2026 Q2 - tulosraportti
98 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,91%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 13 | - | - | ||
| 210 | - | - | ||
| 281 | - | - | ||
| 75 | - | - | ||
| 241 | - | - |
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
·6 t sitten · MuokattuAker Solutions: EU support for Stord and price target 45.11, but earnings are expected to be almost halved in 2027 EU support for the planned offshore wind factory at Stord is positive for Aker Solutions. The funds will go to a fully automated production line for offshore wind components, but how much the company will receive is not yet known. The economic effect depends on the support amount, investment needs, and how quickly the factory becomes profitable. I see this primarily as a long-term strategic opportunity, not a short-term earnings driver. The biggest challenge is 2027. MarketScreener consensus estimates revenue at 53.9 billion NOK in 2026 and 40.8 billion in 2027. EBITDA is expected to fall from 4.8 to 3.5 billion, and earnings per share from 6.11 to 3.49 NOK. With a share price of 39.64, that gives, by my calculations, a P/E of around 6.5 for 2026 and 11.4 for 2027. The share thus looks cheap on this year's earnings, but less obviously attractive if the forecasts for 2027 materialize. The range in revenue estimates for 2027 goes from 35 to 46.8 billion, which shows how uncertain this is. Therefore, I believe order intake will be more important than the actual quarterly figures when the report arrives on October 28. For the third quarter, revenue is expected to be around 14 billion NOK, compared to almost 17 billion in the same quarter last year. The decisive factor is whether new contracts can mitigate the decline in 2027, how much of today's margin the company can retain when revenue falls, and whether the ownership in OneSubsea and the push into Stord can contribute more than the estimates imply. Technically, the stock needs a catalyst. After the rise from around 25 NOK last autumn to nearly 48 NOK in May, it has pulled back, and it closed on October 19 at 39.64 NOK. Investtech points to resistance around 46.20 and support around 31.30 NOK, with the next support at 25.50. Analysts are not in agreement either. Consensus from nine analysts is hold, with an average price target of 45.11 NOK and a range from 36 to 67 NOK. That illustrates the dilemma well. Aker Solutions may be lowly priced if earnings stabilize, but less attractive if the downturn in 2027 is as severe as consensus suggests. I believe it is too early to call the stock cheap just because the P/E for 2026 is low. The most important question is where normalized earnings end up after the downturn, and the 2027 guiding and new contracts will provide answers there. Written together with assistance from Claude and ChatGPT AI. I do not own shares in Aker Solutions yet. Not a buy or sell recommendation, just my own assessments. Sources: https://www.nettavisen.no/okonomi/eu-gir-3-3-milliarder-kroner-til-norske-havvind-og-karbonfangstprosjekter/s/80-95-173394 https://radioh.no/aker-solutions-vil-bygge-ny-havvindfabrikk-pa-stord-far-eu-stotte/ https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/calendar/ https://finance.yahoo.com/quote/AKRYY/analysis/?p=AKRYY https://aktiespot.dk/aktier/AKSO.OL https://www.investtech.com/no/market.php?CompanyID=100539 https://investorprat.com/AKSO
·12.10. · MuokattuQ3 will probably be good but am very excited for the guidance ;-)) Feel like there is a lot happening around the company lately
·8.10.Aker Solutions has been awarded a new contract with Hafslund Kraft within hydropower. Not necessarily a contract that alone moves the needle for AKSO, but positive with new assignments within hydropower and further diversification towards the energy market. Link to the news below for those who want to read more: https://news.cision.com/aker-solutions-asa/r/aker-solutions-awarded-nes-hydropower-upgrade-by-hafslund-kraft,c4405977
Yet another contract for AKSO! Perhaps not a deal that moves the share price on its own, but it is the sum of such assignments that builds strength over time. No major changes in the fundamentals since the last quarterly report – just another positive contribution to the order book and the focus on multiple energy markets. For us long-term shareholders, it is signals like this that provide a basis for continued belief in the case.- ·7.10.Entr has received a new contract in Canada related to the development of transmission solutions for future offshore wind projects in Nova Scotia. Economically, the contract is likely limited in itself, but it is interesting as an entry into a new market and can potentially yield larger assignments later. Link to the news below for those who want to read more. https://energynews.pro/en/aker-solutions-entr-wins-its-first-offshore-wind-study-contract-in-canada
