Nordic Semiconductor Crescita futura
Criteri Future verificati 4/6
Nordic Semiconductor prevede che gli utili e i ricavi cresceranno rispettivamente di 37.3% e 13.7% all'anno. Si prevede che l'EPS crescerà di 38.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 16.9% in 3 anni.
Informazioni chiave
37.3%
Tasso di crescita degli utili
38.08%
Tasso di crescita dell'EPS
| Semiconductor crescita degli utili | 22.1% |
| Tasso di crescita dei ricavi | 13.7% |
| Rendimento futuro del capitale proprio | 16.91% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 01 Jun 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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...Articolo di analisi • Jul 03
Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?
Nordic Semiconductor ASA ( OB:NOD ), is not the largest company out there, but it led the OB gainers with a relatively...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 1,142 | 140 | 118 | 164 | 13 |
| 12/31/2027 | 994 | 97 | 81 | 122 | 15 |
| 12/31/2026 | 842 | 55 | 61 | 81 | 14 |
| 3/31/2026 | 705 | 26 | 17 | 82 | N/A |
| 12/31/2025 | 668 | 16 | 59 | 116 | N/A |
| 9/30/2025 | 648 | 8 | 96 | 152 | N/A |
| 6/30/2025 | 628 | 14 | 109 | 145 | N/A |
| 3/31/2025 | 592 | -12 | 103 | 131 | N/A |
| 12/31/2024 | 511 | -39 | 31 | 60 | N/A |
| 9/30/2024 | 469 | -47 | -36 | 2 | N/A |
| 6/30/2024 | 446 | -52 | -63 | -24 | N/A |
| 3/31/2024 | 472 | -21 | -69 | -25 | N/A |
| 12/31/2023 | 543 | 8 | -166 | -119 | N/A |
| 9/30/2023 | 626 | 52 | -111 | -74 | N/A |
| 6/30/2023 | 693 | 74 | -55 | -17 | N/A |
| 3/31/2023 | 739 | 92 | -52 | -19 | N/A |
| 12/31/2022 | 777 | 122 | 112 | 143 | N/A |
| 9/30/2022 | 757 | 118 | 121 | 149 | N/A |
| 6/30/2022 | 703 | 107 | 106 | 130 | N/A |
| 3/31/2022 | 650 | 91 | 125 | 155 | N/A |
| 12/31/2021 | 611 | 71 | 65 | 96 | N/A |
| 9/30/2021 | 566 | 63 | 72 | 103 | N/A |
| 6/30/2021 | 537 | 65 | 56 | 86 | N/A |
| 3/31/2021 | 478 | 53 | 12 | 37 | N/A |
| 12/31/2020 | 405 | 38 | 40 | 65 | N/A |
| 9/30/2020 | 361 | 25 | -1 | 26 | N/A |
| 6/30/2020 | 324 | 15 | -4 | 26 | N/A |
| 3/31/2020 | 306 | 13 | -12 | 20 | N/A |
| 12/31/2019 | 288 | 7 | N/A | 20 | N/A |
| 9/30/2019 | 266 | 0 | N/A | 38 | N/A |
| 6/30/2019 | 263 | 2 | N/A | 26 | N/A |
| 3/31/2019 | 264 | 2 | N/A | 31 | N/A |
| 12/31/2018 | 271 | 9 | N/A | 31 | N/A |
| 9/30/2018 | 274 | 11 | N/A | 17 | N/A |
| 6/30/2018 | 261 | 8 | N/A | 27 | N/A |
| 3/31/2018 | 249 | 7 | N/A | 23 | N/A |
| 12/31/2017 | 236 | 7 | N/A | 35 | N/A |
| 9/30/2017 | 224 | 8 | N/A | 7 | N/A |
| 6/30/2017 | 211 | 7 | N/A | 12 | N/A |
| 3/31/2017 | 205 | 7 | N/A | 2 | N/A |
| 12/31/2016 | 198 | 6 | N/A | 0 | N/A |
| 9/30/2016 | 192 | 12 | N/A | 17 | N/A |
| 6/30/2016 | 193 | 17 | N/A | 18 | N/A |
| 3/31/2016 | 193 | 20 | N/A | 24 | N/A |
| 12/31/2015 | 193 | 24 | N/A | 4 | N/A |
| 9/30/2015 | 192 | 22 | N/A | 11 | N/A |
| 6/30/2015 | 187 | 21 | N/A | 15 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di NOD ( 37.3% all'anno) è superiore al tasso di risparmio ( 3.3% ).
Guadagni vs Mercato: Si prevede che gli utili di NOD ( 37.3% all'anno) cresceranno più rapidamente del mercato Norwegian ( 9.9% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di NOD cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di NOD ( 13.7% all'anno) crescerà più rapidamente del mercato Norwegian ( 2.2% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di NOD ( 13.7% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di NOD sarà basso tra 3 anni ( 16.9 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/03 08:03 |
| Prezzo dell'azione a fine giornata | 2026/06/03 00:00 |
| Utili | 2026/03/31 |
| 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 |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
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.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Rohan Bahl | Barclays |
| Simon Alexander Coles | Barclays |