Northern Data AG

DB:NB2 株式レポート

時価総額：€793.5m

Northern Data マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Aroosh Thillainathan

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間6.3yrs
CEOの所有権n/a
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間5.5yrs

経営陣の近況

Recent updates

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).

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).

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects

Jul 21
Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects

Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?

Jun 24
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
User avatar

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.

Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results

Apr 02
Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results

Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump

Mar 31
Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump

Is Northern Data AG (FRA:NB2) Potentially Undervalued?

Dec 22
Is Northern Data AG (FRA:NB2) Potentially Undervalued?

Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position

Sep 07
Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position

Northern Data AG (FRA:NB2) Is About To Turn The Corner

May 07
Northern Data AG (FRA:NB2) Is About To Turn The Corner

We Might See A Profit From Northern Data AG (FRA:NB2) Soon

Jan 14
We Might See A Profit From Northern Data AG (FRA:NB2) Soon

CEO

Aroosh Thillainathan

6.3yrs
在職期間

Mr. Herr Aroosh Thillainathan is Group Founder and serves as Chief Executive Officer and Chairman of Management Board at Northern Data AG since January 1, 2020. He founded Whinstone US and served as its Ma...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Aroosh Thillainathan
Group Founder6.3yrsデータなしデータなし
John Hoffman
Co-CEO & Member of Management Boardless than a yearデータなしデータなし
Elliot Jordan
Group Chief Financial Officer2.3yrsデータなしデータなし
Scott Bailey
Group Chief Operating Officerless than a yearデータなしデータなし
Rudolf Haas
Group Chief Legal Officer2.3yrsデータなしデータなし
Charlotte Park
Group Chief People Officerno dataデータなしデータなし
2.3yrs
平均在職期間

経験豊富な経営陣: NB2の経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Bernd Hartmann
Member of Supervisory Board11.8yrsデータなしデータなし
Tom Schorling
Chairman of the Supervisory Board5.5yrsデータなしデータなし
Bertram Pachaly
Member of Supervisory Board3.3yrsデータなしデータなし
Martijn de Jong
Member of Tech Advisory Boardno dataデータなしデータなし
5.5yrs
平均在職期間

経験豊富なボード: NB2の 取締役会 は 経験豊富 であると考えられます ( 5.5年の平均在任期間)。

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2026/05/06 18:10
終値2026/05/05 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やYoutubeのチュートリアルも掲載しています。

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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 2 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