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Aker Solutions

Ylin-
Alin-
Vaihto-
2026 Q2 -tulosraportti
Tänään
5,00 NOK/osake
Viimeisin osinko
7,86%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

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

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 7 t sitten · Muokattu
    ·
    Aker 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.
    1 t sitten
    ·
    Aker BP contracts on the way (could just as well have come in Q2)
  • 8 t sitten · Muokattu
    ·
    I can't say anything other than that I am at least satisfied with this! We will probably see the 50s through the summer. With a strong Q2 report and order book, where political unrest in the world probably drives this upwards. I doubt we'll get a new eks.ord.utb this year. Next year's ord.utb will be solid. Will probably have to adjust my expectation for entry from today's level (35.7) to higher. The calculator must come out, Ti89 this time.
  • 1 päivä sitten · Muokattu
    ·
    Aker Solutions enters the Q2 report with strong share price development and a market that now expects more than just a solid quarter. The share is up 48 percent year-to-date and has had a strong week, but the price of 45,86 kroner is above analysts' average price target from June of around 41–42 kroner. This means that expectations are raised, and that the report must confirm or raise the guidance for today's level to feel comfortable. This provides a classic starting point for a possible sell-the-news reaction if the numbers don't hit. The report will be released tomorrow Tuesday at 07:00, with a presentation at 09:00. The market will first see if revenue is on track towards the full-year guidance of around 50 billion kroner. Q1 revenue came in at 13,4 billion kroner, which was lower than the same quarter in 2025, but in line with the normalization the company has signaled. This is documented in Aker Solutions' Q1 report. Margins are another key point. The company has guided an EBITDA margin of 7,0–7,5 percent excluding OneSubsea, and Q1 delivered 7,6 percent on this basis. Stability here is crucial to maintain confidence in the project portfolio and cost control. The order book is one of the strongest fundamentals in the case. Q1 delivered 28,8 billion kroner in order intake and a record-high order backlog of 80,2 billion kroner. With the Cenovus agreement in June as a fresh addition, the market will closely monitor whether the momentum in new framework agreements continues. Progress on the Aker BP projects is also central. The Q1 presentation clearly shows progress on the Hugin A, Valhall PWP, and Fenris installations, all of which are expected to contribute in the second half of the year. The most sensitive point ahead of Q2 is nevertheless capital allocation. Aker Solutions has a solid net cash position, and investors will look for signals on how the company thinks about capital structure and future dividends. In Q1, a total of 8,60 kroner per share was paid out in ordinary and extraordinary dividends, approved by the general meeting on April 16, 2026. This is a strong signal that the company has the financial capacity to be more aggressive in capital distribution. With a cash position of 8,7 billion kroner at the end of Q1 and a strong order intake, expectations for a clear dividend message are now significant. Finally come the strategic initiatives, such as the SMR collaboration with Rolls-Royce, data center opportunities, and expansion in Asia-Pacific. The Q1 material shows that the company is actively positioning itself in new markets, including data center infrastructure and CCS projects. Updates here can help lift the long-term story, but it is the numbers, guidance, and capital allocation that will determine how the share reacts tomorrow morning. This is not investment advice, but research you can use in your own assessment. Sources: Aker Solutions Q1 2026 – report and presentation https://akersolutions.com/news/archive/2026/04/aker-solutions-first-quarter-results-2026/https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdfhttps://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-report.pdf Order intake and order backlog (28,8 billion / 80,2 billion) Confirmed in Q1 report and presentation: https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdf Cenovus contract (June 2026) https://finance.yahoo.com/news/aker-solutions-secures-major-cenovus-153000987.html Dividend approved by the general meeting (8,60 kr per share) https://newsweb.oslobors.no/message/616013 Analyst price target (41–42 kr, mid-June) Consensus from Infront/TradingView as of June 2026: https://www.tradingview.com/symbols/OSL-AKSO/analyst-estimates/
    17 t sitten
    ·
    Thanks for the good post and info.
  • 1 päivä sitten
    Adjust the chart for dividends and open the weekly chart. This is a clear bullish flag.
  • 1 päivä sitten
    ·
    Hi, new to this forum. Should I top up now right before Q2, or wait until tomorrow?
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.

Uutiset

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q2 -tulosraportti
Tänään
5,00 NOK/osake
Viimeisin osinko
7,86%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 7 t sitten · Muokattu
    ·
    Aker 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.
    1 t sitten
    ·
    Aker BP contracts on the way (could just as well have come in Q2)
  • 8 t sitten · Muokattu
    ·
    I can't say anything other than that I am at least satisfied with this! We will probably see the 50s through the summer. With a strong Q2 report and order book, where political unrest in the world probably drives this upwards. I doubt we'll get a new eks.ord.utb this year. Next year's ord.utb will be solid. Will probably have to adjust my expectation for entry from today's level (35.7) to higher. The calculator must come out, Ti89 this time.
  • 1 päivä sitten · Muokattu
    ·
    Aker Solutions enters the Q2 report with strong share price development and a market that now expects more than just a solid quarter. The share is up 48 percent year-to-date and has had a strong week, but the price of 45,86 kroner is above analysts' average price target from June of around 41–42 kroner. This means that expectations are raised, and that the report must confirm or raise the guidance for today's level to feel comfortable. This provides a classic starting point for a possible sell-the-news reaction if the numbers don't hit. The report will be released tomorrow Tuesday at 07:00, with a presentation at 09:00. The market will first see if revenue is on track towards the full-year guidance of around 50 billion kroner. Q1 revenue came in at 13,4 billion kroner, which was lower than the same quarter in 2025, but in line with the normalization the company has signaled. This is documented in Aker Solutions' Q1 report. Margins are another key point. The company has guided an EBITDA margin of 7,0–7,5 percent excluding OneSubsea, and Q1 delivered 7,6 percent on this basis. Stability here is crucial to maintain confidence in the project portfolio and cost control. The order book is one of the strongest fundamentals in the case. Q1 delivered 28,8 billion kroner in order intake and a record-high order backlog of 80,2 billion kroner. With the Cenovus agreement in June as a fresh addition, the market will closely monitor whether the momentum in new framework agreements continues. Progress on the Aker BP projects is also central. The Q1 presentation clearly shows progress on the Hugin A, Valhall PWP, and Fenris installations, all of which are expected to contribute in the second half of the year. The most sensitive point ahead of Q2 is nevertheless capital allocation. Aker Solutions has a solid net cash position, and investors will look for signals on how the company thinks about capital structure and future dividends. In Q1, a total of 8,60 kroner per share was paid out in ordinary and extraordinary dividends, approved by the general meeting on April 16, 2026. This is a strong signal that the company has the financial capacity to be more aggressive in capital distribution. With a cash position of 8,7 billion kroner at the end of Q1 and a strong order intake, expectations for a clear dividend message are now significant. Finally come the strategic initiatives, such as the SMR collaboration with Rolls-Royce, data center opportunities, and expansion in Asia-Pacific. The Q1 material shows that the company is actively positioning itself in new markets, including data center infrastructure and CCS projects. Updates here can help lift the long-term story, but it is the numbers, guidance, and capital allocation that will determine how the share reacts tomorrow morning. This is not investment advice, but research you can use in your own assessment. Sources: Aker Solutions Q1 2026 – report and presentation https://akersolutions.com/news/archive/2026/04/aker-solutions-first-quarter-results-2026/https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdfhttps://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-report.pdf Order intake and order backlog (28,8 billion / 80,2 billion) Confirmed in Q1 report and presentation: https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdf Cenovus contract (June 2026) https://finance.yahoo.com/news/aker-solutions-secures-major-cenovus-153000987.html Dividend approved by the general meeting (8,60 kr per share) https://newsweb.oslobors.no/message/616013 Analyst price target (41–42 kr, mid-June) Consensus from Infront/TradingView as of June 2026: https://www.tradingview.com/symbols/OSL-AKSO/analyst-estimates/
    17 t sitten
    ·
    Thanks for the good post and info.
  • 1 päivä sitten
    Adjust the chart for dividends and open the weekly chart. This is a clear bullish flag.
  • 1 päivä sitten
    ·
    Hi, new to this forum. Should I top up now right before Q2, or wait until tomorrow?
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

AikaHintaMääräOstajaMyyjä
----

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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q2 -tulosraportti
Tänään

