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Analysts Lower Sea1 Offshore Target as Valuation Drops Despite Contract Win and Margin Gains

Update shared on 21 Oct 2025

Fair value Decreased 8.04%
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AnalystConsensusTarget's Fair Value
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1Y
-21.4%
7D
4.2%

Analysts have revised their price target for Sea1 Offshore downward by approximately $2.69. They now estimate a fair value of $30.70 per share, citing updated expectations for revenue growth and profit margin improvements.

What's in the News

  • Sea1 Offshore has secured a new contract for its Platform Supply Vessel Sea1 Atlas in Brazil, lasting three years with optional extensions of six months at market terms. The contract will begin in the first quarter of 2026 and increases the company's firm contract backlog to USD 743 million, with an additional USD 599 million in options (Client Announcements).
  • A Special/Extraordinary Shareholders Meeting is scheduled for September 26, 2025, to discuss the transfer of Sea1 Offshore's listing from Euronext Oslo Børs to Euronext Growth Oslo, including delisting and potential re-listing resolutions. The meeting will be held in London (Special/Extraordinary Shareholders Meeting).

Valuation Changes

  • Consensus Analyst Price Target has decreased from $33.39 to $30.70 per share, reflecting updated valuation.
  • Discount Rate has declined slightly from 7.54 percent to 7.41 percent.
  • Revenue Growth expectations have been revised down, from -0.86 percent to -1.31 percent.
  • Net Profit Margin is now higher, rising from 16.17 percent to 18.49 percent.
  • Future P/E ratio has dropped from 13.85x to 11.23x. This indicates lower valuation multiples.

Disclaimer

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