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KOG: Planned Maritime Spin-Off Will Unlock New Global Upside

Published
08 Nov 24
Updated
02 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
10.0%
7D
2.5%

Author's Valuation

NOK 302.7118.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Fair value Decreased 6.90%

Analysts have revised their fair value estimate for Kongsberg Gruppen downward from NOK 325.17 to NOK 302.71. This change reflects lower revenue growth expectations and a higher discount rate, despite recent upgrades in analyst ratings driven by increased confidence in the company's profitability and relative valuation.

Shared on 19 Sep 25

Fair value Decreased 3.28%

European Tensions Will Constrain Defense Orders And Lift Maritime Prospects

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 on 04 Sep 25

European Tensions Will Constrain Defense Orders And Lift Maritime Prospects

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 on 01 May 25

Fair value Increased 18%

European Tensions Will Constrain Defense Orders And Lift Maritime Prospects

Shared on 23 Apr 25

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 12%

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 16%

European Tensions Will Constrain Defense Orders And Lift Maritime Prospects

Shared on 02 Apr 25

Fair value Increased 6.50%

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.15%

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

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

Shared on 19 Mar 25

Fair value Decreased 4.53%

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 79%

Expanding Global Missile Production Will Strain Margins But Offer Future Growth Potential

AnalystConsensusTarget made no meaningful changes to valuation assumptions.