Northern Data（NB2）株式概要
ノーザン・データAGは、ハイパフォーマンス・コンピューティング（HPC）と人工知能（AI）のソリューションを開発し、世界中の企業や研究機関に提供しています。 詳細
NB2 Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Northern Data AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €15.63 |
| 52週高値 | €29.40 |
| 52週安値 | €8.11 |
| ベータ | 0.96 |
| 1ヶ月の変化 | 39.55% |
| 3ヶ月変化 | 34.63% |
| 1年変化 | -36.72% |
| 3年間の変化 | -11.79% |
| 5年間の変化 | -82.90% |
| IPOからの変化 | -13.65% |
最新ニュース
ナラティブの更新 • Apr 22
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).ナラティブの更新 • Apr 08
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).ナラティブの更新 • Mar 25
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).ナラティブの更新 • Mar 10
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.Recent updates
ナラティブの更新 • Apr 22
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).ナラティブの更新 • Apr 08
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).ナラティブの更新 • Mar 25
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).ナラティブの更新 • Mar 10
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.ナラティブの更新 • Feb 23
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.ナラティブの更新 • Feb 09
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.ナラティブの更新 • Jan 25
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.ナラティブの更新 • Jan 11
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.ナラティブの更新 • Dec 25
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.ナラティブの更新 • Dec 11
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.ナラティブの更新 • Nov 27
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.ナラティブの更新 • Nov 12
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.ナラティブの更新 • Sep 08
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.ナラティブの更新 • Aug 15
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.分析記事 • Jul 21
Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects
When you see that almost half of the companies in the Software industry in Germany have price-to-sales ratios (or...分析記事 • Jun 24
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Northern Data fair value estimate is €19.16 Northern Data is...新しいナラティブ • May 09
Taiga 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.分析記事 • Apr 02
Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results
The analysts might have been a bit too bullish on Northern Data AG ( FRA:NB2 ), given that the company fell short of...分析記事 • Mar 31
Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump
To the annoyance of some shareholders, Northern Data AG ( FRA:NB2 ) shares are down a considerable 37% in the last...分析記事 • Dec 22
Is Northern Data AG (FRA:NB2) Potentially Undervalued?
While Northern Data AG ( FRA:NB2 ) might not be the most widely known stock at the moment, it saw significant share...分析記事 • Sep 07
Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position
Despite posting strong earnings, Northern Data AG's ( FRA:NB2 ) stock didn't move much over the last week. We looked...分析記事 • May 07
Northern Data AG (FRA:NB2) Is About To Turn The Corner
We feel now is a pretty good time to analyse Northern Data AG's ( FRA:NB2 ) business as it appears the company may be...分析記事 • Jan 14
We Might See A Profit From Northern Data AG (FRA:NB2) Soon
Northern Data AG ( FRA:NB2 ) is possibly approaching a major achievement in its business, so we would like to shine...株主還元
| NB2 | DE Software | DE 市場 | |
|---|---|---|---|
| 7D | 18.1% | 5.4% | 3.2% |
| 1Y | -36.7% | -41.5% | 2.5% |
業界別リターン: NB2過去 1 年間で-41.5 % の収益を上げたGerman Software業界を上回りました。
リターン対市場: NB2は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。
価格変動
| NB2 volatility | |
|---|---|
| NB2 Average Weekly Movement | 12.3% |
| Software Industry Average Movement | 6.4% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 13.6% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: NB2の株価は、 German市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: NB2の weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 157 | Aroosh Thillainathan | northerndata.de |
ノーザン・データ・アーゲー（Northern Data AG）は、ハイパフォーマンス・コンピューティング（HPC）と人工知能（AI）ソリューションを開発し、世界中の企業や研究機関に提供している。同社はPeak Mining、Taiga Cloud、Ardent Data Centersの各セグメントを通じて事業を展開している。Taiga CloudセグメントではAiクラウドサービスを、Peak Miningセグメントではビットコインマイニングに注力し、Ardent Data Centersセグメントでは高性能コロケーションソリューションを提供している。また、クラウドコンピューティングやGPUハードウェア関連のサービスも提供している。さらに、サーバーハードウェアの調達、設置、管理も行っている。以前はNorthern Bitcoin AGとして知られていたが、2020年1月にNorthern Data AGに社名変更した。Northern Data AGは2008年に設立され、ドイツのフランクフルト・アム・マインに本社を置いている。
Northern Data AG 基礎のまとめ
| NB2 基礎統計学 | |
|---|---|
| 時価総額 | €1.00b |
| 収益（TTM） | -€482.73m |
| 売上高(TTM) | €80.04m |
12.5x
P/Sレシオ-2.1x
PER（株価収益率NB2 は割高か？
公正価値と評価分析を参照収益と収入
| NB2 損益計算書（TTM） | |
|---|---|
| 収益 | €80.04m |
| 売上原価 | €82.39m |
| 売上総利益 | -€2.35m |
| その他の費用 | €480.38m |
| 収益 | -€482.73m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | -7.52 |
| グロス・マージン | -2.93% |
| 純利益率 | -603.09% |
| 有利子負債／自己資本比率 | 139.1% |
NB2 の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/23 14:58 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Northern Data AG 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Peter Rothenaicher | Baader Helvea Equity Research |
| Michael Roost | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |