2026 Q1 -tulosraportti
88 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,87%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 Q2 -tulosraportti 13.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenThe train is leaving: https://www.finansavisen.no/finans/2026/08/08/8371435/fra-rotasjon-til-rekyl-er-vekstaksjene-tilbake-i-forersetet
·1 päivä sittenhttps://www.finansavisen.no/teknologi/2026/08/08/8371148/sjefen-ble-milliardaer-og-analytikerne-er-frelst The boss became a billionaire and the analysts are convinced The stock has almost gone tenfold in the last five years. The analysts don't think it stops here and are eagerly awaiting next week's quarterly figures.
On Monday the train leaves again, I don't understand what Pareto was thinking..
·2 päivää sittenNORBIT has announced that they will present a 4-year ambition plan (2030). Such plans are normally presented when management has strong belief in the long-term development – not when the outlook weakens. With strong growth in Connectivity, increasing demand from the defense market, and a new Oceans acquisition, the company can show significantly greater potential than the market currently prices in. If management presents ambitious, but credible goals for 2030, the focus can shift from the next quarter to the next four years. That is often when the repricing of a growth company begins. It will be exciting to see what they present.
It is difficult to gain insight into Norbit's growth beyond stock exchange reported contracts over 100mill and quarterly reports. But if one looks at the growth of companies they supply technology to, such as Anduril, Saildrone, STM, Kraken and Radionor, they have absolutely extreme growth. The Norbit factory pả Røros has Europe's fastest production line for assembling electronic components, which led to Røros assembling 70 percent more electronic components in 2025. - To achieve that, we invested in a high-speed machine that was delivered in April and was operational from June 2025, which the Japanese supplier says is Europe's fastest line, says Per Jørgen Weisethaunet, CEO of Norbit. Europe's fastest production line will no longer be that when we get to the summer of 2026. - Then we will have received a new line that will be even faster! Anduril Industries is in talks with investors about a new funding round that could value the defense technology company at around 100 billion dollars, two sources familiar with the process tell Reuters. This corresponds to approximately 958 billion kroner. Such a valuation would bring Anduril close to the market capitalization of Lockheed Martin, one of the world's largest defense conglomerates, Reuters writes. Radionor has a market value of 30-40 billion after enormous growth. They recently opened a factory next door to Norbit, which also increases production by 3-4 times.
·3 päivää sittenNot surprised. The Ocean segment is the most important driver for both margins and growth in Norbit, and for now there are few signs of new large contracts. The stock is still highly priced, and as long as the main segment delivers flat or falling growth, I believe there is reason to expect further pressure on the share price.The interesting thing is the four-year guidance that comes next week. The acquisition is of course intended to provide solid growth within the Oceans segment. I therefore believe we can get a very strong guidance.- ·3 päivää sitten · MuokattuLatest analysis from DNB Carnegie: While we see limited evidence of a meaningful rebound driven by offshore energy in Oceans near term, easier comparables, the consolidation of Water Linked and potential defence upside should limit further estimate risk in the segment. In Connectivity, the recently announced NOK325m Toll4Europe order has materially improved revenue visibility for 2027e. With customer concentration in PIR still an important uncertainty, we expect this to be reviewed in the Q2 strategic update. As we see limited room for additional negative surprises, we find the risk/reward attractive and reiterate our BUY, but reduce our target price to NOK198 (237) on lower peer multiples. So, this is not a negative report, there are only minimal revisions in the estimates. It's simply just that they are basing it on a lower multiple for comparable companies.
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 Q1 -tulosraportti
88 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,87%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 sittenThe train is leaving: https://www.finansavisen.no/finans/2026/08/08/8371435/fra-rotasjon-til-rekyl-er-vekstaksjene-tilbake-i-forersetet
- ·1 päivä sittenhttps://www.finansavisen.no/teknologi/2026/08/08/8371148/sjefen-ble-milliardaer-og-analytikerne-er-frelst The boss became a billionaire and the analysts are convinced The stock has almost gone tenfold in the last five years. The analysts don't think it stops here and are eagerly awaiting next week's quarterly figures.On Monday the train leaves again, I don't understand what Pareto was thinking..
- ·2 päivää sittenNORBIT has announced that they will present a 4-year ambition plan (2030). Such plans are normally presented when management has strong belief in the long-term development – not when the outlook weakens. With strong growth in Connectivity, increasing demand from the defense market, and a new Oceans acquisition, the company can show significantly greater potential than the market currently prices in. If management presents ambitious, but credible goals for 2030, the focus can shift from the next quarter to the next four years. That is often when the repricing of a growth company begins. It will be exciting to see what they present.It is difficult to gain insight into Norbit's growth beyond stock exchange reported contracts over 100mill and quarterly reports. But if one looks at the growth of companies they supply technology to, such as Anduril, Saildrone, STM, Kraken and Radionor, they have absolutely extreme growth. The Norbit factory pả Røros has Europe's fastest production line for assembling electronic components, which led to Røros assembling 70 percent more electronic components in 2025. - To achieve that, we invested in a high-speed machine that was delivered in April and was operational from June 2025, which the Japanese supplier says is Europe's fastest line, says Per Jørgen Weisethaunet, CEO of Norbit. Europe's fastest production line will no longer be that when we get to the summer of 2026. - Then we will have received a new line that will be even faster! Anduril Industries is in talks with investors about a new funding round that could value the defense technology company at around 100 billion dollars, two sources familiar with the process tell Reuters. This corresponds to approximately 958 billion kroner. Such a valuation would bring Anduril close to the market capitalization of Lockheed Martin, one of the world's largest defense conglomerates, Reuters writes. Radionor has a market value of 30-40 billion after enormous growth. They recently opened a factory next door to Norbit, which also increases production by 3-4 times.
