Omda AS

OB:OMDA Rapport sur les actions

Capitalisation boursière : NOK 775.2m

Omda Croissance future

Future contrôle des critères 5/6

Omda devrait augmenter ses bénéfices et son chiffre d'affaires de 92.8% et de 3.7% par an respectivement. Le BPA devrait croître de de 92.9% par an. Le rendement des capitaux propres devrait être 178% dans 3 ans.

Informations clés

92.8%

Taux de croissance des bénéfices

92.94%

Taux de croissance du BPA

Healthcare Services croissance des bénéfices21.2%
Taux de croissance des recettes3.7%
Rendement futur des capitaux propres178.01%
Couverture par les analystes

Low

Dernière mise à jour21 May 2026

Mises à jour récentes de la croissance future

Article d’analyse 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...

Recent updates

Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Prévisions de croissance des bénéfices et des revenus

OB:OMDA - Estimations futures des analystes et données financières antérieures (NOK Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202854636641681
12/31/202752528571611
12/31/2026504-26301321
3/31/2026494-36-445N/A
12/31/20254967-2227N/A
9/30/2025476-30-1531N/A
6/30/2025459-26-2619N/A
3/31/2025442-46-3214N/A
12/31/2024426-673276N/A
9/30/2024420-26756N/A
6/30/2024416911361N/A
3/31/202441688-2323N/A
12/31/2023412104-739N/A
9/30/202340145-53-9N/A
6/30/2023390-107-49-6N/A
3/31/2023376-101-2615N/A
12/31/2022368-132-3012N/A
9/30/2022359-113-1225N/A
6/30/2022359-102034N/A
3/31/2022348-91-1318N/A
12/31/2021331-87-722N/A
9/30/2021304-66736N/A
6/30/2021271-411239N/A
3/31/2021251-343461N/A
12/31/2020229-9128N/A
9/30/2020230-2-739N/A
6/30/2020229-26N/AN/AN/A
3/31/2020215-30N/AN/AN/A
12/31/2019207-36N/A52N/A
12/31/2018169-11N/A22N/A
12/31/2017108-15N/AN/AN/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: OMDA devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.3% ).

Bénéfices vs marché: OMDA 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: OMDA devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de OMDA ( 3.7% par an) devrait croître plus rapidement que le marché Norwegian ( 2.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de OMDA ( 3.7% 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 OMDA devrait être très élevé dans 3 ans ( 178 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/25 06:22
Cours de l'action en fin de journée2026/06/25 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 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

Omda AS est couverte par 3 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.

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