SBM Offshore (SBMO) Panoramica del titolo
SBM Offshore N.V. fornisce soluzioni di produzione galleggianti all'industria energetica offshore in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
SBMO Community Fair Values
Create NarrativeSee what 33 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di SBM Offshore N.V.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €30.68 |
| Massimo di 52 settimane | €37.38 |
| Minimo di 52 settimane | €20.74 |
| Beta | 0.66 |
| Variazione di 1 mese | -8.09% |
| Variazione a 3 mesi | -13.53% |
| Variazione di 1 anno | 34.33% |
| Variazione a 3 anni | 139.13% |
| Variazione a 5 anni | 142.05% |
| Variazione dall'IPO | 2,019.88% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.
Aggiornamento della narrazione • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.
Aggiornamento della narrazione • Jun 04
SBMO: Project Pipeline And Capital Returns Will Shape Future Risk Reward Balance
Analysts have raised their price target for SBM Offshore to about €37.20 from roughly €31.95, citing updated assumptions around discount rates, revenue trends, margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on SBM Offshore reflects a mixed picture, with some firms lifting price targets while others take a more cautious stance.Recent updates
Aggiornamento della narrazione • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.Aggiornamento della narrazione • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.Aggiornamento della narrazione • Jun 04
SBMO: Project Pipeline And Capital Returns Will Shape Future Risk Reward Balance
Analysts have raised their price target for SBM Offshore to about €37.20 from roughly €31.95, citing updated assumptions around discount rates, revenue trends, margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on SBM Offshore reflects a mixed picture, with some firms lifting price targets while others take a more cautious stance.Aggiornamento della narrazione • May 20
SBMO: AEX Inclusion And Guyana Project Pipeline Will Support Future Upside
Analysts have lifted their average price target on SBM Offshore by about €3.70, reflecting updated assumptions around fair value, a higher discount rate, slightly adjusted revenue growth and profit margin expectations, and a higher future P/E multiple, with recent research including both price target increases and downgrades informing this shift. Analyst Commentary Recent research on SBM Offshore reflects a mix of views, but the average price target shift is being shaped in part by a series of bullish adjustments that focus on valuation support and execution on the project pipeline.Aggiornamento della narrazione • May 02
SBMO: Buybacks And Mixed Research Signals Will Shape Future Repricing Potential
Analysts have lifted their fair value estimate for SBM Offshore, reflected in a higher price target of €39.64 from €37.57, citing adjusted assumptions on discount rates, revenue growth, margins and future P/E, even as recent research includes both a downgrade and a separate target increase to €37. Analyst Commentary Recent research on SBM Offshore points in different directions, with one firm lifting its price target and another issuing a downgrade.Aggiornamento della narrazione • Apr 17
SBMO: AEX Entry And Guyana Contract Progress Will Support Future Upside
Narrative Update The updated analyst price target for SBM Offshore has shifted to €37. This reflects analysts' revised assumptions on fair value, discount rate and growth, alongside recent target increases and upgrades in Street research.Aggiornamento della narrazione • Apr 02
SBMO: AEX Promotion And Guyana Project Wins Will Support Earnings Confidence
The updated analyst price target for SBM Offshore has increased slightly to €45.73 from €45.05, with analysts citing recent target increases and rating support from major banks as key factors behind the adjustment. Analyst Commentary Recent Street research points to a more constructive tone around SBM Offshore, with updated price targets and rating changes reflecting growing confidence in how the company is executing on its plans.Aggiornamento della narrazione • Mar 19
