Vår Energi（VAR）株式概要
ヴォール・エネルギAS社は、ノルウェーの大陸棚で独立系石油・ガス上流会社として操業している。 詳細
VAR Community Fair Values
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Analyst Price Targets
Top Community Narratives
NOK 47
FV
10.5% 割安 内在価値ディスカウント15.38%
Revenue growth p.a.
68
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4users have followed this narrative
Vår Energi ASA 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NOK 42.06 |
| 52週高値 | NOK 50.70 |
| 52週安値 | NOK 31.00 |
| ベータ | -0.50 |
| 1ヶ月の変化 | -10.55% |
| 3ヶ月変化 | -9.47% |
| 1年変化 | 23.74% |
| 3年間の変化 | 45.84% |
| 5年間の変化 | n/a |
| IPOからの変化 | 51.73% |
最新ニュース
ナラティブの更新 • Jul 10
VAR: Gjøa Hub Projects And Portfolio Shift Will Shape Balanced Outlook
Analysts have trimmed their average 12 month price target for Vår Energi to NOK 39.18 from NOK 40.71, reflecting slightly lower fair value assumptions, a modestly reduced future P/E outlook, and updated expectations for revenue growth and profit margins. Analyst Commentary Recent research on Vår Energi shows a mix of optimism and caution, with some firms adjusting targets and ratings as they refresh assumptions on valuation, growth prospects, and execution risks.ナラティブの更新 • Jun 26
VAR: Portfolio High Grading And New Wells Will Shape Balanced Outlook
The analyst price target for Vår Energi has been revised from about NOK 26 to roughly NOK 41, as analysts factor in updated assumptions around discount rates, profit margins, and future P/E, alongside a mix of recent rating changes and target tweaks from the Street. Analyst Commentary Recent research on Vår Energi reflects a mix of optimism and caution, with some firms upgrading their stance while others trim price targets.分析記事 • Jun 18
Vår Energi (OB:VAR) Stock Could Be 11.7% Undervalued After Balder Next New Wells Decision
Vår Energi (OB:VAR) has approved a final investment decision for the Balder Next New Wells project in the North Sea, a new phase targeting 86 million barrels of oil equivalent tied to existing infrastructure. See our latest analysis for Vår Energi. At a share price of NOK43.31, Vår Energi has given investors a year to date share price return of 29.67%, while the 1 year total shareholder return of 43.42% and 3 year total shareholder return of 139.66% point to momentum that has been building...Recent updates
ナラティブの更新 • Jul 10
VAR: Gjøa Hub Projects And Portfolio Shift Will Shape Balanced Outlook
Analysts have trimmed their average 12 month price target for Vår Energi to NOK 39.18 from NOK 40.71, reflecting slightly lower fair value assumptions, a modestly reduced future P/E outlook, and updated expectations for revenue growth and profit margins. Analyst Commentary Recent research on Vår Energi shows a mix of optimism and caution, with some firms adjusting targets and ratings as they refresh assumptions on valuation, growth prospects, and execution risks.ナラティブの更新 • Jun 26
VAR: Portfolio High Grading And New Wells Will Shape Balanced Outlook
The analyst price target for Vår Energi has been revised from about NOK 26 to roughly NOK 41, as analysts factor in updated assumptions around discount rates, profit margins, and future P/E, alongside a mix of recent rating changes and target tweaks from the Street. Analyst Commentary Recent research on Vår Energi reflects a mix of optimism and caution, with some firms upgrading their stance while others trim price targets.分析記事 • Jun 18
Vår Energi (OB:VAR) Stock Could Be 11.7% Undervalued After Balder Next New Wells Decision
Vår Energi (OB:VAR) has approved a final investment decision for the Balder Next New Wells project in the North Sea, a new phase targeting 86 million barrels of oil equivalent tied to existing infrastructure. See our latest analysis for Vår Energi. At a share price of NOK43.31, Vår Energi has given investors a year to date share price return of 29.67%, while the 1 year total shareholder return of 43.42% and 3 year total shareholder return of 139.66% point to momentum that has been building...
