Subsea 7 (SUBC) Aperçu de l'action
Subsea 7 S.A. réalise des projets et des services offshore pour l'industrie de l'énergie dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 5/6 |
| Dividendes | 3/6 |
SUBC Community Fair Values
Create NarrativeSee what 32 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
NOK 290
FV
14.8% surévalué décote intrinsèque31.58%
Revenue growth p.a.
117
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
Subsea 7 S.A. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | NOK 332.80 |
| Plus haut sur 52 semaines | NOK 358.20 |
| Plus bas sur 52 semaines | NOK 180.10 |
| Bêta | 0.60 |
| Variation sur 1 mois | -3.59% |
| Variation sur 3 mois | 6.94% |
| Variation sur 1 an | 68.08% |
| Variation sur 3 ans | 145.97% |
| Variation sur 5 ans | 321.16% |
| Évolution depuis l'introduction en bourse | 278.18% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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
Nouveau récit • 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.Rendement pour les actionnaires
| SUBC | NO Energy Services | NO Marché | |
|---|---|---|---|
| 7D | -1.0% | 0.7% | -0.3% |
| 1Y | 68.1% | 33.0% | 10.6% |
Rendement vs Industrie: SUBC a dépassé le secteur Norwegian Energy Services qui a rapporté 33 % au cours de l'année écoulée.
Rendement vs marché: SUBC a dépassé le marché Norwegian qui a rapporté 10.6 % au cours de l'année écoulée.
Volatilité des prix
| SUBC volatility | |
|---|---|
| SUBC Average Weekly Movement | 5.8% |
| Energy Services Industry Average Movement | 4.6% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in NO Market | 11.2% |
| 10% least volatile stocks in NO Market | 2.9% |
Cours de l'action stable: SUBC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Norwegian.
Volatilité au fil du temps: La volatilité hebdomadaire de SUBC ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1993 | 13,667 | Stuart Fitzgerald | www.subsea7.com |
Subsea 7 S.A. réalise des projets et des services offshore pour l'industrie de l'énergie dans le monde entier. La société propose des produits et des services de développement de champs sous-marins, y compris la gestion de projet, la conception et l'ingénierie, la fourniture, la fabrication, l'étude, l'installation et la mise en service d'installations de production sur le fond marin et le raccordement de ces installations à des plates-formes fixes ou flottantes ou à la côte. Elle fournit également des véhicules télécommandés et des services d'outillage pour soutenir les activités d'exploration et de production et fournir des services complets sur l'ensemble du cycle de vie du champ ; la fourniture et l'installation de fondations d'éoliennes offshore et de câbles internes, ainsi que des opérations de levage lourd pour les structures d'énergies renouvelables et des services de transport lourd ; et des services d'ingénierie et de conseil aux clients des secteurs du pétrole et du gaz, des énergies renouvelables et des services d'utilité publique.
Subsea 7 S.A. Résumé des fondamentaux
| SUBC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | NOK 98.56b |
| Bénéfices(TTM) | NOK 4.82b |
| Recettes(TTM) | NOK 71.87b |
20.4x
Ratio P/E1.4x
Ratio P/SLe site SUBC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SUBC compte de résultat (TTM) | |
|---|---|
| Recettes | US$7.35b |
| Coût des recettes | US$6.11b |
| Marge brute | US$1.23b |
| Autres dépenses | US$741.50m |
| Les revenus | US$493.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 30, 2026
| Résultat par action (EPS) | 1.66 |
| Marge brute | 16.80% |
| Marge bénéficiaire nette | 6.71% |
| Ratio dettes/capitaux propres | 11.8% |
Quelles ont été les performances à long terme de SUBC?
Voir les performances historiques et les comparaisonsDividendes
3.8%
Rendement actuel des dividendes77%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 15:08 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| 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 pour apprendre à 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
Subsea 7 S.A. est couverte par 35 analystes. 17 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 |
|---|---|
| James West | Barclays |
| Michael Pickup | Barclays |
| Richard Dawson | Berenberg |