LINK Mobility Group Holding ASA

Informe acción OB:LINK

Capitalización de mercado: NOK 7.4b

LINK Mobility Group Holding Resultados de beneficios anteriores

Pasado controles de criterios 1/6

LINK Mobility Group Holding ha aumentado sus beneficios a una tasa media anual de 48.5%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 13.4% anual. Los ingresos han ido creciendo a una tasa media de 14.4% al año. La rentabilidad financiera de LINK Mobility Group Holding es de 1.5%, y sus márgenes netos son de 1.2%.

Información clave

48.51%

Tasa de crecimiento de los beneficios

49.07%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 52.55%
Tasa de crecimiento de los ingresos14.42%
Rentabilidad financiera1.52%
Margen neto1.23%
Próxima actualización de resultados12 May 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 06

LINK Mobility Group Holding's (OB:LINK) Soft Earnings Are Actually Better Than They Appear

The market for LINK Mobility Group Holding ASA's ( OB:LINK ) shares didn't move much after it posted weak earnings...
Artículo de análisis Aug 28

LINK Mobility Group Holding's (OB:LINK) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by LINK Mobility Group Holding ASA ( OB:LINK ). While the...

Recent updates

Artículo de análisis May 06

LINK Mobility Group Holding's (OB:LINK) Soft Earnings Are Actually Better Than They Appear

The market for LINK Mobility Group Holding ASA's ( OB:LINK ) shares didn't move much after it posted weak earnings...
Actualización del análisis May 03

LINK: Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, pointing to largely steady assumptions on discount rate, revenue growth, profit margin and future P/E in their valuation work. What's in the News The company is actively seeking M&A opportunities, with accretive deals identified as the first priority for capital allocation.
Actualización del análisis Apr 19

LINK: Strong Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only very small refinements to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News LINK Mobility Group Holding ASA is actively looking for M&A opportunities, with accretive deals highlighted as the first priority for capital allocation (Key Developments).
Actualización del análisis Apr 05

LINK: Future Cash Generation And Accretive M&A Will Support Upside Potential

Analysts have reiterated their NOK 30.25 price target for LINK Mobility Group Holding, with only minor tweaks to assumptions such as the discount rate and future P/E underpinning the unchanged fair value view. What's in the News Management highlights NOK 400 million in free cash flow and describes cash generation as strong, with expectations that the SMSPortal acquisition will support further improvement in cash generation and flexibility to invest in the business (Key Developments).
Actualización del análisis Mar 22

LINK: Future Cash Generation And Accretive M&A Will Drive Upside Potential

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only minor technical adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and future P/E multiple. What's in the News The company is actively looking for M&A opportunities, with management pointing to a strong and actionable deal pipeline and a focus on accretive transactions as a first priority for capital allocation (Key Developments).
Actualización del análisis Mar 07

LINK: Future Cash Generation And M&A Pipeline Will Drive Upside Potential

Analysts have reset their price target for LINK Mobility Group Holding to NOK30.25 from NOK43.75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These revisions point to a more cautious outlook on the shares.
Actualización del análisis Feb 21

LINK: Cash Generation And Measured P/E Will Frame Balanced Return Potential

Analysts have revised their price target for LINK Mobility Group Holding from NOK 40 to NOK 21, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Management reports NOK 400 million in free cash flow, with CEO Thomas Berge highlighting strong cash conversion across the business as a support for ongoing capital allocation plans (Key Developments).
Artículo de análisis Feb 15

LINK Mobility Group Holding ASA Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for LINK Mobility Group Holding ASA ( OB:LINK ) shareholders, with the stock dropping 16% to...
Actualización del análisis Feb 07

LINK: Steady Fair Value And Higher Future P/E Will Support Upside

Analysts have kept their fair value estimate for LINK Mobility Group Holding steady at €40.00, while updating their assumptions to reflect a slightly higher discount rate, a lower revenue growth outlook, a reduced profit margin and a higher future P/E multiple, which together explain the unchanged price target. What's in the News An extraordinary general meeting is scheduled for February 3, 2026, at 10:00 W.
Artículo de análisis Feb 07

LINK Mobility Group Holding ASA (OB:LINK) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

LINK Mobility Group Holding ASA ( OB:LINK ) shares have had a horrible month, losing 26% after a relatively good period...
Actualización del análisis Jan 24

LINK: Steady Fair Value And Higher Margins Will Support Future Upside

Analysts have maintained their fair value estimate for LINK Mobility Group Holding at €40.00. This unchanged target reflects slight adjustments to assumptions on the discount rate, revenue growth, profit margin, and future P/E ratio.
Artículo de análisis Jan 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Actualización del análisis Jan 10

LINK: Higher Margins And Refined Assumptions Will Support Stronger Future Earnings

Analysts have trimmed their price target on LINK Mobility Group Holding to reflect an unchanged fair value estimate of €40.00. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and forward P/E that fine tune their overall outlook rather than change it outright.
Actualización del análisis Dec 13