SBMO: Higher Margin Outlook And Buybacks Will Support Repricing Potential
Analysts have lifted their price target on SBM Offshore to about €37.60 from about €29.50, citing updated assumptions on discount rates, profit margins and future P/E, which offset softer revenue growth expectations. Analyst Commentary Recent research points to a more constructive stance on SBM Offshore, with price targets in the mid to high €30 range and rating upgrades reflecting updated views on valuation and execution risk.Aggiornamento della narrazione • Mar 04
SBMO: Higher Multiple Assumptions And Buyback Will Shape Returns
Analysts have lifted their price target on SBM Offshore by €8.12 to €31.95, citing updated assumptions on discount rates, revenue expectations, margins and future P/E that are broadly in line with recent positive research actions from major banks. Analyst Commentary Recent research around SBM Offshore has centred on how current assumptions for discount rates, revenue and margins stack up against the latest valuation work.Aggiornamento della narrazione • Feb 18
SBMO: Upgraded Views Will Support Confidence In Earnings Power And Execution
Analysts have nudged their average price target on SBM Offshore higher by about €1 per share, citing refreshed assumptions on fair value, discount rate, profit margins and future P/E following recent target and rating updates from major banks. Analyst Commentary Recent Street research on SBM Offshore points to a more constructive tone, with price targets adjusted higher and at least one upgrade reinforcing confidence in the company’s valuation framework and execution outlook.Aggiornamento della narrazione • Feb 04
SBMO: Upgraded Views Will Support Confidence In 2025 Earnings Delivery
Narrative update overview The analyst price target on SBM Offshore has increased by €2.50. Analysts attribute this change to updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E.Articolo di analisi • Jan 28
The Market Lifts SBM Offshore N.V. (AMS:SBMO) Shares 26% But It Can Do More
SBM Offshore N.V. ( AMS:SBMO ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Aggiornamento della narrazione • Jan 20
SBMO: Higher Fair Value Will Support Confidence In Long-Term Earnings Power
Narrative Update on SBM Offshore Analysts have lifted their fair value estimate for SBM Offshore from €34.77 to €44.92, citing a lower discount rate, adjusted assumptions for revenue growth and profit margins, and a higher future P/E multiple in recent research updates. Analyst Commentary Bullish analysts point to the recent fair value lift to €44.92 as a reflection of updated assumptions on revenue growth, profit margins, and a higher future P/E multiple.Aggiornamento della narrazione • Jan 06
SBMO: 2025 Revenue Mix Stability Will Support Repricing Potential
Analysts have slightly lowered their price target for SBM Offshore, with fair value moving from €29.58 to €29.51, reflecting marginal updates to discount rate assumptions and expected profitability. What's in the News SBM Offshore N.V. maintained earnings guidance for the full year 2025, keeping overall directional revenue guidance at above US$5.0b.Aggiornamento della narrazione • Dec 23
SBMO: Strong 2025 Earnings Outlook Will Drive Repricing Potential Upward
Analysts have trimmed their price target for SBM Offshore slightly to approximately €29.58 from €29.77. This reflects marginally lower fair value estimates driven by a modest reduction in the assumed discount rate, while views on revenue growth, profit margins, and future valuation multiples remain largely unchanged.Aggiornamento della narrazione • Dec 08
SBMO: Strong 2025 Earnings Guidance Will Support Upward Repricing Potential
Analysts have raised their price target on SBM Offshore slightly to €29.77 from €29.79. This reflects expectations of modestly better profit margins and a higher future price to earnings multiple, partially offset by weaker revenue growth assumptions and a marginally higher discount rate.Articolo di analisi • Nov 29
Is There An Opportunity With SBM Offshore N.V.'s (AMS:SBMO) 49% Undervaluation?
