2025 Q4 -tulosraportti
71 päivää sitten
‧44 min
5,00 NOK/osake
Irtoamispäivä 21.5.
2,65%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 | - | - | ||
| 52 | - | - | ||
| 41 | - | - | ||
| 64 | - | - | ||
| 8 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenDNB Carnegie upgrades the technology group Norbit from hold to buy and raises its price target from 182 to 259 kroner. The share closed at 226.80 kroner yesterday, implying an upside of 14.2 percent. Analyst Eirik Rafdal initiated coverage on the company in January and has since been "lukewarm to some of Norbit's underlying markets", but new data points now show that the concerns have been exaggerated. "Specifically, the adoption of AUVs and USVs, both in commercial and defense-related applications, appears to be accelerating faster than we previously expected," he writes. Growth winner disappointed: But estimates are set to rise, according to analyst Norbit was nowhere near delivering as expected in the fourth quarter, and the share plummeted. But estimates are, if anything, set to rise, according to DNB Carnegie analyst Eirik Rafdal. The analyst flags some risk around growth expectations in the Connectivity segment after 2026, as well as customer concentration in the PIR segment, but "this will be of less significance in the short term if Norbit continues to deliver better than expected". Rafdal expects Norbit to deliver 764 million kroner in revenues in the first quarter, slightly above Bloomberg consensus of 748 million. Operating profit (ebit) is expected to be 184 million, against a consensus of 180 million. The report is expected on May 13. The main focus during the quarterly presentation will be the guidance for the second quarter as well as comments on the Oceans segment and the momentum in both the commercial market and the defense market. "Although we see risks related to customer concentration in PIR and estimate uncertainty after 2026 in Connectivity, we believe these factors will be less important in the short term if Norbit continues to deliver operationally," writes Rafdal, who emphasizes that "risk/reward has improved".
·18 min sittenI think the Gulf states are now waking up to underwater drones too - that will be the next "SHIT": IRGC-linked outlet maps Gulf undersea cables, flags infrastructure as targets Tasnim, an outlet linked to the IRGC, has mapped undersea internet cables and cloud infrastructure in the Persian Gulf as a warning. In an article Tasmin highlights the Strait of Hormuz as an energy chokepoint and critical route for cables serving Gulf states like the UAE, Qatar and Saudi Arabia. Iran International said the report notes that southern Gulf countries rely heavily on maritime internet links, framing cables, landing stations and data hubs and are vulnerabilities rather than neutral infrastructure. Tasnim’s report also points to the concentration of cloud and data centers in the UAE and Bahrain and notes their exposure after drone strikes on AWS facilities. The article suggests Iran-linked media are claiming undersea cables and regional data hubs are joining ports, shipping lanes and energy facilities as strategic targets, Iran International said.
·12 t sittenNorbit is my highest conviction long-term, but the price has run ahead of fundamentals short-term. Before the August presentation, there is little new that can drive the stock further from here. Prefer to wait for a better entry rather than sitting with full exposure at current levels.
·1 päivä sitten📈 🚀 📈 🚀 NORBIT has broken up from an approximately horizontal trend channel after investors have continuously gone up in price to get in. A buy signal has been triggered and further upside for the share is indicated. There is no resistance in the price chart and a further rise is indicated. In case of reactions back, the share has support at approximately 207 kroner. The share is considered technically positive. Recommendation: Buy (Score: 95)- ·2 päivää sittenIs it true that Norbit operates in the same market as General Oceans' "Defense & Security" segment?
·2 päivää sittenKlein Marine Systems (General Oceans) and Ping DSP (Norbit) both deal with side scan sonars, it looks like Norbit has a slightly broader sonar portfolio. - ·14.4.Explanation for the increased price target to 260 from Artic is as follows; Norbit is one of very few suppliers, and potentially the only supplier, of curved sonars, which underscores their exposure to smaller systems with higher volume, such as the Anduril Copperhead AUV. It is pointed out that if Anduril delivers on its communicated production volumes, this could represent an annual revenue opportunity of several hundred million kroner. "With a now more attractive valuation, where the share price has largely been flat since the beginning of June 2025 while EPS estimates for 2026 and 2027 have increased by around 10 percent, we see upcoming contract awards as important catalysts for improved sentiment and a potential re-rating towards comparable companies. Based on the last closing price, Norbit trades at a P/E multiple for 2027 of around 22x. Overall, Norbit offers an attractive combination of quality, stability, and exposure to long-term structural growth," writes the brokerage firm.
15.4.15.4.What is known that Anduril uses Sonardyne technology and Kraken batteries. (Kraken recently bought Sonardyne.) (For example, there's a big Sonardyne logo in the Seabed Sentry unit itself. https://www.anduril.com/seabed-sentry ) As Norbit shareholder, I'm happy if they also have Anduril as customer, but you guys are making a lot of wishful assumptions here. :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
71 päivää sitten
‧44 min
5,00 NOK/osake
Irtoamispäivä 21.5.
2,65%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenDNB Carnegie upgrades the technology group Norbit from hold to buy and raises its price target from 182 to 259 kroner. The share closed at 226.80 kroner yesterday, implying an upside of 14.2 percent. Analyst Eirik Rafdal initiated coverage on the company in January and has since been "lukewarm to some of Norbit's underlying markets", but new data points now show that the concerns have been exaggerated. "Specifically, the adoption of AUVs and USVs, both in commercial and defense-related applications, appears to be accelerating faster than we previously expected," he writes. Growth winner disappointed: But estimates are set to rise, according to analyst Norbit was nowhere near delivering as expected in the fourth quarter, and the share plummeted. But estimates are, if anything, set to rise, according to DNB Carnegie analyst Eirik Rafdal. The analyst flags some risk around growth expectations in the Connectivity segment after 2026, as well as customer concentration in the PIR segment, but "this will be of less significance in the short term if Norbit continues to deliver better than expected". Rafdal expects Norbit to deliver 764 million kroner in revenues in the first quarter, slightly above Bloomberg consensus of 748 million. Operating profit (ebit) is expected to be 184 million, against a consensus of 180 million. The report is expected on May 13. The main focus during the quarterly presentation will be the guidance for the second quarter as well as comments on the Oceans segment and the momentum in both the commercial market and the defense market. "Although we see risks related to customer concentration in PIR and estimate uncertainty after 2026 in Connectivity, we believe these factors will be less important in the short term if Norbit continues to deliver operationally," writes Rafdal, who emphasizes that "risk/reward has improved".·18 min sittenI think the Gulf states are now waking up to underwater drones too - that will be the next "SHIT": IRGC-linked outlet maps Gulf undersea cables, flags infrastructure as targets Tasnim, an outlet linked to the IRGC, has mapped undersea internet cables and cloud infrastructure in the Persian Gulf as a warning. In an article Tasmin highlights the Strait of Hormuz as an energy chokepoint and critical route for cables serving Gulf states like the UAE, Qatar and Saudi Arabia. Iran International said the report notes that southern Gulf countries rely heavily on maritime internet links, framing cables, landing stations and data hubs and are vulnerabilities rather than neutral infrastructure. Tasnim’s report also points to the concentration of cloud and data centers in the UAE and Bahrain and notes their exposure after drone strikes on AWS facilities. The article suggests Iran-linked media are claiming undersea cables and regional data hubs are joining ports, shipping lanes and energy facilities as strategic targets, Iran International said.
- ·12 t sittenNorbit is my highest conviction long-term, but the price has run ahead of fundamentals short-term. Before the August presentation, there is little new that can drive the stock further from here. Prefer to wait for a better entry rather than sitting with full exposure at current levels.
- ·1 päivä sitten📈 🚀 📈 🚀 NORBIT has broken up from an approximately horizontal trend channel after investors have continuously gone up in price to get in. A buy signal has been triggered and further upside for the share is indicated. There is no resistance in the price chart and a further rise is indicated. In case of reactions back, the share has support at approximately 207 kroner. The share is considered technically positive. Recommendation: Buy (Score: 95)
- ·2 päivää sittenIs it true that Norbit operates in the same market as General Oceans' "Defense & Security" segment?·2 päivää sittenKlein Marine Systems (General Oceans) and Ping DSP (Norbit) both deal with side scan sonars, it looks like Norbit has a slightly broader sonar portfolio.
- ·14.4.Explanation for the increased price target to 260 from Artic is as follows; Norbit is one of very few suppliers, and potentially the only supplier, of curved sonars, which underscores their exposure to smaller systems with higher volume, such as the Anduril Copperhead AUV. It is pointed out that if Anduril delivers on its communicated production volumes, this could represent an annual revenue opportunity of several hundred million kroner. "With a now more attractive valuation, where the share price has largely been flat since the beginning of June 2025 while EPS estimates for 2026 and 2027 have increased by around 10 percent, we see upcoming contract awards as important catalysts for improved sentiment and a potential re-rating towards comparable companies. Based on the last closing price, Norbit trades at a P/E multiple for 2027 of around 22x. Overall, Norbit offers an attractive combination of quality, stability, and exposure to long-term structural growth," writes the brokerage firm.15.4.15.4.What is known that Anduril uses Sonardyne technology and Kraken batteries. (Kraken recently bought Sonardyne.) (For example, there's a big Sonardyne logo in the Seabed Sentry unit itself. https://www.anduril.com/seabed-sentry ) As Norbit shareholder, I'm happy if they also have Anduril as customer, but you guys are making a lot of wishful assumptions here. :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 | - | - | ||
| 52 | - | - | ||
| 41 | - | - | ||
| 64 | - | - | ||
| 8 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
71 päivää sitten
‧44 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 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
5,00 NOK/osake
Irtoamispäivä 21.5.
2,65%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenDNB Carnegie upgrades the technology group Norbit from hold to buy and raises its price target from 182 to 259 kroner. The share closed at 226.80 kroner yesterday, implying an upside of 14.2 percent. Analyst Eirik Rafdal initiated coverage on the company in January and has since been "lukewarm to some of Norbit's underlying markets", but new data points now show that the concerns have been exaggerated. "Specifically, the adoption of AUVs and USVs, both in commercial and defense-related applications, appears to be accelerating faster than we previously expected," he writes. Growth winner disappointed: But estimates are set to rise, according to analyst Norbit was nowhere near delivering as expected in the fourth quarter, and the share plummeted. But estimates are, if anything, set to rise, according to DNB Carnegie analyst Eirik Rafdal. The analyst flags some risk around growth expectations in the Connectivity segment after 2026, as well as customer concentration in the PIR segment, but "this will be of less significance in the short term if Norbit continues to deliver better than expected". Rafdal expects Norbit to deliver 764 million kroner in revenues in the first quarter, slightly above Bloomberg consensus of 748 million. Operating profit (ebit) is expected to be 184 million, against a consensus of 180 million. The report is expected on May 13. The main focus during the quarterly presentation will be the guidance for the second quarter as well as comments on the Oceans segment and the momentum in both the commercial market and the defense market. "Although we see risks related to customer concentration in PIR and estimate uncertainty after 2026 in Connectivity, we believe these factors will be less important in the short term if Norbit continues to deliver operationally," writes Rafdal, who emphasizes that "risk/reward has improved".·18 min sittenI think the Gulf states are now waking up to underwater drones too - that will be the next "SHIT": IRGC-linked outlet maps Gulf undersea cables, flags infrastructure as targets Tasnim, an outlet linked to the IRGC, has mapped undersea internet cables and cloud infrastructure in the Persian Gulf as a warning. In an article Tasmin highlights the Strait of Hormuz as an energy chokepoint and critical route for cables serving Gulf states like the UAE, Qatar and Saudi Arabia. Iran International said the report notes that southern Gulf countries rely heavily on maritime internet links, framing cables, landing stations and data hubs and are vulnerabilities rather than neutral infrastructure. Tasnim’s report also points to the concentration of cloud and data centers in the UAE and Bahrain and notes their exposure after drone strikes on AWS facilities. The article suggests Iran-linked media are claiming undersea cables and regional data hubs are joining ports, shipping lanes and energy facilities as strategic targets, Iran International said.
- ·12 t sittenNorbit is my highest conviction long-term, but the price has run ahead of fundamentals short-term. Before the August presentation, there is little new that can drive the stock further from here. Prefer to wait for a better entry rather than sitting with full exposure at current levels.
- ·1 päivä sitten📈 🚀 📈 🚀 NORBIT has broken up from an approximately horizontal trend channel after investors have continuously gone up in price to get in. A buy signal has been triggered and further upside for the share is indicated. There is no resistance in the price chart and a further rise is indicated. In case of reactions back, the share has support at approximately 207 kroner. The share is considered technically positive. Recommendation: Buy (Score: 95)
- ·2 päivää sittenIs it true that Norbit operates in the same market as General Oceans' "Defense & Security" segment?·2 päivää sittenKlein Marine Systems (General Oceans) and Ping DSP (Norbit) both deal with side scan sonars, it looks like Norbit has a slightly broader sonar portfolio.
- ·14.4.Explanation for the increased price target to 260 from Artic is as follows; Norbit is one of very few suppliers, and potentially the only supplier, of curved sonars, which underscores their exposure to smaller systems with higher volume, such as the Anduril Copperhead AUV. It is pointed out that if Anduril delivers on its communicated production volumes, this could represent an annual revenue opportunity of several hundred million kroner. "With a now more attractive valuation, where the share price has largely been flat since the beginning of June 2025 while EPS estimates for 2026 and 2027 have increased by around 10 percent, we see upcoming contract awards as important catalysts for improved sentiment and a potential re-rating towards comparable companies. Based on the last closing price, Norbit trades at a P/E multiple for 2027 of around 22x. Overall, Norbit offers an attractive combination of quality, stability, and exposure to long-term structural growth," writes the brokerage firm.15.4.15.4.What is known that Anduril uses Sonardyne technology and Kraken batteries. (Kraken recently bought Sonardyne.) (For example, there's a big Sonardyne logo in the Seabed Sentry unit itself. https://www.anduril.com/seabed-sentry ) As Norbit shareholder, I'm happy if they also have Anduril as customer, but you guys are making a lot of wishful assumptions here. :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 | - | - | ||
| 52 | - | - | ||
| 41 | - | - | ||
| 64 | - | - | ||
| 8 | - | - |
Välittäjätilasto
Dataa ei löytynyt