2026 Q1 -tulosraportti
43 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,96%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 Q2 -tulosraportti 13.8. |
| 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
·16 t sittenI sparred a bit with chatgpt, I think the answers look very spot on. Increasing at this level Yes, I think that's a good question. In isolation, a fall from around 240 to 168 kroner (approximately 30 %) appears larger than what the fundamental news picture would suggest. If we look at the company: * Revenue in Q1 increased 40 % year over year. * EBIT was strong, and the company reiterated its guidance of over 3 billion kroner in revenue in 2026 as well as better margins than in 2025. * The defense segment (PIR) continues to grow strongly, and the company has also announced a strategic acquisition within Oceans. At the same time, there are some reasons why the market has been more cautious: 1. The Oceans segment disappointed at the start of the year, and margins were weaker than analysts had expected. 2. The stock was priced very high at around 240 kroner. When expectations are high, even small disappointments can lead to large price movements. 3. The entire technology sector has been characterized by higher interest rate concerns and greater fluctuations recently. What makes me believe that the fall may be excessively sharp, is that: * the long-term growth drivers appear intact, * analysts still have buy recommendations and price targets around 245–250 kroner, even after they adjusted estimates somewhat downwards. My assessment: * If NORBIT delivers in line with guidance through 2026, today's share price level appears significantly more attractive than 240 kroner. * The biggest risk is that growth in Oceans becomes weaker than expected or that defense orders decline. If that doesn't happen, a price drop of around 30 % does not seem to be fully explained by fundamental factors alone. I would say that 168–175 kroner is starting to look interesting for a long-term investor, but the market will probably want confirmation through the Q2 report in August before the stock is potentially repriced upwards again.
·18 t sittenTook a position here today. Think the risk/reward looks very good. Seems like it has stabilized after the fall. What are your thoughts leading up to Q2?
Interesting level, but I'm not entirely convinced yet. Even after the fall, Norbit is not necessarily cheap measured by traditional multiples, and much of the expected growth is still priced in. In addition, the company has just completed an acquisition, and it remains to be seen how the integration proceeds and whether they deliver the synergies the market expects. Such acquisitions always involve a certain risk, both operationally and financially. For me, Q2 therefore becomes more important than the share price development in recent weeks. I want to see that growth remains strong, that margins develop as expected, and that management gives the market confidence that the acquisition creates value. If not, there is still room for disappointment even after the correction. I therefore think the risk/reward is better than a few months ago, but I wouldn't say the stock appears obviously cheap yet.
·22 t sittenHOW NEGATIVE WAS IT TO BUY WL? IT HAS PLUMMETED TO AN ENDLESS BOTTOM
Two contracts and an acquisition, and yet the stock is going down. The share price development does not align with the fundamental conditions of the company. Nasdaq is sharply down, and Kongsberg Gruppen is also falling significantly today. This pulls Norbit down. In my view, this is just noise that does not affect Norbit as a company. I am staying completely still, but it's never fun to see red numbers.
·2 päivää sittenAcquisition of Water Linked 330 million: 1. Complementary product portfolio NORBIT Subsea is globally leading in surface vessels and advanced multibeam echo sounders (sonars). Water Linked fills the gap underwater with its DVLs, acoustic modems and underwater GPS. NORBIT can now deliver a complete technology package for both autonomous surface vessels (USV) and underwater drones (ROV/AUV). 2. Global market access and sales apparatus Water Linked has had enormous organic growth (48 % annually since 2020), but has operated with a smaller sales organization. By integrating into NORBIT, Water Linked gains immediate access to an established, global sales and distribution network, which will accelerate their international rollout. 3. Joint research and development (R&D) Both companies originate from the technology environment in Trondheim and work at the core of hydroacoustics, signal processing and maritime electronics. The merger makes it possible to coordinate R&D resources, share unique patents and develop next-generation sensors for GPS-denied underwater environments much faster. 4. Operational economies of scale and productionIn-house production: NORBIT has solid experience with contract manufacturing and high-tech production. Water Linked can move or optimize parts of its hardware production into NORBIT's facilities, which provides better margins, more secure supply chains and lower production costs.
·2 päivää sittenConfirms May speculation — 330 MNOK cash, ~100M revenue, 25-30% EBITDA-margin. Small piece in isolation, but smart: expands the DVL/3D-sonar-stack in Oceans, directly into the autonomy/USV trend. The market shrugs (was priced in since May 6), but I read it as a signal that the M&A pipeline delivers on guidance towards the 3 billion target. Speculative: this could be a prelude to Oceans becoming more forward-leaning on the autonomy side than people think — worth following until the strategy day 13/8.
Bought at approx 12x EBITDA -- suggests that a good price is paid for quality. The dilution effect is therefore lower / moderate compared to previous purchases.
