Subsea 7 S.A.

OB:SUBC Rapport sur les actions

Capitalisation boursière : NOK 92.0b

Subsea 7 Croissance future

Future contrôle des critères 2/6

Subsea 7 devrait augmenter ses bénéfices et son chiffre d'affaires de 10% et de 1.4% par an respectivement. Le BPA devrait croître de de 12% par an. Le rendement des capitaux propres devrait être 15.3% dans 3 ans.

Informations clés

10.0%

Taux de croissance des bénéfices

11.97%

Taux de croissance du BPA

Energy Services croissance des bénéfices11.8%
Taux de croissance des recettes1.4%
Rendement futur des capitaux propres15.28%
Couverture par les analystes

Good

Dernière mise à jour18 May 2026

Mises à jour récentes de la croissance future

Recent updates

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
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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.

Prévisions de croissance des bénéfices et des revenus

OB:SUBC - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20287,5606927571,26413
12/31/20277,7977427591,31517
12/31/20267,6366877301,27116
3/31/20267,3464931,4181,676N/A
12/31/20257,0864111,1901,471N/A
9/30/20256,9942888661,160N/A
6/30/20256,9882687681,148N/A
3/31/20256,971194654996N/A
12/31/20246,837201583931N/A
9/30/20246,600162477973N/A
6/30/20246,344103562992N/A
3/31/20246,12362202774N/A
12/31/20235,9741579660N/A
9/30/20235,63360-129274N/A
6/30/20235,45929-220195N/A
3/31/20235,1885249320N/A
12/31/20225,13657255486N/A
9/30/20225,21027302570N/A
6/30/20225,25768127340N/A
3/31/20225,2071566261N/A
12/31/20215,01032127293N/A
9/30/20214,659-68-2890N/A
6/30/20214,156-154117231N/A
3/31/20213,712-1,053322435N/A
12/31/20203,466-1,093264447N/A
9/30/20203,341-1,126357585N/A
6/30/20203,344-1,041293528N/A
3/31/20203,548-10397381N/A
12/31/20193,657-84N/A357N/A
9/30/20193,79090N/A381N/A
6/30/20193,922123N/A506N/A
3/31/20194,124174N/A476N/A
12/31/20184,074183N/A424N/A
9/30/20184,054201N/A256N/A
6/30/20184,035238N/A160N/A
3/31/20183,897303N/A150N/A
12/31/20173,986455N/A209N/A
9/30/20173,915401N/A523N/A
6/30/20173,780438N/A664N/A
3/31/20173,718431N/A829N/A
12/31/20163,567436N/A1,046N/A
9/30/20163,65912N/A1,133N/A
6/30/20163,93119N/A1,308N/A
3/31/20164,323-24N/A1,408N/A
12/31/20154,758-17N/A1,049N/A
9/30/20155,128-563N/A986N/A
6/30/20155,830-514N/A941N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SUBC ( 10% par an) est supérieure au taux d'épargne ( 3.3% ).

Bénéfices vs marché: Les bénéfices de SUBC ( 10% par an) devraient croître plus rapidement que le marché Norwegian ( 9.5% par an).

Croissance élevée des bénéfices: Les bénéfices de SUBC devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de SUBC ( 1.4% par an) devrait croître plus lentement que le marché de Norwegian ( 2.1% par an).

Croissance élevée des revenus: Le chiffre d'affaires de SUBC ( 1.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de SUBC devrait être faible dans 3 ans ( 15.3 %).

Découvrir les entreprises en croissance

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1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 02:22
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

Subsea 7 S.A. est couverte par 34 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.

AnalysteInstitution
Michael PickupBarclays
James WestBarclays
Richard DawsonBerenberg