Nordic Semiconductor (NOD) Aperçu de l'action
Nordic Semiconductor ASA, une société de semi-conducteurs sans usine, développe et vend des circuits intégrés destinés à des applications sans fil à courte et longue portée en Europe, aux Amériques et dans la région Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
NOD ont passé avec succès nos contrôles de risques.
NOD Community Fair Values
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Analyst Price Targets
Nordic Semiconductor ASA Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | NOK 189.00 |
| Plus haut sur 52 semaines | NOK 199.00 |
| Plus bas sur 52 semaines | NOK 109.50 |
| Bêta | 0.97 |
| Variation sur 1 mois | 23.77% |
| Variation sur 3 mois | 45.83% |
| Variation sur 1 an | 68.75% |
| Variation sur 3 ans | 65.57% |
| Variation sur 5 ans | -11.85% |
| Évolution depuis l'introduction en bourse | 26,519.72% |
Nouvelles et mises à jour récentes
NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating
Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating
Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.Nordic Semiconductor (OB:NOD) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Apr 01
Recent updates
NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating
Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating
Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.Nordic Semiconductor (OB:NOD) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Apr 01NOD: Edge AI Rollout And Upgraded Outlook Will Support Re Rated Earnings Power
Nordic Semiconductor's analyst price target has been revised to NOK 155 from NOK 150, with analysts citing slightly adjusted growth and profitability assumptions, as well as recent research upgrades, as support for the new level. Analyst Commentary Bullish analysts are framing the revised NOK 155 price target as a signal of confidence in Nordic Semiconductor's ability to execute on its current plans, even with only modest adjustments to growth and profitability assumptions.NOD: Edge AI And Cellular IoT Expansion Will Support Re Rated Earnings Power
Analysts have trimmed our fair value estimate for Nordic Semiconductor to NOK 220 from NOK 225, even as they cite slightly stronger revenue growth and profit margin assumptions and reference recent price target increases and upgrades on the stock from the Street. Analyst Commentary Recent Street research shows a generally constructive tone around Nordic Semiconductor, with bullish analysts adjusting their views to reflect what they see as supportive drivers for the equity story.NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Power
Analysts have lifted their fair value estimate for Nordic Semiconductor to NOK 225.00 from NOK 200.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, alongside recent Street research including a higher NOK 155.00 price target at Deutsche Bank and a more positive stance from SEB Equities.NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential
Analysts have raised their price target on Nordic Semiconductor to €200.00, pointing to updated assumptions for slightly higher revenue growth and a modest adjustment in the discount rate and future P/E expectations following a more positive stance in recent research. Analyst Commentary Bullish analysts are leaning into a more constructive view on Nordic Semiconductor, using the recent research update to justify a higher price target and a more supportive stance on the shares.Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital
Feb 01NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential
Nordic Semiconductor's fair value estimate has moved to NOK 200 from NOK 190, as analysts reset their targets, with recent Street updates pointing to NOK 170 and NOK 172 and reflecting refreshed assumptions on the discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent Street updates around Nordic Semiconductor sit in a relatively tight range, with price targets clustered between NOK 170 and NOK 172.
NOD: Future Edge AI Adoption Will Support Shares Despite More Cautious Sentiment
Nordic Semiconductor's analyst price targets have shifted modestly lower, with recent Street updates moving from NOK 177 to NOK 172 and from NOK 180 to NOK 170, as analysts factor in slightly higher discount rates and a small adjustment to future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts are maintaining positive recommendations even with slightly lower targets, which suggests they still see room for upside relative to current valuation assumptions.
NOD: Earnings Recovery Pace Will Likely Disappoint Amid Softer Demand
Analysts have trimmed their fair value estimate for Nordic Semiconductor from NOK 109.0 to NOK 105.0, reflecting slightly higher discount rate assumptions and lower margin expectations, in line with recent modest price target cuts from the Street. Analyst Commentary Recent Street commentary has turned incrementally cautious, with bearish analysts trimming price targets despite maintaining largely unchanged ratings.NOD: Future Demand Recovery Will Support Shares Amid Mixed Sector Sentiment
Analysts have slightly reduced their price target on Nordic Semiconductor, with our fair value estimate decreasing from NOK 146.77 to NOK 145.70. This revision reflects modestly lower assumptions for top line growth and adjusted sector multiples, while long term profitability and valuation frameworks remain supportive.NOD: Recent Equity Raise Will Support Share Price Resilience Amid Uncertainty
Analysts have slightly lowered their price target for Nordic Semiconductor, reducing it by approximately NOK 0.52 to NOK 146.77. This adjustment is due to modest changes in revenue growth expectations and ongoing market caution, according to recent research notes.NOD: Share Buyback And Equity Raise Will Drive Long-Term Upside
Nordic Semiconductor's analyst price target has been trimmed from NOK 149.14 to NOK 147.30, as analysts cite more cautious growth assumptions and moderating profit forecasts. Analyst Commentary Recent street research on Nordic Semiconductor reflects a mix of optimism and caution among analysts.Sector Headwinds Will Persist Even As Execution Drives Long-Term Opportunities
Analysts have modestly increased their price targets for Nordic Semiconductor, with the consensus fair value rising from NOK 145.74 to NOK 149.14. This change reflects improved growth and margin expectations across recent research updates.Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity
Nordic Semiconductor’s analyst price target has been raised from NOK 142.41 to NOK 145.74. Analysts cite improved valuation forecasts and steady growth expectations for the company in their recent updates.Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S
Oct 05Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity
Analysts have raised price targets for Nordic Semiconductor to NOK142.41, driven by improved Q2 results and stronger long-term fundamentals, though cautious outlooks persist due to fading tailwinds and concerns over optimistic future revenue estimates. Analyst Commentary Bullish analysts cited improved Q2 results and upwardly revised company estimates as reasons for higher price targets, indicating the company is trending positively.Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point
Aug 21Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity
Key Takeaways Market optimism may be overestimating sustainable revenue growth, as cyclical benefits and external risks could limit long-term sales and profitability. High valuation is tied to growth in green technology and IoT, but rising costs, regulatory pressures, integration challenges, and increased competition threaten margins and earnings.Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates
Aug 16Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?