Key Insights The projected fair value for SBM Offshore is €48.20 based on 2 Stage Free Cash Flow to Equity Current...Aggiornamento della narrazione • Nov 24
SBMO: Lower Discount Rate Will Support Upward Repricing Driven By 2025 Earnings Outlook
Analysts have raised their price target for SBM Offshore from €27.87 to €29.79, reflecting updated assumptions regarding discount rates and revenue growth projections. What's in the News SBM Offshore N.V. maintained its earnings guidance for the full year of 2025, signaling confidence in its financial outlook (Key Developments).Articolo di analisi • Nov 12
SBM Offshore's (AMS:SBMO) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Aggiornamento della narrazione • Nov 10
SBMO: Lower Discount Rate Will Drive Near-Term Upward Repricing Potential
Analysts have slightly increased their price target for SBM Offshore from €27.82 to €27.87. This reflects improved confidence in the company's discount rate and revenue projections.Articolo di analisi • Oct 28
It's A Story Of Risk Vs Reward With SBM Offshore N.V. (AMS:SBMO)
When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...Aggiornamento della narrazione • Oct 27
Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum
Analysts have maintained their fair value estimate for SBM Offshore at €27.82 per share. They cite minimal changes in underlying assumptions and a stable outlook for the company.Aggiornamento della narrazione • Oct 13
Modular Deepwater FPSO Solutions Will Unlock Offshore Opportunities
Analysts have raised their fair value price target for SBM Offshore from €27.45 to €27.82. They cite minor improvements in long-term valuation metrics and a stable profit margin outlook as the reasons for the adjustment.Articolo di analisi • Sep 17
SBM Offshore (AMS:SBMO) 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...Articolo di analisi • Aug 14
There May Be Reason For Hope In SBM Offshore's (AMS:SBMO) Disappointing Earnings
ENXTAM:SBMO 1 Year Share Price vs Fair Value Explore SBM Offshore's Fair Values from the Community and select yours SBM...Articolo di analisi • Jul 13
Getting In Cheap On SBM Offshore N.V. (AMS:SBMO) Might Be Difficult
With a price-to-earnings (or "P/E") ratio of 31.4x SBM Offshore N.V. ( AMS:SBMO ) may be sending very bearish signals...
Nuova narrazione • Feb 23
FPSO Expansion And Decarbonization Initiatives Will Improve Future Prospects
SBM Offshore's focus on high-potential FPSO contracts and Fast4Ward projects aims to boost future revenue and cash flow through sustained deepwater demand.Rendimenti per gli azionisti
| SBMO | NL Energy Services | NL Mercato | |
|---|---|---|---|
| 7D | -0.3% | 0.4% | 3.2% |
| 1Y | 34.3% | 36.9% | 43.2% |
Ritorno vs Industria: SBMO ha trovato corrispondenza nel Dutch Energy Services che ha restituito 36.9 % nell'ultimo anno.
Rendimento vs Mercato: SBMO ha avuto una performance inferiore al mercato Dutch che ha registrato un rendimento 43.2 % nell'ultimo anno.
Volatilità dei prezzi
| SBMO volatility | |
|---|---|
| SBMO Average Weekly Movement | 4.1% |
| Energy Services Industry Average Movement | 5.5% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in NL Market | 7.3% |
| 10% least volatile stocks in NL Market | 2.2% |
Prezzo delle azioni stabile: SBMO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Dutch.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SBMO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1862 | 6,784 | Oivind Tangen | www.sbmoffshore.com |
SBM Offshore N.V. fornisce soluzioni di produzione galleggianti all'industria energetica offshore in tutto il mondo. Opera in due segmenti, Lease and Operate e Turnkey. L'azienda si occupa di progettazione, fornitura, installazione, gestione, smobilitazione ed estensione della vita delle navi di produzione galleggiante e di scarico (FPSO).
SBM Offshore N.V. Riepilogo dei fondamenti
| SBMO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €5.19b |
| Utili (TTM) | €806.10m |
| Ricavi(TTM) | €5.16b |
6.4x
Rapporto P/E1.0x
Rapporto P/SSBMO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SBMO Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.90b |
| Costo del fatturato | US$3.88b |
| Profitto lordo | US$2.02b |
| Altre spese | US$1.10b |
| Utili | US$922.00m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | 5.45 |
| Margine lordo | 34.20% |
| Margine di profitto netto | 15.62% |
| Rapporto debito/patrimonio netto | 139.5% |
Come si è comportato SBMO nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.3%
Rendimento attuale del dividendo22%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/03 11:23 |
| Prezzo dell'azione a fine giornata | 2026/07/03 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 |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
SBM Offshore N.V. è coperta da 21 analisti. 5 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 |
|---|---|
| Lucy Haskins | Barclays |
| Michael Pickup | Barclays |
| Guillaume Delaby | Bernstein |