2026 Q2 - tulosraportti
107 päivää sitten
‧43 min
13,00 NOK/osake
Viimeisin osinko
6,27%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 112 | ||
| 350 | ||
| 462 | ||
| 1 178 | ||
| 1 616 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 19.11. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 31.7.2025 |
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
·12 t sittenSubsea 7 has been awarded a contract worth between 50 and 150 million dollars from Kosmos Energy for a new subsea project in the Gulf of Mexico. The work comprises engineering and installation of 14 km of pipeline, risers, control systems, and associated subsea equipment. Engineering starts in Houston in the coming months, while offshore work is scheduled to begin in 2028. Positive for Subsea 7 and nice to get some orders in before the report 😎👌 I feel I am looking forward to Q3 here and will probably top up more before the report, I personally think we will be surprised by how much they have earned this quarter.
·1 päivä sittenHow and on what basis is SUBC to be pushed further down from here? We are now significantly closer to 300 than 350 kroner, despite the strong outlook towards Q3. I find it hard to understand why one should take profits right now, if one believes in the underlying fundamental conditions. Expectations for Q3 are high, and much points to a very strong quarter. It therefore seems irrational to sell out before the figures are actually presented. What is the market potentially pricing in that suggests further downside? Subsea 7 (SUBC) – Q3 2026 consensus: Revenue 2.02 bn USD EPS 0.72–0.74 USD Revenue growth YoY +7.4–9.8 % EPS growth YoY +89–95 % Expected EBITDA margin Approx. 24 % Dividend 6-8 kr- ·10.11.SEB raises target price for Subsea 7 to 348 Norwegian Krone (345), reiterates hold Still a low price target in my eyes based on everything going on now and with the merger happening soon.
·9.11.Positive, but with some short-term uncertainties. Subsea 7 (SUBC) is a solid company in a good cycle, and the stock has delivered strongly over time. Key points right now Strong operational position: The company has solid order intake and a large backlog (around 13.6 billion USD). This provides good visibility into 2026–2027. They deliver both traditional subsea (oil and gas) and offshore wind via Seaway7. Recent positive news: Significant contract from Aker BP on the Lyra field in Norway. Sale of the heavy transportation business (Seaway7) triggering an extraordinary dividend of 105 million EUR. The merger with Saipem (to Saipem7) is progressing – approved among others by Brazilian antitrust authorities (CADE) with certain conditions. This will be a major player with a combined backlog of over 50 billion USD. Financial development: The company raised its guidance earlier this year. They expect solid revenue (around 7.4–7.8 billion USD in 2026) and good margins. Q3 numbers arrive on November 19. The stock and valuation The stock has risen sharply so far in 2026 (over 45–60 % depending on the measurement point) and has strong 1- and 3-year returns. However, it has pulled back slightly the last week/month, in line with general market unrest and lower oil prices. Analyst consensus is generally positive (Buy/Outperform). The average price target is typically in the 360–370 NOK range, leaving room for upside from the levels around 300–320 NOK recently. There are both higher and more cautious targets. What I like / do not like Positive: Strong backlog and good demand in both oil/gas and wind. The merger can create a larger and more competitive player with synergies. Capital returns (ordinary + extraordinary dividend). Historically good operational delivery. Risks: Falling oil prices can dampen investment willingness among oil companies (even though the backlog buffers somewhat). Merger risk (regulatory, integration, timing). Project risk and general cyclical exposure in oil services. The stock is not cheap after the strong rise – much of the positive is already priced in. Summary I am positive on Subsea 7 in the medium term. It is a quality company in an industry with continued good activity, and the merger with Saipem can be a catalyst. In the short term, the stock is sensitive to oil prices and general market sentiment, so fluctuations may occur. This is not investment advice – always do your own due diligence, and consider your own risk profile. The Q3 numbers on November 19 will be an important checkpoint.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
107 päivää sitten
‧43 min
13,00 NOK/osake
Viimeisin osinko
6,27%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
- ·12 t sittenSubsea 7 has been awarded a contract worth between 50 and 150 million dollars from Kosmos Energy for a new subsea project in the Gulf of Mexico. The work comprises engineering and installation of 14 km of pipeline, risers, control systems, and associated subsea equipment. Engineering starts in Houston in the coming months, while offshore work is scheduled to begin in 2028. Positive for Subsea 7 and nice to get some orders in before the report 😎👌 I feel I am looking forward to Q3 here and will probably top up more before the report, I personally think we will be surprised by how much they have earned this quarter.
- ·1 päivä sittenHow and on what basis is SUBC to be pushed further down from here? We are now significantly closer to 300 than 350 kroner, despite the strong outlook towards Q3. I find it hard to understand why one should take profits right now, if one believes in the underlying fundamental conditions. Expectations for Q3 are high, and much points to a very strong quarter. It therefore seems irrational to sell out before the figures are actually presented. What is the market potentially pricing in that suggests further downside? Subsea 7 (SUBC) – Q3 2026 consensus: Revenue 2.02 bn USD EPS 0.72–0.74 USD Revenue growth YoY +7.4–9.8 % EPS growth YoY +89–95 % Expected EBITDA margin Approx. 24 % Dividend 6-8 kr
- ·10.11.SEB raises target price for Subsea 7 to 348 Norwegian Krone (345), reiterates hold Still a low price target in my eyes based on everything going on now and with the merger happening soon.