Jul 22What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?
May 22Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
May 02Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?
Mar 17Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?
Feb 25Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues
Jan 18Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?
Nov 21Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts
Oct 27Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues
Sep 29Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?
Jul 21Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?
Jul 03Market Participants Recognise Nordic Semiconductor ASA's (OB:NOD) Revenues Pushing Shares 58% Higher
May 23Analysts Are Upgrading Nordic Semiconductor ASA (OB:NOD) After Its Latest Results
Apr 27Rendement pour les actionnaires
| NOD | NO Semiconductor | NO Marché | |
|---|---|---|---|
| 7D | 0.4% | -0.7% | 1.1% |
| 1Y | 68.8% | 102.6% | 26.1% |
Rendement vs Industrie: NOD a sous-performé le secteur Norwegian Semiconductor qui a rapporté 102.6 % au cours de l'année écoulée.
Rendement vs marché: NOD a dépassé le marché Norwegian qui a rapporté 26.1 % au cours de l'année écoulée.
Volatilité des prix
| NOD volatility | |
|---|---|
| NOD Average Weekly Movement | 7.5% |
| Semiconductor Industry Average Movement | 9.0% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in NO Market | 11.7% |
| 10% least volatile stocks in NO Market | 3.2% |
Cours de l'action stable: NOD 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 NOD ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1983 | 1,433 | Vegard Wollan | www.nordicsemi.com |
Nordic Semiconductor ASA, une société de semi-conducteurs sans usine, développe et vend des circuits intégrés destinés à des applications sans fil à courte et longue portée en Europe, aux Amériques et dans la région Asie-Pacifique. La société propose des solutions IoT cellulaires comprenant NB-IoT et LTE-M, des réseaux non terrestres, des solutions Wi-Fi, des systèmes sur puce (SoC) Bluetooth low energy, une solution de radiogoniométrie Bluetooth, DECT NR+, une norme radio non cellulaire, Thread, une solution de protocole de réseau sans fil basée sur IP, des SoC sans fil nRF52 et nRF51, et des prolongateurs de portée, ainsi que des produits Bluetooth LE audio, Bluetooth mesh, et Zigbee. Elle propose également Matter, une solution de maison connectée sur IP, Amazon sidewalk, des SoC multiprotocoles, la technologie sans fil Bluetooth, une solution de sécurité, Edge AI, des solutions ANT, y compris des SoC multiprotocoles sans fil prenant en charge le protocole sans fil ANT, et KNX IoT.
Nordic Semiconductor ASA Résumé des fondamentaux
| NOD statistiques fondamentales | |
|---|---|
| Capitalisation boursière | NOK 37.51b |
| Bénéfices(TTM) | NOK 240.04m |
| Recettes(TTM) | NOK 6.54b |
Le site NOD est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NOD compte de résultat (TTM) | |
|---|---|
| Recettes | US$704.99m |
| Coût des recettes | US$335.52m |
| Marge brute | US$369.48m |
| Autres dépenses | US$343.61m |
| Les revenus | US$25.87m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 06, 2026
| Résultat par action (EPS) | 0.13 |
| Marge brute | 52.41% |
| Marge bénéficiaire nette | 3.67% |
| Ratio dettes/capitaux propres | 14.9% |
Quelles ont été les performances à long terme de NOD?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/02 08:58 |
| Cours de l'action en fin de journée | 2026/04/30 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 |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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
Nordic Semiconductor ASA est couverte par 25 analystes. 15 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 |
|---|---|
| null null | ABG Sundal Collier |
| Rohan Bahl | Barclays |
| Simon Alexander Coles | Barclays |