2026 Q2 -tulosraportti
45 päivää sitten
‧33 min
5,00 NOK/osake
Viimeisin osinko
8,40%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 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
·9 t sittenWhy 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-4789833
Very well written. And informative about the stock's decline, after a good q-result. Understand AKSO whoever can. Totally unpredictable, unlike other companies.............
·3 päivää sitten · 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%- ·3 päivää sittenI 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
- ·24.8.Aker BP will halve development time and explore more: more optimistic than Sokkeldirektoratet Hersvik announces that Aker BP will halve the time it takes to develop a field by 2030, triple productivity, and cut costs by around 50 percent. More important for the shelf as a whole is that he says he is more optimistic than Sokkeldirektoratet's forecasts, and that today's estimates have hardly factored in the effect of faster development, lower costs, and new technology. The result will be a material increase in the number of exploration wells, with figures to be presented at ONS. The downside is the shipyards, which will have a period with little to do. He also expects further consolidation. The post is written with the assistance of AI. Source: https://www.dn.no/energi/aker-bp/karl-johnny-hersvik/aker/de-neste-fem-arene-vil-aker-bp-ta-drastiske-grep-internt-kaller-vi-det-en-revolusjon/2-1-2032416
- ·20.8.Aker BP will invest heavily in the NC shelf. Towards small fields that will be tied back to existing fields. Here AKSO will be first in the "queue" ;-))
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
45 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
- ·9 t sittenWhy 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 well written. And informative about the stock's decline, after a good q-result. Understand AKSO whoever can. Totally unpredictable, unlike other companies.............
- ·3 päivää sitten · 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%
- ·3 päivää sittenI 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
- ·24.8.Aker BP will halve development time and explore more: more optimistic than Sokkeldirektoratet Hersvik announces that Aker BP will halve the time it takes to develop a field by 2030, triple productivity, and cut costs by around 50 percent. More important for the shelf as a whole is that he says he is more optimistic than Sokkeldirektoratet's forecasts, and that today's estimates have hardly factored in the effect of faster development, lower costs, and new technology. The result will be a material increase in the number of exploration wells, with figures to be presented at ONS. The downside is the shipyards, which will have a period with little to do. He also expects further consolidation. The post is written with the assistance of AI. Source: https://www.dn.no/energi/aker-bp/karl-johnny-hersvik/aker/de-neste-fem-arene-vil-aker-bp-ta-drastiske-grep-internt-kaller-vi-det-en-revolusjon/2-1-2032416
- ·20.8.Aker BP will invest heavily in the NC shelf. Towards small fields that will be tied back to existing fields. Here AKSO will be first in the "queue" ;-))
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 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
45 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
- ·9 t sittenWhy 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 well written. And informative about the stock's decline, after a good q-result. Understand AKSO whoever can. Totally unpredictable, unlike other companies.............
- ·3 päivää sitten · 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%
- ·3 päivää sittenI 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
- ·24.8.Aker BP will halve development time and explore more: more optimistic than Sokkeldirektoratet Hersvik announces that Aker BP will halve the time it takes to develop a field by 2030, triple productivity, and cut costs by around 50 percent. More important for the shelf as a whole is that he says he is more optimistic than Sokkeldirektoratet's forecasts, and that today's estimates have hardly factored in the effect of faster development, lower costs, and new technology. The result will be a material increase in the number of exploration wells, with figures to be presented at ONS. The downside is the shipyards, which will have a period with little to do. He also expects further consolidation. The post is written with the assistance of AI. Source: https://www.dn.no/energi/aker-bp/karl-johnny-hersvik/aker/de-neste-fem-arene-vil-aker-bp-ta-drastiske-grep-internt-kaller-vi-det-en-revolusjon/2-1-2032416
- ·20.8.Aker BP will invest heavily in the NC shelf. Towards small fields that will be tied back to existing fields. Here AKSO will be first in the "queue" ;-))
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