Nel ASA

OB:NEL 株式レポート

時価総額：NOK 3.9b

Nel 将来の成長

Future 基準チェック /26

Nel利益と収益がそれぞれ年間63%と26.7%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-9.5% 58.6%なると予測されています。

主要情報

63.0%

収益成長率

58.62%

EPS成長率

Electrical 収益成長16.7%
収益成長率26.7%
将来の株主資本利益率-9.46%
アナリストカバレッジ

Good

最終更新日16 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 12

NEL: Lower Future P/E And Legal Settlement Costs Will Restrain Returns

Nel's analyst price targets have shifted lower, with recent cuts such as Citi moving from NOK 2.70 to NOK 2.40 and Berenberg trimming its target by NOK 0.30, reflecting analysts' updated assumptions around growth, profitability and future P/E expectations. Analyst Commentary Recent street research on Nel has leaned cautious, with multiple bearish analysts trimming price targets in response to updated views on growth, profitability and future P/E assumptions.
ナラティブ更新 • May 29

NEL: Lowered Earnings Multiple Will Continue To Restrain Share Returns

Analysts have trimmed their price targets for Nel, with recent cuts including a move to NOK 2.40 from NOK 2.70. This reflects adjustments to profit margin expectations and a lower assumed future P/E multiple.
ナラティブ更新 • May 14

NEL: Higher Risk Pricing Will Constrain Returns As Execution Risks Persist

Nel's updated analyst price target edges slightly lower to about NOK 2.12 from NOK 2.13, with analysts citing revised fair value assumptions, a higher discount rate of 9.21% and refreshed expectations for revenue growth, profit margins and future P/E. Analyst Commentary Recent research indicates that analysts are recalibrating their views on Nel, with several cutting price targets while keeping a neutral stance on the stock.
ナラティブ更新 • Apr 26

NEL: Higher Risk Pricing Will Limit Future Returns At Current Levels

Nel’s analyst price target has been trimmed by roughly NOK 0.30 to around NOK 2.40, as analysts factor in slightly higher discount rates, modestly lower revenue growth assumptions, and a higher future P/E multiple. Analyst Commentary Recent research updates point to a more cautious stance on Nel, with price targets converging around NOK 2.40 and ratings sitting in the middle of the range rather than at the extremes.
ナラティブ更新 • Apr 11

NEL: Execution And Funding Will Shape Future Returns At Current Pricing

Analysts have trimmed their price target on Nel to about NOK 2.14 from roughly NOK 2.18, reflecting updated assumptions around discount rates, revenue growth and future P/E. These changes align with recent target cuts from NOK 2.70 to NOK 2.40 and a further NOK 0.30 reduction.
ナラティブ更新 • Mar 28

NEL: Lowered P/E Assumptions Will Restrain Future Share Returns

Analysts have trimmed their average price target for Nel to NOK 2.40, a NOK 0.30 reduction, citing refreshed assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Recent price target revisions suggest a more cautious tone around Nel, with bearish analysts flagging risks tied to valuation assumptions, execution, and future earnings power.
ナラティブ更新 • Mar 14

NEL: Higher Discount Rate Will Pressure Future Returns Despite Margin Gains

Analysts have trimmed their price target on Nel from NOK 1.20 to NOK 1.00 as they now apply a slightly higher discount rate, a lower assumed future P/E, and marginally softer revenue growth, partly offset by a stronger projected profit margin. Valuation Changes Fair Value: Adjusted from NOK 1.20 to NOK 1.00, implying a lower central value estimate per share.
ナラティブ更新 • Feb 27

NEL: Fair Outlook As New Hydrogen Capacity And Funding Will Reshape Prospects

Analysts have trimmed their price target on Nel slightly to reflect an updated fair value of NOK 2.18 per share, as they rework assumptions around growth, profitability and future P/E expectations. What's in the News Nel has approved construction of up to 1 GW of production capacity for its Next Generation Pressurized Alkaline electrolyzer technology at the Heroya facility in Norway, following a seven year development program and successful prototype start up.
ナラティブ更新 • Jan 18

NEL: Fair Outlook As Price Objective Rises On Hydrogen Capacity Plans

Analysts have increased their target price on Nel to NOK 2.70 from NOK 2.50, reflecting updated expectations for fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research points to a more constructive view on Nel’s fair value, with the new NOK 2.70 target price aligning with updated inputs for discount rate, revenue growth, profit margins and future P/E assumptions.
分析記事 • Nov 05

These Analysts Think Nel ASA's (OB:NEL) Sales Are Under Threat

The latest analyst coverage could presage a bad day for Nel ASA ( OB:NEL ), with the analysts making across-the-board...
分析記事 • Oct 16

Nel ASA's (OB:NEL) Shares Climb 28% But Its Business Is Yet to Catch Up

Nel ASA ( OB:NEL ) shareholders would be excited to see that the share price has had a great month, posting a 28% gain...
分析記事 • Sep 27

Nel (OB:NEL) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
新しいナラティブ • Aug 24

US Tax Incentives Will Unlock Green Hydrogen Potential

Key Takeaways Growing demand, favorable policies, and strong partnerships are expanding Nel's order backlog and supporting robust long-term revenue opportunities in the green hydrogen market. Ongoing technology improvements and cost-cutting measures are expected to boost profitability, improve margins, and strengthen Nel's competitive position.
分析記事 • May 02

Bearish: Analysts Just Cut Their Nel ASA (OB:NEL) Revenue and EPS estimates

One thing we could say about the analysts on Nel ASA ( OB:NEL ) - they aren't optimistic, having just made a major...
分析記事 • Apr 17

Nel ASA's (OB:NEL) Stock Retreats 29% But Revenues Haven't Escaped The Attention Of Investors

Nel ASA ( OB:NEL ) shares have retraced a considerable 29% in the last month, reversing a fair amount of their solid...
分析記事 • Jan 14

With A 31% Price Drop For Nel ASA (OB:NEL) You'll Still Get What You Pay For

To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 31% in the last month, which...
分析記事 • Nov 27

Nel ASA's (OB:NEL) 33% Cheaper Price Remains In Tune With Revenues

To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 33% in the last month, which...
分析記事 • Oct 13

What You Can Learn From Nel ASA's (OB:NEL) P/S After Its 28% Share Price Crash

Unfortunately for some shareholders, the Nel ASA ( OB:NEL ) share price has dived 28% in the last thirty days...
分析記事 • May 25

Market Participants Recognise Nel ASA's (OB:NEL) Revenues Pushing Shares 53% Higher

Nel ASA ( OB:NEL ) shareholders have had their patience rewarded with a 53% share price jump in the last month. But the...
分析記事 • May 24

Nel (OB:NEL) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Apr 10

Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects As Shares Rocket 31%

Those holding Nel ASA ( OB:NEL ) shares would be relieved that the share price has rebounded 31% in the last thirty...
分析記事 • Mar 27

Calculating The Fair Value Of Nel ASA (OB:NEL)

Key Insights Nel's estimated fair value is kr5.78 based on 2 Stage Free Cash Flow to Equity Nel's kr4.88 share price...
分析記事 • Mar 01

Earnings Update: Nel ASA (OB:NEL) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

It's been a good week for Nel ASA ( OB:NEL ) shareholders, because the company has just released its latest annual...
分析記事 • Jan 17

Why We're Not Concerned Yet About Nel ASA's (OB:NEL) 27% Share Price Plunge

Nel ASA ( OB:NEL ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share price...
分析記事 • Jan 13

At kr5.94, Is It Time To Put Nel ASA (OB:NEL) On Your Watch List?

Nel ASA ( OB:NEL ), might not be a large cap stock, but it saw significant share price movement during recent months on...
分析記事 • Dec 12

Nel (OB:NEL) Is Using Debt Safely

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 • Sep 13

Nel (OB:NEL) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Jun 17

Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects

Nel ASA's ( OB:NEL ) price-to-sales (or "P/S") ratio of 22x may look like a poor investment opportunity when you...

業績と収益の成長予測

OB:NEL - 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
12/31/20281,589-265-146-1265
12/31/20271,419-381-454-2839
12/31/2026774-592-432-1366
6/30/2026935-1,287-591-305N/A
3/31/2026956-1,229-639-360N/A
12/31/2025963-1,265-543-253N/A
9/30/20251,048-459-568-218N/A
6/30/20251,111-489-541-134N/A
3/31/20251,269-476-810-238N/A
12/31/20241,390-258-888-242N/A
9/30/20241,386-244-1,258-407N/A
6/30/20241,323-296-1,381-554N/A
3/31/20241,362-406-1,468-703N/A
12/31/20231,350-566-1,409-670N/A
9/30/20231,307-1,237-1,239-723N/A
6/30/20231,180-1,329-1,117-647N/A
3/31/2023982-1,376-897-560N/A
12/31/2022915-1,171-969-691N/A
9/30/2022781-720-876-599N/A
6/30/2022827-967-869-596N/A
3/31/2022805-1,005-786-424N/A
12/31/2021753-1,667-827-449N/A
9/30/2021723-102-817-441N/A
6/30/2021621-222-725-392N/A
3/31/2021607687-648-396N/A
12/31/20205781,262-448-216N/A
9/30/2020516-127-370-177N/A
6/30/2020543468-309-142N/A
3/31/2020522-222N/A-173N/A
12/31/2019519-270N/A-200N/A
9/30/2019477-231N/A-189N/A
6/30/2019445-264N/A-195N/A
3/31/2019457-210N/A-136N/A
12/31/2018453-189N/A-143N/A
9/30/2018449-112N/A-107N/A
6/30/2018442-79N/A-197N/A
3/31/2018352-67N/A-137N/A
12/31/2017275-52N/A-113N/A
9/30/2017220-94N/A-80N/A
6/30/2017135-73N/A35N/A
3/31/2017109-62N/A-27N/A
12/31/201698-56N/A-34N/A
9/30/201685-50N/A-76N/A
6/30/201689-39N/A-75N/A
3/31/2016110-31N/A-58N/A
12/31/201589-22N/A-38N/A
9/30/201572-3N/A-9N/A

アナリストによる今後の成長予測

収入対貯蓄率: NEL今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NEL今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: NEL今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: NELの収益 ( 26.7% ) Norwegian市場 ( 0.8% ) 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: NELの収益 ( 26.7% ) 20%よりも速いペースで成長すると予測されています。

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: NEL 3 年以内に赤字になると予測されています。

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2026/08/03 17:08
終値2026/08/03 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

Nel ASA 9 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。22

アナリスト機関
James CarmichaelBerenberg
Alexander JonesBofA Global Research
Mikkel Nyholt-SmedsengCarnegie Investment Bank AB