- ·3 päivää sittenNot surprised. The Ocean segment is the most important driver for both margins and growth in Norbit, and for now there are few signs of new large contracts. The stock is still highly priced, and as long as the main segment delivers flat or falling growth, I believe there is reason to expect further pressure on the share price.The interesting thing is the four-year guidance that comes next week. The acquisition is of course intended to provide solid growth within the Oceans segment. I therefore believe we can get a very strong guidance.
- ·3 päivää sitten · MuokattuLatest analysis from DNB Carnegie: While we see limited evidence of a meaningful rebound driven by offshore energy in Oceans near term, easier comparables, the consolidation of Water Linked and potential defence upside should limit further estimate risk in the segment. In Connectivity, the recently announced NOK325m Toll4Europe order has materially improved revenue visibility for 2027e. With customer concentration in PIR still an important uncertainty, we expect this to be reviewed in the Q2 strategic update. As we see limited room for additional negative surprises, we find the risk/reward attractive and reiterate our BUY, but reduce our target price to NOK198 (237) on lower peer multiples. So, this is not a negative report, there are only minimal revisions in the estimates. It's simply just that they are basing it on a lower multiple for comparable companies.
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 Q2 -tulosraportti 13.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
2026 Q1 -tulosraportti
88 päivää sitten
‧46 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 Q2 -tulosraportti 13.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 |
5,00 NOK/osake
Viimeisin osinko
2,87%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenThe train is leaving: https://www.finansavisen.no/finans/2026/08/08/8371435/fra-rotasjon-til-rekyl-er-vekstaksjene-tilbake-i-forersetet
- ·1 päivä sittenhttps://www.finansavisen.no/teknologi/2026/08/08/8371148/sjefen-ble-milliardaer-og-analytikerne-er-frelst The boss became a billionaire and the analysts are convinced The stock has almost gone tenfold in the last five years. The analysts don't think it stops here and are eagerly awaiting next week's quarterly figures.On Monday the train leaves again, I don't understand what Pareto was thinking..
- ·2 päivää sittenNORBIT has announced that they will present a 4-year ambition plan (2030). Such plans are normally presented when management has strong belief in the long-term development – not when the outlook weakens. With strong growth in Connectivity, increasing demand from the defense market, and a new Oceans acquisition, the company can show significantly greater potential than the market currently prices in. If management presents ambitious, but credible goals for 2030, the focus can shift from the next quarter to the next four years. That is often when the repricing of a growth company begins. It will be exciting to see what they present.It is difficult to gain insight into Norbit's growth beyond stock exchange reported contracts over 100mill and quarterly reports. But if one looks at the growth of companies they supply technology to, such as Anduril, Saildrone, STM, Kraken and Radionor, they have absolutely extreme growth. The Norbit factory pả Røros has Europe's fastest production line for assembling electronic components, which led to Røros assembling 70 percent more electronic components in 2025. - To achieve that, we invested in a high-speed machine that was delivered in April and was operational from June 2025, which the Japanese supplier says is Europe's fastest line, says Per Jørgen Weisethaunet, CEO of Norbit. Europe's fastest production line will no longer be that when we get to the summer of 2026. - Then we will have received a new line that will be even faster! Anduril Industries is in talks with investors about a new funding round that could value the defense technology company at around 100 billion dollars, two sources familiar with the process tell Reuters. This corresponds to approximately 958 billion kroner. Such a valuation would bring Anduril close to the market capitalization of Lockheed Martin, one of the world's largest defense conglomerates, Reuters writes. Radionor has a market value of 30-40 billion after enormous growth. They recently opened a factory next door to Norbit, which also increases production by 3-4 times.
- ·3 päivää sittenNot surprised. The Ocean segment is the most important driver for both margins and growth in Norbit, and for now there are few signs of new large contracts. The stock is still highly priced, and as long as the main segment delivers flat or falling growth, I believe there is reason to expect further pressure on the share price.The interesting thing is the four-year guidance that comes next week. The acquisition is of course intended to provide solid growth within the Oceans segment. I therefore believe we can get a very strong guidance.
- ·3 päivää sitten · MuokattuLatest analysis from DNB Carnegie: While we see limited evidence of a meaningful rebound driven by offshore energy in Oceans near term, easier comparables, the consolidation of Water Linked and potential defence upside should limit further estimate risk in the segment. In Connectivity, the recently announced NOK325m Toll4Europe order has materially improved revenue visibility for 2027e. With customer concentration in PIR still an important uncertainty, we expect this to be reviewed in the Q2 strategic update. As we see limited room for additional negative surprises, we find the risk/reward attractive and reiterate our BUY, but reduce our target price to NOK198 (237) on lower peer multiples. So, this is not a negative report, there are only minimal revisions in the estimates. It's simply just that they are basing it on a lower multiple for comparable companies.
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