OB:AKSO
OB:AKSOEnergy Services

Aker Solutions (OB:AKSO): Assessing Valuation After New ExxonMobil Contract Wins and Strong Q3 Earnings Growth

Aker Solutions (OB:AKSO) just announced a five-year enabling contract extension with ExxonMobil Canada for brownfield work on the Hebron platform. The company also secured a four-year agreement to deliver inspection services across facilities in Norway. See our latest analysis for Aker Solutions. Aker Solutions’ recent series of contract wins, including the multiyear ExxonMobil Canada extension and new inspection agreements in Norway, have fueled momentum in the stock. Combined with robust...
OB:TEL
OB:TELTelecom

Telenor (OB:TEL): Assessing Valuation Following Q3 Results and Updated 2025 Growth Guidance

Telenor (OB:TEL) released its third-quarter results along with updated guidance for 2025, projecting 2-3% organic growth in Nordic service revenues. The company’s report highlighted modest sales gains but a decrease in net income year on year. See our latest analysis for Telenor. After a robust run earlier this year, Telenor’s share price has retreated 10.5% over the past month, reflecting some cooling momentum following the latest guidance and earnings update. Still, the overall picture...
OB:SBNOR
OB:SBNORBanks

Is Strong Q3 Earnings and Euronext 150 Inclusion Altering the Investment Case for Sparebanken Norge (OB:SBNOR)?

Sparebanken Norge reported its third-quarter and nine-month 2025 earnings, showing net income of NOK 1.77 billion and NOK 4.77 billion respectively, both higher than the same periods last year. The company's recent addition to the Euronext 150 Index may increase its visibility and attract additional interest from institutional investors. We'll explore how Sparebanken Norge's earnings growth and Euronext 150 inclusion might influence its overall investment appeal. Outshine the giants: these...
OB:LINK
OB:LINKSoftware

LINK Mobility Group (OB:LINK) Margin Miss Challenges Growth Optimism After NOK81.3 Million Non-Recurring Loss

LINK Mobility Group Holding (OB:LINK) reported a net profit margin of 1.5%, down from 2.5% last year, as earnings continued a negative trend and were hit by a non-recurring NOK81.3 million loss. Despite the setback, analysts forecast earnings growth of 72.2% and revenue expansion of 18.1% per year, with the share price sitting at NOK29.55, well below the estimated fair value of NOK61.71, even as the price-to-earnings ratio remains significantly above industry and peer averages at 79.9x. See...
OB:GJF
OB:GJFInsurance

Gjensidige Forsikring (OB:GJF): Evaluating Valuation as Quarterly Dip Contrasts Strong Nine-Month Earnings Growth

Gjensidige Forsikring (OB:GJF) just posted its latest earnings, revealing a dip in quarterly net income and earnings per share from last year's third quarter. However, strong nine-month results highlight notable year-on-year gains for the insurer. See our latest analysis for Gjensidige Forsikring. Gjensidige Forsikring’s latest earnings have added some nuance to the stock’s upward journey this year. Despite a softer third quarter, the 2025 nine-month results impressed investors and helped...
OB:SUBC
OB:SUBCEnergy Services

The Bull Case For Subsea 7 (OB:SUBC) Could Change Following NOK6.50 Dividend Announcement—Learn Why

On 28 October 2025, Subsea 7 S.A. announced a dividend of NOK6.50 per share, with an ex-dividend date set for 29 October 2025. This dividend declaration is a meaningful event that can shift investor focus toward the company’s capital returns and future cash generation potential. We'll explore how Subsea 7's significant dividend announcement may influence the company's investment outlook and earnings stability assumptions. This technology could replace computers: discover 28 stocks that are...
OB:NAS
OB:NASAirlines

Strong Q3 Results and Insider Purchases Might Change The Case For Investing In Norwegian Air Shuttle (OB:NAS)

Norwegian Air Shuttle ASA recently reported third-quarter 2025 earnings, revealing revenue of NOK 12,252 million and net income of NOK 2,549 million, both higher than the same period last year. In addition, several board members, including Daniel Skjeldam, have purchased shares in the company, which is often seen as a sign of confidence in its prospects. Given these insider share purchases, let’s explore how this may influence Norwegian Air Shuttle’s investment narrative and future...
OB:SPOL
OB:SPOLBanks

How Stronger-Than-Expected ROE at SpareBank 1 Østlandet (OB:SPOL) Has Changed Its Investment Story

SpareBank 1 Østlandet recently reported third quarter 2025 earnings, with net interest income of NOK 1.19 billion and a return on equity of 13.5%, exceeding its long-term target. Despite a decrease in quarterly net income, the bank maintained robust performance in retail lending and announced plans to improve operational efficiency heading into its upcoming strategy period. We’ll examine how SpareBank 1 Østlandet’s stronger-than-expected return on equity impacts its investment outlook and...
OB:NONG
OB:NONGBanks

How Do Dividends and Retail Growth Shape SpareBank 1 Nord-Norge’s (OB:NONG) Investment Outlook?

SpareBank 1 Nord-Norge reported third quarter 2025 earnings with net interest income of NOK 1,017 million and net income of NOK 893 million, compared to NOK 1,028 million and NOK 1,335 million respectively in the prior year. Despite a year-over-year decline in quarterly net income, management highlighted record-high retail market growth and strong profit before tax, emphasizing capital discipline and intentions to pay out at least 50 percent of profits as dividends. Let's explore how...