2026 Q2 -tulosraportti
50 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,40%Tuotto/v
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 179 | - | - | ||
| 149 | - | - | ||
| 46 | - | - | ||
| 218 | - | - | ||
| 2 004 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
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.
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·5 t sittenHi. I have a nice position in Aker and a little in AKSO. I am considering selling AKSO and going for Aker BP instead, for example. Now I'm wondering if there are any good reasons to retain direct ownership in AKSO? -The price is quite flat at the moment, a little up and a little down, within a given interval. -The dividends are OK, but there are better dividend stocks. I consider the company a well-run business, but I can't see what it would take to lift it above 50 etc. Do you see any big triggers towards the New Year?
I think there are several reasons to keep AKSO. The company works a lot with efficiency, AI and digitalization, and they have already seen lower project costs. At the same time, they have a large order book and strong order intake. I also think it's interesting that they are expanding further into CCS, HVDC, offshore wind and other new areas. Defense could also become an exciting opportunity eventually. Therefore, I don't think AKSO is just a flat oil stock. The most important thing going forward will be whether the efficiency actually lifts the margins and whether they manage to win new contracts in the new markets.- ·1 päivä sittenThe CEO change at Aker Solutions – positive? My initial assessment is that this is a slightly positive piece of news. Kjetel Digre has done a solid job building up a large project portfolio and improving profitability. Paal Eikeseth knows the company well and has a background in Life Cycle, efficiency improvements, and transformation. I therefore believe the transition fits well with Aker Solutions’ next phase: less focus on just winning large projects, and more on standardization, digitalization, cost cuts, and higher margins. The most important thing going forward will be whether Eikeseth manages to lift margins while the order book is kept at a high level.
Paal Eikeseth comes from within and knows the company well, so the risk of a sudden strategic change is small. This seems like a planned leadership change, not a warning sign. 
·28.8.Why the guidance means more than the quarterly figures in Aker Solutions Aker Solutions presents Q3 on October 28, and I think many will read that report incorrectly. The experience with this stock is that the quarterly figure itself means surprisingly little for the share price, while one sentence about the future outlook means all the more. Look at what happened last year with the same report. The company beat consensus across the board, with revenue of 17 billion against an expected 14.2, EBITDA of 1.5 against an expected 1.21, and earnings per share of 1.79 against an expected 1.42. It wasn't a small beat, it was a solid beat on everything. Nevertheless, the stock fell over 2 percent the same day, because the company simultaneously downgraded its revenue outlook for 2026 to around 45 billion against a consensus of approximately 47. The market thus didn't care that the quarter was better than expected, it cared that next year would be worse than expected. The reason is structural and still applies. Aker Solutions is a project company with short visibility beyond the secured order book, and the stock is priced on what the activity level will be when the current portfolio is delivered, not on what was invoiced in the past quarter. A strong quarter is in practice just confirmation that projects are progressing as planned. That is already priced in. What is not priced in is where revenue will land when Aker BP deliveries are phased out and shipyard activity in Norway declines. That is precisely why consensus is so divided. The latest price targets after Q2 range from 36 to 48 kroner, and the distribution is heavily weighted towards hold and sell. The disagreement is not about whether the company is performing well right now, it's about the earnings level in 2027 and 2028. DNB Carnegie, Danske Bank, and SEB are on sell because they believe the normalization will be deeper than the share price reflects. Pareto and JP Morgan are higher because they believe the OneSubsea item and the long-term framework agreements mitigate the decline. Specifically, this means I will look at three things in the report rather than the bottom line. The order intake, which was 28.8 billion in Q1 but only 9.9 in Q2, and which must show that the bid pipeline of 77 billion is actually converted. Any early color on 2027, for which the market currently has no anchored guidance. And whether the guidance of 50 to 55 billion for 2026 is maintained, raised, or lowered, since the company has raised it two reports in a row. A beat on consensus in the quarter with a simultaneous downgrade of the outlook gives red. A miss in the quarter with an upgrade of the guidance gives green. That is the asymmetry one must deal with here. These are my own assessments written with the help of AI and not a recommendation. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asasecond-quarter-and-half-year-results-2026/ https://www.investing.com/news/earnings/aker-solutions-q3-profit-rises-on-29-revenue-gain-4322347 https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/news-broker-research/ https://www.investing.com/news/transcripts/earnings-call-transcript-aker-solutions-lifts-2026-revenue-view-after-solid-q2-93CH-4789833Very good and nuanced post. I completely agree that the guidance can become more important than the quarterly figures themselves. For me, it is particularly positive that AKSO has a large order book, solid project activity, and still the possibility to convert a strong pipeline into new contracts. If the guidance holds or strengthens, the market may quickly have to adjust expectations upwards again. It will be exciting to see what October 28 brings.
