Northern Data 過去の業績
過去 基準チェック /06
Northern Dataの収益は年間平均-38.1%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間10.4% 0.1%割合で 減少しています。
主要情報
-38.10%
収益成長率
-17.08%
EPS成長率
| Software 業界の成長 | 14.88% |
| 収益成長率 | -0.098% |
| 株主資本利益率 | -109.16% |
| ネット・マージン | -603.09% |
| 前回の決算情報 | 31 Dec 2025 |
最近の業績更新
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
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
Jun 24Taiga 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 02Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump
Mar 31Is Northern Data AG (FRA:NB2) Potentially Undervalued?
Dec 22Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position
Sep 07Northern Data AG (FRA:NB2) Is About To Turn The Corner
May 07We Might See A Profit From Northern Data AG (FRA:NB2) Soon
Jan 14
収支内訳
収支内訳
Northern Data の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 80 | -483 | 3 | 0 |
| 31 Dec 24 | 121 | -110 | 10 | 0 |
| 31 Dec 23 | 78 | -151 | 2 | 0 |
| 31 Dec 22 | 193 | -266 | 5 | 0 |
| 31 Dec 21 | 190 | 287 | 2 | 0 |
| 31 Dec 20 | 16 | -84 | 0 | 0 |
| 30 Sep 20 | 13 | -66 | 0 | 0 |
| 30 Jun 20 | 10 | -46 | 1 | 0 |
| 31 Mar 20 | 10 | -28 | 1 | 0 |
| 31 Dec 19 | 10 | -9 | 0 | 0 |
| 30 Sep 19 | 7 | -9 | 0 | 0 |
| 30 Jun 19 | 3 | -8 | 1 | 0 |
| 31 Mar 19 | 3 | -7 | 1 | 0 |
| 31 Dec 18 | 3 | -6 | 1 | 0 |
| 30 Sep 18 | 2 | -4 | 1 | 0 |
| 30 Jun 18 | 1 | -2 | 0 | 0 |
| 31 Mar 18 | 1 | -1 | 0 | 0 |
| 31 Dec 17 | 0 | -1 | 0 | 0 |
| 31 Dec 16 | 0 | -1 | 1 | 0 |
質の高い収益: NB2は現在利益が出ていません。
利益率の向上: NB2は現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: NB2は利益が出ておらず、過去 5 年間で損失は年間38.1%の割合で増加しています。
成長の加速: NB2の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: NB2は利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 26.7% ) と比較することは困難です。
株主資本利益率
高いROE: NB2は現在利益が出ていないため、自己資本利益率 ( -109.16% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/06 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 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 |
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* 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 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 Roost | Baader Helvea Equity Research |
| Peter Rothenaicher | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |