Nel Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Nel de 64.6% y 25.2% por año respectivamente. Se prevé que el BPA crezca en un 60% al año. Se espera que la rentabilidad financiera sea de -8.8% en 3 años.
Información clave
64.6%
Tasa de crecimiento de los beneficios
60.04%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electrical | 16.6% |
| Tasa de crecimiento de los ingresos | 25.2% |
| Rentabilidad financiera futura | -8.80% |
| Cobertura de analistas | Good |
| Última actualización | 05 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 12
NEL: Lower Future P/E And Legal Settlement Costs Will Restrain Returns
Nel's analyst price targets have shifted lower, with recent cuts such as Citi moving from NOK 2.70 to NOK 2.40 and Berenberg trimming its target by NOK 0.30, reflecting analysts' updated assumptions around growth, profitability and future P/E expectations. Analyst Commentary Recent street research on Nel has leaned cautious, with multiple bearish analysts trimming price targets in response to updated views on growth, profitability and future P/E assumptions.
Actualización de narrativa • May 29
NEL: Lowered Earnings Multiple Will Continue To Restrain Share Returns
Analysts have trimmed their price targets for Nel, with recent cuts including a move to NOK 2.40 from NOK 2.70. This reflects adjustments to profit margin expectations and a lower assumed future P/E multiple.Actualización de narrativa • May 14
NEL: Higher Risk Pricing Will Constrain Returns As Execution Risks Persist
Nel's updated analyst price target edges slightly lower to about NOK 2.12 from NOK 2.13, with analysts citing revised fair value assumptions, a higher discount rate of 9.21% and refreshed expectations for revenue growth, profit margins and future P/E. Analyst Commentary Recent research indicates that analysts are recalibrating their views on Nel, with several cutting price targets while keeping a neutral stance on the stock.Actualización de narrativa • Apr 26
NEL: Higher Risk Pricing Will Limit Future Returns At Current Levels
Nel’s analyst price target has been trimmed by roughly NOK 0.30 to around NOK 2.40, as analysts factor in slightly higher discount rates, modestly lower revenue growth assumptions, and a higher future P/E multiple. Analyst Commentary Recent research updates point to a more cautious stance on Nel, with price targets converging around NOK 2.40 and ratings sitting in the middle of the range rather than at the extremes.Actualización de narrativa • Apr 11
NEL: Execution And Funding Will Shape Future Returns At Current Pricing
Analysts have trimmed their price target on Nel to about NOK 2.14 from roughly NOK 2.18, reflecting updated assumptions around discount rates, revenue growth and future P/E. These changes align with recent target cuts from NOK 2.70 to NOK 2.40 and a further NOK 0.30 reduction.Actualización de narrativa • Mar 28
NEL: Lowered P/E Assumptions Will Restrain Future Share Returns
Analysts have trimmed their average price target for Nel to NOK 2.40, a NOK 0.30 reduction, citing refreshed assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Recent price target revisions suggest a more cautious tone around Nel, with bearish analysts flagging risks tied to valuation assumptions, execution, and future earnings power.Actualización de narrativa • Mar 14
NEL: Higher Discount Rate Will Pressure Future Returns Despite Margin Gains
Analysts have trimmed their price target on Nel from NOK 1.20 to NOK 1.00 as they now apply a slightly higher discount rate, a lower assumed future P/E, and marginally softer revenue growth, partly offset by a stronger projected profit margin. Valuation Changes Fair Value: Adjusted from NOK 1.20 to NOK 1.00, implying a lower central value estimate per share.Actualización de narrativa • Feb 27
NEL: Fair Outlook As New Hydrogen Capacity And Funding Will Reshape Prospects
