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Nordic Semiconductor ASAOB:NOD Rapporto sulle azioni

Cap. di mercato NOK 31.3b
Prezzo delle azioni
n/a
1Y9.7%
7D-4.8%
1D-1.3%
Valore del portafoglio
Vista

Nordic Semiconductor ASA

Report azionario OB:NOD

Capitalizzazione di mercato: NOK 31.3b

Nordic Semiconductor (NOD) Panoramica del titolo

Nordic Semiconductor ASA, società di semiconduttori senza fabbrica, sviluppa e vende circuiti integrati per applicazioni wireless a breve e lungo raggio in Europa, nelle Americhe e nell'Asia Pacifica. Maggiori dettagli

NOD analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura4/6
Prestazioni passate2/6
Salute finanziaria4/6
Dividendi0/6

Premi

Analisi del rischio

Non sono stati rilevati rischi per NOD dai nostri controlli di rischio.

NOD Community Fair Values

Create Narrative

See what 32 others think this stock is worth. Follow their fair value or set your own to get alerts.

Concorrenti di Nordic Semiconductor ASA

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Nordic Semiconductor
Prezzi storici delle azioni
Prezzo attuale dell'azioneNOK 157.70
Massimo di 52 settimaneNOK 211.00
Minimo di 52 settimaneNOK 123.70
Beta0.99
Variazione di 1 mese-16.38%
Variazione a 3 mesi-14.48%
Variazione di 1 anno9.74%
Variazione a 3 anni8.91%
Variazione a 5 anni-45.01%
Variazione dall'IPO22,111.27%

Notizie e aggiornamenti recenti

Aggiornamento narrativa Jun 24

NOD: Raised P/E Assumptions Will Likely Outrun Execution And Margin Delivery

Nordic Semiconductor's analyst price targets have been raised to around NOK 185, with analysts citing updated assumptions that include slightly higher revenue growth, modestly stronger profit margins and a somewhat lower future P/E multiple. Analyst Commentary Recent Street research on Nordic Semiconductor has centered on refreshed price targets around NOK 185, with several firms adjusting their assumptions on revenue growth, margins and future P/E levels.
Aggiornamento narrativa Jun 04

NOD: Edge AI And Cloud Services Will Underpin Future Earnings Re Rating

The analyst price target for Nordic Semiconductor has been lifted by NOK 10 to reflect a fair value move from NOK 225 to NOK 235, as analysts factor in updated growth, margin and P/E assumptions, alongside recent NOK 185 target revisions from several banks and a more cautious stance from SEB Equities. Analyst Commentary Recent Street research on Nordic Semiconductor shows a split view, with several bullish analysts lifting price targets while SEB Equities has turned more cautious with a downgrade.
Aggiornamento narrativa May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
Aggiornamento narrativa May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.

Recent updates

Aggiornamento narrativa Jun 24

NOD: Raised P/E Assumptions Will Likely Outrun Execution And Margin Delivery

Nordic Semiconductor's analyst price targets have been raised to around NOK 185, with analysts citing updated assumptions that include slightly higher revenue growth, modestly stronger profit margins and a somewhat lower future P/E multiple. Analyst Commentary Recent Street research on Nordic Semiconductor has centered on refreshed price targets around NOK 185, with several firms adjusting their assumptions on revenue growth, margins and future P/E levels.
Aggiornamento narrativa Jun 04

NOD: Edge AI And Cloud Services Will Underpin Future Earnings Re Rating

The analyst price target for Nordic Semiconductor has been lifted by NOK 10 to reflect a fair value move from NOK 225 to NOK 235, as analysts factor in updated growth, margin and P/E assumptions, alongside recent NOK 185 target revisions from several banks and a more cautious stance from SEB Equities. Analyst Commentary Recent Street research on Nordic Semiconductor shows a split view, with several bullish analysts lifting price targets while SEB Equities has turned more cautious with a downgrade.
Aggiornamento narrativa May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
Aggiornamento narrativa May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.
Aggiornamento narrativa Apr 18

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.
Aggiornamento narrativa Apr 03

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.
Articolo di analisi Apr 01

Nordic Semiconductor (OB:NOD) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Nordic Semiconductor ASA's ( OB:NOD ) robust earnings report didn't manage to move the market for its stock. Our...
Aggiornamento narrativa Mar 20

NOD: 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.
Aggiornamento narrativa Mar 06

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.
Aggiornamento narrativa Feb 20

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.
Aggiornamento narrativa Feb 06

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.
Articolo di analisi Feb 01

Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Aggiornamento narrativa Jan 23

NOD: 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.
Aggiornamento narrativa Jan 08

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.
Aggiornamento narrativa Dec 24

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.
Aggiornamento narrativa Dec 10

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.
Aggiornamento narrativa Nov 26

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.
Aggiornamento narrativa Nov 07

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.
Aggiornamento narrativa Oct 24

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.
Aggiornamento narrativa Oct 10

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.
Articolo di analisi Oct 05

Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
Aggiornamento narrativa Sep 17

Cyclical 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.
Articolo di analisi Aug 21

Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
Nuova narrativa Aug 17

Cyclical 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.
Articolo di analisi Aug 16

Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
Articolo di analisi Jul 22

Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?

Key Insights Nordic Semiconductor's estimated fair value is kr112 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi May 22

What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?

Nordic Semiconductor ASA ( OB:NOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Articolo di analisi May 02

Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for Nordic Semiconductor ASA ( OB:NOD ), who've watched their investment drop 16% to kr103 in the...
Articolo di analisi Mar 17

Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nordic Semiconductor fair value estimate is kr241 Nordic...
Articolo di analisi Feb 25

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

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 Jan 18

Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
Articolo di analisi Nov 21

Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Oct 27

Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts

Nordic Semiconductor ASA ( OB:NOD ) investors will be delighted, with the company turning in some strong numbers with...
Articolo di analisi Sep 29

Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues

Nordic Semiconductor ASA ( OB:NOD ) shareholders that were waiting for something to happen have been dealt a blow with...
Articolo di analisi Jul 21

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Rendimenti per gli azionisti

NODNO SemiconductorNO Mercato
7D-4.8%-2.8%0.1%
1Y9.7%121.8%13.5%

Ritorno vs Industria: NOD ha avuto una performance inferiore rispetto al Norwegian Semiconductor che ha registrato un rendimento 121.8 % nell'ultimo anno.

Rendimento vs Mercato: NOD ha avuto una performance inferiore al mercato Norwegian che ha registrato un rendimento 13.5 % nell'ultimo anno.

Volatilità dei prezzi

Is NOD's price volatile compared to industry and market?
NOD volatility
NOD Average Weekly Movement5.2%
Semiconductor Industry Average Movement10.0%
Market Average Movement5.0%
10% most volatile stocks in NO Market10.7%
10% least volatile stocks in NO Market2.8%

Prezzo delle azioni stabile: NOD non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Norwegian.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di NOD è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19831,433Vegard Wollanwww.nordicsemi.com

Nordic Semiconductor ASA, società di semiconduttori senza fabbrica, sviluppa e vende circuiti integrati per applicazioni wireless a breve e lungo raggio in Europa, nelle Americhe e nell'Asia Pacifica. L'azienda offre IoT cellulare che comprende NB-IoT e LTE-M; reti non terrestri; soluzioni Wi-Fi; System-on-Chip (SoC) Bluetooth low energy; soluzione di direction finding Bluetooth; DECT NR+, uno standard radio non cellulare; Thread, una soluzione di protocollo di rete wireless basata su IP; SoC wireless nRF52 e nRF51; e range extender, oltre a prodotti Bluetooth LE audio, Bluetooth mesh e Zigbee. Fornisce anche Matter, una soluzione Connected Home over IP; Amazon sidewalk; SoC multiprotocollo; tecnologia wireless Bluetooth; soluzione di sicurezza; Edge AI; soluzioni ANT, compresi SoC wireless multiprotocollo che supportano il protocollo wireless ANT; e KNX IoT.

Nordic Semiconductor ASA Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Nordic Semiconductor con la sua capitalizzazione di mercato?
NOD statistiche fondamentali
Capitalizzazione di mercatoNOK 31.30b
Utili (TTM)NOK 250.29m
Ricavi(TTM)NOK 6.82b
125.0x
Rapporto P/E
4.6x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
NOD Conto economico (TTM)
RicaviUS$704.99m
Costo del fatturatoUS$335.52m
Profitto lordoUS$369.48m
Altre speseUS$343.61m
UtiliUS$25.87m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Aug 06, 2026

Utile per azione (EPS)0.13
Margine lordo52.41%
Margine di profitto netto3.67%
Rapporto debito/patrimonio netto14.9%

Come si è comportato NOD nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/20 23:02
Prezzo dell'azione a fine giornata2026/07/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 delle guide su come utilizzare i nostri report e dei 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

Nordic Semiconductor ASA è coperta da 25 analisti. 15 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.

AnalistaIstituzione
null nullABG Sundal Collier
Rohan BahlBarclays
Simon Alexander ColesBarclays