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European Tensions Will Constrain Defense Orders And Lift Maritime Prospects

Published
08 Nov 24
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
NOK 325.17
3.0% overvalued intrinsic discount
19 Sep
NOK 335.00
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1Y
54.8%
7D
3.8%

Author's Valuation

NOK 325.173.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Decreased 3.28%

Analysts have become more cautious on Kongsberg Gruppen due to perceived downside risks to estimates, high valuation, and a mixed business outlook, leading to a modest cut in the consensus price target from NOK336.20 to NOK325.17. Analyst Commentary Bearish analysts highlight concerns over downside risks to consensus estimates, reflecting uncertainty in the forward outlook.

Shared on04 Sep 25

Analysts cite downside earnings risks, stretched valuation, a mixed outlook across business segments, and limited near-term catalysts, resulting in a maintained consensus price target of NOK336.20 for Kongsberg Gruppen. Analyst Commentary Analysts highlight downside risk to consensus estimates, suggesting earnings may not meet current market expectations.

Shared on01 May 25
Fair value Increased 18%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 16%

Shared on02 Apr 25
Fair value Increased 6.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.15%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on19 Mar 25
Fair value Decreased 4.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.