·25.8. · MuokattuSLB: SELECTED AS STRATEGIC RESERVOIR PARTNER FOR CO2 STORAGE PROJECT IN THE NORTH SEA Close today at 15:03 ∙ TDN Finans SLB OneSubsea will be responsible for the concept and FEED studies for the subsea injection system. This includes template manifold, all-electric valve trees, control system, umbilical, and distribution system. Subsea 7 −0,77% Aker Solutions 0,84% SLB −0,84%- ·25.8.I read up on AKSO before I invested a few years back. I was impressed that carbon capture was an "off-the-shelf solution" for the company Yesterday came AKER SOLUTIONS: AGREEMENT WITH MICROSOFT TO PROMOTE CARBON CAPTURE AND REMOVAL Close yesterday 11:55 AM ∙ TDN Finans
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
50 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,40%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
- ·5 t sittenHi. I have a nice position in Aker and a little in AKSO. I am considering selling AKSO and going for Aker BP instead, for example. Now I'm wondering if there are any good reasons to retain direct ownership in AKSO? -The price is quite flat at the moment, a little up and a little down, within a given interval. -The dividends are OK, but there are better dividend stocks. I consider the company a well-run business, but I can't see what it would take to lift it above 50 etc. Do you see any big triggers towards the New Year?I think there are several reasons to keep AKSO. The company works a lot with efficiency, AI and digitalization, and they have already seen lower project costs. At the same time, they have a large order book and strong order intake. I also think it's interesting that they are expanding further into CCS, HVDC, offshore wind and other new areas. Defense could also become an exciting opportunity eventually. Therefore, I don't think AKSO is just a flat oil stock. The most important thing going forward will be whether the efficiency actually lifts the margins and whether they manage to win new contracts in the new markets.
- ·1 päivä sittenThe CEO change at Aker Solutions – positive? My initial assessment is that this is a slightly positive piece of news. Kjetel Digre has done a solid job building up a large project portfolio and improving profitability. Paal Eikeseth knows the company well and has a background in Life Cycle, efficiency improvements, and transformation. I therefore believe the transition fits well with Aker Solutions’ next phase: less focus on just winning large projects, and more on standardization, digitalization, cost cuts, and higher margins. The most important thing going forward will be whether Eikeseth manages to lift margins while the order book is kept at a high level.Paal Eikeseth comes from within and knows the company well, so the risk of a sudden strategic change is small. This seems like a planned leadership change, not a warning sign.
- ·28.8.Why the guidance means more than the quarterly figures in Aker Solutions Aker Solutions presents Q3 on October 28, and I think many will read that report incorrectly. The experience with this stock is that the quarterly figure itself means surprisingly little for the share price, while one sentence about the future outlook means all the more. Look at what happened last year with the same report. The company beat consensus across the board, with revenue of 17 billion against an expected 14.2, EBITDA of 1.5 against an expected 1.21, and earnings per share of 1.79 against an expected 1.42. It wasn't a small beat, it was a solid beat on everything. Nevertheless, the stock fell over 2 percent the same day, because the company simultaneously downgraded its revenue outlook for 2026 to around 45 billion against a consensus of approximately 47. The market thus didn't care that the quarter was better than expected, it cared that next year would be worse than expected. The reason is structural and still applies. Aker Solutions is a project company with short visibility beyond the secured order book, and the stock is priced on what the activity level will be when the current portfolio is delivered, not on what was invoiced in the past quarter. A strong quarter is in practice just confirmation that projects are progressing as planned. That is already priced in. What is not priced in is where revenue will land when Aker BP deliveries are phased out and shipyard activity in Norway declines. That is precisely why consensus is so divided. The latest price targets after Q2 range from 36 to 48 kroner, and the distribution is heavily weighted towards hold and sell. The disagreement is not about whether the company is performing well right now, it's about the earnings level in 2027 and 2028. DNB Carnegie, Danske Bank, and SEB are on sell because they believe the normalization will be deeper than the share price reflects. Pareto and JP Morgan are higher because they believe the OneSubsea item and the long-term framework agreements mitigate the decline. Specifically, this means I will look at three things in the report rather than the bottom line. The order intake, which was 28.8 billion in Q1 but only 9.9 in Q2, and which must show that the bid pipeline of 77 billion is actually converted. Any early color on 2027, for which the market currently has no anchored guidance. And whether the guidance of 50 to 55 billion for 2026 is maintained, raised, or lowered, since the company has raised it two reports in a row. A beat on consensus in the quarter with a simultaneous downgrade of the outlook gives red. A miss in the quarter with an upgrade of the guidance gives green. That is the asymmetry one must deal with here. These are my own assessments written with the help of AI and not a recommendation. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asasecond-quarter-and-half-year-results-2026/ https://www.investing.com/news/earnings/aker-solutions-q3-profit-rises-on-29-revenue-gain-4322347 https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/news-broker-research/ https://www.investing.com/news/transcripts/earnings-call-transcript-aker-solutions-lifts-2026-revenue-view-after-solid-q2-93CH-4789833Very good and nuanced post. I completely agree that the guidance can become more important than the quarterly figures themselves. For me, it is particularly positive that AKSO has a large order book, solid project activity, and still the possibility to convert a strong pipeline into new contracts. If the guidance holds or strengthens, the market may quickly have to adjust expectations upwards again. It will be exciting to see what October 28 brings.
- ·25.8. · MuokattuSLB: SELECTED AS STRATEGIC RESERVOIR PARTNER FOR CO2 STORAGE PROJECT IN THE NORTH SEA Close today at 15:03 ∙ TDN Finans SLB OneSubsea will be responsible for the concept and FEED studies for the subsea injection system. This includes template manifold, all-electric valve trees, control system, umbilical, and distribution system. Subsea 7 −0,77% Aker Solutions 0,84% SLB −0,84%
- ·25.8.I read up on AKSO before I invested a few years back. I was impressed that carbon capture was an "off-the-shelf solution" for the company Yesterday came AKER SOLUTIONS: AGREEMENT WITH MICROSOFT TO PROMOTE CARBON CAPTURE AND REMOVAL Close yesterday 11:55 AM ∙ TDN Finans
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 179 | - | - | ||
| 149 | - | - | ||
| 46 | - | - | ||
| 218 | - | - | ||
| 2 004 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
50 päivää sitten
‧33 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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
5,00 NOK/osake
Viimeisin osinko
8,40%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sittenHi. I have a nice position in Aker and a little in AKSO. I am considering selling AKSO and going for Aker BP instead, for example. Now I'm wondering if there are any good reasons to retain direct ownership in AKSO? -The price is quite flat at the moment, a little up and a little down, within a given interval. -The dividends are OK, but there are better dividend stocks. I consider the company a well-run business, but I can't see what it would take to lift it above 50 etc. Do you see any big triggers towards the New Year?I think there are several reasons to keep AKSO. The company works a lot with efficiency, AI and digitalization, and they have already seen lower project costs. At the same time, they have a large order book and strong order intake. I also think it's interesting that they are expanding further into CCS, HVDC, offshore wind and other new areas. Defense could also become an exciting opportunity eventually. Therefore, I don't think AKSO is just a flat oil stock. The most important thing going forward will be whether the efficiency actually lifts the margins and whether they manage to win new contracts in the new markets.
- ·1 päivä sittenThe CEO change at Aker Solutions – positive? My initial assessment is that this is a slightly positive piece of news. Kjetel Digre has done a solid job building up a large project portfolio and improving profitability. Paal Eikeseth knows the company well and has a background in Life Cycle, efficiency improvements, and transformation. I therefore believe the transition fits well with Aker Solutions’ next phase: less focus on just winning large projects, and more on standardization, digitalization, cost cuts, and higher margins. The most important thing going forward will be whether Eikeseth manages to lift margins while the order book is kept at a high level.Paal Eikeseth comes from within and knows the company well, so the risk of a sudden strategic change is small. This seems like a planned leadership change, not a warning sign.
- ·28.8.Why the guidance means more than the quarterly figures in Aker Solutions Aker Solutions presents Q3 on October 28, and I think many will read that report incorrectly. The experience with this stock is that the quarterly figure itself means surprisingly little for the share price, while one sentence about the future outlook means all the more. Look at what happened last year with the same report. The company beat consensus across the board, with revenue of 17 billion against an expected 14.2, EBITDA of 1.5 against an expected 1.21, and earnings per share of 1.79 against an expected 1.42. It wasn't a small beat, it was a solid beat on everything. Nevertheless, the stock fell over 2 percent the same day, because the company simultaneously downgraded its revenue outlook for 2026 to around 45 billion against a consensus of approximately 47. The market thus didn't care that the quarter was better than expected, it cared that next year would be worse than expected. The reason is structural and still applies. Aker Solutions is a project company with short visibility beyond the secured order book, and the stock is priced on what the activity level will be when the current portfolio is delivered, not on what was invoiced in the past quarter. A strong quarter is in practice just confirmation that projects are progressing as planned. That is already priced in. What is not priced in is where revenue will land when Aker BP deliveries are phased out and shipyard activity in Norway declines. That is precisely why consensus is so divided. The latest price targets after Q2 range from 36 to 48 kroner, and the distribution is heavily weighted towards hold and sell. The disagreement is not about whether the company is performing well right now, it's about the earnings level in 2027 and 2028. DNB Carnegie, Danske Bank, and SEB are on sell because they believe the normalization will be deeper than the share price reflects. Pareto and JP Morgan are higher because they believe the OneSubsea item and the long-term framework agreements mitigate the decline. Specifically, this means I will look at three things in the report rather than the bottom line. The order intake, which was 28.8 billion in Q1 but only 9.9 in Q2, and which must show that the bid pipeline of 77 billion is actually converted. Any early color on 2027, for which the market currently has no anchored guidance. And whether the guidance of 50 to 55 billion for 2026 is maintained, raised, or lowered, since the company has raised it two reports in a row. A beat on consensus in the quarter with a simultaneous downgrade of the outlook gives red. A miss in the quarter with an upgrade of the guidance gives green. That is the asymmetry one must deal with here. These are my own assessments written with the help of AI and not a recommendation. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asasecond-quarter-and-half-year-results-2026/ https://www.investing.com/news/earnings/aker-solutions-q3-profit-rises-on-29-revenue-gain-4322347 https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/news-broker-research/ https://www.investing.com/news/transcripts/earnings-call-transcript-aker-solutions-lifts-2026-revenue-view-after-solid-q2-93CH-4789833Very good and nuanced post. I completely agree that the guidance can become more important than the quarterly figures themselves. For me, it is particularly positive that AKSO has a large order book, solid project activity, and still the possibility to convert a strong pipeline into new contracts. If the guidance holds or strengthens, the market may quickly have to adjust expectations upwards again. It will be exciting to see what October 28 brings.
- ·25.8. · MuokattuSLB: SELECTED AS STRATEGIC RESERVOIR PARTNER FOR CO2 STORAGE PROJECT IN THE NORTH SEA Close today at 15:03 ∙ TDN Finans SLB OneSubsea will be responsible for the concept and FEED studies for the subsea injection system. This includes template manifold, all-electric valve trees, control system, umbilical, and distribution system. Subsea 7 −0,77% Aker Solutions 0,84% SLB −0,84%
- ·25.8.I read up on AKSO before I invested a few years back. I was impressed that carbon capture was an "off-the-shelf solution" for the company Yesterday came AKER SOLUTIONS: AGREEMENT WITH MICROSOFT TO PROMOTE CARBON CAPTURE AND REMOVAL Close yesterday 11:55 AM ∙ TDN Finans
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 179 | - | - | ||
| 149 | - | - | ||
| 46 | - | - | ||
| 218 | - | - | ||
| 2 004 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt