Norwegian Marine and Shipping Stock News

OB:LINK
OB:LINKSoftware

LINK Mobility (OB:LINK) Margin Compression Challenges Bullish Growth Narratives

LINK Mobility Group Holding (OB:LINK) has just posted its FY 2025 numbers, with fourth quarter revenue of NOK1.98b and basic EPS of NOK0.10 setting the tone for a year where trailing 12 month revenue came in at NOK7.08b and EPS at NOK0.28. Over recent quarters the company has seen revenue move between NOK1.65b and NOK1.98b, while quarterly EPS ranged from close to zero to NOK0.13, giving investors a mixed but readable picture of earnings power. With trailing net margins sitting in the low...
OB:SB1NO
OB:SB1NOBanks

SpareBank 1 Sør-Norge (OB:SB1NO) Earnings Growth Supports Premium P/E Narrative

Latest Earnings Snapshot SpareBank 1 Sør-Norge (OB:SB1NO) has wrapped up FY 2025 with fourth quarter total revenue of NOK3.3b and basic EPS of NOK4.09, set against reported earnings growth of 29.6% year over year and trailing twelve month EPS of NOK16.98. The bank has seen revenue move from NOK10.4b on a trailing basis in Q4 2024 to NOK13.7b in Q4 2025, while trailing net income excluding extra items has shifted from NOK4.9b to NOK6.4b over the same period. With a trailing net profit margin...
OB:SEA1
OB:SEA1Energy Services

Sea1 Offshore (OB:SEA1) One Off Gain Driven 41.9% Margin Tests Bullish Narratives

Sea1 Offshore (OB:SEA1) has wrapped up FY 2025 with fourth quarter revenue of US$68.2 million and basic EPS of US$0.09, alongside trailing twelve month revenue of US$271.5 million and EPS of US$0.74 that frame the full year picture. Over recent periods, the company has seen quarterly revenue move between US$63.4 million and US$71.3 million, while basic EPS has ranged from US$0.02 in Q4 2024 to US$0.42 in Q2 2025, setting up FY 2025 as a year where earnings power has shifted materially across...
OB:NAS
OB:NASAirlines

A Look At Norwegian Air Shuttle’s (OB:NAS) Valuation After Dividend Proposal And Stable Operating Update

Dividend proposal as a fresh catalyst Norwegian Air Shuttle (OB:NAS) has drawn fresh attention after its Board proposed a NOK 0.80 per share dividend for 2025, alongside recently released operating data showing steady traffic and a higher load factor compared with the same period last year. See our latest analysis for Norwegian Air Shuttle. The proposed NOK0.80 dividend and recent operating updates come after a period where the share price has shown mixed momentum, with a 9.59% 90 day share...
OB:BEWI
OB:BEWIChemicals

BEWI (OB:BEWI) Loss Of €43.2 Million TTM Tests Bullish Profitability Narratives

BEWI (OB:BEWI) has wrapped up FY 2025 with fourth quarter revenue of €199.5 million and a basic EPS loss of €0.06, as net income excluding extra items came in at a loss of €13.6 million. The company has seen quarterly revenue move from €190.7 million in Q4 2024 through €187.9 million, €208.2 million and €202.9 million earlier in 2025 to €199.5 million in Q4. EPS losses over the same period ranged between €0.04 and €0.07 per share, which may prompt investors to focus on how efficiently BEWI is...
OB:NORCO
OB:NORCOConstruction

Norconsult (OB:NORCO) Margin Improvement To 5.7% Tests Bullish Profitability Narrative

Norconsult (OB:NORCO) has wrapped up FY 2025 with Q4 revenue of NOK 3.2b and basic EPS of NOK 0.48, set against trailing 12 month revenue of NOK 11.4b and EPS of NOK 2.13 that came with 31.3% year over year earnings growth and a 5.7% net margin. The company has seen quarterly revenue range from NOK 2.5b to NOK 3.0b and basic EPS move between NOK 0.37 and NOK 0.85 across 2025, giving investors a clear read on how top line and per share earnings have tracked through the year. Together with the...
OB:AKRBP
OB:AKRBPOil and Gas

Aker BP (OB:AKRBP) Margin Collapse To 1.2% Tests Bullish Recovery Narratives

Aker BP (OB:AKRBP) has wrapped up FY 2025 with Q4 revenue of US$2.6 billion and a basic EPS loss of US$0.23, capping off a trailing twelve month picture that includes total revenue of US$11.0 billion and basic EPS of US$0.21. Over that period, revenue has moved from US$12.4 billion and EPS of US$2.90 in the prior year to the latest US$11.0 billion and US$0.21, with reported net profit margin sitting at 1.2% versus 14.8% a year earlier as earnings were hit by a US$2.0 billion one off loss. For...
OB:BNOR
OB:BNOROil and Gas

Assessing BlueNord (OB:BNOR) Valuation After Tyra Hub Production And Gas Export Update

BlueNord (OB:BNOR) is in focus after reporting preliminary January 2026 production of 43.1 mboepd, including 22.4 mboepd from the Tyra hub, where daily gas exports reached a post restart high. See our latest analysis for BlueNord. With the shares at NOK457.5, BlueNord’s recent January production update arrives after a 1-day share price return of 1.33% and a year-to-date share price return of 3.04%, set against a 1-year total shareholder return decline of 12.82%, but also a very large 5-year...
OB:NORBT
OB:NORBTElectronic

Norbit (OB:NORBT) Margin Improvement Reinforces Bullish Earnings Narrative

Norbit (OB:NORBT) has wrapped up FY 2025 with fourth quarter revenue of NOK 791.1 million and basic EPS of NOK 2.06, capping off a twelve month period where trailing revenue reached NOK 2.5 billion and EPS came in at NOK 6.34. Over the past year, the company has seen revenue move from NOK 1.75 billion to NOK 2.5 billion and EPS rise from NOK 3.94 to NOK 6.34 on a trailing basis, giving you a clear picture of how the top line and per share earnings have shifted over time. With a trailing net...
OB:TOM
OB:TOMMachinery

Assessing Tomra Systems (OB:TOM) Valuation After Recycling Division Cost Cuts And Margin Recovery Plan

Tomra Systems (OB:TOM) has drawn fresh attention after its recycling division announced a cost reduction program targeting annual gross savings of €16 million, including about 175 full-time job cuts, to lift profitability. See our latest analysis for Tomra Systems. The cost program and recent dividend proposal sit against a mixed performance picture, with the share price at NOK134.0, a 90 day share price return of 10.38% but a 1 year total shareholder return decline of 19.56%, suggesting...
OB:SMOP
OB:SMOPCommunications

Exploring Europe's Undiscovered Stock Gems This February 2026

As Europe’s markets show resilience amid global volatility, the pan-European STOXX Europe 600 Index has reached a new intraday high, buoyed by optimism surrounding the eurozone economy. This positive sentiment creates an opportune environment to explore lesser-known stocks that possess strong fundamentals and potential for growth, offering intriguing possibilities for investors seeking diversification in their portfolios.
OB:MING
OB:MINGBanks

3 European Dividend Stocks Yielding Up To 6.9%

As European markets experience a wave of optimism, with the STOXX Europe 600 Index reaching new highs and major indexes like Germany's DAX and France's CAC 40 showing solid gains, investors are increasingly drawn to dividend stocks as a reliable source of income amidst market volatility. In this environment, selecting dividend stocks that offer stable yields and align with economic resilience can be particularly appealing for those looking to balance growth potential with income generation.
OB:AFK
OB:AFKIndustrials

Undiscovered Gems in Europe To Explore This February 2026

As European markets continue to show resilience with the STOXX Europe 600 Index hitting new highs, optimism about the eurozone economy is helping to counteract recent market volatility. This positive sentiment provides a fertile ground for exploring small-cap stocks that may not yet be on investors' radars but hold potential due to their unique positioning and growth prospects in a stabilizing economic environment.
OB:TGS
OB:TGSEnergy Services

TGS Deepwater Seismic Push Tests Valuation Gap And Earnings Constraints

TGS (OB:TGS) has launched the Ultra Profundo multi client 2D seismic survey offshore Angola. The company is also starting the Engagement 9 Ocean Bottom Node campaign in the Gulf of Mexico. Both frontier deepwater projects aim to deliver modern geophysical data to support future exploration. TGS, trading at around NOK110.7, is moving ahead with two large deepwater seismic projects at a time when its recent share performance has been mixed over different time frames. The stock is up 11.7%...
OB:BAKKA
OB:BAKKAFood

A Look At P/F Bakkafrost’s Valuation As Q4 Improvement Contrasts With Weaker Full Year And New Dividend

P/F Bakkafrost (OB:BAKKA) is back in focus after reporting its Q4 2025 and full year 2025 results, alongside announcing a new cash dividend with set ex dividend, record, and payment dates. See our latest analysis for P/F Bakkafrost. At a share price of NOK461.0, P/F Bakkafrost has seen a 7 day share price return of 3.96% decline and a year to date share price return of 10.92% decline. The 1 year total shareholder return of 23.81% decline suggests sentiment has softened even as the latest...