LINK: Higher Margins Are Expected To Drive Stronger Future Earnings Potential

Analysts have lifted their price target on LINK Mobility Group Holding from NOK 29.00 to NOK 40.00, citing expectations of faster revenue growth, higher profit margins, and a modestly lower discount rate that together support a richer future earnings multiple. Valuation Changes Fair Value: The price target was increased significantly from NOK 29.00 to NOK 40.00, implying a notably higher assessed equity value.
Artículo de análisis Aug 28

LINK Mobility Group Holding's (OB:LINK) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by LINK Mobility Group Holding ASA ( OB:LINK ). While the...
Actualización del análisis Aug 25

CPaaS And RCS Rollout Will Open New Markets

The upward revision in LINK Mobility Group Holding’s price target reflects improved net profit margin and stronger revenue growth forecasts, with the consensus analyst price target rising to NOK43.75. What's in the News LINK Mobility is actively pursuing M&A opportunities, with 8 prioritized targets and 3 in due diligence.
Actualización del análisis Aug 11

New Communication Channels Will Open Future Opportunities In European Markets

Consensus price targets for LINK Mobility Group Holding have increased, primarily driven by higher revenue growth forecasts and an uptick in expected valuation multiples, resulting in a revised fair value of NOK35.40. What's in the News Share buyback plan expired.
Artículo de análisis Aug 10

LINK Mobility Group Holding ASA's (OB:LINK) P/E Is On The Mark

OB:LINK 1 Year Share Price vs Fair Value Explore LINK Mobility Group Holding's Fair Values from the Community and...
Artículo de análisis Apr 17

LINK Mobility Group Holding ASA's (OB:LINK) Price In Tune With Earnings

LINK Mobility Group Holding ASA's ( OB:LINK ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a...
Artículo de análisis Mar 11

Is There An Opportunity With LINK Mobility Group Holding ASA's (OB:LINK) 47% Undervaluation?

Key Insights LINK Mobility Group Holding's estimated fair value is kr38.55 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Feb 21

LINK Mobility Group Holding's (OB:LINK) Performance Is Even Better Than Its Earnings Suggest

LINK Mobility Group Holding ASA's ( OB:LINK ) strong earnings report was rewarded with a positive stock price move. We...
Artículo de análisis Feb 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
Nuevo análisis Feb 09

AI-driven SaaS Expansion Into Europe May Boost Future Earnings, But Volatility Remains A Concern

Expansion into less penetrated European markets and terminating low-margin contracts may drive future revenue and improve net margins.
Artículo de análisis Nov 06

An Intrinsic Calculation For LINK Mobility Group Holding ASA (OB:LINK) Suggests It's 28% Undervalued

Key Insights The projected fair value for LINK Mobility Group Holding is kr33.10 based on 2 Stage Free Cash Flow to...
Artículo de análisis Aug 22

LINK Mobility Group Holding's (OB:LINK) Earnings Are Of Questionable Quality

LINK Mobility Group Holding ASA ( OB:LINK ) just reported some strong earnings, and the market reacted accordingly with...
Artículo de análisis Aug 16

LINK Mobility Group Holding (OB:LINK) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 02

These 4 Measures Indicate That LINK Mobility Group Holding (OB:LINK) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jan 25

Is Now An Opportune Moment To Examine LINK Mobility Group Holding ASA (OB:LINK)?

While LINK Mobility Group Holding ASA ( OB:LINK ) might not be the most widely known stock at the moment, it led the OB...

Desglose de ingresos y gastos

Cómo gana y gasta dinero LINK Mobility Group Holding. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

OB:LINK Ingresos, gastos y beneficios (NOK Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 257,08387160
30 Sep 256,951105430
30 Jun 256,915109300
31 Mar 256,973167280
31 Dec 246,994172140
30 Sep 246,941176380
30 Jun 246,880178250
31 Mar 246,621104180
31 Dec 236,28238110
30 Sep 235,909-263570
30 Jun 235,541-242470
31 Mar 235,073-216100
31 Dec 224,914-194130
30 Sep 224,788158-1040
30 Jun 224,67137-460
31 Mar 224,638-2700
31 Dec 214,410-78190
30 Sep 214,154-1962460
30 Jun 213,856-1871520
31 Mar 213,641-61660
31 Dec 203,539-328110
30 Sep 203,356-3831920
30 Jun 203,238-4011280
31 Mar 203,066-511880
31 Dec 192,890-23380
31 Dec 18845-41860

Ingresos de calidad: LINK tiene una única gran pérdida de NOK59.0M que afecta a sus resultados financieros de los últimos 12 meses de 31st December, 2025.

Margen de beneficios creciente: Los actuales márgenes de beneficio(1.2%) de LINK son inferiores a los del año pasado (2.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: LINK ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 48.5% al año.

Acelerando crecimiento: LINK ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: LINK tuvo un crecimiento negativo de los beneficios (-49.2%) durante el año pasado, lo que dificulta la comparación con la media de la industria Software (8.9%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de LINK (1.5%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/08 21:29
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2025/12/31
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 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

LINK Mobility Group Holding ASA está cubierta por 8 analistas. 4 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
null nullABG Sundal Collier
Rayan SayyahDanske Bank
Henriette TrondsenDanske Bank