Uutiset

AI
Viimeisin
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

Tuotteita joiden kohde-etuutena tämä arvopaperi

5,00 NOK/osake
Viimeisin osinko
7,86%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 7 t sitten · Muokattu
    ·
    Aker 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.
    1 t sitten
    ·
    Aker BP contracts on the way (could just as well have come in Q2)
  • 8 t sitten · Muokattu
    ·
    I can't say anything other than that I am at least satisfied with this! We will probably see the 50s through the summer. With a strong Q2 report and order book, where political unrest in the world probably drives this upwards. I doubt we'll get a new eks.ord.utb this year. Next year's ord.utb will be solid. Will probably have to adjust my expectation for entry from today's level (35.7) to higher. The calculator must come out, Ti89 this time.
  • 1 päivä sitten · Muokattu
    ·
    Aker Solutions enters the Q2 report with strong share price development and a market that now expects more than just a solid quarter. The share is up 48 percent year-to-date and has had a strong week, but the price of 45,86 kroner is above analysts' average price target from June of around 41–42 kroner. This means that expectations are raised, and that the report must confirm or raise the guidance for today's level to feel comfortable. This provides a classic starting point for a possible sell-the-news reaction if the numbers don't hit. The report will be released tomorrow Tuesday at 07:00, with a presentation at 09:00. The market will first see if revenue is on track towards the full-year guidance of around 50 billion kroner. Q1 revenue came in at 13,4 billion kroner, which was lower than the same quarter in 2025, but in line with the normalization the company has signaled. This is documented in Aker Solutions' Q1 report. Margins are another key point. The company has guided an EBITDA margin of 7,0–7,5 percent excluding OneSubsea, and Q1 delivered 7,6 percent on this basis. Stability here is crucial to maintain confidence in the project portfolio and cost control. The order book is one of the strongest fundamentals in the case. Q1 delivered 28,8 billion kroner in order intake and a record-high order backlog of 80,2 billion kroner. With the Cenovus agreement in June as a fresh addition, the market will closely monitor whether the momentum in new framework agreements continues. Progress on the Aker BP projects is also central. The Q1 presentation clearly shows progress on the Hugin A, Valhall PWP, and Fenris installations, all of which are expected to contribute in the second half of the year. The most sensitive point ahead of Q2 is nevertheless capital allocation. Aker Solutions has a solid net cash position, and investors will look for signals on how the company thinks about capital structure and future dividends. In Q1, a total of 8,60 kroner per share was paid out in ordinary and extraordinary dividends, approved by the general meeting on April 16, 2026. This is a strong signal that the company has the financial capacity to be more aggressive in capital distribution. With a cash position of 8,7 billion kroner at the end of Q1 and a strong order intake, expectations for a clear dividend message are now significant. Finally come the strategic initiatives, such as the SMR collaboration with Rolls-Royce, data center opportunities, and expansion in Asia-Pacific. The Q1 material shows that the company is actively positioning itself in new markets, including data center infrastructure and CCS projects. Updates here can help lift the long-term story, but it is the numbers, guidance, and capital allocation that will determine how the share reacts tomorrow morning. This is not investment advice, but research you can use in your own assessment. Sources: Aker Solutions Q1 2026 – report and presentation https://akersolutions.com/news/archive/2026/04/aker-solutions-first-quarter-results-2026/https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdfhttps://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-report.pdf Order intake and order backlog (28,8 billion / 80,2 billion) Confirmed in Q1 report and presentation: https://akersolutions.com/globalassets/quarterly-reports/2026/q1/2026-q1-presentation.pdf Cenovus contract (June 2026) https://finance.yahoo.com/news/aker-solutions-secures-major-cenovus-153000987.html Dividend approved by the general meeting (8,60 kr per share) https://newsweb.oslobors.no/message/616013 Analyst price target (41–42 kr, mid-June) Consensus from Infront/TradingView as of June 2026: https://www.tradingview.com/symbols/OSL-AKSO/analyst-estimates/
    17 t sitten
    ·
    Thanks for the good post and info.
  • 1 päivä sitten
    Adjust the chart for dividends and open the weekly chart. This is a clear bullish flag.
  • 1 päivä sitten
    ·
    Hi, new to this forum. Should I top up now right before Q2, or wait until tomorrow?
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.

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AikaHintaMääräOstajaMyyjä
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Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

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