Aker BP ASA

OB:AKRBP 株式レポート

時価総額：NOK 222.1b

Aker BP 将来の成長

Future 基準チェック /36

Aker BP利益と収益がそれぞれ年間15.4%と5.4%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14.8% 17.2%なると予測されています。

主要情報

15.4%

収益成長率

17.19%

EPS成長率

Oil and Gas 収益成長4.0%
収益成長率5.4%
将来の株主資本利益率14.83%
アナリストカバレッジ

Good

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 11

AKRBP: Geopolitical Oil Risk Premium Will Constrain Upside Despite Rating Upgrades

Aker BP's updated fair value estimate is NOK 202.88 per share, up from NOK 196.61, as analysts factor in higher assumed revenue growth, wider profit margins and a lower future P/E multiple in light of recent upgrades and price target raises on the stock. Analyst Commentary Recent Street research on Aker BP shows a split in opinion, with several firms turning more positive on the stock while others are flagging valuation and execution risks.
ナラティブの更新 • Apr 21

AKRBP: Future Returns Will Rely On Balanced Exploration Delivery And Capital Discipline

Aker BP's analyst fair value estimate has shifted from NOK 263.65 to NOK 314.71, as analysts update models for higher revenue growth and profit margins while acknowledging a slightly higher discount rate and modestly higher future P/E expectations following recent rating and price target changes around the name. Analyst Commentary Recent research on Aker BP shows a mix of optimism and caution, with several firms updating ratings and price targets in light of revised assumptions for revenue growth, profit margins, and risk.
ナラティブの更新 • Apr 07

AKRBP: Soft Oil Outlook Will Limit Upside Despite Recent Rating Shifts

Narrative update on Aker BP The updated analyst price target for Aker BP rises from about NOK 178.50 to roughly NOK 196.60, as analysts factor in slightly higher modeled revenue growth, a modestly stronger profit margin, a marginally lower discount rate and a higher future P/E multiple. This view is supported by a mix of recent rating upgrades that highlight the stock as an "undervalued vehicle" for sector exposure, alongside more cautious views that keep some downside scenarios in play.
ナラティブの更新 • Mar 24

AKRBP: Geopolitical Risk Premium And Cash Returns Will Shape 2026 Oil Outlook

Analyst price targets for Aker BP have shifted, with recent updates clustering around NOK 275 to NOK 330 as analysts reframe their views on geopolitical risk for oil prices and the stock's role as an "undervalued vehicle" for sector exposure. Analyst Commentary Recent research on Aker BP shows a mix of views, with several firms cutting ratings while others highlight the stock as an appealing way to gain exposure to oil.
ナラティブの更新 • Mar 09

AKRBP: Soft Longer Term Oil Outlook Will Pressure Shares

Aker BP’s updated fair value estimate has been raised to NOK 178.50 from NOK 166.63 as analysts reset price targets toward the NOK 280 to NOK 330 range and factor in a sustained geopolitical risk premium for oil prices, along with views that the shares offer an undervalued way to add sector exposure. Analyst Commentary Recent research on Aker BP shows a split tape, with several firms lifting ratings and targets while others keep a tighter rein on expectations.
ナラティブの更新 • Feb 23

AKRBP: Higher Cash Returns And Discoveries Will Challenge Cautious 2026 Oil Outlook

The analyst fair value estimate for Aker BP has shifted from NOK 320 to NOK 330 as analysts adjust their models for higher projected revenue growth, a slightly higher discount rate, firmer profit margins, and a lower future P/E multiple, set against a mixed backdrop of recent price target changes and rating downgrades on the stock. Analyst Commentary Recent Street research on Aker BP has been mixed, with several downgrades and price target cuts sitting alongside more constructive views.
分析記事 • Feb 19

Aker BP's (OB:AKRBP) Soft Earnings Are Actually Better Than They Appear

Aker BP ASA's ( OB:AKRBP ) stock was strong despite it releasing a soft earnings report last week. We think that...
ナラティブの更新 • Feb 09

