2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧27 min
5,00 NOK/osake
Viimeisin osinko
9,44%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 272 | ||
| 244 | ||
| 261 | ||
| 242 | ||
| 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
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
3 t sittenAker Solutions needs contracts, not cost cuts Q3 showed solid execution, but the market is trading 2027. Revenue of NOK 13.5bn missed consensus, and the company guides NOK 35 to 40bn next year versus NOK 53 to 55bn this year. Management's response is cost cuts and reduced capacity, and the 7 to 8% margin guidance came in ahead of expectations. But cuts only protect the margin. They do not replace volume, and the stock fell 6.4% to NOK 35.86. Order intake is what matters. Book-to-bill was 0.4x, the backlog fell from NOK 77.2bn to NOK 69.3bn, and the tender pipeline has shrunk to around NOK 72bn after the Wisting loss. Without major new awards, 2027 is unlikely to be the trough. OneSubsea provides the floor. DNB Carnegie values the 20% stake at roughly NOK 21 per share, and the JV is growing at an 18.5% margin. With NOK 5.8bn in net cash, part of which is customer prepayments, my rough estimate puts the implied value of the remaining business at around NOK 4bn, or about 1.5x 2027 EBITDA. Cheap, but for a reason. Brokers are converging on neutral. SEB upgrades to hold, while JP Morgan cuts its target to NOK 43 (47) and Barclays to NOK 42.50. DNB Carnegie remains at sell with NOK 33. Technically, the trend is negative. Resistance sits around NOK 38 and 46.20, with support around NOK 31.30 and 25.50. I am waiting for contract wins before considering a position. This post was written with the help of AI. The valuation is my own rough estimate. Not investment advice. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asathird-quarter-results-2026/ https://www.finansavisen.no/energi/2026/10/28/8390367/lavere-inntekter-enn-ventet https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.dnb.no/dnbnyheter/no/bors-og-marked/dnb-carnegies-anbefaling-paa-aker-solutions-og-telenor https://www.ad-hoc-news.de/boerse/news/nebenwerte/aker-solutions-aktie-dnb-carnegie-senkt-ziel-fuer-die-aker-solutions-aktie-auf-33-00-nok/70389028 https://www.investtech.com/no/market.php?CompanyID=100539 https://www.nordnet.dk/aktier/kurser/aker-solutions-akso-xosl
1 päivä sittenABGSC this morning: "Positive revisions to '26-'27e estimates - share to outperform. Overall a strong report, with implied '26-'27e EBITDA guidance above expectations and strong OneSubsea numbers, partly offset by weaker core segment performance, tender pipeline and order intake. We expect FY'26e consensus EBITDA to come up 2-4%, low-to-mid teens upward revisions to '27e EBITDA, and the share to notably outperform peers today."- 1 päivä sittenSB1 Markets this morning: "Both Aker Solutions and OneSubsea delivered a disappointing EBITDA in Q3. However, the 2026 guidance on EBITDA for Aker Solutions was still lifted and with a decent initial 2027 guidance due to continued robust margins, we expect EBITDA (ex. OneSubsea) to come up by 5% in 2026e and up by at least 15% in 2027e. For OneSubsea, we expect limited estimate revisions in 2026-27e with lower margins offset by an improved growth outlook as the backlog increased 12% Y/Y. Since Aker Solutions is still working on tax package projects with Aker BP in 2027 (i.e. commissioning work offshore) we believe the market will continue to be cautious on putting a multiple on this. However, the share price should still come up by 3-4% just on the additional cash flow in 2026-27. This could, in our view, drive the share price up 5% today."
