NOTE AB (publ)

OM:NOTE 株式レポート

時価総額：SEK 4.9b

NOTE 将来の成長

Future 基準チェック /36

NOTE利益と収益がそれぞれ年間18.5%と14.1%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18.3% 18.5%なると予測されています。

主要情報

18.5%

収益成長率

18.47%

EPS成長率

Electronic 収益成長-0.6%
収益成長率14.1%
将来の株主資本利益率18.35%
アナリストカバレッジ

Low

最終更新日27 Apr 2026

今後の成長に関する最新情報

NOTE AB (publ) Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen Next

Apr 26
NOTE AB (publ) Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen Next

Earnings Update: NOTE AB (publ) (STO:NOTE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Jan 29
Earnings Update: NOTE AB (publ) (STO:NOTE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Results: NOTE AB (publ) Exceeded Expectations And The Consensus Has Updated Its Estimates

Jul 18
Results: NOTE AB (publ) Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

NOTE AB (publ) Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen Next

Apr 26
NOTE AB (publ) Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen Next

NOTE: Defense Order And Margin Guidance Will Shape Balanced Outlook

Narrative Update on NOTE The analyst price target for NOTE has shifted from SEK 191 to SEK 209.50, with analysts pointing to updated views on long term revenue growth, profitability, risk, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on FiscalNote highlights how analysts are weighing valuation, balance sheet resilience, and execution risk, which can offer context when you think about similar factors that matter for NOTE.

Upgrade: The Latest Revenue Forecasts For NOTE AB (publ) (STO:NOTE)

Apr 10
Upgrade: The Latest Revenue Forecasts For NOTE AB (publ) (STO:NOTE)

NOTE: Defense Order And Tighter Assumptions Will Guide Balanced Future Outlook

Analysts have trimmed their SEK price target on NOTE by SEK 2.00, citing revised expectations for future revenue growth, slightly higher profit margins, a modestly higher discount rate and a lower future P/E multiple in their updated models. Analyst Commentary Bearish analysts are framing the SEK 2.00 trim to NOTE's price target as a reflection of tighter assumptions around what the business can reasonably deliver, both on growth and on valuation.

NOTE: Defense Order And Updated Assumptions Will Shape Balanced Future Outlook

Analysts have trimmed their SEK price target on NOTE by SEK 2, citing updated assumptions for revenue growth, profit margins and future P/E levels as reflected in recent research commentary. Analyst Commentary Bearish analysts are using the latest SEK 2 price target trim on NOTE as a signal to reset expectations around what they see as a more conservative outlook for revenue, margin sustainability and future P/E levels.

NOTE: Updated Assumptions And Defense Order Will Support Balanced Future Outlook

Analysts have adjusted their price target on NOTE to SEK 191 from SEK 200, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News NOTE received an order worth SEK 135 million from a long term Nordic defense customer that is a market leader in its field (Key Developments).

NOTE: Defense Order And Revised Assumptions Will Support Balanced Future Outlook

Analysts now set a higher price target for NOTE at SEK182, up from SEK127, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E levels. What's in the News NOTE received an order worth SEK 135 million from a long term customer in the defense segment, a Nordic defense company that is described as a market leader in its field (Key Developments).

NOTE: Refined Assumptions And Steady Fair Value Will Support Future Upside

Analysts have slightly adjusted their price target on NOTE to reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping fair value broadly aligned with prior estimates. Valuation Changes Fair Value: Held steady at SEK 200.0, indicating no change in the central valuation output.

NOTE's (STO:NOTE) Solid Earnings Have Been Accounted For Conservatively

Feb 02
NOTE's (STO:NOTE) Solid Earnings Have Been Accounted For Conservatively

Earnings Update: NOTE AB (publ) (STO:NOTE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

Jan 29
Earnings Update: NOTE AB (publ) (STO:NOTE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

NOTE: Reset Multiple And Solid Q3 Will Support Future Upside Potential

Narrative Update on NOTE Analysts have reduced their price target on NOTE from US$18 to US$7. This reflects a reset valuation multiple while they reference a solid recent Q3 report as support for their updated view.

NOTE: Reset Multiple And Solid Q3 Will Support Upside Potential

Narrative Update on NOTE Analysts have trimmed their price target on NOTE to US$7 from US$18, reflecting a lower valuation multiple after recent research, while still pointing to what they describe as a solid Q3 showing. Analyst Commentary Recent Street research on NOTE points to a reset valuation framework, with the price target cut to US$7 from US$18, while still highlighting what is described as a solid Q3 report.

NOTE: Reset Multiple And Solid Quarter Will Drive Long-Term Upside

Narrative Update on Analyst Price Target Analysts have cut their price target on NOTE to $7 from $18, reflecting a reset valuation multiple. They also point to a solid recent quarterly report as support for the updated outlook.

NOTE: Strong Q3 Performance Will Drive Long-Term Upside Despite Sector Re-Rating

Analysts have lowered the price target for NOTE substantially, from $18 to $7, as they cite a reset in valuation multiples despite a solid recent earnings report. Analyst Commentary Market observers have provided updated insights regarding NOTE following the recent adjustment in valuation.

NOTE: Solid Third-Quarter Performance Will Support Prospects Despite Market Headwinds

Analysts have lowered their price target for FiscalNote to $7 from $18, citing a reset valuation multiple. This change comes despite what they describe as a solid third-quarter report.

NOTE: Fair Value Outlook Will Remain Steady As Projections Hold

Analysts have reaffirmed their fair value estimate for NOTE at $206.00, citing slight refinements in key financial assumptions and a long-term outlook that remains unchanged. Valuation Changes Fair Value Estimate remains unchanged at $206.00.

Relocation To European Facilities Will Secure Future Resilience

Analysts have revised their price target for NOTE downward from $210 to $206. This change reflects adjustments to projected revenue growth and discount rates in their updated outlook.

Calculating The Intrinsic Value Of NOTE AB (publ) (STO:NOTE)

Oct 06
Calculating The Intrinsic Value Of NOTE AB (publ) (STO:NOTE)

Relocation To European Facilities Will Secure Future Resilience

Analysts have raised their price target for NOTE from $168.50 to $210.00. They cite expectations of stronger revenue growth, higher profit margins, and a modestly increased discount rate.

Results: NOTE AB (publ) Exceeded Expectations And The Consensus Has Updated Its Estimates

Jul 18
Results: NOTE AB (publ) Exceeded Expectations And The Consensus Has Updated Its Estimates

There May Be Some Bright Spots In NOTE's (STO:NOTE) Earnings

May 02
There May Be Some Bright Spots In NOTE's (STO:NOTE) Earnings

NOTE AB (publ)'s (STO:NOTE) Price Is Out Of Tune With Earnings

Mar 19
NOTE AB (publ)'s (STO:NOTE) Price Is Out Of Tune With Earnings
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Strong Cash Flow Will Support Potential Investments In EV Charger Market

Stabilization of demand and cost realignment may increase net margins as volumes improve, supporting capacity building and future revenue growth.

Some May Be Optimistic About NOTE's (STO:NOTE) Earnings

Oct 22
Some May Be Optimistic About NOTE's (STO:NOTE) Earnings

Earnings Working Against NOTE AB (publ)'s (STO:NOTE) Share Price

Oct 15
Earnings Working Against NOTE AB (publ)'s (STO:NOTE) Share Price

NOTE (STO:NOTE) Has A Pretty Healthy Balance Sheet

Sep 20
NOTE (STO:NOTE) Has A Pretty Healthy Balance Sheet

Does NOTE (STO:NOTE) Deserve A Spot On Your Watchlist?

Mar 15
Does NOTE (STO:NOTE) Deserve A Spot On Your Watchlist?

Returns on Capital Paint A Bright Future For NOTE (STO:NOTE)

Jan 30
Returns on Capital Paint A Bright Future For NOTE (STO:NOTE)

Do NOTE's (STO:NOTE) Earnings Warrant Your Attention?

Dec 09
Do NOTE's (STO:NOTE) Earnings Warrant Your Attention?

業績と収益の成長予測

OM:NOTE - アナリストの将来予測と過去の財務データ ( )SEK 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
12/31/20285,7474514025042
12/31/20275,3464043424462
12/31/20264,7653283133802
3/31/20263,773268378378N/A
12/31/20253,814281507507N/A
9/30/20253,838268592592N/A
6/30/20253,817257589627N/A
3/31/20253,849249613695N/A
12/31/20243,901248495602N/A
9/30/20243,956266488602N/A
6/30/20244,181288380488N/A
3/31/20244,247299258356N/A
12/31/20234,243320247342N/A
9/30/20234,201328153238N/A
6/30/20234,09730377148N/A
3/31/20233,91728357115N/A
12/31/20223,687254350N/A
9/30/20223,463223-57-33N/A
6/30/20223,218231-70-39N/A
3/31/20222,962219-54-23N/A
12/31/20212,643194-62-33N/A
9/30/20212,295158-338N/A
6/30/20212,0431386784N/A
3/31/20211,901125109129N/A
12/31/20201,874116172189N/A
9/30/20201,891110212240N/A
6/30/20201,892104210246N/A
3/31/20201,83094141159N/A
12/31/20191,76092N/A96N/A
9/30/20191,67490N/A4N/A
6/30/20191,56479N/A7N/A
3/31/20191,47672N/A15N/A
12/31/20181,37964N/A27N/A
9/30/20181,30758N/A25N/A
6/30/20181,24863N/A2N/A
3/31/20181,20757N/A20N/A
12/31/20171,17672N/A40N/A
9/30/20171,13967N/A37N/A
6/30/20171,12263N/A57N/A
3/31/20171,09662N/A56N/A
12/31/20161,09845N/A49N/A
9/30/20161,11539N/A74N/A
6/30/20161,12838N/A44N/A
3/31/20161,12536N/A23N/A
12/31/20151,12235N/A19N/A
9/30/20151,06435N/A4N/A
6/30/20151,03834N/A4N/A

アナリストによる今後の成長予測

収入対貯蓄率: NOTEの予測収益成長率 (年間18.5% ) は 貯蓄率 ( 1.8% ) を上回っています。

収益対市場: NOTEの収益 ( 18.5% ) はSwedish市場 ( 8.7% ) 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: NOTE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: NOTEの収益 ( 14.1% ) Swedish市場 ( 0.5% ) 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: NOTEの収益 ( 14.1% ) 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: NOTE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 ( 18.3 %)。

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2026/05/02 11:16
終値2026/04/30 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

NOTE AB (publ) 2 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。4

アナリスト機関
Anders AkerblomNordea Markets
Anton IngvesNordea Markets
Michael LatimoreNorthland Capital Markets