Norwegian Industrials Stock News

OB:BRG
OB:BRGChemicals

Borregaard (OB:BRG) Valuation Check As Record 2025 EBITDA And Proposed Dividend Draw Investor Attention

Borregaard (OB:BRG) is back in focus after reporting record EBITDA for 2025, along with a proposed NOK 4.75 per share dividend, even as segment results and bio based start up investments showed mixed outcomes. See our latest analysis for Borregaard. Despite the record 2025 EBITDA and the proposed NOK 4.75 dividend, Borregaard’s share price has come under pressure recently, with a 7.16% 1 month share price decline and a 5.47% 1 year total shareholder return that is also negative, signalling...
OB:CADLR
OB:CADLRConstruction

Cadeler (OB:CADLR) Valuation Check As New Offshore Wind Agreement Expands Foundation Installation Reach

Why Cadeler’s new offshore wind agreement matters for shareholders Cadeler (OB:CADLR) has signed a preferred supplier agreement to transport and install monopiles and transition pieces at a large European offshore wind farm, with work planned to begin in the first half of 2028. The campaign is set to use two installation vessels, including one newbuild A-class unit. It represents Cadeler’s first full scope foundation transportation and installation project outside the United Kingdom,...
OB:KIT
OB:KITElectronic

Expanding Autonomous Defence Systems Contract Could Be A Game Changer For Kitron (OB:KIT)

Kitron announced that it has received an additional order worth approximately €5,000,000 to produce and supply advanced electronics for autonomous defence systems across air, land, and sea, adding to a previous €7,000,000 order from the same customer, with deliveries scheduled to start in the second quarter of 2026 at its European facilities. This follow-on order lifts the total contract value with the defence customer to about €12,000,000, underlining the growing importance of autonomous...
OB:AKRBP
OB:AKRBPOil and Gas

Assessing Aker BP (OB:AKRBP) Valuation After Solveig Phase 2 Production Start

Aker BP (OB:AKRBP) has begun oil production from its Solveig Phase 2 development in the North Sea, a project delivered on schedule and within budget that adds 39 million barrels of oil equivalent in recoverable resources. See our latest analysis for Aker BP. The Solveig Phase 2 start up comes after a series of project deliveries for Aker BP. The share price has eased recently, with a 7 day share price return of 4.52% following a 1 day decline of 3.47%. However, the 1 year total shareholder...
OB:OKEA
OB:OKEAOil and Gas

OKEA (OB:OKEA) Margin Squeeze From Higher Production Costs Challenges Earnings Recovery Narrative

OKEA (OB:OKEA) has wrapped up FY 2025 with Q4 revenue of US$102.8 million and a basic EPS loss of US$0.17, alongside trailing 12 month revenue of US$783.7 million and a basic EPS loss of US$0.53. Over recent quarters, revenue has ranged from US$196.1 million to US$266.4 million in FY 2025, while quarterly EPS has moved from a profit of US$0.21 in Q1 to losses in subsequent periods, setting up a mixed picture on profitability. For investors, the combination of ongoing losses with solid...
OB:DNB
OB:DNBBanks

Assessing DNB Bank (OB:DNB) After Higher Planned 2025 Dividend And Latest Earnings Results

DNB Bank (OB:DNB) has put income on the table for shareholders, with its board planning to propose a cash dividend of NOK 18 per share for 2025, subject to approval at the April 2026 AGM. See our latest analysis for DNB Bank. The planned NOK 18 dividend comes just after DNB Bank released its fourth quarter and full year 2025 results, where net income and earnings per share were slightly lower than a year earlier, and ahead of its appearance at the Capital Link Greek Shipping Forum. In this...
OB:TEL
OB:TELTelecom

Assessing Telenor’s (OB:TEL) Valuation After Grameenphone’s Q4 2025 Resilience

Why Grameenphone’s Q4 update matters for Telenor (OB:TEL) Grameenphone’s fourth quarter 2025 results put Telenor’s Asian exposure in focus, with 3.4% organic service revenue growth and 4.8% organic adjusted EBITDA growth despite regulatory driven SIM card reductions. See our latest analysis for Telenor. At a share price of NOK159.9, Telenor has a 1 month share price return of 10.66% and a 1 year total shareholder return of 22.61%, with a 3 year total shareholder return of 73.62%. This...
OB:MOWI
OB:MOWIFood

Should Rising Harvests And New Constraints Require Action From Mowi (OB:MOWI) Investors?

Mowi ASA recently reported 2025 harvest volumes of 559,000 tonnes, up 11.4% from 2024, while also facing a confirmed outbreak of bacterial kidney disease (BKD) in its Norwegian salmon farming operations. At the same time, Mowi lost a key Canadian court appeal on new aquaculture licenses and is preparing to present its fourth-quarter 2025 results, underscoring both operational growth and emerging constraints on future production capacity. With harvest volumes rising but BKD posing a material...
OB:VAR
OB:VAROil and Gas

Assessing Vår Energi (OB:VAR) Valuation After Q4 2025 Dividend Approval And Strong Production Update

Vår Energi (OB:VAR) is back in focus after shareholders approved a Q4 2025 dividend of NOK 1.209 per share, alongside recently reported production figures for the quarter and full year. See our latest analysis for Vår Energi. Those Q4 production figures and the approved Q4 2025 dividend come as the share price sits at NOK33.49, with a modest 1-day share price return of 0.51% but a stronger 1-year total shareholder return of 16.61% and 3-year total shareholder return of 74.96%. This suggests...
OB:AUSS
OB:AUSSFood

A Look At Austevoll Seafood (OB:AUSS) Valuation As Higher Value Seafood Expansion Advances

Austevoll Seafood (OB:AUSS) is expanding its higher-value ready-to-eat and specialty seafood range, tapping into global demand for higher-protein, health-focused diets while its shares show mixed short-term moves alongside positive multi-year total returns. See our latest analysis for Austevoll Seafood. Recent price action has been choppy, with a 7 day share price return of 0.76% and a 30 day share price return decline of 5.78%. In contrast, the 3 year total shareholder return of 14.56% and 5...
OB:EQNR
OB:EQNROil and Gas

Equinor Sells Vaca Muerta Stake Refines Offshore Focus And Valuation Story

Equinor (OB:EQNR) is selling its entire onshore stake in Argentina's Vaca Muerta basin to Vista Energy. The transaction covers Equinor's remaining onshore position in the basin and shifts its focus toward offshore activity. The move is part of a broader effort to streamline and concentrate the company’s international portfolio. Equinor is a global energy company with a core focus on offshore oil and gas, particularly in the North Sea and other key maritime regions. By exiting its onshore...
OB:RING
OB:RINGBanks

Undiscovered European Gems With Strong Fundamentals In February 2026

As the eurozone economy continues its modest recovery, with confidence strengthening across various sectors, the pan-European STOXX Europe 600 Index has shown resilience by ending slightly higher amid earnings optimism. In this dynamic environment, identifying stocks with strong fundamentals becomes crucial for investors seeking to navigate market uncertainties and capitalize on potential opportunities.
OB:VEI
OB:VEIConstruction

Does Veidekke's New Rail and Industrial Contracts Signal a Deeper Shift in OB:VEI's Core Strategy?

In January 2026, Veidekke announced new Norwegian contracts, including a NOK 460 million Bane NOR track renewal project and a design-and-build facility for Norautron in Horten, both adding substantial work to its construction pipeline. Together, these agreements underline Veidekke’s role in rail infrastructure and industrial-commercial building projects, broadening its exposure across key Norwegian regions and sectors. We will now examine how this expansion of Veidekke’s order book through...
OB:SB1NO
OB:SB1NOBanks

A Look At SpareBank 1 Sør-Norge (OB:SB1NO) Valuation After Its Recent Share Buy-Back Programme

SpareBank 1 Sør-Norge (OB:SB1NO) has kicked off a share buy-back programme covering up to 1.0% of its stock, with repurchases so far reaching 1,881,207 shares, equal to 0.50% of issued shares. See our latest analysis for SpareBank 1 Sør-Norge. At a share price of NOK196.6, the stock has delivered a 12.34% 3 month share price return, while the 1 year total shareholder return of 31.79% and 5 year total shareholder return of 174.18% point to momentum that has been building over time. The current...
OB:GJF
OB:GJFInsurance

What Gjensidige Forsikring (OB:GJF)'s Higher 2025 Earnings and Extra Dividend Mean For Shareholders

Gjensidige Forsikring ASA recently reported higher net income and earnings per share for 2025 and proposed a regular cash dividend of NOK 10.00 per share, alongside a special dividend of NOK 4.50 per share, together totaling NOK 7.25 billion subject to approval on 26 March 2026. The combination of growing profitability and a substantial capital return plan underlines how the insurer is using its 2025 results to reward shareholders with both ongoing and one-off payouts. We’ll now look at how...
OB:NOD
OB:NODSemiconductor

European Growth Stocks Insiders Are Banking On

As the eurozone economy continues its modest recovery, with improved consumer and business confidence, the pan-European STOXX Europe 600 Index has shown resilience by ending slightly higher despite ongoing trade and geopolitical concerns. In this environment of cautious optimism, growth companies with high insider ownership can be particularly appealing as they often indicate strong internal confidence in the company's potential, aligning management's interests closely with those of...
OB:PEXIP
OB:PEXIPSoftware

Undiscovered Gems In Europe Featuring 3 Promising Small Cap Stocks

As the pan-European STOXX Europe 600 Index experiences modest gains amid earnings optimism, small-cap stocks continue to capture investor interest, particularly in light of the eurozone's ongoing economic recovery and strengthened business confidence. In this dynamic environment, identifying promising small-cap stocks requires a keen eye for companies with robust growth potential and resilience in navigating both economic and geopolitical uncertainties.
OB:ANDF
OB:ANDFFood

European Growth Stocks With Significant Insider Ownership

As the eurozone continues its modest recovery, bolstered by stronger investment and consumer confidence, European markets have shown resilience despite geopolitical uncertainties. In this context, growth companies with significant insider ownership can be particularly appealing to investors, as they often indicate strong alignment between management and shareholder interests.