- ·9.11.Positive, but with some short-term uncertainties. Subsea 7 (SUBC) is a solid company in a good cycle, and the stock has delivered strongly over time. Key points right now Strong operational position: The company has solid order intake and a large backlog (around 13.6 billion USD). This provides good visibility into 2026–2027. They deliver both traditional subsea (oil and gas) and offshore wind via Seaway7. Recent positive news: Significant contract from Aker BP on the Lyra field in Norway. Sale of the heavy transportation business (Seaway7) triggering an extraordinary dividend of 105 million EUR. The merger with Saipem (to Saipem7) is progressing – approved among others by Brazilian antitrust authorities (CADE) with certain conditions. This will be a major player with a combined backlog of over 50 billion USD. Financial development: The company raised its guidance earlier this year. They expect solid revenue (around 7.4–7.8 billion USD in 2026) and good margins. Q3 numbers arrive on November 19. The stock and valuation The stock has risen sharply so far in 2026 (over 45–60 % depending on the measurement point) and has strong 1- and 3-year returns. However, it has pulled back slightly the last week/month, in line with general market unrest and lower oil prices. Analyst consensus is generally positive (Buy/Outperform). The average price target is typically in the 360–370 NOK range, leaving room for upside from the levels around 300–320 NOK recently. There are both higher and more cautious targets. What I like / do not like Positive: Strong backlog and good demand in both oil/gas and wind. The merger can create a larger and more competitive player with synergies. Capital returns (ordinary + extraordinary dividend). Historically good operational delivery. Risks: Falling oil prices can dampen investment willingness among oil companies (even though the backlog buffers somewhat). Merger risk (regulatory, integration, timing). Project risk and general cyclical exposure in oil services. The stock is not cheap after the strong rise – much of the positive is already priced in. Summary I am positive on Subsea 7 in the medium term. It is a quality company in an industry with continued good activity, and the merger with Saipem can be a catalyst. In the short term, the stock is sensitive to oil prices and general market sentiment, so fluctuations may occur. This is not investment advice – always do your own due diligence, and consider your own risk profile. The Q3 numbers on November 19 will be an important checkpoint.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 112 | ||
| 350 | ||
| 462 | ||
| 1 178 | ||
| 1 616 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 19.11. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 31.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
107 päivää sitten
‧43 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 Q3 - tulosraportti 19.11. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 31.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
13,00 NOK/osake
Viimeisin osinko
6,27%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·12 t sittenSubsea 7 has been awarded a contract worth between 50 and 150 million dollars from Kosmos Energy for a new subsea project in the Gulf of Mexico. The work comprises engineering and installation of 14 km of pipeline, risers, control systems, and associated subsea equipment. Engineering starts in Houston in the coming months, while offshore work is scheduled to begin in 2028. Positive for Subsea 7 and nice to get some orders in before the report 😎👌 I feel I am looking forward to Q3 here and will probably top up more before the report, I personally think we will be surprised by how much they have earned this quarter.
- ·1 päivä sittenHow and on what basis is SUBC to be pushed further down from here? We are now significantly closer to 300 than 350 kroner, despite the strong outlook towards Q3. I find it hard to understand why one should take profits right now, if one believes in the underlying fundamental conditions. Expectations for Q3 are high, and much points to a very strong quarter. It therefore seems irrational to sell out before the figures are actually presented. What is the market potentially pricing in that suggests further downside? Subsea 7 (SUBC) – Q3 2026 consensus: Revenue 2.02 bn USD EPS 0.72–0.74 USD Revenue growth YoY +7.4–9.8 % EPS growth YoY +89–95 % Expected EBITDA margin Approx. 24 % Dividend 6-8 kr
- ·10.11.SEB raises target price for Subsea 7 to 348 Norwegian Krone (345), reiterates hold Still a low price target in my eyes based on everything going on now and with the merger happening soon.
- ·9.11.Positive, but with some short-term uncertainties. Subsea 7 (SUBC) is a solid company in a good cycle, and the stock has delivered strongly over time. Key points right now Strong operational position: The company has solid order intake and a large backlog (around 13.6 billion USD). This provides good visibility into 2026–2027. They deliver both traditional subsea (oil and gas) and offshore wind via Seaway7. Recent positive news: Significant contract from Aker BP on the Lyra field in Norway. Sale of the heavy transportation business (Seaway7) triggering an extraordinary dividend of 105 million EUR. The merger with Saipem (to Saipem7) is progressing – approved among others by Brazilian antitrust authorities (CADE) with certain conditions. This will be a major player with a combined backlog of over 50 billion USD. Financial development: The company raised its guidance earlier this year. They expect solid revenue (around 7.4–7.8 billion USD in 2026) and good margins. Q3 numbers arrive on November 19. The stock and valuation The stock has risen sharply so far in 2026 (over 45–60 % depending on the measurement point) and has strong 1- and 3-year returns. However, it has pulled back slightly the last week/month, in line with general market unrest and lower oil prices. Analyst consensus is generally positive (Buy/Outperform). The average price target is typically in the 360–370 NOK range, leaving room for upside from the levels around 300–320 NOK recently. There are both higher and more cautious targets. What I like / do not like Positive: Strong backlog and good demand in both oil/gas and wind. The merger can create a larger and more competitive player with synergies. Capital returns (ordinary + extraordinary dividend). Historically good operational delivery. Risks: Falling oil prices can dampen investment willingness among oil companies (even though the backlog buffers somewhat). Merger risk (regulatory, integration, timing). Project risk and general cyclical exposure in oil services. The stock is not cheap after the strong rise – much of the positive is already priced in. Summary I am positive on Subsea 7 in the medium term. It is a quality company in an industry with continued good activity, and the merger with Saipem can be a catalyst. In the short term, the stock is sensitive to oil prices and general market sentiment, so fluctuations may occur. This is not investment advice – always do your own due diligence, and consider your own risk profile. The Q3 numbers on November 19 will be an important checkpoint.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 112 | ||
| 350 | ||
| 462 | ||
| 1 178 | ||
| 1 616 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt