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Nordic Semiconductor ASAOB:NOD 株式レポート

時価総額 NOK 41.2b
株価
NOK 207.60
NOK 225
7.7% 割安 内在価値ディスカウント
1Y70.4%
7D1.8%
1D
ポートフォリオ価値
表示

Nordic Semiconductor ASA

OB:NOD 株式レポート

時価総額:NOK 41.2b

Nordic Semiconductor(NOD)株式概要

ファブレス半導体企業であるノルディック・セミコンダクターASAは、欧州、米州、アジア太平洋地域で短距離および長距離無線アプリケーション用の集積回路を開発・販売している。 詳細

NOD ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長4/6
過去の実績2/6
財務の健全性4/6
配当金0/6

報酬

リスク分析

NOD リスクチェックを通過した。

NOD Community Fair Values

Create Narrative

See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

Nordic Semiconductor ASA 競合他社

価格と性能

株価の高値、安値、推移の概要Nordic Semiconductor
過去の株価
現在の株価NOK 207.60
52週高値NOK 208.60
52週安値NOK 119.00
ベータ1
1ヶ月の変化13.20%
3ヶ月変化43.67%
1年変化70.44%
3年間の変化77.89%
5年間の変化-10.82%
IPOからの変化29,139.44%

最新ニュース

ナラティブの更新 May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
ナラティブの更新 May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.
ナラティブの更新 Apr 18

NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating

Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.
ナラティブの更新 Apr 03

NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating

Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.

Recent updates

ナラティブの更新 May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
ナラティブの更新 May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.
ナラティブの更新 Apr 18

NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating

Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.
ナラティブの更新 Apr 03

NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating

Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.
分析記事 Apr 01

Nordic Semiconductor (OB:NOD) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Nordic Semiconductor ASA's ( OB:NOD ) robust earnings report didn't manage to move the market for its stock. Our...
ナラティブの更新 Mar 20

NOD: Edge AI Rollout And Upgraded Outlook Will Support Re Rated Earnings Power

Nordic Semiconductor's analyst price target has been revised to NOK 155 from NOK 150, with analysts citing slightly adjusted growth and profitability assumptions, as well as recent research upgrades, as support for the new level. Analyst Commentary Bullish analysts are framing the revised NOK 155 price target as a signal of confidence in Nordic Semiconductor's ability to execute on its current plans, even with only modest adjustments to growth and profitability assumptions.
ナラティブの更新 Mar 06

NOD: Edge AI And Cellular IoT Expansion Will Support Re Rated Earnings Power

Analysts have trimmed our fair value estimate for Nordic Semiconductor to NOK 220 from NOK 225, even as they cite slightly stronger revenue growth and profit margin assumptions and reference recent price target increases and upgrades on the stock from the Street. Analyst Commentary Recent Street research shows a generally constructive tone around Nordic Semiconductor, with bullish analysts adjusting their views to reflect what they see as supportive drivers for the equity story.
ナラティブの更新 Feb 20

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Power

Analysts have lifted their fair value estimate for Nordic Semiconductor to NOK 225.00 from NOK 200.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, alongside recent Street research including a higher NOK 155.00 price target at Deutsche Bank and a more positive stance from SEB Equities.
ナラティブの更新 Feb 06

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential

Analysts have raised their price target on Nordic Semiconductor to €200.00, pointing to updated assumptions for slightly higher revenue growth and a modest adjustment in the discount rate and future P/E expectations following a more positive stance in recent research. Analyst Commentary Bullish analysts are leaning into a more constructive view on Nordic Semiconductor, using the recent research update to justify a higher price target and a more supportive stance on the shares.
分析記事 Feb 01

Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 Jan 23

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential

Nordic Semiconductor's fair value estimate has moved to NOK 200 from NOK 190, as analysts reset their targets, with recent Street updates pointing to NOK 170 and NOK 172 and reflecting refreshed assumptions on the discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent Street updates around Nordic Semiconductor sit in a relatively tight range, with price targets clustered between NOK 170 and NOK 172.
ナラティブの更新 Jan 08