Analysts have trimmed their price target on Nel slightly to reflect an updated fair value of NOK 2.18 per share, as they rework assumptions around growth, profitability and future P/E expectations. What's in the News Nel has approved construction of up to 1 GW of production capacity for its Next Generation Pressurized Alkaline electrolyzer technology at the Heroya facility in Norway, following a seven year development program and successful prototype start up.Actualización de narrativa • Jan 18
NEL: Fair Outlook As Price Objective Rises On Hydrogen Capacity Plans
Analysts have increased their target price on Nel to NOK 2.70 from NOK 2.50, reflecting updated expectations for fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research points to a more constructive view on Nel’s fair value, with the new NOK 2.70 target price aligning with updated inputs for discount rate, revenue growth, profit margins and future P/E assumptions.Artículo de análisis • Nov 05
These Analysts Think Nel ASA's (OB:NEL) Sales Are Under Threat
The latest analyst coverage could presage a bad day for Nel ASA ( OB:NEL ), with the analysts making across-the-board...Artículo de análisis • Oct 16
Nel ASA's (OB:NEL) Shares Climb 28% But Its Business Is Yet to Catch Up
Nel ASA ( OB:NEL ) shareholders would be excited to see that the share price has had a great month, posting a 28% gain...Artículo de análisis • Sep 27
Nel (OB:NEL) Is In A Good Position To Deliver On Growth Plans
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Nueva narrativa • Aug 24
US Tax Incentives Will Unlock Green Hydrogen Potential
Key Takeaways Growing demand, favorable policies, and strong partnerships are expanding Nel's order backlog and supporting robust long-term revenue opportunities in the green hydrogen market. Ongoing technology improvements and cost-cutting measures are expected to boost profitability, improve margins, and strengthen Nel's competitive position.Artículo de análisis • May 02
Bearish: Analysts Just Cut Their Nel ASA (OB:NEL) Revenue and EPS estimates
One thing we could say about the analysts on Nel ASA ( OB:NEL ) - they aren't optimistic, having just made a major...Artículo de análisis • Apr 17
Nel ASA's (OB:NEL) Stock Retreats 29% But Revenues Haven't Escaped The Attention Of Investors
Nel ASA ( OB:NEL ) shares have retraced a considerable 29% in the last month, reversing a fair amount of their solid...Artículo de análisis • Jan 14
With A 31% Price Drop For Nel ASA (OB:NEL) You'll Still Get What You Pay For
To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 31% in the last month, which...Artículo de análisis • Nov 27
Nel ASA's (OB:NEL) 33% Cheaper Price Remains In Tune With Revenues
To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 33% in the last month, which...Artículo de análisis • Oct 13
What You Can Learn From Nel ASA's (OB:NEL) P/S After Its 28% Share Price Crash
Unfortunately for some shareholders, the Nel ASA ( OB:NEL ) share price has dived 28% in the last thirty days...Artículo de análisis • May 25
Market Participants Recognise Nel ASA's (OB:NEL) Revenues Pushing Shares 53% Higher
Nel ASA ( OB:NEL ) shareholders have had their patience rewarded with a 53% share price jump in the last month. But the...Artículo de análisis • May 24
Nel (OB:NEL) Is Using Debt Safely
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Apr 10
Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects As Shares Rocket 31%
Those holding Nel ASA ( OB:NEL ) shares would be relieved that the share price has rebounded 31% in the last thirty...Artículo de análisis • Mar 27
Calculating The Fair Value Of Nel ASA (OB:NEL)
Key Insights Nel's estimated fair value is kr5.78 based on 2 Stage Free Cash Flow to Equity Nel's kr4.88 share price...Artículo de análisis • Mar 01
Earnings Update: Nel ASA (OB:NEL) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts
It's been a good week for Nel ASA ( OB:NEL ) shareholders, because the company has just released its latest annual...Artículo de análisis • Jan 17
Why We're Not Concerned Yet About Nel ASA's (OB:NEL) 27% Share Price Plunge
Nel ASA ( OB:NEL ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share price...Artículo de análisis • Jan 13
At kr5.94, Is It Time To Put Nel ASA (OB:NEL) On Your Watch List?
Nel ASA ( OB:NEL ), might not be a large cap stock, but it saw significant share price movement during recent months on...Artículo de análisis • Dec 12
Nel (OB:NEL) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Sep 13
Nel (OB:NEL) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Artículo de análisis • Jun 17
Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects
Nel ASA's ( OB:NEL ) price-to-sales (or "P/S") ratio of 22x may look like a poor investment opportunity when you...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,524 | -247 | -130 | -104 | 6 |
| 12/31/2027 | 1,389 | -359 | -454 | -283 | 10 |
| 12/31/2026 | 760 | -572 | -432 | -136 | 7 |
| 6/30/2026 | 935 | -1,287 | -591 | -305 | N/A |
| 3/31/2026 | 956 | -1,229 | -639 | -360 | N/A |
| 12/31/2025 | 963 | -1,265 | -543 | -253 | N/A |
| 9/30/2025 | 1,048 | -459 | -568 | -218 | N/A |
| 6/30/2025 | 1,111 | -489 | -541 | -134 | N/A |
| 3/31/2025 | 1,269 | -476 | -810 | -238 | N/A |
| 12/31/2024 | 1,390 | -258 | -888 | -242 | N/A |
| 9/30/2024 | 1,386 | -244 | -1,258 | -407 | N/A |
| 6/30/2024 | 1,323 | -296 | -1,381 | -554 | N/A |
| 3/31/2024 | 1,362 | -406 | -1,468 | -703 | N/A |
| 12/31/2023 | 1,350 | -566 | -1,409 | -670 | N/A |
| 9/30/2023 | 1,307 | -1,237 | -1,239 | -723 | N/A |
| 6/30/2023 | 1,180 | -1,329 | -1,117 | -647 | N/A |
| 3/31/2023 | 982 | -1,376 | -897 | -560 | N/A |
| 12/31/2022 | 915 | -1,171 | -969 | -691 | N/A |
| 9/30/2022 | 781 | -720 | -876 | -599 | N/A |
| 6/30/2022 | 827 | -967 | -869 | -596 | N/A |
| 3/31/2022 | 805 | -1,005 | -786 | -424 | N/A |
| 12/31/2021 | 753 | -1,667 | -827 | -449 | N/A |
| 9/30/2021 | 723 | -102 | -817 | -441 | N/A |
| 6/30/2021 | 621 | -222 | -725 | -392 | N/A |
| 3/31/2021 | 607 | 687 | -648 | -396 | N/A |
| 12/31/2020 | 578 | 1,262 | -448 | -216 | N/A |
| 9/30/2020 | 516 | -127 | -370 | -177 | N/A |
| 6/30/2020 | 543 | 468 | -309 | -142 | N/A |
| 3/31/2020 | 522 | -222 | N/A | -173 | N/A |
| 12/31/2019 | 519 | -270 | N/A | -200 | N/A |
| 9/30/2019 | 477 | -231 | N/A | -189 | N/A |
| 6/30/2019 | 445 | -264 | N/A | -195 | N/A |
| 3/31/2019 | 457 | -210 | N/A | -136 | N/A |
| 12/31/2018 | 453 | -189 | N/A | -143 | N/A |
| 9/30/2018 | 449 | -112 | N/A | -107 | N/A |
| 6/30/2018 | 442 | -79 | N/A | -197 | N/A |
| 3/31/2018 | 352 | -67 | N/A | -137 | N/A |
| 12/31/2017 | 275 | -52 | N/A | -113 | N/A |
| 9/30/2017 | 220 | -94 | N/A | -80 | N/A |
| 6/30/2017 | 135 | -73 | N/A | 35 | N/A |
| 3/31/2017 | 109 | -62 | N/A | -27 | N/A |
| 12/31/2016 | 98 | -56 | N/A | -34 | N/A |
| 9/30/2016 | 85 | -50 | N/A | -76 | N/A |
| 6/30/2016 | 89 | -39 | N/A | -75 | N/A |
| 3/31/2016 | 110 | -31 | N/A | -58 | N/A |
| 12/31/2015 | 89 | -22 | N/A | -38 | N/A |
| 9/30/2015 | 72 | -3 | N/A | -9 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que NEL siga sin ser rentable en los próximos 3 años.
Beneficios vs. Mercado: Se prevé que NEL siga sin ser rentable en los próximos 3 años.
Beneficios de alto crecimiento: Se prevé que NEL siga sin ser rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (25.2% al año) de NEL crezcan más rápidamente que los del mercado Norwegian (0.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (25.2% al año) de NEL crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: NEL se prevé que no sea rentable en 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/06 19:13 |
| Precio de las acciones al final del día | 2026/08/06 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Nel ASA está cubierta por 22 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Carmichael | Berenberg |
| Alexander Jones | BofA Global Research |
| Mikkel Nyholt-Smedseng | Carnegie Investment Bank AB |