ナラティブの更新 • Jun 05
VAR: Project Execution And Steady Volumes Will Shape Balanced Future Returns
Analysts have nudged their average price target for Vår Energi higher to around NOK 49. This reflects a slightly higher assumed fair value and profit margin, set against more cautious revenue growth assumptions and a modestly higher discount rate after a mix of recent upgrades and one downgrade.ナラティブの更新 • Apr 18
VAR: Higher 2026 Volumes And Rising Production Targets Will Drive Returns
Analysts have adjusted the fair value estimate for Vår Energi to NOK 47.22 from NOK 44.72 as updated revenue growth, profit margin and forward P/E assumptions have shifted, alongside a slightly lower discount rate. Analyst Commentary Recent Street research on Vår Energi shows a mix of optimism and caution, with several price target revisions and rating changes that feed directly into how analysts think about valuation, execution risk and growth potential.ナラティブの更新 • Apr 03
VAR: Higher 2026 Volumes And Mixed Execution Risks Will Shape Returns
Analysts have raised the implied fair value for Vår Energi from NOK 38.93 to NOK 44.72, citing updated assumptions on growth, margins and future P/E multiples, as well as a mix of both higher and lower price targets in recent research. Analyst Commentary Recent research on Vår Energi shows a split view, with some analysts lifting price targets and ratings while others are taking a more cautious stance with downgrades and lower targets.ナラティブの更新 • Mar 18
VAR: 2026 Production Targets And Sector Headwinds Will Limit Upside
The updated analyst price target for Vår Energi implies an increase in estimated fair value to about NOK 39 from roughly NOK 38, supported by mixed but generally higher Street targets in a NOK 25 to NOK 44 range as analysts adjust for revised growth, profitability and sector views. Analyst Commentary Recent Street research on Vår Energi shows a split view, with some firms lifting price targets while others cut ratings and targets.ナラティブの更新 • Mar 04
VAR: Dividends And 2026 Production Plans Will Support Balanced Outlook
The analyst price target for Vår Energi has been revised from NOK 36.44 to NOK 37.52, with analysts citing updated sector views and mixed broker targets ranging from NOK 25 to NOK 40 as key factors behind the change. Analyst Commentary Recent research on Vår Energi reflects a split view, with some analysts lifting price targets and others moving to more cautious stances.分析記事 • Feb 17
We Think Vår Energi's (OB:VAR) Profit Is Only A Baseline For What They Can Achieve
The subdued stock price reaction suggests that Vår Energi ASA's ( OB:VAR ) strong earnings didn't offer any surprises...分析記事 • Feb 13
Vår Energi ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The analysts might have been a bit too bullish on Vår Energi ASA ( OB:VAR ), given that the company fell short of...新しいナラティブ • Jan 28
Future Production And Cost Risks Will Undermine Long Term Norwegian Shelf Ambitions
Catalysts About Vår Energi Vår Energi is an oil and gas producer focused on the Norwegian Continental Shelf with a diversified asset base, significant gas exports and an active program of development and exploration projects. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 27
VAR: Dividends And 2028 To 2029 Projects Will Support Balanced Outlook
Analysts have trimmed their price target on Vår Energi from about NOK 38.93 to around NOK 36.44, as updated sector views and a softer oil price outlook feed through to lower assumed fair value and P/E multiples, even while their models reflect adjusted expectations for revenue growth and profit margins. Analyst Commentary Recent research on Vår Energi points to a mixed view, with some focusing on long term sector positioning and others emphasizing valuation risk at current levels.ナラティブの更新 • Jan 12
VAR: Dividend And New Projects Will Support Stronger 2030 Production Profile
Narrative Update Analysts have nudged their price target on Vår Energi higher, with one recent update moving from NOK 33 to NOK 34. This reflects adjusted views on discount rates, revenue growth, profit margins and future P/E assumptions.ナラティブの更新 • Dec 15
VAR: Project Pipeline Will Lift 2030 Production 18% Above Market Estimates
Analysts have nudged their price target on Vår Energi slightly higher, reflecting an upward bias from NOK 33 to NOK 34 at the lower end, and a more bullish NOK 46 target, supported by expectations of a steadily expanding project pipeline and production profile through 2030. Analyst Commentary Recent research updates present a mixed but constructive picture, with price targets now clustered in the mid 30s to mid 40s.ナラティブの更新 • Nov 30
VAR: Production Will Surpass Market Estimates As Project Pipeline Delivers Through 2030
Analysts have slightly increased their price target for Vår Energi, raising it by NOK 0.17 to NOK 38.97. This change is attributed to generally more optimistic outlooks on the company’s project pipeline and future production growth estimates.ナラティブの更新 • Nov 16
VAR: Production Will Outperform Consensus As Project Pipeline Expands
The average analyst price target for Vår Energi has increased modestly from NOK 38.49 to NOK 38.80. This change reflects improved growth expectations and a lower perceived discount rate according to recent analyst research.ナラティブの更新 • Oct 31
VAR: Production Pipeline Expansion Will Drive Output Higher Through The Decade
Vår Energi's analyst price target has been revised slightly lower, dropping from NOK 39.15 to NOK 38.49, as analysts consider more measured expectations for revenue growth and profit margins. This comes despite an ongoing split in outlooks across the Street.ナラティブの更新 • Oct 17
Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential
Analysts have raised the fair value price target for Vår Energi from NOK 38.62 to NOK 39.15, citing a combination of improved profit margin outlooks and updated perspectives on the company's growth trajectory. Analyst Commentary Recent analyst coverage of Vår Energi presents a balanced perspective, with optimistic and cautious viewpoints shaping sentiment around the stock’s valuation, growth and execution potential.ナラティブの更新 • Oct 03
Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential
Vår Energi's fair value estimate has risen from NOK 37.05 to NOK 38.62. Analysts cite modest project pipeline growth and production estimates above market consensus as key drivers for the upward revision.ナラティブの更新 • Sep 16
Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential
A sharp increase in Vår Energi’s future P/E ratio, likely reflecting lower earnings expectations, has driven a slight decrease in the consensus analyst price target from NOK38.07 to NOK37.05. What's in the News Jotun FPSO reached peak production ahead of schedule, now producing over 80 kboepd gross, supporting ongoing development of the Balder field, with Balder Phase V and VI projects underway to maintain high output.ナラティブの更新 • Aug 28
Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential
Vår Energi's consensus analyst price target was largely unchanged despite a dramatic increase in its Future P/E, suggesting sharply reduced earnings expectations, with fair value now at NOK38.60. What's in the News Vår Energi provided production guidance, targeting around 430 kboepd in Q4 2025 and expecting to reach the mid-point of its 2025 full-year guidance (330–360 kboepd); 2026 guidance at 400 kboepd and 350–400 kboepd for 2027–2030.分析記事 • Jul 25
Vår Energi AS Just Missed EPS By 38%: Here's What Analysts Think Will Happen Next
It's shaping up to be a tough period for Vår Energi AS ( OB:VAR ), which a week ago released some disappointing...
新しいナラティブ • Feb 09
New Oil And Gas Projects Will Sustain Production Up To 400,000 Barrels Per Day Through 2030
Vår Energi expects production growth and strategic projects to boost long-term revenue and earnings through increased production capacity and low-cost operations.株主還元
| VAR | NO Oil and Gas | NO 市場 | |
|---|---|---|---|
| 7D | 2.7% | 2.7% | -0.3% |
| 1Y | 23.7% | 21.1% | 10.6% |
業界別リターン: VAR過去 1 年間で21.1 % の収益を上げたNorwegian Oil and Gas業界を上回りました。
リターン対市場: VAR過去 1 年間で10.6 % の収益を上げたNorwegian市場を上回りました。
価格変動
| VAR volatility | |
|---|---|
| VAR Average Weekly Movement | 5.1% |
| Oil and Gas Industry Average Movement | 5.8% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in NO Market | 11.2% |
| 10% least volatile stocks in NO Market | 2.9% |
安定した株価: VAR 、 Norwegian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VARの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1965 | 1,433 | Nick Walker | varenergi.no |
ヴォール・エネルギ社は、ノルウェーの大陸棚で独立系石油・ガス上流会社として操業している。原油、液化天然ガス、天然ガス液体を生産している。同社は以前Eni Norge ASとして知られていたが、2018年12月にVår Energi ASに社名を変更した。同社は1965年に法人化され、ノルウェーのサンドネスに本社を置く。Vår Energi ASはEni International B.V.の子会社として運営されている。
Vår Energi ASA 基礎のまとめ
| VAR 基礎統計学 | |
|---|---|
| 時価総額 | NOK 105.00b |
| 収益（TTM） | NOK 6.84b |
| 売上高(TTM) | NOK 85.99b |
15.4x
PER（株価収益率1.2x
P/SレシオVAR は割高か？
公正価値と評価分析を参照収益と収入
| VAR 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.79b |
| 売上原価 | US$1.17b |
| 売上総利益 | US$7.62b |
| その他の費用 | US$6.92b |
| 収益 | US$699.10m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 21, 2026
| 一株当たり利益（EPS） | 0.28 |
| グロス・マージン | 86.72% |
| 純利益率 | 7.95% |
| 有利子負債／自己資本比率 | 1,043.1% |
VAR の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
11.2%
現在の配当利回り131%
配当性向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 | 2026/07/12 00:44 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 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 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Vår Energi ASA 13 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。20
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Naisheng Cui | Barclays |
| Lydia Rainforth | Barclays |