation is a hot potato at the moment. At the end of the second quarter, Aker's 23 percent stake in Nscale was worth 32,1 billion kroner. It is Aker's second largest stake after Aker BP, and now there is much talk about an IPO. The website The Information recently wrote that Nscale could be valued at 25 billion dollars upon a listing. – That is completely outrageous in Norwegian terms, said Nordea analyst Sondre Snersrud. In a recent analysis, Danske Bank writes that this valuation will be too low. From plot to "anchor owner" Analysts Victor Aasland and Vidar Skogset Lyngvær at Danske Bank write that Aker is now pricing in an Nscale listing at around 25 billion dollars with a discount of approximately 20 percent. – We believe this is not enough, as the valuation could be even higher, the analysis states. Nscale was originally a spin-off from the crypto company Arkon Energy in May 2024, and came with a hydropower plant in Glomfjord, the Danske Bank analysis states. Aker first joined as an owner during a financing round in September 2025, when the company invested 285 million dollars in cash plus a plot of land in Narvik – originally earmarked for hydrogen production. In March 2026, Aker co-led an emission of two billion dollars at a valuation of 14,6 billion dollars, and the ownership stake increased from 9,3 to around 23,9 percent. Later, the stake was diluted to 22,7 percent. – It took 18 months for Aker to go from being a landowner of a plot in Narvik to becoming Nscale's anchor owner, the analysts write. – Extraordinary dividends Danske Bank believes the Dutch Neocloud company Nebius serves as a clear indicator of what Nscale could be worth. The companies are very similar, but Nebius is, according to the analysis, about twelve months ahead in development. Since Nscale's financing round last March, the Nebius share has risen by around 130 percent. Transferred to Nscale, this yields a valuation of 33,5 billion dollars – far above the estimate of 25 billion dollars. For Aker, this would correspond to around 72,5 billion kroner net, according to Danske Bank. If Nscale is listed at 33,5 billion dollars, and Aker reduces its stake from 22,7 to 15 percent, it will add around 25 billion kroner in cash to the company, the brokerage estimates. Aker already has net debt of close to zero after the sale of Cognite. The sale reduced Aker's interest-bearing debt towards zero and boosted Aker's war chest to over 20 billion kroner, CEO Øyvind Eriksen wrote in a shareholder letter. – This potentially opens the door for other major portfolio adjustments and extraordinary dividends, the analysts write. They are now raising the price target from 1.400 kroner to 1.800 kroner – an increase of 28,57 percent. On Wednesday, the share closed at a price of 1.484 kroner. On Wednesday evening, news also emerged that Nscale has entered into an agreement with an unnamed customer to deliver AI computing capacity at their Monarch facility in the USA. This news came after the update from Danske Bank. The total value of the contract is 45 billion dollars, or 421 billion Norwegian kroner at today's exchange rate. – We believe Nscale will get a higher listing valuation than rumored, and this supports that view, said Aasland about the deal Nscale announced on Wednesday. Analyst Lukas Daul at Arctic Securities points out that the agreement nearly doubles Nscale's order backlog, and supports the company's ongoing IPO process. But the value of the agreement is more challenging to calculate. – A rough calculation (since Nscale's information does not allow direct comparison) suggests a significantly higher price per GPU-hour than what is estimated in the Narvik contract, Daul writes in an update on Wednesday. He adds that this could be due to higher hourly rates, but will likely be offset by higher GPU prices, where Nvidia announced price increases of 15 percent for customers this week, and higher electricity prices, where Monarch is said to have its own power plant. – So it is difficult to assess the project's profitability, the analyst writes. Monarch is the largest facility in the Nscale portfolio, where phase 1 was previously covered by a letter of intent with Microsoft for 1,53 gigawatts. Daul finds it unclear whether today's agreement – which he refers to as for 6 years and for 460 megawatts – is in addition to the Microsoft agreement or a partial replacement. – The gameday will be the Nscale listing Snersrud at Nordea, who previously called the 25 billion dollar valuation "outrageous", believes today's agreement is a further supporting data point that an IPO is imminent. – The company appears even more mature and scalable. At the same time, the need and momentum for a capital raise become even stronger, especially in light of the Anyscale acquisition which consumes 47 percent of equity raised so far, the analyst writes in an update on Wednesday evening.2/2 He believes the announced deal Wednesday evening will mean the following for Aker shareholders: An IPO of Nscale is imminent, which provides a clear trigger for a new valuation point. One must attribute greater probability that the value potential in Nscale is greater than one thinks. That one can quickly secure more of the data center portfolio, which ultimately can further increase the value. The analyst points out that the Aker share is historically expensive against book values, but also that the range of outcomes is "historically exciting". – We believe the share will rise a few percent, the gameday will be the Nscale listing!, writes Snersrud. https://e24.no/boers-og-finans/i/6q8mjz/analytikere-tror-hinsides-hoey-verdsettelse-blir-for-lav
- ·6 t sittenAkers Nscale has signed a contract for an AI data center worth 45 billion dollars Analyst believes Aker will get a "medium to high share price reaction" after mega-deal. More in the link: https://e24.no/boers-og-finans/i/7p4beB/akers-nscale-har-signert-kontrakt-om-ai-datasenter-verdt-45-milliarder-dollar?utm_source=iosapp&utm_medium=share
- ·7 t sitten · Muokattu"Analyst after mega-deal: – The stock can rise significantly\nThe Anthropic deal sends Nscale's order backlog towards a staggering 100 billion dollars. Danske Bank believes the market will price up Kjell Inge Røkke's Aker already on Thursday."\n\n"Aker's Nscale with Anthropic contract worth around 420 billion kroner\n\nNscale has entered into an AI contract worth around 420 billion kroner. According to Bloomberg, the client is Anthropic, the company behind the AI service Claude."
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