Norwegian Software Stock News

OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Margin Compression Reinforces Concerns Around Bullish Value Narratives

Equinor (OB:EQNR) closed out FY 2025 with Q4 revenue of US$25.3b and basic EPS of US$0.52, alongside net income of US$1.3b, setting a clear marker for how the year wrapped up. Over the past six quarters, revenue has ranged between US$25.1b and US$29.4b per quarter while basic EPS has swung from a loss of US$0.08 in Q3 2025 to US$0.97 in Q1 2025, giving investors a wide lens on how earnings power has moved through the cycle. With trailing net profit margin at 4.8% versus 8.6% a year earlier,...
OB:AKVA
OB:AKVAMachinery

European Stocks That May Be Trading Below Their Estimated Value In February 2026

As the eurozone economy continues its modest recovery with strengthened consumer confidence and investment, European markets are experiencing a mix of optimism and caution amid ongoing geopolitical concerns. In this environment, identifying stocks that may be trading below their estimated value can present opportunities for investors seeking to capitalize on potential market inefficiencies.
OB:PROT
OB:PROTInsurance

Assessing Protector Forsikring (OB:PROT) Valuation After Strong Earnings And Higher Dividend

Protector Forsikring (OB:PROT) has drawn investor attention after reporting higher fourth quarter and full year 2025 net income and earnings per share, alongside declaring a NOK 6.00 per share cash dividend. See our latest analysis for Protector Forsikring. At a share price of NOK520.0, Protector Forsikring has seen a 17.91% 90 day share price return and a very large 5 year total shareholder return of 892.48%, indicating strong long term momentum despite softer recent moves. If this dividend...
OB:LINK
OB:LINKSoftware

A Look At LINK Mobility Group Holding (OB:LINK) Valuation After The Q4 2025 Trading Update

Why LINK Mobility Group Holding (OB:LINK) is back on investor radars LINK Mobility Group Holding (OB:LINK) has drawn fresh attention after its Q4 2025 trading update, which paired softer organic growth with expanded CPaaS exposure, record customer contract wins and a year marked by three acquisitions. See our latest analysis for LINK Mobility Group Holding. The Q4 2025 update and the recent extraordinary general meeting come against a mixed price backdrop. The 1 day share price return was...
OB:NOD
OB:NODSemiconductor

Assessing Nordic Semiconductor’s Valuation After a Return to Profitability and Renewed Investor Optimism

Why Nordic Semiconductor’s latest earnings matter for shareholders Nordic Semiconductor (OB:NOD) has just reported full year 2025 results, returning to profitability with net income of US$16.39 million on sales of US$667.62 million, after reporting a net loss a year earlier. See our latest analysis for Nordic Semiconductor. The strong full year results appear to have coincided with a sharp shift in sentiment, with a 1 day share price return of 13.76% and a 7 day share price return of 17.33%,...
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.