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Omda ASInforme acción OB:OMDA

Capitalización bursátil NOK 750.6m
Precio de las acciones
n/a
1Y-29.3%
7D1.4%
1D-3.2%
Valor de la cartera
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Omda AS

Informe acción OB:OMDA

Capitalización de mercado: NOK 750.6m

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Competidores de Omda AS

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Omda
Precios históricos de las acciones
Precio actual de la acciónNOK 36.60
Máximo en las últimas 52 semanasNOK 56.60
Mínimo de 52 semanasNOK 33.00
Beta0.42
Cambio en 1 mes0.27%
Variación en 3 meses-5.91%
Cambio de 1 año-29.34%
Variación en 3 años-11.38%
Variación en 5 años-60.81%
Variación desde la OPV-55.90%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 02

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Shape Future Upside Potential

Narrative Update on Omda The updated analyst price target for Omda shifts from a fair value of NOK57.00 to NOK50.00 as analysts factor in a higher discount rate, more cautious revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research on Omda highlights a mix of optimism about growth and execution, paired with more cautious valuation assumptions and price target resets.
Artículo de análisis May 23

Omda AS (OB:OMDA) Just Reported, And Analysts Assigned A kr50.00 Price Target

Last week, you might have seen that Omda AS ( OB:OMDA ) released its quarterly result to the market. The early response...
Actualización de narrativa May 10

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Drive Future Upside Potential

Analysts now place Omda's fair value at NOK 57.0, with the updated price target shaped by refreshed discount rate assumptions and recent mixed but generally constructive research commentary on guidance, growth drivers and valuation in the sector. Analyst Commentary Recent research on Omda reflects an active debate on how to balance strong reported execution with more cautious valuation and guidance assumptions.

Recent updates

Actualización de narrativa Jun 02

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Shape Future Upside Potential

Narrative Update on Omda The updated analyst price target for Omda shifts from a fair value of NOK57.00 to NOK50.00 as analysts factor in a higher discount rate, more cautious revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research on Omda highlights a mix of optimism about growth and execution, paired with more cautious valuation assumptions and price target resets.
Artículo de análisis May 23

Omda AS (OB:OMDA) Just Reported, And Analysts Assigned A kr50.00 Price Target

Last week, you might have seen that Omda AS ( OB:OMDA ) released its quarterly result to the market. The early response...
Actualización de narrativa May 10

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Drive Future Upside Potential

Analysts now place Omda's fair value at NOK 57.0, with the updated price target shaped by refreshed discount rate assumptions and recent mixed but generally constructive research commentary on guidance, growth drivers and valuation in the sector. Analyst Commentary Recent research on Omda reflects an active debate on how to balance strong reported execution with more cautious valuation and guidance assumptions.
Actualización de narrativa Apr 20

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Support Upside Potential

Analysts have adjusted their Omda price target to NOK57.0, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions after recent research highlighted both reduced targets across several firms and continued confidence in Omda's growth runway and program momentum. Analyst Commentary Street research around Omda presents a mix of recalibrated price targets and continued confidence in the company’s ability to execute on its program pipeline.
Actualización de narrativa Apr 06

OMDA: Q4 Outperformance And 2026 Guidance Conservatism Are Expected To Drive Upside

The updated analyst price target for Omda now reflects a more cautious tone seen across recent NOK-based targets, as analysts factor in refreshed models following Q4 results, revised guidance and ongoing debate around how conservative the medium-term outlook might be. Analyst Commentary Street research on Omda clusters around lowered price targets in the near term, but most firms are maintaining positive or neutral ratings, pointing to a mix of execution momentum and valuation questions.
Actualización de narrativa Mar 23

OMDA: Multi Condition Momentum And 2026 Guidance Are Expected To Drive Upside

Analysts have trimmed the Omda fair value estimate from NOK 59 to NOK 57, reflecting updated price targets and modeling that factors in revised profit margin expectations, alongside supportive views on revenue growth and the broader program momentum flagged in recent research notes. Analyst Commentary Recent Street research on Omda points to a reset in expectations around valuation, while still highlighting execution on growth initiatives and Q4 performance.
Actualización de narrativa Mar 08

OMDA: Multi Condition Momentum And 2026 Guidance Are Expected To Unlock Upside

Analysts have nudged our Omda price target slightly lower to NOK 59.0, reflecting modestly higher discount rate and P/E assumptions while still citing solid Q4 execution, program momentum and a generally supportive tone across recent research updates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Omda, with most firms trimming price targets while still pointing to solid execution and program traction after Q4.
Actualización de narrativa Feb 22

OMDA: Cardiometabolic Partnerships And Reduced Multiple Are Expected To Unlock Upside

Analysts have trimmed their Omda price targets by about NOK 3, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, as they balance growth expectations with recent stock performance and client concentration risks. Analyst Commentary Recent Street research on Omda highlights a mix of optimism around the core business and caution around how that story translates into valuation and execution risk.
Actualización de narrativa Feb 07

OMDA: Cardiometabolic Program Expansion And AI Platform Investment Will Drive Future Upside

Analysts have trimmed their average price targets on Omda by a few dollars, reflecting a slightly higher discount rate and a modestly higher assumed future P/E, while still pointing to a mix of growth opportunities in cardiometabolic programs and client concentration risks. Analyst Commentary Recent research on Omda reflects a mix of optimism around long term growth potential and caution around execution and concentration risks.
Actualización de narrativa Jan 24

OMDA: GLP-1 Companion Expansion And AI Investment Will Drive Future Upside

Analysts have trimmed their blended price target for Omda by a few dollars to align with recent cuts and initiations around the $17 to $32 range, citing a combination of strong GLP-1 related momentum, partnership tailwinds, revenue growth potential, and concerns about client concentration and ownership complexity. Analyst Commentary Recent research on Omda reflects a mix of optimism around growth drivers and caution around concentration risks and ownership structure, which together help frame how analysts think about valuation and execution risk.
Actualización de narrativa Jan 10

OMDA: Cardiometabolic Platform Expansion And AI Execution Will Support Future Upside Potential

Analysts have slightly adjusted their outlook on Omda, with a modest change in the implied fair value and Street price targets. This reflects updated views on discount rates, long term growth drivers, and mixed recent research that includes lower targets from Goldman Sachs and Wells Fargo, alongside more constructive targets from BMO Capital and Morgan Stanley.
Actualización de narrativa Dec 22

OMDA: Expanded GLP-1 Programs And AI Offerings Will Drive Future Margin Upside

Analysts have raised their price target on Omda to $59.00, supported by expectations for sustained revenue growth above 20%, expanding margins, and accelerating adoption of its enhanced GLP-1 programs and AI driven offerings. Analyst Commentary Recent Street research reflects a predominantly constructive stance on Omda, with bullish analysts highlighting a combination of strong execution, favorable unit economics, and a long runway for growth as key drivers of upside to the newly raised price target.
Actualización de narrativa Dec 08

OMDA: GLP 1 Program Expansion Will Drive Future Margin Upside

Analysts have raised their price target on Omda to $59.00 per share from a previously implied lower level, citing expectations for sustained 20% plus revenue growth, expanding margins, and accelerating GLP 1 related momentum as key drivers of upside. Analyst Commentary Recent Street commentary highlights a constructive backdrop for Omda, with bullish analysts pointing to a long runway for growth supported by a large, under-penetrated market, strong execution, and accelerating GLP 1 related initiatives.
Actualización de narrativa Nov 24

OMDA: Expanding Market And AI Integration Will Drive Continued Growth Momentum

Analysts have significantly raised Omda's fair value estimate from $35 to $59. They cite strong revenue growth, improved profit margins, an expanding addressable market, and increased momentum in new product rollouts and profitability.
Artículo de análisis Oct 10

Returns On Capital Are Showing Encouraging Signs At Omda (OB:OMDA)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Actualización de narrativa Aug 23

M&A And Competition Will Shape Risk And Opportunity In Healthcare

Despite Omada’s stronger-than-expected growth in members and revenue, robust gross margin gains, and improving clinical partnerships, analysts have lowered the price target from NOK44.00 to NOK35.00 due to a more cautious broader outlook. Analyst Commentary Bullish analysts highlight Omada’s member and revenue growth significantly surpassing expectations, with first-quarter figures beating estimates by 6.7% and 11.5%, respectively.
Artículo de análisis May 23

Omda AS (OB:OMDA) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Omda AS ( OB:OMDA ) shares have been powering on, with a gain of 32% in the last thirty...
Artículo de análisis May 16

These 4 Measures Indicate That Omda (OB:OMDA) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nueva narrativa May 08

Restructuring, Acquisitions And AI Integration Will Secure Operational Efficiency

Restructuring completion and an enhanced acquisition strategy are expected to boost operational efficiency, revenue growth, and earnings.
Artículo de análisis Apr 08

Little Excitement Around Omda AS' (OB:OMDA) Revenues

Omda AS' ( OB:OMDA ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a buy right now compared to the...
Artículo de análisis Jan 26

Omda (OB:OMDA) Has A Somewhat Strained Balance Sheet

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 Dec 21

The Market Doesn't Like What It Sees From Omda AS' (OB:OMDA) Revenues Yet

Omda AS' ( OB:OMDA ) price-to-sales (or "P/S") ratio of 1.5x might make it look like a buy right now compared to the...
Artículo de análisis Nov 13

Returns On Capital Are Showing Encouraging Signs At Omda (OB:OMDA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Artículo de análisis Jul 24

Returns At Omda (OB:OMDA) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Artículo de análisis May 22

Omda's (OB:OMDA) Earnings Are Weaker Than They Seem

Despite posting some strong earnings, the market for Omda AS' ( OB:OMDA ) stock hasn't moved much. Our analysis...
Artículo de análisis Mar 24

Improved Revenues Required Before Omda AS (OB:OMDA) Stock's 28% Jump Looks Justified

Omda AS ( OB:OMDA ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last month...
Artículo de análisis Jan 24

Fewer Investors Than Expected Jumping On Omda AS (OB:OMDA)

When close to half the companies operating in the Healthcare Services industry in Norway have price-to-sales ratios (or...
Artículo de análisis Nov 18

Omda's (OB:OMDA) Earnings May Just Be The Starting Point

Omda AS ( OB:OMDA ) recently posted some strong earnings, and the market responded positively. We have done some...
Artículo de análisis Jun 17

Are Investors Undervaluing CSAM Health Group AS (OB:CSAM) By 44%?

Key Insights The projected fair value for CSAM Health Group is kr81.03 based on 2 Stage Free Cash Flow to Equity CSAM...

Rentabilidad de los accionistas

OMDANO Healthcare ServicesMercado NO
7D1.4%0.06%-0.6%
1Y-29.3%-17.0%11.4%

Rentabilidad vs. Industria: Los resultados de OMDA fueron inferiores a los de la industria Norwegian Healthcare Services, que obtuvo un rendimiento del -17% el año pasado.

Rentabilidad vs. Mercado: OMDA obtuvo unos resultados inferiores a los del mercado Norwegian, que fueron del 11.4% el año pasado.

Volatilidad de los precios

Is OMDA's price volatile compared to industry and market?
OMDA volatility
OMDA Average Weekly Movement6.1%
Healthcare Services Industry Average Movement5.8%
Market Average Movement5.3%
10% most volatile stocks in NO Market10.8%
10% least volatile stocks in NO Market3.1%

Precio estable de las acciones: OMDA 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 OMDA (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1999256Sverre Flatbyomda.com

Omda AS ofrece soluciones de software para el sector sanitario en Noruega, Suecia, Dinamarca, Finlandia e internacionalmente. Ofrece sistemas de gestión de información de laboratorio, como Omda ProSang, un sistema de gestión de sangre, células y tejidos; y soluciones de medicación médica, como Omda Cytodose, una solución de gestión de tratamientos oncológicos. La empresa también ofrece soluciones de atención sanitaria conectada, como Omda Cardio, una herramienta de almacenamiento de ECG y diagnóstico; Omda CIMA, una aplicación móvil de imagen médica; Omda Media, una solución de imagen médica basada en web; Omda Medimaker, una solución de gestión de imágenes y flujo de trabajo; Omda Picsara, una solución de gestión de imágenes; Omda Arcidis, un sistema integrado de teleradiología; Omda Helsemail, una herramienta de transferencia de datos de pacientes; Omda Plutus, una plataforma de auditoría y supervisión del flujo de trabajo; Omda S7, una plataforma segura de comunicaciones de atención electrónica; y Omda XDS, una solución de almacenamiento y gestión de datos de pacientes.

Resumen de fundamentos de Omda AS

¿Cómo se comparan los beneficios e ingresos de Omda con su capitalización de mercado?
Estadísticas fundamentales de OMDA
Capitalización bursátilNOK 750.58m
Beneficios(TTM)-NOK 35.92m
Ingresos (TTM)NOK 493.60m
1.5x
Ratio precio-ventas (PS)
-20.9x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de OMDA
IngresosNOK 493.60m
Coste de los ingresosNOK 258.75m
Beneficio brutoNOK 234.85m
Otros gastosNOK 270.77m
Beneficios-NOK 35.92m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 27, 2026

Beneficios por acción (BPA)-1.75
Margen bruto47.58%
Margen de beneficio neto-7.28%
Ratio deuda/patrimonio-2,394.2%

¿Cómo se ha desempeñado OMDA a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.3%
Rentabilidad actual por dividendo
-27%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/26 23:18
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 contamos con 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

Omda AS está cubierta por 3 analistas. 1 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.

AnalistaInstitución
Kristian StøleCarnegie Investment Bank AB
Emilie EngenDNB Carnegie
Eirik RafdalDNB Carnegie