Nordic Semiconductor 향후 성장
Future 기준 점검 4/6
Nordic Semiconductor (는) 각각 연간 36.6% 및 13.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 37.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.7% 로 예상됩니다.
핵심 정보
36.6%
이익 성장률
37.52%
EPS 성장률
| Semiconductor 이익 성장 | 21.3% |
| 매출 성장률 | 13.5% |
| 향후 자기자본이익률 | 16.68% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,134 | 137 | 118 | 164 | 12 |
| 12/31/2027 | 991 | 97 | 81 | 122 | 15 |
| 12/31/2026 | 839 | 55 | 61 | 81 | 14 |
| 3/31/2026 | 705 | 26 | 17 | 82 | N/A |
| 12/31/2025 | 668 | 16 | 59 | 116 | N/A |
| 9/30/2025 | 648 | 8 | 96 | 152 | N/A |
| 6/30/2025 | 628 | 14 | 109 | 145 | N/A |
| 3/31/2025 | 592 | -12 | 103 | 131 | N/A |
| 12/31/2024 | 511 | -39 | 31 | 60 | N/A |
| 9/30/2024 | 469 | -47 | -36 | 2 | N/A |
| 6/30/2024 | 446 | -52 | -63 | -24 | N/A |
| 3/31/2024 | 472 | -21 | -69 | -25 | N/A |
| 12/31/2023 | 543 | 8 | -166 | -119 | N/A |
| 9/30/2023 | 626 | 52 | -111 | -74 | N/A |
| 6/30/2023 | 693 | 74 | -55 | -17 | N/A |
| 3/31/2023 | 739 | 92 | -52 | -19 | N/A |
| 12/31/2022 | 777 | 122 | 112 | 143 | N/A |
| 9/30/2022 | 757 | 118 | 121 | 149 | N/A |
| 6/30/2022 | 703 | 107 | 106 | 130 | N/A |
| 3/31/2022 | 650 | 91 | 125 | 155 | N/A |
| 12/31/2021 | 611 | 71 | 65 | 96 | N/A |
| 9/30/2021 | 566 | 63 | 72 | 103 | N/A |
| 6/30/2021 | 537 | 65 | 56 | 86 | N/A |
| 3/31/2021 | 478 | 53 | 12 | 37 | N/A |
| 12/31/2020 | 405 | 38 | 40 | 65 | N/A |
| 9/30/2020 | 361 | 25 | -1 | 26 | N/A |
| 6/30/2020 | 324 | 15 | -4 | 26 | N/A |
| 3/31/2020 | 306 | 13 | -12 | 20 | N/A |
| 12/31/2019 | 288 | 7 | N/A | 20 | N/A |
| 9/30/2019 | 266 | 0 | N/A | 38 | N/A |
| 6/30/2019 | 263 | 2 | N/A | 26 | N/A |
| 3/31/2019 | 264 | 2 | N/A | 31 | N/A |
| 12/31/2018 | 271 | 9 | N/A | 31 | N/A |
| 9/30/2018 | 274 | 11 | N/A | 17 | N/A |
| 6/30/2018 | 261 | 8 | N/A | 27 | N/A |
| 3/31/2018 | 249 | 7 | N/A | 23 | N/A |
| 12/31/2017 | 236 | 7 | N/A | 35 | N/A |
| 9/30/2017 | 224 | 8 | N/A | 7 | N/A |
| 6/30/2017 | 211 | 7 | N/A | 12 | N/A |
| 3/31/2017 | 205 | 7 | N/A | 2 | N/A |
| 12/31/2016 | 198 | 6 | N/A | 0 | N/A |
| 9/30/2016 | 192 | 12 | N/A | 17 | N/A |
| 6/30/2016 | 193 | 17 | N/A | 18 | N/A |
| 3/31/2016 | 193 | 20 | N/A | 24 | N/A |
| 12/31/2015 | 193 | 24 | N/A | 4 | N/A |
| 9/30/2015 | 192 | 22 | N/A | 11 | N/A |
| 6/30/2015 | 187 | 21 | N/A | 15 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NOD 의 연간 예상 수익 증가율(36.6%)이 saving rate(3.3%)보다 높습니다.
수익 vs 시장: NOD 의 연간 수익(36.6%)이 Norwegian 시장(9.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: NOD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: NOD 의 수익(연간 13.5%)이 Norwegian 시장(연간 2.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: NOD 의 수익(연간 13.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NOD의 자본 수익률은 3년 후 16.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 02:58 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Nordic Semiconductor ASA는 25명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | ABG Sundal Collier |
| Rohan Bahl | Barclays |
| Simon Alexander Coles | Barclays |