Northern Data Crescita futura
Criteri Future verificati 5/6
Si prevede che Northern Data aumenterà gli utili e i ricavi rispettivamente del 132% e 73.3% all'anno, mentre si prevede che l'EPS crescerà del 149.3% all'anno.
Informazioni chiave
132.0%
Tasso di crescita degli utili
149.26%
Tasso di crescita dell'EPS
| Software crescita degli utili | 14.9% |
| Tasso di crescita dei ricavi | 73.3% |
| Rendimento futuro del capitale proprio | n/a |
| Copertura analitica | Low |
| Ultimo aggiornamento | 21 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
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).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).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).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.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.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.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.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.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.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.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.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.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.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.Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects
Jul 21
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
Jun 24Taiga 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.Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results
Apr 02Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump
Mar 31Is Northern Data AG (FRA:NB2) Potentially Undervalued?
Dec 22Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position
Sep 07Northern Data AG (FRA:NB2) Is About To Turn The Corner
May 07We Might See A Profit From Northern Data AG (FRA:NB2) Soon
Jan 14
Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2027 | 515 | 19 | N/A | N/A | 1 |
| 12/31/2026 | 391 | -128 | -125 | -21 | 3 |
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che NB2 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 1.9% ).
Guadagni vs Mercato: Si prevede che NB2 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede NB2 diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di NB2 ( 73.3% all'anno) crescerà più rapidamente del mercato German ( 6.4% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di NB2 ( 73.3% all'anno) crescerà più rapidamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Dati insufficienti per determinare se il Return on Equity di NB2 è previsto essere elevato tra 3 anni
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/05 07:31 |
| Prezzo dell'azione a fine giornata | 2026/05/04 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Northern Data AG è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Rothenaicher | Baader Helvea Equity Research |
| Michael Roost | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |