Aker BP ASA

OB:AKRBP 주식 리포트

시가총액: NOK 219.0b

Aker BP 향후 성장

Future 기준 점검 3/6

Aker BP (는) 각각 연간 15.4% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.8% 로 예상됩니다.

핵심 정보

15.4%

이익 성장률

17.19%

EPS 성장률

Oil and Gas 이익 성장4.0%
매출 성장률5.4%
향후 자기자본이익률14.83%
애널리스트 커버리지

Good

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

OB:AKRBP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AKRBP 의 연간 예상 수익 증가율(15.4%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: AKRBP 의 연간 수익(15.4%)이 Norwegian 시장(10.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: AKRBP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AKRBP 의 수익(연간 5.4%)이 Norwegian 시장(연간 2.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: AKRBP 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AKRBP의 자본 수익률은 3년 후 14.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 06:52
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

Aker BP ASA는 28명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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