Subsea 7 (SUBC) Aandelenoverzicht
Subsea 7 S.A. levert wereldwijd offshore projecten en diensten voor de energie-industrie. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 3/6 |
SUBC Community Fair Values
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Analyst Price Targets
Top Community Narratives
NOK 290
FV
13.9% overgewaardeerd intrinsieke korting31.58%
Revenue growth p.a.
101
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Subsea 7 S.A. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | NOK 330.40 |
| 52 Week Hoogtepunt | NOK 340.60 |
| 52 Week Laag | NOK 157.00 |
| Bèta | 0.57 |
| 1 maand verandering | 12.69% |
| 3 maanden verandering | 34.64% |
| 1 Jaar Verandering | 107.15% |
| 3 jaar verandering | 188.69% |
| 5 jaar verandering | 286.43% |
| Verandering sinds IPO | 275.45% |
Recent nieuws en updates
SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple
The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.
SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside
The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.
SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects
The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.Recent updates
SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple
The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside
The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects
The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.SUBC: Contract Wins And Margin Trajectory Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 rises materially from NOK 309.15 to NOK 367.57, reflecting analysts' focus on higher assumed revenue growth, stronger profit margins backed by recent commentary on utilization and margins, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Subsea 7 shows a mix of views, but the most constructive voices are pointing to higher price targets and an improved outlook on utilization and margins.SUBC: Contract Wins And Margin Outlook Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 edges higher to NOK 309 from about NOK 307, as analysts balance recent downgrades from several banks with JPMorgan's NOK 17 upward revision and modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Subsea 7 shows a split view, with several downgrades sitting alongside a higher price target from JPMorgan.SUBC: Contract Backlog And Margin Outlook Will Support Earnings Multiple Reassessment
Analysts have lifted their price target on Subsea 7 by NOK 17 to NOK 208, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research revisions. Analyst Commentary Recent Street commentary on Subsea 7 has focused on how updated valuation assumptions feed into revised price targets, with JPMorgan playing a visible role in the latest adjustments.SUBC: Future Contract Pipeline Will Support Earnings Multiple Reassessment
Analysts have trimmed their price expectations for Subsea 7, with JPMorgan lowering its target from NOK 212 to NOK 208. Our updated fair value framework now reflects more conservative assumptions on growth and margins, along with a higher future P/E multiple.SUBC: Offshore Contract Backlog And Margin Outlook Will Shape Balanced Prospects
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 228.39, while Street targets have moved from NOK 212 to NOK 208, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of NOK 228.39 as leaving a modest gap to the revised NOK 208 target.SUBC: Long Term Revenue Concerns Will Restrain Future Share Price Upside
Analysts have modestly trimmed their price target on Subsea 7 to NOK 208 from NOK 212, reflecting slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. Analyst Commentary Bearish analysts point to the modest price target cut to NOK 208 as a signal that expectations for Subsea 7's long term revenue trajectory are being recalibrated, even as near term fundamentals appear solid.SUBC: Margin Expansion And Major Offshore Contracts Will Drive Share Performance
The analyst price target for Subsea 7 has been adjusted downward by NOK 4 to NOK 208. Analysts cite evolving revenue growth and industry-wide preferences for companies with stronger growth prospects.SUBC: Major Contracts And Sector Shifts Will Drive Future Outperformance
Analysts have slightly reduced their fair value price target for Subsea 7 from NOK 229.88 to NOK 228.56. This change reflects updated expectations for growth and margin performance based on recent industry research.SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum
Analysts have modestly raised their average price target for Subsea 7, now forecasting NOK 229.88 per share. They note the company's stable outlook is supported by steady profit margins and a slight uptick in the discount rate.Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts have increased their fair value estimate for Subsea 7 from NOK 223.06 to NOK 229.88. This change reflects improved revenue growth forecasts and recent price target updates by several firms.Offshore Wind And Oil Projects Will Fuel Future Decarbonization
The analyst price target for Subsea 7 has increased from NOK 218.18 to NOK 223.06, reflecting analysts’ expectations for resilient performance and ongoing sector growth, even though some macroeconomic outlooks remain cautious. Analyst Commentary Recent Street research provides a nuanced view on Subsea 7's outlook, reflecting both confidence in the company's ongoing growth potential and caution about market dynamics.Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts revised Subsea 7’s price target slightly lower to NOK218.18, citing macro uncertainty, elevated valuations, and share price strength prompting caution despite ongoing operational improvements and peer outperformance. Analyst Commentary Ongoing preference for oilfield services companies with self-help levers and superior growth prospects in the European market compared to exploration and production peers.Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysatorOrderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljone
Robust $11 Billion Backlog Will Positively Impact Future Earnings And Cash Flow
Subsea7 anticipates strong EBITDA growth with a robust backlog and strategic deepwater contract focus, positively impacting earnings and cash flow.Rendement voor aandeelhouders
| SUBC | NO Energy Services | NO Markt | |
|---|---|---|---|
| 7D | 2.5% | 2.8% | 1.1% |
| 1Y | 107.1% | 76.0% | 26.0% |
Rendement versus industrie: SUBC overtrof de Norwegian Energy Services industrie, die het afgelopen jaar een rendement 76 % opleverde.
Rendement versus markt: SUBC overtrof de Norwegian markt, die het afgelopen jaar een rendement opleverde van 26 %.
Prijsvolatiliteit
| SUBC volatility | |
|---|---|
| SUBC Average Weekly Movement | 5.3% |
| Energy Services Industry Average Movement | 4.9% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in NO Market | 11.5% |
| 10% least volatile stocks in NO Market | 3.2% |
Stabiele aandelenkoers: SUBC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Norwegian markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van SUBC is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1993 | 13,667 | John Evans | www.subsea7.com |
Subsea 7 S.A. levert wereldwijd offshore projecten en diensten voor de energie-industrie. Het bedrijf biedt producten en diensten voor de ontwikkeling van onderzeese velden, waaronder projectmanagement, ontwerp en engineering, inkoop, fabricage, onderzoek, installatie en inbedrijfstelling van productiefaciliteiten op de zeebodem en de koppeling van deze faciliteiten aan vaste of drijvende platforms of aan de wal. Het bedrijf levert ook op afstand bediende voertuigen en toolingdiensten ter ondersteuning van exploratie- en productieactiviteiten en om volledige 'life-of-field'-diensten te leveren; inkoop en installatie van offshore windturbinefunderingen en inner-array kabels, evenals zwaar hijswerk voor duurzame energiestructuren en zwaar transport; en engineering- en adviesdiensten aan klanten in de olie- en gasindustrie, duurzame energie en nutsbedrijven.
Subsea 7 S.A. Samenvatting
| SUBC fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | NOK 97.85b |
| Inkomsten(TTM) | NOK 4.57b |
| Inkomsten(TTM) | NOK 68.11b |
21.4x
Koers/Winstverhouding1.4x
P/S-verhoudingIs SUBC overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SUBC resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$7.35b |
| Kosten van inkomsten | US$6.11b |
| Brutowinst | US$1.23b |
| Overige uitgaven | US$741.50m |
| Inkomsten | US$493.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 30, 2026
| Winst per aandeel (EPS) | 1.66 |
| Brutomarge | 16.80% |
| Nettowinstmarge | 6.71% |
| Schuld/Eigen Vermogen Verhouding | 11.8% |
Hoe presteerde SUBC op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.7%
Huidig dividendrendement76%
UitbetalingsratioBetaalt SUBC een betrouwbaar dividend?
Zie SUBC dividendgeschiedenis en benchmarks| Subsea 7 dividenddata | |
|---|---|
| Ex Dividend Datum | May 20 2026 |
| Betaaldatum dividend | May 28 2026 |
| Dagen tot Ex-dividend | 15 days |
| Dagen tot dividendbetaaldatum | 23 days |
Betaalt SUBC een betrouwbaar dividend?
Zie SUBC dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 23:11 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Subsea 7 S.A. wordt gevolgd door 34 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Pickup | Barclays |
| James West | Barclays |
| Richard Dawson | Berenberg |