AKRBP: Sector Caution And Execution Risks Will Pressure Shares

The updated analyst price target for Aker BP has been revised lower to about NOK 166.63 from NOK 191.33, as analysts factor in a reduced fair value estimate, a slightly lower discount rate, more measured profit margins, and a lower future P/E. The revision also reflects recent sector cautiousness and mixed ratings across the Street.
ナラティブの更新 • Jan 25

AKRBP: Higher Future P/E Will Reflect Mixed Views On 2026 Oil Outlook

Narrative update on Aker BP Analysts have trimmed their average price targets on Aker BP, with one large bank cutting its view to NOK 210 from NOK 220, while another lifted its stance to Buy with a NOK 280 target. This reflects mixed opinions driven by cautious sector views on 2026 oil prices and differing assessments of the company’s earnings potential.
ナラティブの更新 • Jan 10

AKRBP: Revised Earnings Assumptions Will Support Higher Future P/E Multiple

Analysts have lifted their fair value estimate for Aker BP to $320 from $300, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that they see as better reflecting the stock's current risk and earnings profile. Analyst Commentary Bullish analysts point to the revised fair value estimate of $320 as a sign that updated assumptions on discount rates, revenue growth, profit margins and future P/E now align more closely with how they see Aker BP's risk and earnings profile.
ナラティブの更新 • Dec 25

AKRBP: Future Returns Will Depend On Exploration Delivery And Disciplined Capital Allocation

Analysts have nudged their price target on Aker BP slightly higher to approximately NOK 264 from NOK 261, citing a marginally lower discount rate and still solid long term earnings prospects, despite slightly softer expectations for revenue growth and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the modest price target increase, even amid trimmed growth and margin assumptions, signals confidence in Aker BP's resilience and earnings quality.
ナラティブの更新 • Dec 11

AKRBP: Future Returns Will Depend On Execution And Disciplined Capital Allocation

Analysts have slightly trimmed their fair value estimate for Aker BP from NOK 262.00 to about NOK 260.82 per share, reflecting a marginally lower discount rate and refined earnings growth assumptions, while maintaining broadly stable long term profitability and valuation multiples. Analyst Commentary Recent commentary on sector peers underscores a growing emphasis on disciplined capital allocation and prioritizing companies with outsized earnings growth, themes that are directly relevant to Aker BP’s investment case.
ナラティブの更新 • Nov 27

AKRBP: Future Returns Will Rely On Execution Amid Mixed Industry Outlook

Analysts have slightly increased their price target for Aker BP from NOK 261.41 to NOK 262.00, citing the company's stable profit margins, as well as modest improvements in both revenue growth outlook and future valuation multiples. Analyst Commentary Analyst perspectives on Aker BP remain mixed, reflecting a balance between the company’s strong performance indicators and industry-wide dynamics.
ナラティブの更新 • Nov 13

AKRBP: Future Performance Will Depend On Project Execution And Market Conditions

Aker BP's analyst price target has seen a modest increase to NOK 261.41 from NOK 260.53, as analysts highlight the company's stable profitability and refined growth outlook as key factors supporting the updated valuation. Analyst Commentary Recent analyst attention has focused on Aker BP's strengths and ongoing challenges as the company navigates a competitive oil and gas landscape.
ナラティブの更新 • Oct 29

Production Will Remain Resilient As Margins Face Pressure From Sector Shifts

Analysts have slightly raised their price target for Aker BP from NOK 259.41 to NOK 260.53. They cite expectations of an improved revenue growth outlook, despite a marginally lower profit margin and discount rate in updated forecasts.
ナラティブの更新 • Oct 15

Yggdrasil Will Sustain Production But Profit Margins May Shrink Amid Emission Costs

Aker BP's analyst price target has increased slightly from NOK 256.82 to NOK 259.41. Analysts highlight steady profit margin expectations and stability in projected earnings, despite lower anticipated revenue growth.
ナラティブの更新 • Aug 27

Yggdrasil Will Sustain Production But Profit Margins May Shrink Amid Emission Costs

Aker BP’s consensus price target was revised marginally lower as a sharp increase in its future P/E signals reduced earnings expectations despite stable discount rates. What's in the News Aker BP completed the Omega Alfa exploration campaign in the Norwegian North Sea, discovering 96-134 mmboe and significantly increasing resources in the Yggdrasil area.
分析記事 • Jul 22

Some May Be Optimistic About Aker BP's (OB:AKRBP) Earnings

Investors were disappointed with the weak earnings posted by Aker BP ASA ( OB:AKRBP ). Despite the soft profit numbers...
分析記事 • Jul 18

Results: Aker BP ASA Delivered A Surprise Loss And Now Analysts Have New Forecasts

Shareholders might have noticed that Aker BP ASA ( OB:AKRBP ) filed its quarterly result this time last week. The early...
分析記事 • Jul 10

Aker BP (OB:AKRBP) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 21

Aker BP ASA's (OB:AKRBP) Share Price Could Signal Some Risk

It's not a stretch to say that Aker BP ASA's ( OB:AKRBP ) price-to-earnings (or "P/E") ratio of 10.8x right now seems...
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新しいナラティブ • Mar 15

Yggdrasil Will Sustain Production But Profit Margins May Shrink Amid Emission Costs

Advances in digitalization and low-emission technologies aim to optimize operations, reduce costs, and improve net margins, enhancing long-term profitability.

業績と収益の成長予測

OB:AKRBP - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/202813,6561,9343,5476,36915
12/31/202712,3371,7883,0117,15317
12/31/202612,6002,1162,0759,06115
3/31/202610,805574-6586,862N/A
12/31/202510,954132-1656,958N/A
9/30/202511,459839-496,435N/A
6/30/202511,7127271,2117,169N/A
3/31/202512,5061,6131,6237,076N/A
12/31/202412,3801,8281,3106,423N/A
9/30/202412,8691,4302,0006,863N/A
6/30/202413,5211,8451,7806,207N/A
3/31/202413,4361,6801,3885,182N/A
12/31/202313,6701,3361,9975,407N/A
9/30/202313,9291,2841,7994,711N/A
6/30/202315,2951,4592,4664,971N/A
3/31/202314,0301,2683,9116,036N/A
12/31/202212,9741,6033,8985,730N/A
9/30/202211,0101,8324,4426,133N/A
6/30/20227,6991,2743,2294,835N/A
3/31/20226,8101,2223,0624,757N/A
12/31/20215,6948282,7284,282N/A
9/30/20214,6716162,3223,750N/A
6/30/20213,7814911,9613,274N/A
3/31/20213,2335061,1482,341N/A
12/31/20202,874457002,011N/A
9/30/20203,023273561,859N/A
6/30/20203,069-97-1041,654N/A
3/31/20203,260-204-791,865N/A
12/31/20193,339141N/A1,885N/A
9/30/20193,25092N/A3,249N/A
6/30/20193,476252N/A3,563N/A
3/31/20193,625318N/A3,790N/A
12/31/20183,713476N/A3,800N/A
9/30/20183,556447N/A2,453N/A
6/30/20183,213443N/A2,487N/A
3/31/20182,875374N/A2,318N/A
12/31/20172,576275N/A2,155N/A
9/30/20172,383174N/A1,935N/A
6/30/20172,026125N/A1,455N/A
3/31/20171,70772N/A1,145N/A
12/31/20161,26135N/A896N/A
9/30/2016938-54N/A698N/A
6/30/2016972-284N/A685N/A
3/31/20161,037-283N/A594N/A
12/31/20151,160-313N/A686N/A
9/30/20151,285-443N/A856N/A
6/30/20151,023-294N/A628N/A

アナリストによる今後の成長予測

収入対貯蓄率: AKRBPの予測収益成長率 (年間15.4% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: AKRBPの収益 ( 15.4% ) はNorwegian市場 ( 9.9% ) 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: AKRBP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: AKRBPの収益 ( 5.4% ) Norwegian市場 ( 2.2% ) 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: AKRBPの収益 ( 5.4% ) 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: AKRBPの 自己資本利益率 は、3年後には低くなると予測されています ( 14.8 %)。

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2026/05/22 10:55
終値2026/05/22 00:00
収益2026/03/31
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。

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

Aker BP ASA 17 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。28

アナリスト機関
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