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
98 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,91%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·6 t sitten · MuokattuAker Solutions: EU support for Stord and price target 45.11, but earnings are expected to be almost halved in 2027 EU support for the planned offshore wind factory at Stord is positive for Aker Solutions. The funds will go to a fully automated production line for offshore wind components, but how much the company will receive is not yet known. The economic effect depends on the support amount, investment needs, and how quickly the factory becomes profitable. I see this primarily as a long-term strategic opportunity, not a short-term earnings driver. The biggest challenge is 2027. MarketScreener consensus estimates revenue at 53.9 billion NOK in 2026 and 40.8 billion in 2027. EBITDA is expected to fall from 4.8 to 3.5 billion, and earnings per share from 6.11 to 3.49 NOK. With a share price of 39.64, that gives, by my calculations, a P/E of around 6.5 for 2026 and 11.4 for 2027. The share thus looks cheap on this year's earnings, but less obviously attractive if the forecasts for 2027 materialize. The range in revenue estimates for 2027 goes from 35 to 46.8 billion, which shows how uncertain this is. Therefore, I believe order intake will be more important than the actual quarterly figures when the report arrives on October 28. For the third quarter, revenue is expected to be around 14 billion NOK, compared to almost 17 billion in the same quarter last year. The decisive factor is whether new contracts can mitigate the decline in 2027, how much of today's margin the company can retain when revenue falls, and whether the ownership in OneSubsea and the push into Stord can contribute more than the estimates imply. Technically, the stock needs a catalyst. After the rise from around 25 NOK last autumn to nearly 48 NOK in May, it has pulled back, and it closed on October 19 at 39.64 NOK. Investtech points to resistance around 46.20 and support around 31.30 NOK, with the next support at 25.50. Analysts are not in agreement either. Consensus from nine analysts is hold, with an average price target of 45.11 NOK and a range from 36 to 67 NOK. That illustrates the dilemma well. Aker Solutions may be lowly priced if earnings stabilize, but less attractive if the downturn in 2027 is as severe as consensus suggests. I believe it is too early to call the stock cheap just because the P/E for 2026 is low. The most important question is where normalized earnings end up after the downturn, and the 2027 guiding and new contracts will provide answers there. Written together with assistance from Claude and ChatGPT AI. I do not own shares in Aker Solutions yet. Not a buy or sell recommendation, just my own assessments. Sources: https://www.nettavisen.no/okonomi/eu-gir-3-3-milliarder-kroner-til-norske-havvind-og-karbonfangstprosjekter/s/80-95-173394 https://radioh.no/aker-solutions-vil-bygge-ny-havvindfabrikk-pa-stord-far-eu-stotte/ https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/calendar/ https://finance.yahoo.com/quote/AKRYY/analysis/?p=AKRYY https://aktiespot.dk/aktier/AKSO.OL https://www.investtech.com/no/market.php?CompanyID=100539 https://investorprat.com/AKSO
- ·12.10. · MuokattuQ3 will probably be good but am very excited for the guidance ;-)) Feel like there is a lot happening around the company lately
- ·8.10.Aker Solutions has been awarded a new contract with Hafslund Kraft within hydropower. Not necessarily a contract that alone moves the needle for AKSO, but positive with new assignments within hydropower and further diversification towards the energy market. Link to the news below for those who want to read more: https://news.cision.com/aker-solutions-asa/r/aker-solutions-awarded-nes-hydropower-upgrade-by-hafslund-kraft,c4405977Yet another contract for AKSO! Perhaps not a deal that moves the share price on its own, but it is the sum of such assignments that builds strength over time. No major changes in the fundamentals since the last quarterly report – just another positive contribution to the order book and the focus on multiple energy markets. For us long-term shareholders, it is signals like this that provide a basis for continued belief in the case.
- ·7.10.Entr has received a new contract in Canada related to the development of transmission solutions for future offshore wind projects in Nova Scotia. Economically, the contract is likely limited in itself, but it is interesting as an entry into a new market and can potentially yield larger assignments later. Link to the news below for those who want to read more. https://energynews.pro/en/aker-solutions-entr-wins-its-first-offshore-wind-study-contract-in-canada
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 |
|---|---|---|---|---|
| 13 | - | - | ||
| 210 | - | - | ||
| 281 | - | - | ||
| 75 | - | - | ||
| 241 | - | - |
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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
98 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
5,00 NOK/osake
Viimeisin osinko
8,91%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·6 t sitten · MuokattuAker Solutions: EU support for Stord and price target 45.11, but earnings are expected to be almost halved in 2027 EU support for the planned offshore wind factory at Stord is positive for Aker Solutions. The funds will go to a fully automated production line for offshore wind components, but how much the company will receive is not yet known. The economic effect depends on the support amount, investment needs, and how quickly the factory becomes profitable. I see this primarily as a long-term strategic opportunity, not a short-term earnings driver. The biggest challenge is 2027. MarketScreener consensus estimates revenue at 53.9 billion NOK in 2026 and 40.8 billion in 2027. EBITDA is expected to fall from 4.8 to 3.5 billion, and earnings per share from 6.11 to 3.49 NOK. With a share price of 39.64, that gives, by my calculations, a P/E of around 6.5 for 2026 and 11.4 for 2027. The share thus looks cheap on this year's earnings, but less obviously attractive if the forecasts for 2027 materialize. The range in revenue estimates for 2027 goes from 35 to 46.8 billion, which shows how uncertain this is. Therefore, I believe order intake will be more important than the actual quarterly figures when the report arrives on October 28. For the third quarter, revenue is expected to be around 14 billion NOK, compared to almost 17 billion in the same quarter last year. The decisive factor is whether new contracts can mitigate the decline in 2027, how much of today's margin the company can retain when revenue falls, and whether the ownership in OneSubsea and the push into Stord can contribute more than the estimates imply. Technically, the stock needs a catalyst. After the rise from around 25 NOK last autumn to nearly 48 NOK in May, it has pulled back, and it closed on October 19 at 39.64 NOK. Investtech points to resistance around 46.20 and support around 31.30 NOK, with the next support at 25.50. Analysts are not in agreement either. Consensus from nine analysts is hold, with an average price target of 45.11 NOK and a range from 36 to 67 NOK. That illustrates the dilemma well. Aker Solutions may be lowly priced if earnings stabilize, but less attractive if the downturn in 2027 is as severe as consensus suggests. I believe it is too early to call the stock cheap just because the P/E for 2026 is low. The most important question is where normalized earnings end up after the downturn, and the 2027 guiding and new contracts will provide answers there. Written together with assistance from Claude and ChatGPT AI. I do not own shares in Aker Solutions yet. Not a buy or sell recommendation, just my own assessments. Sources: https://www.nettavisen.no/okonomi/eu-gir-3-3-milliarder-kroner-til-norske-havvind-og-karbonfangstprosjekter/s/80-95-173394 https://radioh.no/aker-solutions-vil-bygge-ny-havvindfabrikk-pa-stord-far-eu-stotte/ https://www.marketscreener.com/quote/stock/AKER-SOLUTIONS-ASA-18088137/calendar/ https://finance.yahoo.com/quote/AKRYY/analysis/?p=AKRYY https://aktiespot.dk/aktier/AKSO.OL https://www.investtech.com/no/market.php?CompanyID=100539 https://investorprat.com/AKSO
- ·12.10. · MuokattuQ3 will probably be good but am very excited for the guidance ;-)) Feel like there is a lot happening around the company lately
- ·8.10.Aker Solutions has been awarded a new contract with Hafslund Kraft within hydropower. Not necessarily a contract that alone moves the needle for AKSO, but positive with new assignments within hydropower and further diversification towards the energy market. Link to the news below for those who want to read more: https://news.cision.com/aker-solutions-asa/r/aker-solutions-awarded-nes-hydropower-upgrade-by-hafslund-kraft,c4405977Yet another contract for AKSO! Perhaps not a deal that moves the share price on its own, but it is the sum of such assignments that builds strength over time. No major changes in the fundamentals since the last quarterly report – just another positive contribution to the order book and the focus on multiple energy markets. For us long-term shareholders, it is signals like this that provide a basis for continued belief in the case.
- ·7.10.Entr has received a new contract in Canada related to the development of transmission solutions for future offshore wind projects in Nova Scotia. Economically, the contract is likely limited in itself, but it is interesting as an entry into a new market and can potentially yield larger assignments later. Link to the news below for those who want to read more. https://energynews.pro/en/aker-solutions-entr-wins-its-first-offshore-wind-study-contract-in-canada
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 |
|---|---|---|---|---|
| 13 | - | - | ||
| 210 | - | - | ||
| 281 | - | - | ||
| 75 | - | - | ||
| 241 | - | - |
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