LINK Mobility Group Holding ASA

OB:LINK Voorraadrapport

Marktkapitalisatie: NOK 7.4b

LINK Mobility Group Holding Inkomsten in het verleden

Verleden criteriumcontroles 1/6

LINK Mobility Group Holding heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 48.5%, terwijl de Software-industrie de winst zag groeien met 13.4% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 14.4%. Het rendement op eigen vermogen van LINK Mobility Group Holding is 1.5%, en het heeft een nettomarge van 1.2%.

Belangrijke informatie

48.51%

Groei van de winst

49.07%

Groei van de winst per aandeel

Software Groei van de industrie52.55%
Inkomstengroei14.42%
Rendement op eigen vermogen1.52%
Nettomarge1.23%
Volgende winstupdate12 May 2026

Recente prestatie-updates uit het verleden

Analyse-artikel May 06

LINK Mobility Group Holding's (OB:LINK) Soft Earnings Are Actually Better Than They Appear

The market for LINK Mobility Group Holding ASA's ( OB:LINK ) shares didn't move much after it posted weak earnings...
Analyse-artikel Aug 28

LINK Mobility Group Holding's (OB:LINK) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by LINK Mobility Group Holding ASA ( OB:LINK ). While the...

Recent updates

Analyse-artikel May 06

LINK Mobility Group Holding's (OB:LINK) Soft Earnings Are Actually Better Than They Appear

The market for LINK Mobility Group Holding ASA's ( OB:LINK ) shares didn't move much after it posted weak earnings...
Analyse-update May 03

LINK: Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, pointing to largely steady assumptions on discount rate, revenue growth, profit margin and future P/E in their valuation work. What's in the News The company is actively seeking M&A opportunities, with accretive deals identified as the first priority for capital allocation.
Analyse-update Apr 19

LINK: Strong Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only very small refinements to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News LINK Mobility Group Holding ASA is actively looking for M&A opportunities, with accretive deals highlighted as the first priority for capital allocation (Key Developments).
Analyse-update Apr 05

LINK: Future Cash Generation And Accretive M&A Will Support Upside Potential

Analysts have reiterated their NOK 30.25 price target for LINK Mobility Group Holding, with only minor tweaks to assumptions such as the discount rate and future P/E underpinning the unchanged fair value view. What's in the News Management highlights NOK 400 million in free cash flow and describes cash generation as strong, with expectations that the SMSPortal acquisition will support further improvement in cash generation and flexibility to invest in the business (Key Developments).
Analyse-update Mar 22

LINK: Future Cash Generation And Accretive M&A Will Drive Upside Potential

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only minor technical adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and future P/E multiple. What's in the News The company is actively looking for M&A opportunities, with management pointing to a strong and actionable deal pipeline and a focus on accretive transactions as a first priority for capital allocation (Key Developments).
Analyse-update Mar 07

LINK: Future Cash Generation And M&A Pipeline Will Drive Upside Potential

Analysts have reset their price target for LINK Mobility Group Holding to NOK30.25 from NOK43.75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These revisions point to a more cautious outlook on the shares.
Analyse-update Feb 21

LINK: Cash Generation And Measured P/E Will Frame Balanced Return Potential

Analysts have revised their price target for LINK Mobility Group Holding from NOK 40 to NOK 21, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Management reports NOK 400 million in free cash flow, with CEO Thomas Berge highlighting strong cash conversion across the business as a support for ongoing capital allocation plans (Key Developments).
Analyse-artikel Feb 15

LINK Mobility Group Holding ASA Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for LINK Mobility Group Holding ASA ( OB:LINK ) shareholders, with the stock dropping 16% to...
Analyse-update Feb 07

LINK: Steady Fair Value And Higher Future P/E Will Support Upside

Analysts have kept their fair value estimate for LINK Mobility Group Holding steady at €40.00, while updating their assumptions to reflect a slightly higher discount rate, a lower revenue growth outlook, a reduced profit margin and a higher future P/E multiple, which together explain the unchanged price target. What's in the News An extraordinary general meeting is scheduled for February 3, 2026, at 10:00 W.
Analyse-artikel Feb 07

LINK Mobility Group Holding ASA (OB:LINK) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

LINK Mobility Group Holding ASA ( OB:LINK ) shares have had a horrible month, losing 26% after a relatively good period...
Analyse-update Jan 24

LINK: Steady Fair Value And Higher Margins Will Support Future Upside

Analysts have maintained their fair value estimate for LINK Mobility Group Holding at €40.00. This unchanged target reflects slight adjustments to assumptions on the discount rate, revenue growth, profit margin, and future P/E ratio.
Analyse-artikel Jan 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analyse-update Jan 10

LINK: Higher Margins And Refined Assumptions Will Support Stronger Future Earnings

Analysts have trimmed their price target on LINK Mobility Group Holding to reflect an unchanged fair value estimate of €40.00. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and forward P/E that fine tune their overall outlook rather than change it outright.
Analyse-update Dec 13

LINK: Higher Margins Are Expected To Drive Stronger Future Earnings Potential

Analysts have lifted their price target on LINK Mobility Group Holding from NOK 29.00 to NOK 40.00, citing expectations of faster revenue growth, higher profit margins, and a modestly lower discount rate that together support a richer future earnings multiple. Valuation Changes Fair Value: The price target was increased significantly from NOK 29.00 to NOK 40.00, implying a notably higher assessed equity value.
Analyse-artikel Aug 28

LINK Mobility Group Holding's (OB:LINK) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by LINK Mobility Group Holding ASA ( OB:LINK ). While the...
Analyse-update Aug 25

CPaaS And RCS Rollout Will Open New Markets

The upward revision in LINK Mobility Group Holding’s price target reflects improved net profit margin and stronger revenue growth forecasts, with the consensus analyst price target rising to NOK43.75. What's in the News LINK Mobility is actively pursuing M&A opportunities, with 8 prioritized targets and 3 in due diligence.
Analyse-update Aug 11

New Communication Channels Will Open Future Opportunities In European Markets

Consensus price targets for LINK Mobility Group Holding have increased, primarily driven by higher revenue growth forecasts and an uptick in expected valuation multiples, resulting in a revised fair value of NOK35.40. What's in the News Share buyback plan expired.
Analyse-artikel Aug 10

LINK Mobility Group Holding ASA's (OB:LINK) P/E Is On The Mark

OB:LINK 1 Year Share Price vs Fair Value Explore LINK Mobility Group Holding's Fair Values from the Community and...
Analyse-artikel Apr 17

LINK Mobility Group Holding ASA's (OB:LINK) Price In Tune With Earnings

LINK Mobility Group Holding ASA's ( OB:LINK ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a...
Analyse-artikel Mar 11

Is There An Opportunity With LINK Mobility Group Holding ASA's (OB:LINK) 47% Undervaluation?

Key Insights LINK Mobility Group Holding's estimated fair value is kr38.55 based on 2 Stage Free Cash Flow to Equity...
Analyse-artikel Feb 21

LINK Mobility Group Holding's (OB:LINK) Performance Is Even Better Than Its Earnings Suggest

LINK Mobility Group Holding ASA's ( OB:LINK ) strong earnings report was rewarded with a positive stock price move. We...
Analyse-artikel Feb 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Nieuwe analyse Feb 09

AI-driven SaaS Expansion Into Europe May Boost Future Earnings, But Volatility Remains A Concern

Expansion into less penetrated European markets and terminating low-margin contracts may drive future revenue and improve net margins.
Analyse-artikel Nov 06

An Intrinsic Calculation For LINK Mobility Group Holding ASA (OB:LINK) Suggests It's 28% Undervalued

Key Insights The projected fair value for LINK Mobility Group Holding is kr33.10 based on 2 Stage Free Cash Flow to...
Analyse-artikel Aug 22

LINK Mobility Group Holding's (OB:LINK) Earnings Are Of Questionable Quality

LINK Mobility Group Holding ASA ( OB:LINK ) just reported some strong earnings, and the market reacted accordingly with...
Analyse-artikel Aug 16

LINK Mobility Group Holding (OB:LINK) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyse-artikel Feb 02

These 4 Measures Indicate That LINK Mobility Group Holding (OB:LINK) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-artikel Jan 25

Is Now An Opportune Moment To Examine LINK Mobility Group Holding ASA (OB:LINK)?

While LINK Mobility Group Holding ASA ( OB:LINK ) might not be the most widely known stock at the moment, it led the OB...

Opbrengsten en kosten

Hoe LINK Mobility Group Holding geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

OB:LINK Opbrengsten, kosten en inkomsten (NOK Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 257,08387160
30 Sep 256,951105430
30 Jun 256,915109300
31 Mar 256,973167280
31 Dec 246,994172140
30 Sep 246,941176380
30 Jun 246,880178250
31 Mar 246,621104180
31 Dec 236,28238110
30 Sep 235,909-263570
30 Jun 235,541-242470
31 Mar 235,073-216100
31 Dec 224,914-194130
30 Sep 224,788158-1040
30 Jun 224,67137-460
31 Mar 224,638-2700
31 Dec 214,410-78190
30 Sep 214,154-1962460
30 Jun 213,856-1871520
31 Mar 213,641-61660
31 Dec 203,539-328110
30 Sep 203,356-3831920
30 Jun 203,238-4011280
31 Mar 203,066-511880
31 Dec 192,890-23380
31 Dec 18845-41860

Kwaliteitswinsten: LINK heeft een grote eenmalige verlies van NOK59.0M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: De huidige netto winstmarges (1.2%) LINK } zijn lager dan vorig jaar (2.5%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: LINK is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 48.5% per jaar laten groeien.

Versnelling van de groei: De winstgroei LINK is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: LINK had het afgelopen jaar een negatieve winstgroei ( -49.2% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Software ( 8.9% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 1.5% ) van LINK wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/08 03:41
Aandelenkoers aan het einde van de dag2026/05/08 00:00
Inkomsten2025/12/31
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

LINK Mobility Group Holding ASA wordt gevolgd door 8 analisten. 4 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
Rayan SayyahDanske Bank
Henriette TrondsenDanske Bank