Rarely have I seen analysts miss the mark so badly. Most of us could easily see that it would be down sharply today. - ·1 päivä sitten · MuokattuWaiting for dividend, and you never know what Røkke "pulls out" ;-)) Obligatory to push a bit for stimulation from the authorities for the future
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 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧27 min
5,00 NOK/osake
Viimeisin osinko
9,44%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
- 3 t sittenAker Solutions needs contracts, not cost cuts Q3 showed solid execution, but the market is trading 2027. Revenue of NOK 13.5bn missed consensus, and the company guides NOK 35 to 40bn next year versus NOK 53 to 55bn this year. Management's response is cost cuts and reduced capacity, and the 7 to 8% margin guidance came in ahead of expectations. But cuts only protect the margin. They do not replace volume, and the stock fell 6.4% to NOK 35.86. Order intake is what matters. Book-to-bill was 0.4x, the backlog fell from NOK 77.2bn to NOK 69.3bn, and the tender pipeline has shrunk to around NOK 72bn after the Wisting loss. Without major new awards, 2027 is unlikely to be the trough. OneSubsea provides the floor. DNB Carnegie values the 20% stake at roughly NOK 21 per share, and the JV is growing at an 18.5% margin. With NOK 5.8bn in net cash, part of which is customer prepayments, my rough estimate puts the implied value of the remaining business at around NOK 4bn, or about 1.5x 2027 EBITDA. Cheap, but for a reason. Brokers are converging on neutral. SEB upgrades to hold, while JP Morgan cuts its target to NOK 43 (47) and Barclays to NOK 42.50. DNB Carnegie remains at sell with NOK 33. Technically, the trend is negative. Resistance sits around NOK 38 and 46.20, with support around NOK 31.30 and 25.50. I am waiting for contract wins before considering a position. This post was written with the help of AI. The valuation is my own rough estimate. Not investment advice. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asathird-quarter-results-2026/ https://www.finansavisen.no/energi/2026/10/28/8390367/lavere-inntekter-enn-ventet https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.dnb.no/dnbnyheter/no/bors-og-marked/dnb-carnegies-anbefaling-paa-aker-solutions-og-telenor https://www.ad-hoc-news.de/boerse/news/nebenwerte/aker-solutions-aktie-dnb-carnegie-senkt-ziel-fuer-die-aker-solutions-aktie-auf-33-00-nok/70389028 https://www.investtech.com/no/market.php?CompanyID=100539 https://www.nordnet.dk/aktier/kurser/aker-solutions-akso-xosl
- 1 päivä sittenABGSC this morning: "Positive revisions to '26-'27e estimates - share to outperform. Overall a strong report, with implied '26-'27e EBITDA guidance above expectations and strong OneSubsea numbers, partly offset by weaker core segment performance, tender pipeline and order intake. We expect FY'26e consensus EBITDA to come up 2-4%, low-to-mid teens upward revisions to '27e EBITDA, and the share to notably outperform peers today."
- 1 päivä sittenSB1 Markets this morning: "Both Aker Solutions and OneSubsea delivered a disappointing EBITDA in Q3. However, the 2026 guidance on EBITDA for Aker Solutions was still lifted and with a decent initial 2027 guidance due to continued robust margins, we expect EBITDA (ex. OneSubsea) to come up by 5% in 2026e and up by at least 15% in 2027e. For OneSubsea, we expect limited estimate revisions in 2026-27e with lower margins offset by an improved growth outlook as the backlog increased 12% Y/Y. Since Aker Solutions is still working on tax package projects with Aker BP in 2027 (i.e. commissioning work offshore) we believe the market will continue to be cautious on putting a multiple on this. However, the share price should still come up by 3-4% just on the additional cash flow in 2026-27. This could, in our view, drive the share price up 5% today."Rarely have I seen analysts miss the mark so badly. Most of us could easily see that it would be down sharply today.
- ·1 päivä sitten · MuokattuWaiting for dividend, and you never know what Røkke "pulls out" ;-)) Obligatory to push a bit for stimulation from the authorities for the future
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 |
|---|---|---|
| 272 | ||
| 244 | ||
| 261 | ||
| 242 | ||
| 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧27 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 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 28.10. | ||
2026 Q2 - tulosraportti 14.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 6.2. | ||
2025 Q3 - tulosraportti 31.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
5,00 NOK/osake
Viimeisin osinko
9,44%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 3 t sittenAker Solutions needs contracts, not cost cuts Q3 showed solid execution, but the market is trading 2027. Revenue of NOK 13.5bn missed consensus, and the company guides NOK 35 to 40bn next year versus NOK 53 to 55bn this year. Management's response is cost cuts and reduced capacity, and the 7 to 8% margin guidance came in ahead of expectations. But cuts only protect the margin. They do not replace volume, and the stock fell 6.4% to NOK 35.86. Order intake is what matters. Book-to-bill was 0.4x, the backlog fell from NOK 77.2bn to NOK 69.3bn, and the tender pipeline has shrunk to around NOK 72bn after the Wisting loss. Without major new awards, 2027 is unlikely to be the trough. OneSubsea provides the floor. DNB Carnegie values the 20% stake at roughly NOK 21 per share, and the JV is growing at an 18.5% margin. With NOK 5.8bn in net cash, part of which is customer prepayments, my rough estimate puts the implied value of the remaining business at around NOK 4bn, or about 1.5x 2027 EBITDA. Cheap, but for a reason. Brokers are converging on neutral. SEB upgrades to hold, while JP Morgan cuts its target to NOK 43 (47) and Barclays to NOK 42.50. DNB Carnegie remains at sell with NOK 33. Technically, the trend is negative. Resistance sits around NOK 38 and 46.20, with support around NOK 31.30 and 25.50. I am waiting for contract wins before considering a position. This post was written with the help of AI. The valuation is my own rough estimate. Not investment advice. Sources: https://www.akersolutions.com/news/news-archive/2026/aker-solutions-asathird-quarter-results-2026/ https://www.finansavisen.no/energi/2026/10/28/8390367/lavere-inntekter-enn-ventet https://www.investing.com/news/company-news/aker-solutions-q3-2026-slides-solid-quarter-challenging-2027-ahead-93CH-4977807 https://www.gurufocus.com/news/9147626/aker-solutions-asa-akrtf-q3-2026-earnings-call-highlights-solid-margins-amid-revenue-decline-and-strategic-shift https://www.dnb.no/dnbnyheter/no/bors-og-marked/dnb-carnegies-anbefaling-paa-aker-solutions-og-telenor https://www.ad-hoc-news.de/boerse/news/nebenwerte/aker-solutions-aktie-dnb-carnegie-senkt-ziel-fuer-die-aker-solutions-aktie-auf-33-00-nok/70389028 https://www.investtech.com/no/market.php?CompanyID=100539 https://www.nordnet.dk/aktier/kurser/aker-solutions-akso-xosl
- 1 päivä sittenABGSC this morning: "Positive revisions to '26-'27e estimates - share to outperform. Overall a strong report, with implied '26-'27e EBITDA guidance above expectations and strong OneSubsea numbers, partly offset by weaker core segment performance, tender pipeline and order intake. We expect FY'26e consensus EBITDA to come up 2-4%, low-to-mid teens upward revisions to '27e EBITDA, and the share to notably outperform peers today."
- 1 päivä sittenSB1 Markets this morning: "Both Aker Solutions and OneSubsea delivered a disappointing EBITDA in Q3. However, the 2026 guidance on EBITDA for Aker Solutions was still lifted and with a decent initial 2027 guidance due to continued robust margins, we expect EBITDA (ex. OneSubsea) to come up by 5% in 2026e and up by at least 15% in 2027e. For OneSubsea, we expect limited estimate revisions in 2026-27e with lower margins offset by an improved growth outlook as the backlog increased 12% Y/Y. Since Aker Solutions is still working on tax package projects with Aker BP in 2027 (i.e. commissioning work offshore) we believe the market will continue to be cautious on putting a multiple on this. However, the share price should still come up by 3-4% just on the additional cash flow in 2026-27. This could, in our view, drive the share price up 5% today."Rarely have I seen analysts miss the mark so badly. Most of us could easily see that it would be down sharply today.
- ·1 päivä sitten · MuokattuWaiting for dividend, and you never know what Røkke "pulls out" ;-)) Obligatory to push a bit for stimulation from the authorities for the future
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 |
|---|---|---|
| 272 | ||
| 244 | ||
| 261 | ||
| 242 | ||
| 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt