AKVA group ASA

OB:AKVA 株式レポート

時価総額：NOK 5.0b

AKVA group 将来の成長

Future 基準チェック /46

AKVA group利益と収益がそれぞれ年間18.1%と9.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20% 17.9%なると予測されています。

主要情報

18.1%

収益成長率

17.94%

EPS成長率

Machinery 収益成長24.4%
収益成長率9.5%
将来の株主資本利益率20.00%
アナリストカバレッジ

Low

最終更新日18 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 15

AKVA: 2027 Guidance And Iceland Project Will Support Measured Upside Potential

Analysts have raised the AKVA group price target from NOK 130 to NOK 145, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E levels as the key drivers of the change. What’s in the News for AKVA group AKVA group issued earnings guidance for 2027 that points to minimum revenue of NOK 5,000,000,000 and an EBIT margin of 9%.
ナラティブ更新 • Jun 24

AKVA: Review Of Alternatives Will Support Stronger Long Term Upside

Analysts have kept their NOK 145.0 price target for AKVA group unchanged, citing slightly adjusted assumptions for the discount rate and future P/E after recent research, including a downgrade from Pareto. What’s in the News for AKVA group AKVA group ASA announced a contract from Laxey EHF for design and delivery of a smolt facility at Westman Islands, Iceland, with a total estimated contract value of €28 million, covering three development phases.
ナラティブ更新 • Jun 05

AKVA: Earnings Guidance And Smolt Contract Will Support Stronger Long Term Upside

Analysts have lifted their fair value estimate for AKVA group from NOK 131 to NOK 145, reflecting updated assumptions on revenue growth, profit margins and a slightly lower future P/E multiple, even though recent Street research has included a downgrade. What's in the News AKVA group has issued earnings guidance for fiscal 2026, indicating an expected 20% step up in EBIT versus 2025.
ナラティブ更新 • Apr 22

AKVA: Strategic Review And New Contract Will Support Measured Upside Potential

Analysts now set a higher price target for AKVA group at NOK 130 from NOK 115. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a somewhat richer valuation framework.
ナラティブ更新 • Apr 08

AKVA: RAS Contract And Reaffirmed 2027 Guidance Will Support Steady Outlook

Analysts are keeping their price target for AKVA group steady at NOK 115, citing adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E, which together support maintaining the current valuation level. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams and an estimated contract value of NOK 200 million (Key Developments).
ナラティブ更新 • Mar 25

AKVA: New RAS Contract And 2027 Guidance Will Drive Upside

Analysts have lifted their price target for AKVA group from NOK 133 to NOK 145, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E, which adjust the risk and earnings profile used in their valuations. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams (Key Developments).
ナラティブ更新 • Mar 10

AKVA: New Smolt Facility Contract Will Support Stronger Long Term Earnings Potential

Analysts now set their AKVA group price target at NOK 131.0, up from NOK 113.5. This reflects updated assumptions around a slightly higher discount rate, more moderate revenue growth, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams (Key Developments).
ナラティブ更新 • Feb 24

AKVA: Reaffirmed 2027 Margin Guidance Will Support Future Earnings Upside

Analysts have lifted their price target on AKVA group from NOK 110 to NOK 115, citing updated model inputs that include adjusted revenue growth assumptions, a slightly different discount rate, a modestly higher profit margin outlook, and a revised forward P/E of 17.65x. What's in the News AKVA group ASA reaffirmed its earnings guidance for 2027, targeting minimum revenue of NOK 5b and an EBIT margin of 9% (company guidance).
ナラティブ更新 • Feb 09

AKVA: Updated Margin And P/E Assumptions Will Support Future Earnings Upside

Analysts have raised their price target on AKVA group from NOK 105.00 to NOK 110.00, citing updated inputs for revenue growth, profit margin, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate: Adjusted from NOK 105.00 to NOK 110.00, indicating a slightly higher assessed value per share.
ナラティブ更新 • Jan 26

AKVA: 2027 Margin And Revenue Guidance Will Support Future Earnings Upside

Analysts have kept their price target for AKVA group steady at NOK 105, citing small adjustments to the discount rate, revenue growth assumptions and profit margin forecasts, along with a slightly lower future P/E estimate, as the basis for reaffirming their view. What's in the News Management issued earnings guidance for 2025, stating confidence in delivering minimum revenue of NOK 4,000,000,000 and an EBIT margin of 6% for the year (company guidance).
ナラティブ更新 • Jan 11

AKVA: 2027 Margin And Revenue Guidance Will Support Stronger Earnings

Analysts have kept their fair value estimate for AKVA group steady at NOK 105.00, while modestly adjusting the discount rate, revenue growth, profit margin and future P/E assumptions to reflect updated views on risk, earnings potential and valuation. What's in the News AKVA group has issued earnings guidance for 2025, indicating confidence in delivering minimum revenue of NOK 4,000,000,000 with an EBIT margin of at least 6% (company guidance).
ナラティブ更新 • Dec 26

AKVA: Higher 2027 EBIT Margin Outlook Will Support Stronger Earnings

Analysts have raised their fair value estimate for AKVA group from NOK 80 to NOK 105, citing expectations for slightly faster revenue growth, improved profit margins and a higher justified future P/E multiple despite a modest uptick in the discount rate. What's in the News Issued new earnings guidance for 2025, targeting minimum revenue of NOK 4 billion and an EBIT margin of at least 6 percent (company guidance).
ナラティブ更新 • Dec 12

AKVA: Higher Margins And Buybacks Are Expected To Drive Upside

Analysts have raised their price target for AKVA group from NOK 122 to NOK 133, citing expectations of stronger profit margins despite moderating revenue growth and a slightly higher discount rate, along with a lower assumed future P/E multiple. What's in the News Issued new financial guidance, targeting minimum revenue of NOK 4 billion and an EBIT margin of 6% in 2025, and revenue of NOK 5 billion with a 9% EBIT margin in 2027 (corporate guidance).
分析記事 • Nov 15

AKVA group (OB:AKVA) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

AKVA group ASA's ( OB:AKVA ) robust earnings report didn't manage to move the market for its stock. We did some...
ナラティブ更新 • Sep 19

Digital And Land-Based Solutions Will Transform Global Salmon Production

The significant upward revision in AKVA group's price target is primarily driven by an increase in its forecasted future P/E multiple, raising the consensus fair value from NOK102.33 to NOK113.50. What's in the News AKVA group targets a minimum revenue of NOK 4.0 billion and an EBIT margin of 6% for 2025.
分析記事 • Jun 14

What AKVA group ASA's (OB:AKVA) P/S Is Not Telling You

It's not a stretch to say that AKVA group ASA's ( OB:AKVA ) price-to-sales (or "P/S") ratio of 0.8x right now seems...
分析記事 • May 16

We Think Some Shareholders May Hesitate To Increase AKVA group ASA's (OB:AKVA) CEO Compensation

Key Insights AKVA group to hold its Annual General Meeting on 22nd of May Salary of kr6.12m is part of CEO Knut Nesse's...
分析記事 • May 09

The Return Trends At AKVA group (OB:AKVA) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 14

AKVA group's (OB:AKVA) Earnings Are Of Questionable Quality

AKVA group ASA ( OB:AKVA ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
分析記事 • Apr 08

Is AKVA group (OB:AKVA) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 19

AKVA group ASA (OB:AKVA) Just Reported And Analysts Have Been Lifting Their Price Targets

Last week, you might have seen that AKVA group ASA ( OB:AKVA ) released its yearly result to the market. The early...
User avatar
新しいナラティブ • Feb 11

Contract With Cermaq And Observe Technologies Acquisition Will Drive Digital And Land-Based Expansion

New contracts and acquisitions are expected to enhance AKVA's growth and profit margins in both Land Based and Digital segments.
分析記事 • Sep 13

Why Investors Shouldn't Be Surprised By AKVA group ASA's (OB:AKVA) 25% Share Price Plunge

AKVA group ASA ( OB:AKVA ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 • Aug 10

AKVA group (OB:AKVA) Will Be Looking To Turn Around Its Returns

What financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...
分析記事 • Apr 26

We Discuss Why AKVA group ASA's (OB:AKVA) CEO Compensation May Be Closely Reviewed

Key Insights AKVA group will host its Annual General Meeting on 2nd of May Total pay for CEO Knut Nesse includes...
分析記事 • Mar 15

Subdued Growth No Barrier To AKVA group ASA (OB:AKVA) With Shares Advancing 27%

AKVA group ASA ( OB:AKVA ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Jan 10

Returns On Capital Signal Tricky Times Ahead For AKVA group (OB:AKVA)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

業績と収益の成長予測

OB:AKVA - アナリストの将来予測と過去の財務データ ( )NOK Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,6123582704623
12/31/20275,3023042163423
12/31/20264,604207702103
6/30/20264,540218200401N/A
3/31/20264,518198255435N/A
12/31/20254,391184300474N/A
9/30/20254,00916470248N/A
6/30/20253,908189167347N/A
3/31/20253,755168183362N/A
12/31/20243,526130-37152N/A
9/30/20243,60984125335N/A
6/30/20243,416-740248N/A
3/31/20243,342-13-94113N/A
12/31/20233,431-1837258N/A
9/30/20233,374-20-10084N/A
6/30/20233,397-10973238N/A
3/31/20233,364-17127213N/A
12/31/20223,339-13153221N/A
9/30/20223,427-88118263N/A
6/30/20223,32519-5479N/A
3/31/20223,25076-3879N/A
12/31/20213,12011-2061N/A
9/30/20213,0421383160N/A
6/30/20213,1093552136N/A
3/31/20213,13945342424N/A
12/31/20203,17291243347N/A
9/30/20203,049-2169299N/A
6/30/20203,0144204365N/A
3/31/20202,9517N/A4N/A
12/31/20193,05115N/A211N/A
9/30/20193,148118N/A203N/A
6/30/20193,013105N/A98N/A
3/31/20192,84294N/A198N/A
12/31/20182,57990N/A154N/A
9/30/20182,41099N/A95N/A
6/30/20182,25796N/A141N/A
3/31/20182,167104N/A211N/A
12/31/20172,088100N/A87N/A
9/30/20171,98065N/A187N/A
6/30/20171,85048N/A139N/A
3/31/20171,72136N/A94N/A
12/31/20161,60328N/A212N/A
9/30/20161,49943N/A112N/A
6/30/20161,50052N/A153N/A
3/31/20161,49357N/A166N/A
12/31/20151,42557N/A96N/A
9/30/20151,38658N/A85N/A

アナリストによる今後の成長予測

収入対貯蓄率: AKVAの予測収益成長率 (年間18.1% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: AKVAの収益 ( 18.1% ) はNorwegian市場 ( 8.4% ) よりも速いペースで成長すると予測されています。

高成長収益: AKVAの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AKVAの収益 ( 9.5% ) Norwegian市場 ( 1% ) よりも速いペースで成長すると予測されています。

高い収益成長: AKVAの収益 ( 9.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AKVAの 自己資本利益率 は、3年後には高くなると予測されています ( 20 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/23 09:58
終値2026/08/21 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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

AKVA group ASA 3 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。3

アナリスト機関
Ola TrovatnDNB Carnegie
Mindaugas CekanaviciusNorne Securities AS
Henrik KnutsenPareto Securities