2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,57%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: FactSet, 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sittenIt just becomes nonsense and chaos by driving the stock down 10% on good figures. OSE is full of ADHD currently.
·5 t sittenAker Solutions – target price, drivers and technical picture after Q2 DNB Carnegie upgraded the target price to NOK 37 (from 33) on July 15 and reiterates sell. The same day, Fearnley came with NOK 40 (from 39, hold), J.P. Morgan with NOK 47 (from 44, neutral) and Barclays with NOK 48 (from 49, underweight). Four updates, same day – and the share fell 6.95 % to NOK 42.02 on July 15, according to Investtech's technical analysis. The report was two-part. Guidance for 2026 was raised to 50–55 billion in revenue, margins remained up (8.0 % excl. OneSubsea, vs 7.2 % last year) despite falling revenue, and capex guidance was lowered – better cash flow profile. But order intake in the quarter was clearly weaker than in Q1 (9.9 billion vs 28.8 billion), and the order backlog fell from the record level of 80.2 to 77.2 billion. The market seems to have weighed the weakness heavier than the strength. Technically, Investtech confirms this picture: the share has broken down through the floor of the rising trend channel it has followed since the end of 2025, after a rise of over 80 % from the bottom last autumn. Resistance is set at 46.20 (+9.9 %), support at 31.30 (-25.5 %) and 25.50 (-39.3 %) – and the support level of 31.30 is strikingly close to both DNB Carnegie's target price (37) and the lowest brokerage estimate in the consensus picture (32, SB1 Markets). Nordnet's own overview (12 target prices last 90 days) shows an average of NOK 42.75, range 32–67, against current price 40.80. Sources: DNB Carnegie: https://www.marketscreener.com/news/dnb-carnegie-raises-its-target-price-for-aker-solutions-to-37-norwegian-kroner-33-reiterates-sell-ce7f5eddd180f122 Fearnley: https://www.marketscreener.com/news/fearnley-raises-aker-solutions-price-target-to-40-norwegian-kroner-39-reiterates-hold-bn-ce7f5eddde8df527 J.P. Morgan: https://www.marketscreener.com/news/jp-morgan-raises-the-price-target-for-aker-solutions-to-47-norwegian-kroner-44-reiterates-neutral-ce7f5edddf8ff424 Barclays: confirmed via Nordnet's news feed (TDN Direkt) Technical analysis: Investtech.com For discussion: is the trend channel break the start of a deeper correction, or just a healthy breather after a 48 % rise this year – and should Q3's order intake be the decisive confirmation before taking a position? This is not investment advice, only my own assessment.
1 päivä sittenWhy? :( Everything has been going okay and this is the prize... dropped down.^VanTwin is spot on, and this is crystal clear. I've heard that there's starting to be a decent consensus that sell calls from DNB mean hold followed by buying on the dip. - for those with common sense.- ·2 päivää sitten · MuokattuAker Solutions (AKSO) – Q2 2026: Results against expectations. The guidance upgrade is the clear positive surprise The report was released at 07:00 today, and here is my review of what was actually delivered compared to what the market expected going into the report. Starting point before the report: The stock has been one of the strongest on the Oslo Børs this year, up 48 % year-to-date, and has for some time traded above the average analyst price target of around 42 kroner. What the market primarily expected was a confirmation of the full-year guidance (~50 billion in revenue, margin 7.0–7.5 % excl. OneSubsea), and that the strong order intake from Q1 (28.8 billion, order backlog at a record high 80.2 billion) would continue. Here are the figures: - Q2 revenue excl. special items and OneSubsea: 12,900 million, down 13.8 % from 14,972 million in Q2 2025. H1 total: 26.5 billion, down from 29.5 billion – continued normalization from the record year 2025. - Adjusted EBITDA Q2: 1,199 million (vs 1,259 million last year), excl. OneSubsea 1,025 million (vs 1,073 million). This gives a margin excl. OneSubsea of 8.0 % this year vs 7.2 % last year – EBITDA thus fell much less than revenue. Operating profit was 810 million (vs 899 million). - EBITDA margin H1 total up to 8.7 % from 8.3 % last year – same pattern throughout the half-year. - Net profit H1: 1.66 billion, up 74 % from 957 million – but part of the increase comes from financial income, not pure operations. - Order intake Q2: only 9.9 billion, book-to-bill of 0.8x. The order backlog thus fell from the record of 80.2 billion to 77.2 billion during the quarter. - Guidance for 2026 raised: revenue now 50–55 billion (from ~50 billion), margin still around 7.5 %. Capex guidance lowered to 0.5–1 % of revenue (from ~1 %). - SLB OneSubsea dividend is expected to increase in H2, so that the full-year payout remains in line with 2025. Against expectations: The guidance upgrade is the clear positive surprise – the market expected at best a confirmation, not an increase of the range. The margin improvement despite falling revenue confirms that the efficiency measures from January are taking effect. Order intake, however, is clearly weaker than the momentum from Q1 would suggest. From 28.8 billion and book-to-bill 2.2x to 9.9 billion and 0.8x is a significant drop, and it is the first quarter in a while where the backlog actually shrinks. New orders came from an HVDC substructure, electromechanical equipment for Tussa II hydropower plant, and a long-term framework agreement with Cenovus Energy in Canada – good diversification beyond oil/gas, but a weak quarter in terms of volume. My assessment: The report delivers where it matters most for valuation (margins, cash flow profile via lower capex, raised guidance), but the order intake reminds us that the record backlog from Q1 is not a given to build upon every quarter. The measured share price reaction (+0.74 % in the morning hours) appears to be a reasonable response to a report with both a clear positive component (guidance) and a more uncertain one (order intake). Sources: - Aker Solutions quarterly report, PR Newswire: http://www.prnewswire.com/news-releases/aker-solutions-asa-second-quarter-and-half-year-results-2026-302824664.html - Investing.com review: https://www.investing.com/news/earnings/aker-solutions-raises-2026-revenue-outlook-after-h1-profit-jumps-74-backlog-grow-4789730 - TradeDesk, technical/price target overview (before report): https://tradedesk.dk/no/aksjer/akso.ol For discussion: Is the guidance increase and margin improvement enough to justify the valuation the stock has already received this year, or should one wait for order intake to pick up again before increasing the position? This is not investment advice, only my own analysis.
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
UUTTA
2 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,57%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 sittenIt just becomes nonsense and chaos by driving the stock down 10% on good figures. OSE is full of ADHD currently.
- ·5 t sittenAker Solutions – target price, drivers and technical picture after Q2 DNB Carnegie upgraded the target price to NOK 37 (from 33) on July 15 and reiterates sell. The same day, Fearnley came with NOK 40 (from 39, hold), J.P. Morgan with NOK 47 (from 44, neutral) and Barclays with NOK 48 (from 49, underweight). Four updates, same day – and the share fell 6.95 % to NOK 42.02 on July 15, according to Investtech's technical analysis. The report was two-part. Guidance for 2026 was raised to 50–55 billion in revenue, margins remained up (8.0 % excl. OneSubsea, vs 7.2 % last year) despite falling revenue, and capex guidance was lowered – better cash flow profile. But order intake in the quarter was clearly weaker than in Q1 (9.9 billion vs 28.8 billion), and the order backlog fell from the record level of 80.2 to 77.2 billion. The market seems to have weighed the weakness heavier than the strength. Technically, Investtech confirms this picture: the share has broken down through the floor of the rising trend channel it has followed since the end of 2025, after a rise of over 80 % from the bottom last autumn. Resistance is set at 46.20 (+9.9 %), support at 31.30 (-25.5 %) and 25.50 (-39.3 %) – and the support level of 31.30 is strikingly close to both DNB Carnegie's target price (37) and the lowest brokerage estimate in the consensus picture (32, SB1 Markets). Nordnet's own overview (12 target prices last 90 days) shows an average of NOK 42.75, range 32–67, against current price 40.80. Sources: DNB Carnegie: https://www.marketscreener.com/news/dnb-carnegie-raises-its-target-price-for-aker-solutions-to-37-norwegian-kroner-33-reiterates-sell-ce7f5eddd180f122 Fearnley: https://www.marketscreener.com/news/fearnley-raises-aker-solutions-price-target-to-40-norwegian-kroner-39-reiterates-hold-bn-ce7f5eddde8df527 J.P. Morgan: https://www.marketscreener.com/news/jp-morgan-raises-the-price-target-for-aker-solutions-to-47-norwegian-kroner-44-reiterates-neutral-ce7f5edddf8ff424 Barclays: confirmed via Nordnet's news feed (TDN Direkt) Technical analysis: Investtech.com For discussion: is the trend channel break the start of a deeper correction, or just a healthy breather after a 48 % rise this year – and should Q3's order intake be the decisive confirmation before taking a position? This is not investment advice, only my own assessment.
- 1 päivä sittenWhy? :( Everything has been going okay and this is the prize... dropped down.^VanTwin is spot on, and this is crystal clear. I've heard that there's starting to be a decent consensus that sell calls from DNB mean hold followed by buying on the dip. - for those with common sense.
- ·2 päivää sitten · MuokattuAker Solutions (AKSO) – Q2 2026: Results against expectations. The guidance upgrade is the clear positive surprise The report was released at 07:00 today, and here is my review of what was actually delivered compared to what the market expected going into the report. Starting point before the report: The stock has been one of the strongest on the Oslo Børs this year, up 48 % year-to-date, and has for some time traded above the average analyst price target of around 42 kroner. What the market primarily expected was a confirmation of the full-year guidance (~50 billion in revenue, margin 7.0–7.5 % excl. OneSubsea), and that the strong order intake from Q1 (28.8 billion, order backlog at a record high 80.2 billion) would continue. Here are the figures: - Q2 revenue excl. special items and OneSubsea: 12,900 million, down 13.8 % from 14,972 million in Q2 2025. H1 total: 26.5 billion, down from 29.5 billion – continued normalization from the record year 2025. - Adjusted EBITDA Q2: 1,199 million (vs 1,259 million last year), excl. OneSubsea 1,025 million (vs 1,073 million). This gives a margin excl. OneSubsea of 8.0 % this year vs 7.2 % last year – EBITDA thus fell much less than revenue. Operating profit was 810 million (vs 899 million). - EBITDA margin H1 total up to 8.7 % from 8.3 % last year – same pattern throughout the half-year. - Net profit H1: 1.66 billion, up 74 % from 957 million – but part of the increase comes from financial income, not pure operations. - Order intake Q2: only 9.9 billion, book-to-bill of 0.8x. The order backlog thus fell from the record of 80.2 billion to 77.2 billion during the quarter. - Guidance for 2026 raised: revenue now 50–55 billion (from ~50 billion), margin still around 7.5 %. Capex guidance lowered to 0.5–1 % of revenue (from ~1 %). - SLB OneSubsea dividend is expected to increase in H2, so that the full-year payout remains in line with 2025. Against expectations: The guidance upgrade is the clear positive surprise – the market expected at best a confirmation, not an increase of the range. The margin improvement despite falling revenue confirms that the efficiency measures from January are taking effect. Order intake, however, is clearly weaker than the momentum from Q1 would suggest. From 28.8 billion and book-to-bill 2.2x to 9.9 billion and 0.8x is a significant drop, and it is the first quarter in a while where the backlog actually shrinks. New orders came from an HVDC substructure, electromechanical equipment for Tussa II hydropower plant, and a long-term framework agreement with Cenovus Energy in Canada – good diversification beyond oil/gas, but a weak quarter in terms of volume. My assessment: The report delivers where it matters most for valuation (margins, cash flow profile via lower capex, raised guidance), but the order intake reminds us that the record backlog from Q1 is not a given to build upon every quarter. The measured share price reaction (+0.74 % in the morning hours) appears to be a reasonable response to a report with both a clear positive component (guidance) and a more uncertain one (order intake). Sources: - Aker Solutions quarterly report, PR Newswire: http://www.prnewswire.com/news-releases/aker-solutions-asa-second-quarter-and-half-year-results-2026-302824664.html - Investing.com review: https://www.investing.com/news/earnings/aker-solutions-raises-2026-revenue-outlook-after-h1-profit-jumps-74-backlog-grow-4789730 - TradeDesk, technical/price target overview (before report): https://tradedesk.dk/no/aksjer/akso.ol For discussion: Is the guidance increase and margin improvement enough to justify the valuation the stock has already received this year, or should one wait for order intake to pick up again before increasing the position? This is not investment advice, only my own analysis.
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: FactSet, 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 |
2026 Q2 -tulosraportti
UUTTA
2 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: FactSet, 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
8,57%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenIt just becomes nonsense and chaos by driving the stock down 10% on good figures. OSE is full of ADHD currently.
- ·5 t sittenAker Solutions – target price, drivers and technical picture after Q2 DNB Carnegie upgraded the target price to NOK 37 (from 33) on July 15 and reiterates sell. The same day, Fearnley came with NOK 40 (from 39, hold), J.P. Morgan with NOK 47 (from 44, neutral) and Barclays with NOK 48 (from 49, underweight). Four updates, same day – and the share fell 6.95 % to NOK 42.02 on July 15, according to Investtech's technical analysis. The report was two-part. Guidance for 2026 was raised to 50–55 billion in revenue, margins remained up (8.0 % excl. OneSubsea, vs 7.2 % last year) despite falling revenue, and capex guidance was lowered – better cash flow profile. But order intake in the quarter was clearly weaker than in Q1 (9.9 billion vs 28.8 billion), and the order backlog fell from the record level of 80.2 to 77.2 billion. The market seems to have weighed the weakness heavier than the strength. Technically, Investtech confirms this picture: the share has broken down through the floor of the rising trend channel it has followed since the end of 2025, after a rise of over 80 % from the bottom last autumn. Resistance is set at 46.20 (+9.9 %), support at 31.30 (-25.5 %) and 25.50 (-39.3 %) – and the support level of 31.30 is strikingly close to both DNB Carnegie's target price (37) and the lowest brokerage estimate in the consensus picture (32, SB1 Markets). Nordnet's own overview (12 target prices last 90 days) shows an average of NOK 42.75, range 32–67, against current price 40.80. Sources: DNB Carnegie: https://www.marketscreener.com/news/dnb-carnegie-raises-its-target-price-for-aker-solutions-to-37-norwegian-kroner-33-reiterates-sell-ce7f5eddd180f122 Fearnley: https://www.marketscreener.com/news/fearnley-raises-aker-solutions-price-target-to-40-norwegian-kroner-39-reiterates-hold-bn-ce7f5eddde8df527 J.P. Morgan: https://www.marketscreener.com/news/jp-morgan-raises-the-price-target-for-aker-solutions-to-47-norwegian-kroner-44-reiterates-neutral-ce7f5edddf8ff424 Barclays: confirmed via Nordnet's news feed (TDN Direkt) Technical analysis: Investtech.com For discussion: is the trend channel break the start of a deeper correction, or just a healthy breather after a 48 % rise this year – and should Q3's order intake be the decisive confirmation before taking a position? This is not investment advice, only my own assessment.
- 1 päivä sittenWhy? :( Everything has been going okay and this is the prize... dropped down.^VanTwin is spot on, and this is crystal clear. I've heard that there's starting to be a decent consensus that sell calls from DNB mean hold followed by buying on the dip. - for those with common sense.
- ·2 päivää sitten · MuokattuAker Solutions (AKSO) – Q2 2026: Results against expectations. The guidance upgrade is the clear positive surprise The report was released at 07:00 today, and here is my review of what was actually delivered compared to what the market expected going into the report. Starting point before the report: The stock has been one of the strongest on the Oslo Børs this year, up 48 % year-to-date, and has for some time traded above the average analyst price target of around 42 kroner. What the market primarily expected was a confirmation of the full-year guidance (~50 billion in revenue, margin 7.0–7.5 % excl. OneSubsea), and that the strong order intake from Q1 (28.8 billion, order backlog at a record high 80.2 billion) would continue. Here are the figures: - Q2 revenue excl. special items and OneSubsea: 12,900 million, down 13.8 % from 14,972 million in Q2 2025. H1 total: 26.5 billion, down from 29.5 billion – continued normalization from the record year 2025. - Adjusted EBITDA Q2: 1,199 million (vs 1,259 million last year), excl. OneSubsea 1,025 million (vs 1,073 million). This gives a margin excl. OneSubsea of 8.0 % this year vs 7.2 % last year – EBITDA thus fell much less than revenue. Operating profit was 810 million (vs 899 million). - EBITDA margin H1 total up to 8.7 % from 8.3 % last year – same pattern throughout the half-year. - Net profit H1: 1.66 billion, up 74 % from 957 million – but part of the increase comes from financial income, not pure operations. - Order intake Q2: only 9.9 billion, book-to-bill of 0.8x. The order backlog thus fell from the record of 80.2 billion to 77.2 billion during the quarter. - Guidance for 2026 raised: revenue now 50–55 billion (from ~50 billion), margin still around 7.5 %. Capex guidance lowered to 0.5–1 % of revenue (from ~1 %). - SLB OneSubsea dividend is expected to increase in H2, so that the full-year payout remains in line with 2025. Against expectations: The guidance upgrade is the clear positive surprise – the market expected at best a confirmation, not an increase of the range. The margin improvement despite falling revenue confirms that the efficiency measures from January are taking effect. Order intake, however, is clearly weaker than the momentum from Q1 would suggest. From 28.8 billion and book-to-bill 2.2x to 9.9 billion and 0.8x is a significant drop, and it is the first quarter in a while where the backlog actually shrinks. New orders came from an HVDC substructure, electromechanical equipment for Tussa II hydropower plant, and a long-term framework agreement with Cenovus Energy in Canada – good diversification beyond oil/gas, but a weak quarter in terms of volume. My assessment: The report delivers where it matters most for valuation (margins, cash flow profile via lower capex, raised guidance), but the order intake reminds us that the record backlog from Q1 is not a given to build upon every quarter. The measured share price reaction (+0.74 % in the morning hours) appears to be a reasonable response to a report with both a clear positive component (guidance) and a more uncertain one (order intake). Sources: - Aker Solutions quarterly report, PR Newswire: http://www.prnewswire.com/news-releases/aker-solutions-asa-second-quarter-and-half-year-results-2026-302824664.html - Investing.com review: https://www.investing.com/news/earnings/aker-solutions-raises-2026-revenue-outlook-after-h1-profit-jumps-74-backlog-grow-4789730 - TradeDesk, technical/price target overview (before report): https://tradedesk.dk/no/aksjer/akso.ol For discussion: Is the guidance increase and margin improvement enough to justify the valuation the stock has already received this year, or should one wait for order intake to pick up again before increasing the position? This is not investment advice, only my own analysis.
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