Subsea 7 (SUBC) Resumen de Acciones
Subsea 7 S.A. ofrece proyectos y servicios en alta mar para la industria energética de todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 3/6 |
SUBC Community Fair Values
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Analyst Price Targets
Top Community Narratives
NOK 290
FV
13.2% sobrevalorado descuento intrínseco31.58%
Revenue growth p.a.
121
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Competidores de Subsea 7 S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | NOK 328.20 |
| Máximo en las últimas 52 semanas | NOK 358.20 |
| Mínimo de 52 semanas | NOK 180.10 |
| Beta | 0.59 |
| Cambio en 1 mes | -1.38% |
| Variación en 3 meses | 2.05% |
| Cambio de 1 año | 66.94% |
| Variación en 3 años | 136.29% |
| Variación en 5 años | 395.02% |
| Variación desde la OPV | 272.95% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 28
SUBC: Order Awards And Merger Review Will Shape Balanced Future Prospects
The analyst price target for Subsea 7 has been raised from NOK 274.67 to NOK 352.69, reflecting analysts' updated assumptions for higher revenue, a stronger profit margin and a slightly higher future P/E multiple following a series of recent price target increases and rating changes across the Street. Analyst Commentary Recent research updates on Subsea 7 show a cluster of higher price targets and rating changes, giving investors more detail on how the Street is thinking about the stock's valuation, growth prospects and execution risks.
Actualización de narrativa • Jul 14
SUBC: Elevated P E Multiples Will Strain Returns As Execution Risks Intensify
The analyst price target for Subsea 7 has been raised from NOK 233.20 to NOK 245.88. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple, alongside recent Street targets clustered around NOK 370, as the key drivers of the change.Recent updates
Actualización de narrativa • Jul 28
SUBC: Order Awards And Merger Review Will Shape Balanced Future Prospects
The analyst price target for Subsea 7 has been raised from NOK 274.67 to NOK 352.69, reflecting analysts' updated assumptions for higher revenue, a stronger profit margin and a slightly higher future P/E multiple following a series of recent price target increases and rating changes across the Street. Analyst Commentary Recent research updates on Subsea 7 show a cluster of higher price targets and rating changes, giving investors more detail on how the Street is thinking about the stock's valuation, growth prospects and execution risks.Actualización de narrativa • Jul 14
SUBC: Elevated P E Multiples Will Strain Returns As Execution Risks Intensify
The analyst price target for Subsea 7 has been raised from NOK 233.20 to NOK 245.88. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple, alongside recent Street targets clustered around NOK 370, as the key drivers of the change.
Actualización de narrativa • Jun 29
SUBC: Rising Contract Wins And Backlog Will Support Higher Future Earnings Multiple
The Subsea 7 analyst price target has been revised higher to NOK 438 from NOK 428. Analysts point to updated assumptions for fair value, revenue growth, profit margin and future P/E to justify the change, despite a slightly lower discount rate.Actualización de narrativa • Jun 15
SUBC: Elevated P E Multiples Will Strain Returns Despite New Long Dated Contracts
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 233.20, supported by a series of recent price target increases on the stock, including one move to NOK 370, partly offset by a few downgrades. Analyst Commentary Recent Street research on Subsea 7 has been mixed.Actualización de narrativa • Jun 01
SUBC: Elevated P E Multiples Will Challenge Returns Despite Recent Contract Wins
Subsea 7’s analyst price target has been raised from NOK 192.81 to NOK 232.39, reflecting updated analyst views that factor in higher projected P/E multiples, a slightly higher discount rate, modestly improved profit margins and softer revenue expectations, alongside a series of recent price target increases and some downgrades across the Street. Analyst Commentary Recent Street research on Subsea 7 shows a mix of higher price targets and fresh caution.Actualización de narrativa • May 16
SUBC: High Utilization And Contract Backlog Will Support Higher Future Earnings Multiple
Analysts have raised Subsea 7’s fair value estimate from NOK 399.43 to NOK 427.76, reflecting revised price targets across several firms and updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Subsea 7 shows a mix of optimism and caution, with several bullish analysts lifting price targets while others have turned more cautious with downgrades.Actualización de narrativa • Apr 28
SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple
The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.Actualización de narrativa • Apr 14
SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside
The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.Actualización de narrativa • Mar 31
SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.Actualización de narrativa • Mar 17
SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects
The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.Actualización de narrativa • Mar 03
SUBC: Contract Wins And Margin Trajectory Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 rises materially from NOK 309.15 to NOK 367.57, reflecting analysts' focus on higher assumed revenue growth, stronger profit margins backed by recent commentary on utilization and margins, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Subsea 7 shows a mix of views, but the most constructive voices are pointing to higher price targets and an improved outlook on utilization and margins.Actualización de narrativa • Feb 16
SUBC: Contract Wins And Margin Outlook Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 edges higher to NOK 309 from about NOK 307, as analysts balance recent downgrades from several banks with JPMorgan's NOK 17 upward revision and modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Subsea 7 shows a split view, with several downgrades sitting alongside a higher price target from JPMorgan.Actualización de narrativa • Feb 02
SUBC: Contract Backlog And Margin Outlook Will Support Earnings Multiple Reassessment
Analysts have lifted their price target on Subsea 7 by NOK 17 to NOK 208, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research revisions. Analyst Commentary Recent Street commentary on Subsea 7 has focused on how updated valuation assumptions feed into revised price targets, with JPMorgan playing a visible role in the latest adjustments.Actualización de narrativa • Jan 19
SUBC: Future Contract Pipeline Will Support Earnings Multiple Reassessment
Analysts have trimmed their price expectations for Subsea 7, with JPMorgan lowering its target from NOK 212 to NOK 208. Our updated fair value framework now reflects more conservative assumptions on growth and margins, along with a higher future P/E multiple.Actualización de narrativa • Jan 05
SUBC: Offshore Contract Backlog And Margin Outlook Will Shape Balanced Prospects
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 228.39, while Street targets have moved from NOK 212 to NOK 208, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of NOK 228.39 as leaving a modest gap to the revised NOK 208 target.Actualización de narrativa • Dec 14
SUBC: Long Term Revenue Concerns Will Restrain Future Share Price Upside
Analysts have modestly trimmed their price target on Subsea 7 to NOK 208 from NOK 212, reflecting slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. Analyst Commentary Bearish analysts point to the modest price target cut to NOK 208 as a signal that expectations for Subsea 7's long term revenue trajectory are being recalibrated, even as near term fundamentals appear solid.Actualización de narrativa • Nov 29
SUBC: Margin Expansion And Major Offshore Contracts Will Drive Share Performance
The analyst price target for Subsea 7 has been adjusted downward by NOK 4 to NOK 208. Analysts cite evolving revenue growth and industry-wide preferences for companies with stronger growth prospects.Actualización de narrativa • Nov 15
SUBC: Major Contracts And Sector Shifts Will Drive Future Outperformance
Analysts have slightly reduced their fair value price target for Subsea 7 from NOK 229.88 to NOK 228.56. This change reflects updated expectations for growth and margin performance based on recent industry research.Actualización de narrativa • Oct 31
SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum
Analysts have modestly raised their average price target for Subsea 7, now forecasting NOK 229.88 per share. They note the company's stable outlook is supported by steady profit margins and a slight uptick in the discount rate.Actualización de narrativa • Oct 17
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts have increased their fair value estimate for Subsea 7 from NOK 223.06 to NOK 229.88. This change reflects improved revenue growth forecasts and recent price target updates by several firms.Actualización de narrativa • Oct 03
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
The analyst price target for Subsea 7 has increased from NOK 218.18 to NOK 223.06, reflecting analysts’ expectations for resilient performance and ongoing sector growth, even though some macroeconomic outlooks remain cautious. Analyst Commentary Recent Street research provides a nuanced view on Subsea 7's outlook, reflecting both confidence in the company's ongoing growth potential and caution about market dynamics.Actualización de narrativa • Sep 16
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts revised Subsea 7’s price target slightly lower to NOK218.18, citing macro uncertainty, elevated valuations, and share price strength prompting caution despite ongoing operational improvements and peer outperformance. Analyst Commentary Ongoing preference for oilfield services companies with self-help levers and superior growth prospects in the European market compared to exploration and production peers.Nueva narrativa • May 02
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysatorOrderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljone
Nueva narrativa • Jan 26
Robust $11 Billion Backlog Will Positively Impact Future Earnings And Cash Flow
Subsea7 anticipates strong EBITDA growth with a robust backlog and strategic deepwater contract focus, positively impacting earnings and cash flow.Rentabilidad de los accionistas
| SUBC | NO Energy Services | Mercado NO | |
|---|---|---|---|
| 7D | 0.4% | 0.5% | 0.07% |
| 1Y | 66.9% | 40.3% | 18.1% |
Rentabilidad vs. Industria: SUBC superó a la industria Norwegian Energy Services, que obtuvo un rendimiento del 40.3% el año pasado.
Rentabilidad vs. Mercado: SUBC superó al mercado Norwegian, que obtuvo un rendimiento del 18.1% el año pasado.
Volatilidad de los precios
| SUBC volatility | |
|---|---|
| SUBC Average Weekly Movement | 5.5% |
| Energy Services Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in NO Market | 9.8% |
| 10% least volatile stocks in NO Market | 2.7% |
Precio estable de las acciones: SUBC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Norwegian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SUBC (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1993 | 13,667 | Stuart Fitzgerald | www.subsea7.com |
Subsea 7 S.A. realiza proyectos y presta servicios en alta mar para la industria energética mundial. La empresa ofrece productos y servicios de desarrollo de yacimientos submarinos, incluida la gestión de proyectos, diseño e ingeniería, adquisición, fabricación, inspección, instalación y puesta en marcha de instalaciones de producción en el lecho marino y la conexión de sus instalaciones a plataformas fijas o flotantes o a la costa. También presta servicios de vehículos teledirigidos y utillaje para apoyar las actividades de exploración y producción y prestar servicios completos durante toda la vida útil del yacimiento; adquisición e instalación de cimientos de turbinas eólicas marinas y cables para redes internas, así como operaciones de elevación de cargas pesadas para estructuras de energías renovables y servicios de transporte pesado; y servicios de ingeniería y asesoramiento a clientes de los sectores del petróleo y el gas, las energías renovables y los servicios públicos.
Resumen de fundamentos de Subsea 7 S.A.
| Estadísticas fundamentales de SUBC | |
|---|---|
| Capitalización bursátil | NOK 97.20b |
| Beneficios(TTM) | NOK 5.83b |
| Ingresos (TTM) | NOK 71.48b |
16.7x
Ratio precio-beneficio (PE)1.4x
Ratio precio-ventas (PS)¿Está SUBC sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SUBC | |
|---|---|
| Ingresos | US$7.52b |
| Coste de los ingresos | US$6.14b |
| Beneficio bruto | US$1.38b |
| Otros gastos | US$768.50m |
| Beneficios | US$613.00m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Nov 19, 2026
| Beneficios por acción (BPA) | 2.07 |
| Margen bruto | 18.38% |
| Margen de beneficio neto | 8.15% |
| Ratio deuda/patrimonio | 11.3% |
¿Cómo se ha desempeñado SUBC a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.8%
Rentabilidad actual por dividendo62%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 16:04 |
| Precio de las acciones al final del día | 2026/08/07 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
Subsea 7 S.A. está cubierta por 35 analistas. 17 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 West | Barclays |
| Michael Pickup | Barclays |
| Richard Dawson | Berenberg |