NOD: Future Edge AI Adoption Will Support Shares Despite More Cautious Sentiment

Nordic Semiconductor's analyst price targets have shifted modestly lower, with recent Street updates moving from NOK 177 to NOK 172 and from NOK 180 to NOK 170, as analysts factor in slightly higher discount rates and a small adjustment to future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts are maintaining positive recommendations even with slightly lower targets, which suggests they still see room for upside relative to current valuation assumptions.
ナラティブの更新 Dec 24

NOD: Earnings Recovery Pace Will Likely Disappoint Amid Softer Demand

Analysts have trimmed their fair value estimate for Nordic Semiconductor from NOK 109.0 to NOK 105.0, reflecting slightly higher discount rate assumptions and lower margin expectations, in line with recent modest price target cuts from the Street. Analyst Commentary Recent Street commentary has turned incrementally cautious, with bearish analysts trimming price targets despite maintaining largely unchanged ratings.
ナラティブの更新 Dec 10

NOD: Future Demand Recovery Will Support Shares Amid Mixed Sector Sentiment

Analysts have slightly reduced their price target on Nordic Semiconductor, with our fair value estimate decreasing from NOK 146.77 to NOK 145.70. This revision reflects modestly lower assumptions for top line growth and adjusted sector multiples, while long term profitability and valuation frameworks remain supportive.
ナラティブの更新 Nov 26

NOD: Recent Equity Raise Will Support Share Price Resilience Amid Uncertainty

Analysts have slightly lowered their price target for Nordic Semiconductor, reducing it by approximately NOK 0.52 to NOK 146.77. This adjustment is due to modest changes in revenue growth expectations and ongoing market caution, according to recent research notes.
ナラティブの更新 Nov 07

NOD: Share Buyback And Equity Raise Will Drive Long-Term Upside

Nordic Semiconductor's analyst price target has been trimmed from NOK 149.14 to NOK 147.30, as analysts cite more cautious growth assumptions and moderating profit forecasts. Analyst Commentary Recent street research on Nordic Semiconductor reflects a mix of optimism and caution among analysts.
ナラティブの更新 Oct 24

Sector Headwinds Will Persist Even As Execution Drives Long-Term Opportunities

Analysts have modestly increased their price targets for Nordic Semiconductor, with the consensus fair value rising from NOK 145.74 to NOK 149.14. This change reflects improved growth and margin expectations across recent research updates.
ナラティブの更新 Oct 10

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Nordic Semiconductor’s analyst price target has been raised from NOK 142.41 to NOK 145.74. Analysts cite improved valuation forecasts and steady growth expectations for the company in their recent updates.
分析記事 Oct 05

Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
ナラティブの更新 Sep 17

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Analysts have raised price targets for Nordic Semiconductor to NOK142.41, driven by improved Q2 results and stronger long-term fundamentals, though cautious outlooks persist due to fading tailwinds and concerns over optimistic future revenue estimates. Analyst Commentary Bullish analysts cited improved Q2 results and upwardly revised company estimates as reasons for higher price targets, indicating the company is trending positively.
分析記事 Aug 21

Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
新しいナラティブ Aug 17

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Key Takeaways Market optimism may be overestimating sustainable revenue growth, as cyclical benefits and external risks could limit long-term sales and profitability. High valuation is tied to growth in green technology and IoT, but rising costs, regulatory pressures, integration challenges, and increased competition threaten margins and earnings.
分析記事 Aug 16

Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
分析記事 Jul 22

Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?

Key Insights Nordic Semiconductor's estimated fair value is kr112 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 May 22

What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?

Nordic Semiconductor ASA ( OB:NOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 May 02

Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for Nordic Semiconductor ASA ( OB:NOD ), who've watched their investment drop 16% to kr103 in the...
分析記事 Mar 17

Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nordic Semiconductor fair value estimate is kr241 Nordic...
分析記事 Feb 25

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

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 Jan 18

Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
分析記事 Nov 21

Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Oct 27

Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts

Nordic Semiconductor ASA ( OB:NOD ) investors will be delighted, with the company turning in some strong numbers with...
分析記事 Sep 29

Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues

Nordic Semiconductor ASA ( OB:NOD ) shareholders that were waiting for something to happen have been dealt a blow with...
分析記事 Jul 21

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

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 Jul 03

Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?

Nordic Semiconductor ASA ( OB:NOD ), is not the largest company out there, but it led the OB gainers with a relatively...
分析記事 May 23

Market Participants Recognise Nordic Semiconductor ASA's (OB:NOD) Revenues Pushing Shares 58% Higher

The Nordic Semiconductor ASA ( OB:NOD ) share price has done very well over the last month, posting an excellent gain...

株主還元

NODNO SemiconductorNO 市場
7D1.8%8.5%0.8%
1Y70.4%125.7%21.9%

業界別リターン: NOD過去 1 年間で109.3 % の収益を上げたNorwegian Semiconductor業界を下回りました。

リターン対市場: NOD過去 1 年間で24.9 % の収益を上げたNorwegian市場を上回りました。

価格変動

Is NOD's price volatile compared to industry and market?
NOD volatility
NOD Average Weekly Movement5.9%
Semiconductor Industry Average Movement9.5%
Market Average Movement5.5%
10% most volatile stocks in NO Market12.3%
10% least volatile stocks in NO Market3.3%

安定した株価: NOD 、 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: NODの 週次ボラティリティ ( 6% ) 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
19831,433Vegard Wollanwww.nordicsemi.com

ファブレス半導体企業であるノルディックセミコンダクターASAは、欧州、米州、アジア太平洋地域で近距離および長距離無線アプリケーション用の集積回路を開発・販売している。同社は、NB-IoTおよびLTE-Mで構成されるセルラーIoT、非地上波ネットワーク、Wi-Fiソリューション、Bluetooth low energy System-on-Chip (SoC)、Bluetooth方向探知ソリューション、非セルラー無線規格であるDECT NR+、IPベースのワイヤレスネットワーキングプロトコルソリューションであるThread、nRF52およびnRF51ワイヤレスSoC、レンジエクステンダー、ならびにBluetooth LEオーディオ、Bluetoothメッシュ、Zigbee製品を提供しています。また、Connected Home over IPソリューションのMatter、Amazon sidewalk、マルチプロトコルSoC、Bluetoothワイヤレス技術、セキュリティソリューション、エッジAI、ANTワイヤレスプロトコルをサポートするワイヤレスマルチプロトコルSoCを含むANTソリューション、KNX IoTも提供している。さらに、nPM1100 PMIC、nPM1300 PMIC、nPM2100、nPM6001 PMICから成る電源管理集積回路(PMIC)、位置情報、セキュリティ、デバイス管理サービスなどのクラウドサービス、nRFクラウドソリューション、特定用途向け集積回路と関連コンサルティングサービスも提供している。同社の製品は、資産追跡、オーディオ、教育、HID、スマートホームおよびリモコン、ゲーム、仮想現実および拡張現実製品、ウェアラブルなどの民生機器、自動車、ビーコン、ビルディングオートメーション、業務用照明、輸送、小売、スマート農業および計測などの産業用オートメーション、コネクテッドヘルスおよびスポーツ・フィットネスなどのヘルスケア機器に使用されています。Nordic Semiconductor ASAは1983年に設立され、ノルウェーのトロンハイムに本社を置いています。

Nordic Semiconductor ASA 基礎のまとめ

Nordic Semiconductor の収益と売上を時価総額と比較するとどうか。
NOD 基礎統計学
時価総額NOK 41.20b
収益(TTM)NOK 239.84m
売上高(TTM)NOK 6.54b
171.8x
PER(株価収益率
6.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NOD 損益計算書(TTM)
収益US$704.99m
売上原価US$335.52m
売上総利益US$369.48m
その他の費用US$343.61m
収益US$25.87m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 06, 2026

一株当たり利益(EPS)0.13
グロス・マージン52.41%
純利益率3.67%
有利子負債/自己資本比率14.9%

NOD の長期的なパフォーマンスは?

過去の実績と比較を見る

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 03:54
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

Nordic Semiconductor ASA 15 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。25

アナリスト機関
null nullABG Sundal Collier
Rohan BahlBarclays
Simon Alexander ColesBarclays