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
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
43 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,96%Tuotto/v
Uutiset
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
- ·16 t sittenI sparred a bit with chatgpt, I think the answers look very spot on. Increasing at this level Yes, I think that's a good question. In isolation, a fall from around 240 to 168 kroner (approximately 30 %) appears larger than what the fundamental news picture would suggest. If we look at the company: * Revenue in Q1 increased 40 % year over year. * EBIT was strong, and the company reiterated its guidance of over 3 billion kroner in revenue in 2026 as well as better margins than in 2025. * The defense segment (PIR) continues to grow strongly, and the company has also announced a strategic acquisition within Oceans. At the same time, there are some reasons why the market has been more cautious: 1. The Oceans segment disappointed at the start of the year, and margins were weaker than analysts had expected. 2. The stock was priced very high at around 240 kroner. When expectations are high, even small disappointments can lead to large price movements. 3. The entire technology sector has been characterized by higher interest rate concerns and greater fluctuations recently. What makes me believe that the fall may be excessively sharp, is that: * the long-term growth drivers appear intact, * analysts still have buy recommendations and price targets around 245–250 kroner, even after they adjusted estimates somewhat downwards. My assessment: * If NORBIT delivers in line with guidance through 2026, today's share price level appears significantly more attractive than 240 kroner. * The biggest risk is that growth in Oceans becomes weaker than expected or that defense orders decline. If that doesn't happen, a price drop of around 30 % does not seem to be fully explained by fundamental factors alone. I would say that 168–175 kroner is starting to look interesting for a long-term investor, but the market will probably want confirmation through the Q2 report in August before the stock is potentially repriced upwards again.
- ·18 t sittenTook a position here today. Think the risk/reward looks very good. Seems like it has stabilized after the fall. What are your thoughts leading up to Q2?Interesting level, but I'm not entirely convinced yet. Even after the fall, Norbit is not necessarily cheap measured by traditional multiples, and much of the expected growth is still priced in. In addition, the company has just completed an acquisition, and it remains to be seen how the integration proceeds and whether they deliver the synergies the market expects. Such acquisitions always involve a certain risk, both operationally and financially. For me, Q2 therefore becomes more important than the share price development in recent weeks. I want to see that growth remains strong, that margins develop as expected, and that management gives the market confidence that the acquisition creates value. If not, there is still room for disappointment even after the correction. I therefore think the risk/reward is better than a few months ago, but I wouldn't say the stock appears obviously cheap yet.
- ·22 t sittenHOW NEGATIVE WAS IT TO BUY WL? IT HAS PLUMMETED TO AN ENDLESS BOTTOMTwo contracts and an acquisition, and yet the stock is going down. The share price development does not align with the fundamental conditions of the company. Nasdaq is sharply down, and Kongsberg Gruppen is also falling significantly today. This pulls Norbit down. In my view, this is just noise that does not affect Norbit as a company. I am staying completely still, but it's never fun to see red numbers.
- ·2 päivää sittenAcquisition of Water Linked 330 million: 1. Complementary product portfolio NORBIT Subsea is globally leading in surface vessels and advanced multibeam echo sounders (sonars). Water Linked fills the gap underwater with its DVLs, acoustic modems and underwater GPS. NORBIT can now deliver a complete technology package for both autonomous surface vessels (USV) and underwater drones (ROV/AUV). 2. Global market access and sales apparatus Water Linked has had enormous organic growth (48 % annually since 2020), but has operated with a smaller sales organization. By integrating into NORBIT, Water Linked gains immediate access to an established, global sales and distribution network, which will accelerate their international rollout. 3. Joint research and development (R&D) Both companies originate from the technology environment in Trondheim and work at the core of hydroacoustics, signal processing and maritime electronics. The merger makes it possible to coordinate R&D resources, share unique patents and develop next-generation sensors for GPS-denied underwater environments much faster. 4. Operational economies of scale and productionIn-house production: NORBIT has solid experience with contract manufacturing and high-tech production. Water Linked can move or optimize parts of its hardware production into NORBIT's facilities, which provides better margins, more secure supply chains and lower production costs.
- ·2 päivää sittenConfirms May speculation — 330 MNOK cash, ~100M revenue, 25-30% EBITDA-margin. Small piece in isolation, but smart: expands the DVL/3D-sonar-stack in Oceans, directly into the autonomy/USV trend. The market shrugs (was priced in since May 6), but I read it as a signal that the M&A pipeline delivers on guidance towards the 3 billion target. Speculative: this could be a prelude to Oceans becoming more forward-leaning on the autonomy side than people think — worth following until the strategy day 13/8.Bought at approx 12x EBITDA -- suggests that a good price is paid for quality. The dilution effect is therefore lower / moderate compared to previous purchases.
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 Q2 -tulosraportti 13.8. |
| 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
43 päivää sitten
‧46 min
Uutiset
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 Q2 -tulosraportti 13.8. |
| 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
2,96%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sittenI sparred a bit with chatgpt, I think the answers look very spot on. Increasing at this level Yes, I think that's a good question. In isolation, a fall from around 240 to 168 kroner (approximately 30 %) appears larger than what the fundamental news picture would suggest. If we look at the company: * Revenue in Q1 increased 40 % year over year. * EBIT was strong, and the company reiterated its guidance of over 3 billion kroner in revenue in 2026 as well as better margins than in 2025. * The defense segment (PIR) continues to grow strongly, and the company has also announced a strategic acquisition within Oceans. At the same time, there are some reasons why the market has been more cautious: 1. The Oceans segment disappointed at the start of the year, and margins were weaker than analysts had expected. 2. The stock was priced very high at around 240 kroner. When expectations are high, even small disappointments can lead to large price movements. 3. The entire technology sector has been characterized by higher interest rate concerns and greater fluctuations recently. What makes me believe that the fall may be excessively sharp, is that: * the long-term growth drivers appear intact, * analysts still have buy recommendations and price targets around 245–250 kroner, even after they adjusted estimates somewhat downwards. My assessment: * If NORBIT delivers in line with guidance through 2026, today's share price level appears significantly more attractive than 240 kroner. * The biggest risk is that growth in Oceans becomes weaker than expected or that defense orders decline. If that doesn't happen, a price drop of around 30 % does not seem to be fully explained by fundamental factors alone. I would say that 168–175 kroner is starting to look interesting for a long-term investor, but the market will probably want confirmation through the Q2 report in August before the stock is potentially repriced upwards again.
- ·18 t sittenTook a position here today. Think the risk/reward looks very good. Seems like it has stabilized after the fall. What are your thoughts leading up to Q2?Interesting level, but I'm not entirely convinced yet. Even after the fall, Norbit is not necessarily cheap measured by traditional multiples, and much of the expected growth is still priced in. In addition, the company has just completed an acquisition, and it remains to be seen how the integration proceeds and whether they deliver the synergies the market expects. Such acquisitions always involve a certain risk, both operationally and financially. For me, Q2 therefore becomes more important than the share price development in recent weeks. I want to see that growth remains strong, that margins develop as expected, and that management gives the market confidence that the acquisition creates value. If not, there is still room for disappointment even after the correction. I therefore think the risk/reward is better than a few months ago, but I wouldn't say the stock appears obviously cheap yet.
- ·22 t sittenHOW NEGATIVE WAS IT TO BUY WL? IT HAS PLUMMETED TO AN ENDLESS BOTTOMTwo contracts and an acquisition, and yet the stock is going down. The share price development does not align with the fundamental conditions of the company. Nasdaq is sharply down, and Kongsberg Gruppen is also falling significantly today. This pulls Norbit down. In my view, this is just noise that does not affect Norbit as a company. I am staying completely still, but it's never fun to see red numbers.
- ·2 päivää sittenAcquisition of Water Linked 330 million: 1. Complementary product portfolio NORBIT Subsea is globally leading in surface vessels and advanced multibeam echo sounders (sonars). Water Linked fills the gap underwater with its DVLs, acoustic modems and underwater GPS. NORBIT can now deliver a complete technology package for both autonomous surface vessels (USV) and underwater drones (ROV/AUV). 2. Global market access and sales apparatus Water Linked has had enormous organic growth (48 % annually since 2020), but has operated with a smaller sales organization. By integrating into NORBIT, Water Linked gains immediate access to an established, global sales and distribution network, which will accelerate their international rollout. 3. Joint research and development (R&D) Both companies originate from the technology environment in Trondheim and work at the core of hydroacoustics, signal processing and maritime electronics. The merger makes it possible to coordinate R&D resources, share unique patents and develop next-generation sensors for GPS-denied underwater environments much faster. 4. Operational economies of scale and productionIn-house production: NORBIT has solid experience with contract manufacturing and high-tech production. Water Linked can move or optimize parts of its hardware production into NORBIT's facilities, which provides better margins, more secure supply chains and lower production costs.
- ·2 päivää sittenConfirms May speculation — 330 MNOK cash, ~100M revenue, 25-30% EBITDA-margin. Small piece in isolation, but smart: expands the DVL/3D-sonar-stack in Oceans, directly into the autonomy/USV trend. The market shrugs (was priced in since May 6), but I read it as a signal that the M&A pipeline delivers on guidance towards the 3 billion target. Speculative: this could be a prelude to Oceans becoming more forward-leaning on the autonomy side than people think — worth following until the strategy day 13/8.Bought at approx 12x EBITDA -- suggests that a good price is paid for quality. The dilution effect is therefore lower / moderate compared to previous purchases.
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