Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 May 25

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-62.6%

7D

3.0%

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1Y

-62.6%

7D

3.0%

You can edit this narrative until Nov 28 9:10 AM. Then, changes will post as Updates.

Author's Valuation

€31.655.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

NB2: Further Management Changes And Upgrades Will Drive Resilience In Uncertain Markets

Northern Data's analyst price target has shifted significantly lower, with recent updates reflecting a new target around EUR 15 to EUR 27, down from previous highs near EUR 40, as analysts cite revised expectations for company growth and profitability. Analyst Commentary Recent analyst updates for Northern Data reflect a nuanced outlook that balances optimism with caution.

Shared on 12 Nov 25

Fair value Decreased 7.06%

NB2: Improved Profit Margin Will Drive Confidence Amid Market Volatility

Analyst price targets for Northern Data have decreased notably, with the consensus fair value estimate dropping from EUR 34 to EUR 31.60. Analysts cite reduced revenue growth projections and an uptick in the discount rate as key factors.

Shared on 08 Sep 25

Fair value Decreased 7.10%

The consensus price target for Northern Data has been lowered to €34.00, primarily reflecting a modest decline in the company's forward P/E multiple. What's in the News Northern Data AG announced a strategic partnership with Core42 to provide large-scale European sovereign AI Cloud capacity, leveraging up to 10,000 GPUs from Taiga Cloud and Core42's global deployment capabilities.

Shared on 15 Aug 25

With the discount rate steady at 7.81% and net profit margin unchanged at 12.22%, there has been no effective change to Northern Data’s consensus analyst price target, which remains at €36.60. What's in the News Rumble Inc.

AnalystConsensusTarget Fair Value

€31.6

55.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

24.39%

Software revenue growth rate

1.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.07%

Calculation

€79.31m

Earnings '28

x

32.20x

PE Ratio '28

=

€2.55b

Market Cap '28

€2.55b

Market Cap '28

/

64.20m

No. shares '28

=

€39.78

Share Price '28

€39.78 Share Price '28

Discounted to 2025 @ 8.09% p.a.

=

€31.50

Fair Value '25