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Nordic Semiconductor ASAOB:NOD Voorraadrapport

Marktkapitalisatie NOK 41.2b
Prijs aandeel
NOK 207.60
NOK 225
7.7% ondergewaardeerd intrinsieke korting
1Y70.4%
7D1.8%
1D
Portefeuillewaarde
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Nordic Semiconductor ASA

OB:NOD Voorraadrapport

Marktkapitalisatie: NOK 41.2b

Nordic Semiconductor (NOD) Aandelenoverzicht

Nordic Semiconductor ASA, een fabless halfgeleiderbedrijf, ontwikkelt en verkoopt geïntegreerde schakelingen voor gebruik in draadloze toepassingen voor de korte en lange afstand in Europa, Noord- en Zuid-Amerika en Azië-Pacific. Meer informatie

Beloningen

Risicoanalyse

NOD onze risicocontroles hebben doorstaan.

NOD Community Fair Values

Create Narrative

See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

Nordic Semiconductor ASA Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Nordic Semiconductor
Historische aandelenkoersen
Huidige aandelenkoersNOK 207.60
52 Week HoogtepuntNOK 208.60
52 Week LaagNOK 119.00
Bèta1
1 maand verandering13.20%
3 maanden verandering43.67%
1 Jaar Verandering70.44%
3 jaar verandering77.89%
5 jaar verandering-10.82%
Verandering sinds IPO29,139.44%

Recent nieuws en updates

Narratiefupdate May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
Narratiefupdate May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.
Narratiefupdate Apr 18

NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating

Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.
Narratiefupdate Apr 03

NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating

Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.

Recent updates

Narratiefupdate May 21

NOD: Elevated Expectations Will Likely Outrun Execution And Earnings Recovery Pace

Narrative Update: Nordic Semiconductor The analyst price target for Nordic Semiconductor has moved from NOK 105.0 to NOK 134.0, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E, alongside recent price target lifts to around NOK 185, even as one firm has turned more cautious on the stock. Analyst Commentary Recent Street research on Nordic Semiconductor reflects a split view.
Narratiefupdate May 02

NOD: Edge AI And Device Management Progress Will Support Shares Despite Mixed Sentiment

Narrative fair value for Nordic Semiconductor has been updated from NOK 145.70 to NOK 189.31, reflecting higher analyst price targets around NOK 185 and analyst expectations for modestly higher revenue growth, profit margins, and a richer future P/E multiple. Analyst Commentary Recent research points to a split in sentiment around Nordic Semiconductor, with several large banks adjusting price targets toward NOK 185 while at least one firm has turned more cautious on the shares.
Narratiefupdate Apr 18

NOD: Edge AI And Cloud Services Will Support Future Earnings Re Rating

Analysts have nudged their price target for Nordic Semiconductor higher to NOK 225 from NOK 220, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, as well as recent upward revisions and upgrades in Street research. Analyst Commentary Recent Street research has leaned more positive on Nordic Semiconductor, with bullish analysts adjusting their views and price targets in a way that points to increased confidence in the company’s execution and earnings power.
Narratiefupdate Apr 03

NOD: Edge AI Execution Will Support Higher Earnings Power Re Rating

Analysts have lifted their price target for Nordic Semiconductor to NOK 155 from NOK 150, citing refreshed views on revenue growth, profit margins and future P/E assumptions that are now reflected in updated models. Analyst Commentary Bullish analysts are signaling a more constructive stance on Nordic Semiconductor, reflected in fresh research that incorporates updated views on revenue, margins and the P/E multiple used in valuation work.
Analyseartikel Apr 01

Nordic Semiconductor (OB:NOD) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Nordic Semiconductor ASA's ( OB:NOD ) robust earnings report didn't manage to move the market for its stock. Our...
Narratiefupdate Mar 20

NOD: Edge AI Rollout And Upgraded Outlook Will Support Re Rated Earnings Power

Nordic Semiconductor's analyst price target has been revised to NOK 155 from NOK 150, with analysts citing slightly adjusted growth and profitability assumptions, as well as recent research upgrades, as support for the new level. Analyst Commentary Bullish analysts are framing the revised NOK 155 price target as a signal of confidence in Nordic Semiconductor's ability to execute on its current plans, even with only modest adjustments to growth and profitability assumptions.
Narratiefupdate Mar 06

NOD: Edge AI And Cellular IoT Expansion Will Support Re Rated Earnings Power

Analysts have trimmed our fair value estimate for Nordic Semiconductor to NOK 220 from NOK 225, even as they cite slightly stronger revenue growth and profit margin assumptions and reference recent price target increases and upgrades on the stock from the Street. Analyst Commentary Recent Street research shows a generally constructive tone around Nordic Semiconductor, with bullish analysts adjusting their views to reflect what they see as supportive drivers for the equity story.
Narratiefupdate Feb 20

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Power

Analysts have lifted their fair value estimate for Nordic Semiconductor to NOK 225.00 from NOK 200.00. This reflects updated assumptions on revenue growth, profit margins and future P/E, alongside recent Street research including a higher NOK 155.00 price target at Deutsche Bank and a more positive stance from SEB Equities.
Narratiefupdate Feb 06

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential

Analysts have raised their price target on Nordic Semiconductor to €200.00, pointing to updated assumptions for slightly higher revenue growth and a modest adjustment in the discount rate and future P/E expectations following a more positive stance in recent research. Analyst Commentary Bullish analysts are leaning into a more constructive view on Nordic Semiconductor, using the recent research update to justify a higher price target and a more supportive stance on the shares.
Analyseartikel Feb 01

Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narratiefupdate Jan 23

NOD: Edge AI Rollout Will Support Re Rated Long Term Earnings Potential

Nordic Semiconductor's fair value estimate has moved to NOK 200 from NOK 190, as analysts reset their targets, with recent Street updates pointing to NOK 170 and NOK 172 and reflecting refreshed assumptions on the discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent Street updates around Nordic Semiconductor sit in a relatively tight range, with price targets clustered between NOK 170 and NOK 172.
Narratiefupdate Jan 08

NOD: Future Edge AI Adoption Will Support Shares Despite More Cautious Sentiment

Nordic Semiconductor's analyst price targets have shifted modestly lower, with recent Street updates moving from NOK 177 to NOK 172 and from NOK 180 to NOK 170, as analysts factor in slightly higher discount rates and a small adjustment to future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts are maintaining positive recommendations even with slightly lower targets, which suggests they still see room for upside relative to current valuation assumptions.
Narratiefupdate Dec 24

NOD: Earnings Recovery Pace Will Likely Disappoint Amid Softer Demand

Analysts have trimmed their fair value estimate for Nordic Semiconductor from NOK 109.0 to NOK 105.0, reflecting slightly higher discount rate assumptions and lower margin expectations, in line with recent modest price target cuts from the Street. Analyst Commentary Recent Street commentary has turned incrementally cautious, with bearish analysts trimming price targets despite maintaining largely unchanged ratings.
Narratiefupdate Dec 10

NOD: Future Demand Recovery Will Support Shares Amid Mixed Sector Sentiment

Analysts have slightly reduced their price target on Nordic Semiconductor, with our fair value estimate decreasing from NOK 146.77 to NOK 145.70. This revision reflects modestly lower assumptions for top line growth and adjusted sector multiples, while long term profitability and valuation frameworks remain supportive.
Narratiefupdate Nov 26

NOD: Recent Equity Raise Will Support Share Price Resilience Amid Uncertainty

Analysts have slightly lowered their price target for Nordic Semiconductor, reducing it by approximately NOK 0.52 to NOK 146.77. This adjustment is due to modest changes in revenue growth expectations and ongoing market caution, according to recent research notes.
Narratiefupdate Nov 07

NOD: Share Buyback And Equity Raise Will Drive Long-Term Upside

Nordic Semiconductor's analyst price target has been trimmed from NOK 149.14 to NOK 147.30, as analysts cite more cautious growth assumptions and moderating profit forecasts. Analyst Commentary Recent street research on Nordic Semiconductor reflects a mix of optimism and caution among analysts.
Narratiefupdate Oct 24

Sector Headwinds Will Persist Even As Execution Drives Long-Term Opportunities

Analysts have modestly increased their price targets for Nordic Semiconductor, with the consensus fair value rising from NOK 145.74 to NOK 149.14. This change reflects improved growth and margin expectations across recent research updates.
Narratiefupdate Oct 10

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Nordic Semiconductor’s analyst price target has been raised from NOK 142.41 to NOK 145.74. Analysts cite improved valuation forecasts and steady growth expectations for the company in their recent updates.
Analyseartikel Oct 05

Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
Narratiefupdate Sep 17

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Analysts have raised price targets for Nordic Semiconductor to NOK142.41, driven by improved Q2 results and stronger long-term fundamentals, though cautious outlooks persist due to fading tailwinds and concerns over optimistic future revenue estimates. Analyst Commentary Bullish analysts cited improved Q2 results and upwardly revised company estimates as reasons for higher price targets, indicating the company is trending positively.
Analyseartikel Aug 21

Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
Nieuw narratief Aug 17

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Key Takeaways Market optimism may be overestimating sustainable revenue growth, as cyclical benefits and external risks could limit long-term sales and profitability. High valuation is tied to growth in green technology and IoT, but rising costs, regulatory pressures, integration challenges, and increased competition threaten margins and earnings.
Analyseartikel Aug 16

Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

OB:NOD 1 Year Share Price vs Fair Value Explore Nordic Semiconductor's Fair Values from the Community and select yours...
Analyseartikel Jul 22

Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?

Key Insights Nordic Semiconductor's estimated fair value is kr112 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel May 22

What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?

Nordic Semiconductor ASA ( OB:NOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Analyseartikel May 02

Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for Nordic Semiconductor ASA ( OB:NOD ), who've watched their investment drop 16% to kr103 in the...
Analyseartikel Mar 17

Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nordic Semiconductor fair value estimate is kr241 Nordic...
Analyseartikel Feb 25

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jan 18

Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues

When you see that almost half of the companies in the Semiconductor industry in Norway have price-to-sales ratios (or...
Analyseartikel Nov 21

Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Oct 27

Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts

Nordic Semiconductor ASA ( OB:NOD ) investors will be delighted, with the company turning in some strong numbers with...
Analyseartikel Sep 29

Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues

Nordic Semiconductor ASA ( OB:NOD ) shareholders that were waiting for something to happen have been dealt a blow with...
Analyseartikel Jul 21

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 03

Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?

Nordic Semiconductor ASA ( OB:NOD ), is not the largest company out there, but it led the OB gainers with a relatively...
Analyseartikel May 23

Market Participants Recognise Nordic Semiconductor ASA's (OB:NOD) Revenues Pushing Shares 58% Higher

The Nordic Semiconductor ASA ( OB:NOD ) share price has done very well over the last month, posting an excellent gain...

Rendement voor aandeelhouders

NODNO SemiconductorNO Markt
7D1.8%8.5%0.8%
1Y70.4%125.7%21.9%

Rendement versus industrie: NOD presteerde slechter dan de Norwegian Semiconductor -sector, die het afgelopen jaar een rendement van 125.7 % opleverde.

Rendement versus markt: NOD overtrof de Norwegian markt, die het afgelopen jaar een rendement opleverde van 21.9 %.

Prijsvolatiliteit

Is NOD's price volatile compared to industry and market?
NOD volatility
NOD Average Weekly Movement5.9%
Semiconductor Industry Average Movement9.5%
Market Average Movement5.5%
10% most volatile stocks in NO Market12.3%
10% least volatile stocks in NO Market3.3%

Stabiele aandelenkoers: NOD heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Norwegian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van NOD is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19831,433Vegard Wollanwww.nordicsemi.com

Nordic Semiconductor ASA, een fabless halfgeleiderbedrijf, ontwikkelt en verkoopt geïntegreerde schakelingen voor gebruik in draadloze toepassingen op korte en lange afstand in Europa, Noord- en Zuid-Amerika en Azië-Pacific. Het bedrijf biedt cellulaire IoT die NB-IoT en LTE-M omvat; niet-cellulaire netwerken; Wi-Fi-oplossingen; Bluetooth low energy System-on-Chip (SoC); Bluetooth direction finding oplossing; DECT NR+, een niet-cellulaire radiostandaard; Thread, een IP-gebaseerde draadloze netwerkprotocoloplossing; nRF52 en nRF51 draadloze SoC's; en range extenders, evenals Bluetooth LE audio, Bluetooth mesh en Zigbee producten. Het biedt ook Matter, een Connected Home over IP-oplossing; Amazon sidewalk; multiprotocol SoC's; draadloze Bluetooth-technologie; beveiligingsoplossing; Edge AI; ANT-oplossingen, waaronder draadloze multiprotocol SoC's die het draadloze ANT-protocol ondersteunen; en KNX IoT.

Nordic Semiconductor ASA Samenvatting

Hoe verhouden de winst en inkomsten van Nordic Semiconductor zich tot de beurswaarde?
NOD fundamentele statistieken
MarktkapitalisatieNOK 41.20b
Inkomsten(TTM)NOK 239.84m
Inkomsten(TTM)NOK 6.54b
171.8x
Koers/Winstverhouding
6.3x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
NOD resultatenrekening (TTM)
InkomstenUS$704.99m
Kosten van inkomstenUS$335.52m
BrutowinstUS$369.48m
Overige uitgavenUS$343.61m
InkomstenUS$25.87m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

Aug 06, 2026

Winst per aandeel (EPS)0.13
Brutomarge52.41%
Nettowinstmarge3.67%
Schuld/Eigen Vermogen Verhouding14.9%

Hoe presteerde NOD op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 09:03
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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

Nordic Semiconductor ASA wordt gevolgd door 25 analisten. 15 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.

AnalistInstelling
null nullABG Sundal Collier
Rohan BahlBarclays
Simon Alexander ColesBarclays