Northern Data Croissance future
Future contrôle des critères 5/6
Northern Data devrait augmenter ses bénéfices et ses revenus de 149.8% et de 60.4% par an respectivement, tandis que le BPA devrait croître de croître de 149.7% par an.
Informations clés
149.8%
Taux de croissance des bénéfices
149.72%
Taux de croissance du BPA
| Software croissance des bénéfices | 15.9% |
| Taux de croissance des recettes | 60.4% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Low |
| Dernière mise à jour | 05 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Apr 22
NB2: Improved 2026 Revenue Guidance And GPU Utilization Will Support Reappraisal Of Undervalued AI Infrastructure
Narrative Update on Northern Data The analyst price target for Northern Data is now set at €26.33, with analysts citing a lower discount rate, adjusted profit margin expectations, and a higher assumed future P/E as key drivers of this revised view. What's in the News Northern Data issued earnings guidance for the first quarter of 2026, with expected revenue in a range of €40 million to €42 million, compared with reported revenue of €40 million for Q1 2025 (company guidance).Mise à jour du récit • Apr 08
NB2: Strong 2026 Revenue Guidance Will Support Reappraisal Of Undervalued AI Infrastructure
Analysts have kept their €26.33 price target for Northern Data unchanged, citing essentially steady assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Northern Data issued group revenue guidance for the first quarter of fiscal 2026, noting strong revenue momentum supported by its customer allocation strategy, utilization rate and contract pricing (Key Developments).Mise à jour du récit • Mar 25
NB2: Higher Revenue Guidance Will Support Reappraisal Of Undervalued AI Infrastructure
Analysts have raised their Northern Data price target to €26.33 per share, supported by updated assumptions that include a higher discount rate, a significantly higher expected revenue growth rate and a lower future P/E multiple. What's in the News Northern Data issued new group revenue guidance for the first quarter of fiscal 2026, citing revenue momentum supported by its customer allocation strategy, utilization rate and contract pricing (Key Developments).Mise à jour du récit • Mar 10
NB2: Higher Discount Rate Will Still Support Reappraisal Of Undervalued AI Infrastructure
Analysts have kept their €26.33 price target for Northern Data unchanged, pointing to a higher assumed discount rate and a slightly lower profit margin outlook, which is partly balanced by expectations for strong revenue growth and a richer future P/E multiple. Valuation Changes Fair Value: The €26.33 fair value estimate is unchanged, with no adjustment to the headline target level.Mise à jour du récit • Feb 23
NB2: Steady Core Assumptions Will Support Reappraisal Of Undervalued AI Infrastructure
Analysts have maintained their €26.33 price target on Northern Data, making only minor adjustments to assumptions around the discount rate, profit margin and future P/E, without indicating any change in their core view of the company. Valuation Changes Fair Value: Unchanged at €26.33 per share, indicating no adjustment to the core valuation estimate.Mise à jour du récit • Feb 09
NB2: Refined Discount Assumptions Will Clarify Undervalued AI Infrastructure Upside Potential
Analysts have maintained their overall fair value estimate for Northern Data at €26.33, while making adjustments to inputs such as a slightly higher discount rate and marginally revised future P/E and margin assumptions. These changes result in a more refined, yet directionally unchanged, price target narrative.Mise à jour du récit • Jan 25
NB2: Hold Reset Will Clarify Undervalued AI Infrastructure Upside Potential
Analysts have reduced their view on Northern Data, with a headline price target moving to €15 from €27. This reflects updated assumptions around discount rate, growth, margins and future P/E, which keep fair value broadly in line with prior estimates.Mise à jour du récit • Jan 11
NB2: Reset Expectations Will Highlight Undervalued AI Infrastructure Upside Over Time
Northern Data's analyst price target has been cut to €15 from €27, as analysts factor in a lower profit margin outlook and a higher future P/E assumption while leaving their fair value estimate broadly unchanged. Analyst Commentary Recent research has shifted the stance on Northern Data to a more neutral position, with the 12 month price target cut to €15 from €27.Mise à jour du récit • Dec 25
NB2: New Leadership Will Unlock Undervalued AI Infrastructure Upside Despite Guidance Withdrawal
Analysts have lowered their price target for Northern Data from EUR 27 to EUR 15. This reflects a more cautious stance on the shares despite only modest updates to discount rate and long term growth and profitability assumptions.Mise à jour du récit • Dec 11
NB2 Will Rely On New Leadership To Unlock AI Infrastructure Upside
Analysts have lowered their price target on Northern Data from EUR 27 to EUR 15. This reflects expectations for slightly slower revenue growth and a lower future earnings multiple that together reduce the company’s assessed fair value.Mise à jour du récit • Nov 27
NB2: Further Management Changes And Upgrades Will Drive Resilience In Uncertain Markets
Northern Data's analyst price target has shifted significantly lower, with recent updates reflecting a new target around EUR 15 to EUR 27, down from previous highs near EUR 40, as analysts cite revised expectations for company growth and profitability. Analyst Commentary Recent analyst updates for Northern Data reflect a nuanced outlook that balances optimism with caution.Mise à jour du récit • Nov 12
NB2: Improved Profit Margin Will Drive Confidence Amid Market Volatility
Analyst price targets for Northern Data have decreased notably, with the consensus fair value estimate dropping from EUR 34 to EUR 31.60. Analysts cite reduced revenue growth projections and an uptick in the discount rate as key factors.Mise à jour du récit • Sep 08
Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
The consensus price target for Northern Data has been lowered to €34.00, primarily reflecting a modest decline in the company's forward P/E multiple. What's in the News Northern Data AG announced a strategic partnership with Core42 to provide large-scale European sovereign AI Cloud capacity, leveraging up to 10,000 GPUs from Taiga Cloud and Core42's global deployment capabilities.Mise à jour du récit • Aug 15
Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
With the discount rate steady at 7.81% and net profit margin unchanged at 12.22%, there has been no effective change to Northern Data’s consensus analyst price target, which remains at €36.60. What's in the News Rumble Inc.Article d’analyse • Jul 21
Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects
When you see that almost half of the companies in the Software industry in Germany have price-to-sales ratios (or...Article d’analyse • Jun 24
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Northern Data fair value estimate is €19.16 Northern Data is...Nouveau récit • May 09
Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
Strategic expansion into AI and HPC, boosted by partnerships and technology, positions Northern Data to capture revenue growth in the generative AI market.Article d’analyse • Apr 02
Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results
The analysts might have been a bit too bullish on Northern Data AG ( FRA:NB2 ), given that the company fell short of...Article d’analyse • Mar 31
Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump
To the annoyance of some shareholders, Northern Data AG ( FRA:NB2 ) shares are down a considerable 37% in the last...Article d’analyse • Dec 22
Is Northern Data AG (FRA:NB2) Potentially Undervalued?
While Northern Data AG ( FRA:NB2 ) might not be the most widely known stock at the moment, it saw significant share...Article d’analyse • Sep 07
Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position
Despite posting strong earnings, Northern Data AG's ( FRA:NB2 ) stock didn't move much over the last week. We looked...Article d’analyse • May 07
Northern Data AG (FRA:NB2) Is About To Turn The Corner
We feel now is a pretty good time to analyse Northern Data AG's ( FRA:NB2 ) business as it appears the company may be...Article d’analyse • Jan 14
We Might See A Profit From Northern Data AG (FRA:NB2) Soon
Northern Data AG ( FRA:NB2 ) is possibly approaching a major achievement in its business, so we would like to shine...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2027 | 515 | 19 | N/A | N/A | 1 |
| 12/31/2026 | 485 | -1 | -125 | -21 | 1 |
| 12/31/2025 | 80 | -483 | -84 | 29 | N/A |
| 12/31/2024 | 121 | -110 | -1,047 | -58 | N/A |
| 12/31/2023 | 78 | -151 | -116 | -18 | N/A |
| 12/31/2022 | 193 | -266 | -100 | 1 | N/A |
| 12/31/2021 | 190 | 287 | -113 | 88 | N/A |
| 12/31/2020 | 16 | -84 | -35 | 183 | N/A |
| 9/30/2020 | 13 | -66 | -35 | 84 | N/A |
| 6/30/2020 | 10 | -46 | N/A | N/A | N/A |
| 3/31/2020 | 10 | -28 | N/A | N/A | N/A |
| 12/31/2019 | 10 | -9 | -7 | -6 | N/A |
| 9/30/2019 | 7 | -9 | N/A | N/A | N/A |
| 6/30/2019 | 3 | -8 | N/A | N/A | N/A |
| 3/31/2019 | 3 | -7 | N/A | N/A | N/A |
| 12/31/2018 | 3 | -6 | N/A | N/A | N/A |
| 9/30/2018 | 2 | -4 | N/A | N/A | N/A |
| 6/30/2018 | 1 | -2 | N/A | N/A | N/A |
| 3/31/2018 | 1 | -1 | N/A | N/A | N/A |
| 12/31/2017 | 0 | -1 | N/A | N/A | N/A |
| 12/31/2016 | 0 | -1 | N/A | N/A | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: NB2 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 1.9% ).
Bénéfices vs marché: NB2 devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: NB2 devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NB2 ( 60.4% par an) devrait croître plus rapidement que le marché German ( 6.8% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NB2 ( 60.4% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de NB2 devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 14:53 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Northern Data AG est couverte par 7 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Roost | Baader Helvea Equity Research |
| Peter Rothenaicher | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |