2026 Q1 -tulosraportti
70 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,97%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
·1 t sittenOver the last six months, the company has, among other things, delivered: * Record-strong Q1 with 40% revenue growth and very good margins. * Guidance of over 3 billion kroner in revenue in 2026 and a higher EBIT margin than in 2025. * New Toll4Europe contract worth 155 million kroner. * Defense contract worth 225 million kroner. * Acquisition of Water Linked, which strengthens the Oceans segment and the position in maritime technology and defense. * New record order of 325 million kroner from Toll4Europe, announced this week. When combining this, along with an increasingly stronger order book and that several of the contracts will only have full effect in the second half of the year, I find the share price development difficult to understand.
·3 t sittenHad expected a bit more oomph today.
ALMOST BACK TO THE START. WHAT MORE CAN THEY GET FOR THE STOCK TO TAKE OFF. A QUINTILLION NOK OR .......
·12 t sitten · MuokattuThe new order corresponds to 13% of the company's revenue in 2025 (2.5 billion) and around 1.5x the Connectivity segment's revenue for Q1. Connectivity had an EBIT margin of 27% in Q1, so given the same margin, this could contribute 88 million in EBIT. EBIT was 555 million in 2025, so this is a noticeable earnings contribution. After tax, this contributes to an increased EPS of approximately NOK 1.08. Given the same multiple as today, this would justify a share price of ~185. This implies a price increase of 7-8%, but I personally expect 3-7% since the earnings will come somewhat later.
This was a totally expected order. "Increased EPS" compared to what? To zero revenue? This contract is practically included in all professional investors' calculations. What it does is to "de-risk" the 2027 figures. Not increase them.- ·14 t sittenAI's view on today's announcement: I think this was a very strong stock exchange announcement. Norbit announced today a new order of 325 million kroner for the delivery of GNSS On-Board Units for toll systems (Connectivity segment). What I like best is: * The order is larger than the previous one. Earlier this year, Norbit received an order of 155 million kroner from Toll4Europe. Now a new order of 325 million kroner is coming, which shows that volumes continue to increase. * Confirms the growth story. This shows that Norbit does not just live off individual contracts, but is building an increasingly strong position in electronic road pricing. * Provides better earnings visibility. Such a large order fills the order book and reduces uncertainty for the coming quarters. * Supports the guidance before Q2. With this order, the defense contract of 225 million and the acquisition of Water Linked, several positive news items have arrived in a short time.
15 t sittenNew monster order for connectivity: https://www.globenewswire.com/news-release/2026/07/21/3330891/0/en/Agreement-for-a-new-NOK-325-million-order-for-GNSS-On-Board-Unit-deliveries.htmlI'm incredibly excited for the guidance in the next q-report. Then Norbit will guide for the upcoming three years.
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
70 päivää sitten
‧46 min
5,00 NOK/osake
Viimeisin osinko
2,97%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
- ·1 t sittenOver the last six months, the company has, among other things, delivered: * Record-strong Q1 with 40% revenue growth and very good margins. * Guidance of over 3 billion kroner in revenue in 2026 and a higher EBIT margin than in 2025. * New Toll4Europe contract worth 155 million kroner. * Defense contract worth 225 million kroner. * Acquisition of Water Linked, which strengthens the Oceans segment and the position in maritime technology and defense. * New record order of 325 million kroner from Toll4Europe, announced this week. When combining this, along with an increasingly stronger order book and that several of the contracts will only have full effect in the second half of the year, I find the share price development difficult to understand.
- ·3 t sittenHad expected a bit more oomph today.ALMOST BACK TO THE START. WHAT MORE CAN THEY GET FOR THE STOCK TO TAKE OFF. A QUINTILLION NOK OR .......
- ·12 t sitten · MuokattuThe new order corresponds to 13% of the company's revenue in 2025 (2.5 billion) and around 1.5x the Connectivity segment's revenue for Q1. Connectivity had an EBIT margin of 27% in Q1, so given the same margin, this could contribute 88 million in EBIT. EBIT was 555 million in 2025, so this is a noticeable earnings contribution. After tax, this contributes to an increased EPS of approximately NOK 1.08. Given the same multiple as today, this would justify a share price of ~185. This implies a price increase of 7-8%, but I personally expect 3-7% since the earnings will come somewhat later.This was a totally expected order. "Increased EPS" compared to what? To zero revenue? This contract is practically included in all professional investors' calculations. What it does is to "de-risk" the 2027 figures. Not increase them.
- ·14 t sittenAI's view on today's announcement: I think this was a very strong stock exchange announcement. Norbit announced today a new order of 325 million kroner for the delivery of GNSS On-Board Units for toll systems (Connectivity segment). What I like best is: * The order is larger than the previous one. Earlier this year, Norbit received an order of 155 million kroner from Toll4Europe. Now a new order of 325 million kroner is coming, which shows that volumes continue to increase. * Confirms the growth story. This shows that Norbit does not just live off individual contracts, but is building an increasingly strong position in electronic road pricing. * Provides better earnings visibility. Such a large order fills the order book and reduces uncertainty for the coming quarters. * Supports the guidance before Q2. With this order, the defense contract of 225 million and the acquisition of Water Linked, several positive news items have arrived in a short time.
- 15 t sittenNew monster order for connectivity: https://www.globenewswire.com/news-release/2026/07/21/3330891/0/en/Agreement-for-a-new-NOK-325-million-order-for-GNSS-On-Board-Unit-deliveries.htmlI'm incredibly excited for the guidance in the next q-report. Then Norbit will guide for the upcoming three years.
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
70 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
2,97%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenOver the last six months, the company has, among other things, delivered: * Record-strong Q1 with 40% revenue growth and very good margins. * Guidance of over 3 billion kroner in revenue in 2026 and a higher EBIT margin than in 2025. * New Toll4Europe contract worth 155 million kroner. * Defense contract worth 225 million kroner. * Acquisition of Water Linked, which strengthens the Oceans segment and the position in maritime technology and defense. * New record order of 325 million kroner from Toll4Europe, announced this week. When combining this, along with an increasingly stronger order book and that several of the contracts will only have full effect in the second half of the year, I find the share price development difficult to understand.
- ·3 t sittenHad expected a bit more oomph today.ALMOST BACK TO THE START. WHAT MORE CAN THEY GET FOR THE STOCK TO TAKE OFF. A QUINTILLION NOK OR .......
- ·12 t sitten · MuokattuThe new order corresponds to 13% of the company's revenue in 2025 (2.5 billion) and around 1.5x the Connectivity segment's revenue for Q1. Connectivity had an EBIT margin of 27% in Q1, so given the same margin, this could contribute 88 million in EBIT. EBIT was 555 million in 2025, so this is a noticeable earnings contribution. After tax, this contributes to an increased EPS of approximately NOK 1.08. Given the same multiple as today, this would justify a share price of ~185. This implies a price increase of 7-8%, but I personally expect 3-7% since the earnings will come somewhat later.This was a totally expected order. "Increased EPS" compared to what? To zero revenue? This contract is practically included in all professional investors' calculations. What it does is to "de-risk" the 2027 figures. Not increase them.
- ·14 t sittenAI's view on today's announcement: I think this was a very strong stock exchange announcement. Norbit announced today a new order of 325 million kroner for the delivery of GNSS On-Board Units for toll systems (Connectivity segment). What I like best is: * The order is larger than the previous one. Earlier this year, Norbit received an order of 155 million kroner from Toll4Europe. Now a new order of 325 million kroner is coming, which shows that volumes continue to increase. * Confirms the growth story. This shows that Norbit does not just live off individual contracts, but is building an increasingly strong position in electronic road pricing. * Provides better earnings visibility. Such a large order fills the order book and reduces uncertainty for the coming quarters. * Supports the guidance before Q2. With this order, the defense contract of 225 million and the acquisition of Water Linked, several positive news items have arrived in a short time.
- 15 t sittenNew monster order for connectivity: https://www.globenewswire.com/news-release/2026/07/21/3330891/0/en/Agreement-for-a-new-NOK-325-million-order-for-GNSS-On-Board-Unit-deliveries.htmlI'm incredibly excited for the guidance in the next q-report. Then Norbit will guide for the upcoming three years.
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