Northern Data AG

DB:NB2 株式レポート

時価総額:€1.1b

Northern Data 配当と自社株買い

配当金 基準チェック /06

Northern Data配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-47.1%

バイバック利回り

総株主利回り-47.1%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

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...
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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...

決済の安定と成長

配当データの取得

安定した配当: NB2の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: NB2の配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Northern Data 配当利回り対市場
NB2 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (NB2)n/a
市場下位25% (DE)1.5%
市場トップ25% (DE)4.5%
業界平均 (Software)1.7%
アナリスト予想 (NB2) (最長3年)0%

注目すべき配当: NB2は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: NB2は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: NB2の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: NB2が配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/21 14:52
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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
Michael RoostBaader Helvea Equity Research
Peter RothenaicherBaader Helvea Equity Research
Gerhard OrgonasBerenberg