Equinor ASA

OB:EQNR 주식 리포트

시가총액: NOK 878.8b

Equinor 향후 성장

Future 기준 점검 0/6

Equinor 의 수익과 수익은 각각 연간 2.8% 및 0.3% 감소할 것으로 예상됩니다. EPS는 연간 1.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15% 로 예상됩니다.

핵심 정보

-0.3%

이익 성장률

1.78%

EPS 성장률

Oil and Gas 이익 성장3.6%
매출 성장률-2.8%
향후 자기자본이익률15.01%
애널리스트 커버리지

Good

마지막 업데이트09 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 29

EQNR: Higher P/E Assumptions Will Increase Sensitivity To Softer Revenue Expectations

Equinor's analyst price target has been revised to NOK 281.29 from NOK 280.69, with analysts pointing to slightly softer revenue expectations, a modestly higher assumed P/E, and a small improvement in profit margin assumptions as key drivers of the change. Analyst Commentary Recent Street research on Equinor has been mixed, with several institutions adjusting ratings and price targets in different directions.
내러티브 업데이트 • May 08

EQNR: Higher Discount-Rate Assumptions Will Increase Sensitivity To Commodity Price Volatility

Equinor's updated analyst price target has been raised by about NOK 41 to NOK 280.69, as analysts balance a mix of recent target hikes from banks such as JPMorgan, Berenberg, Citi, HSBC and BofA, along with a wider range of upgrades and downgrades across the stock. Analyst Commentary Recent research on Equinor shows a split view, with several banks lifting price targets while others pull back or turn more cautious.
내러티브 업데이트 • Apr 21

EQNR: Higher Discount-Rate Assumptions Will Pressure Future Project Returns

Equinor's updated fair value estimate has increased to roughly NOK 240 from about NOK 186, as analysts adjust their price targets across a wide NOK range and factor in revised assumptions on discount rates, revenue trends, margins, and future P/E levels. Analyst Commentary Recent Street research on Equinor highlights a mixed backdrop, with some firms lifting targets and ratings while others turn more cautious.
내러티브 업데이트 • Apr 07

EQNR: Offshore Wind Progress And Mixed Ratings Will Shape Measured Long-Term Case

Analysts have raised Equinor’s fair value estimate from NOK 307.98 to approximately NOK 416.72. They cite a series of recent price target increases and upgrades that reflect updated views on margins, valuation multiples and the broader oil and gas backdrop.
내러티브 업데이트 • Mar 23

EQNR: Higher Commodity Assumptions And Renewables Execution Will Likely Restrain Future Returns

Equinor's updated analyst price target has moved higher by NOK 49 to NOK 287. Analysts point to revised oil and gas price assumptions, slightly less severe expected revenue declines, a modestly stronger profit margin outlook, and a higher assumed future P/E multiple as key drivers of the change.
내러티브 업데이트 • Mar 09

EQNR: Offshore Wind Execution And Mixed Ratings Will Shape Measured Long-Term Upside

Analysts have lifted their implied fair value for Equinor from about NOK 298 to around NOK 308, aligning with a series of recent price target moves that now span roughly NOK 214 to NOK 285 as views evolve on its revenue, margin profile, and future P/E. Analyst Commentary Recent Street research on Equinor points to a split view, with some high profile houses tightening their targets at the upper end of the current range while others hold more conservative stances.
내러티브 업데이트 • Feb 22

EQNR: Renewables Execution And Margin Pressures Will Likely Restrain Future Capital Returns

Narrative Update on Equinor Our updated analyst price target for Equinor edges down from NOK 240.28 to NOK 237.91, reflecting a slightly lower fair value and profit margin outlook as analysts weigh mixed recent rating actions. These include upgrades at some firms, alongside a lower NOK 214 target and Underweight stance from Morgan Stanley, and a Hold rating with a NOK 220 target from Jefferies.
내러티브 업데이트 • Feb 08

EQNR: Capital Returns Will Face Renewables Execution Test At Current Pricing

Analysts have nudged their fair value estimate for Equinor higher to about NOK 240. This reflects recent shifts in their price targets and a mix of upgrade and downgrade commentary on earnings quality, growth expectations and valuation, including references to an updated forward P/E framework.
내러티브 업데이트 • Jan 25

EQNR: Renewables Execution And Capital Returns Will Shape Balanced Future Cash Generation

Analysts have trimmed their fair value estimate for Equinor to NOK 229.79 from NOK 238.78, aligning with recent price target reductions and concerns around execution risk in renewables and capital distribution capacity. Analyst Commentary Recent research updates cluster around a tighter valuation range for Equinor, with price targets between NOK 214 and NOK 230 and ratings skewed toward neutral to cautious.
내러티브 업데이트 • Jan 11

EQNR: Renewables Execution Risks And Capital Returns Will Guide Future Cash Generation

Narrative Update on Equinor Our analyst price target for Equinor has been reduced by NOK 3.51 to NOK 238.78, as analysts factor in lower Street targets and concerns around renewables execution risk and capital distribution capacity highlighted in recent research updates. Analyst Commentary Recent Street research on Equinor leans cautious overall, with several firms trimming price targets and questioning the balance between growth plans and capital returns.
내러티브 업데이트 • Dec 26

EQNR: Renewables Execution Will Drive Long-Term Upside Despite Recent Downgrade

Analysts have lowered their price target on Equinor from NOK 325 to NOK 230, citing concerns about elevated execution risk in renewables, stretched distribution capacity, and a less favorable medium term capital framework relative to peers. Analyst Commentary While the latest revision in price target reflects a more cautious stance on Equinor's near to medium term outlook, some market participants still highlight elements of the story that could support upside over a longer horizon.
내러티브 업데이트 • Dec 12

EQNR: Renewables Execution And Capital Returns Will Shape Future Cash Generation

Analysts have trimmed their fair value estimate for Equinor by about NOK 4 to roughly NOK 242 per share, reflecting slightly weaker long term revenue and margin expectations and growing concerns about execution risk in renewables and the company’s capacity to sustain capital returns. Analyst Commentary Recent Street commentary highlights a clear tilt toward caution on Equinor, with multiple valuation cuts centered on concerns about long term growth visibility, capital allocation, and execution in low carbon projects.
내러티브 업데이트 • Nov 27

EQNR: Renewables Execution Risks and Capital Distribution Will Shape Future Performance

Equinor's fair value target was modestly increased to NOK 246.41 from NOK 245.80, as analysts cite persistent execution risks and subdued operational outlooks for the company, despite minor adjustments to financial assumptions. Analyst Commentary Recent street research highlights a cautious shift in sentiment toward Equinor, as several analysts have lowered their outlook and price targets.
내러티브 업데이트 • Nov 08

EQNR: Renewables Execution Risks and Capital Distribution Will Determine Performance

Equinor’s analyst price target has decreased significantly, dropping from approximately NOK 325 to NOK 230. Analysts point to rising execution risks in renewables, as well as concerns over the company’s future capital framework and distribution capacity.
내러티브 업데이트 • Oct 25

Lower Cash Returns And Sector Downgrades Will Pressure Oil And Gas Margins

Equinor's analyst price target has decreased from NOK 253.18 to NOK 245.79. Analysts cite sector downgrades and concerns over future cash returns, which support a more cautious outlook.
내러티브 업데이트 • Oct 10

Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows

Equinor’s analyst price target has increased slightly, rising from NOK 250.44 to NOK 253.18 as analysts factor in modest improvements in revenue growth and a lower discount rate. This comes despite recent cautious sector sentiment.
내러티브 업데이트 • Sep 17

Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows

The consensus price target for Equinor has been revised down to NOK250.44 as analysts express concern over weaker commodity prices, disappointing near-term earnings, limited growth prospects, and declining cash returns, with prior bullish views turning more cautious amid deteriorating market conditions. Analyst Commentary Bearish analysts cite expectations of lower commodity prices and disappointing near-term earnings, particularly in oil & gas and low carbon segments.
내러티브 업데이트 • Sep 02

Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows

Equinor’s consensus price target was revised downward to NOK257.48 amid analyst concerns over weaker commodity prices, constrained growth, rising gearing, and increased valuation risks. Analyst Commentary Bearish analysts point to expectations of lower commodity prices and disappointing earnings for Equinor over the next few years.
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새로운 내러티브 • Mar 14

Offshore Wind Investments May Influence Future Prospects Despite Expected Revenue Drop

Strategic offshore wind investments and acquisition strategies aim to capture market recovery and enhance long-term equity returns and renewable portfolio growth.

이익 및 매출 성장 예측

OB:EQNR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028105,1148,0657,85318,22912
12/31/2027112,8239,2249,10618,42413
12/31/2026124,08512,21410,69423,84814
3/31/2026104,2605,5222,06016,143N/A
12/31/2025105,8285,0435,97719,971N/A
9/30/2025107,0665,7257,03820,532N/A
6/30/2025106,4658,2177,50820,680N/A
3/31/2025106,7978,7656,64719,368N/A
12/31/2024102,5028,8067,28819,465N/A
9/30/2024104,8109,4138,61820,179N/A
6/30/2024105,3189,6287,80618,921N/A
3/31/2024102,7269,5917,96118,968N/A
1/1/2024106,84811,88518,68229,257N/A
9/30/2023111,84617,17716,31126,232N/A
6/30/2023128,64924,06418,25027,573N/A
3/31/2023142,16528,99826,04334,236N/A
12/31/2022149,00428,74626,37835,136N/A
9/30/2022147,28824,21930,30139,020N/A
6/30/2022127,67216,24131,89840,480N/A
3/31/2022108,66511,42229,98738,603N/A
12/31/202190,6658,56320,77628,816N/A
9/30/202168,4942,77314,69023,008N/A
6/30/202156,634-7609,47817,602N/A
3/31/202146,817-2,9513,05011,327N/A
12/31/202045,765-5,5101,91010,386N/A
9/30/202048,777-3,3241,1459,817N/A
6/30/202052,231-2,3051,77911,365N/A
3/31/202061,566-5763,13713,658N/A
1/1/202062,9111,843N/A13,749N/A
9/30/201969,7355,445N/A16,175N/A
6/30/201974,0198,218N/A17,412N/A
3/31/201975,1907,961N/A17,753N/A
12/31/201878,5567,535N/A19,694N/A
9/30/201873,9436,744N/A17,214N/A
6/30/201868,4854,599N/A15,110N/A
3/31/201865,2804,813N/A16,158N/A
12/31/201760,9724,590N/A14,802N/A
9/30/201756,557-775N/A15,109N/A
6/30/201755,118-727N/A15,454N/A
3/31/201751,069-2,467N/A12,548N/A
12/31/201645,688-2,922N/A8,818N/A
9/30/201645,803-1,258N/A9,225N/A
6/30/201647,357-1,175N/A10,699N/A
3/31/201652,584-7N/A12,093N/A
12/31/201557,901-5,192N/A13,628N/A
9/30/201562,317-5,109N/A14,621N/A
6/30/201568,804-5,443N/A13,069N/A

애널리스트 향후 성장 전망

수입 대 저축률: EQNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.3%).

수익 vs 시장: EQNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.3%).

고성장 수익: EQNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: EQNR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.8%).

고성장 매출: EQNR 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -2.8%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EQNR의 자본 수익률은 3년 후 15%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 02:43
종가2026/06/10 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.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Equinor ASA는 37명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alejandro VigilBanco Santander
Lydia RainforthBarclays
Lucy HaskinsBarclays