NEL Share Price Performance
NOK 0
-3.03 (-100.00%)
Price NOK 0
Fair ValueNOK 2.18
Share Pricen/a
- 3 Narratives written by author
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- 37 Fair Values set on narratives written by author
NEL Community Narratives
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Fair Value NOK 2.18 3.5% overvalued intrinsic discount
US Tax Incentives Will Unlock Green Hydrogen Potential
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Fair Value NOK 1 126.0% overvalued intrinsic discount
Delayed Decarbonization Orders And Early Electrolyzer Setbacks Will Limit Prospects
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Fair Value NOK 4.07 44.4% undervalued intrinsic discount
New Electrolyzers Will Accelerate Global Decarbonization And Electrification
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Delayed Decarbonization Orders And Early Electrolyzer Setbacks Will Limit Prospects
Key Takeaways Ongoing delays in renewables adoption and project cancellations are causing unpredictable revenue, weak order intake, and ongoing losses. Rising competition and uncertain hydrogen infrastructure development threaten Nel's market share, long-term growth, and path to profitability.Read more
14
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NOK 1
126.0% overvalued intrinsic discount
Fair Value
Profit Margin
6.49%
Future PE
34.64x
Price in 2029
NOK 1.29
US Tax Incentives Will Unlock Green Hydrogen Potential
Key Takeaways Growing demand, favorable policies, and strong partnerships are expanding Nel's order backlog and supporting robust long-term revenue opportunities in the green hydrogen market. Ongoing technology improvements and cost-cutting measures are expected to boost profitability, improve margins, and strengthen Nel's competitive position.Read more
173
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NOK 2.18
3.5% overvalued intrinsic discount
Fair Value
Profit Margin
6.49%
Future PE
64.48x
Price in 2029
NOK 2.82
New Electrolyzers Will Accelerate Global Decarbonization And Electrification
Key Takeaways Transformational electrolyzer technologies and regulatory tailwinds position Nel for outsized market share, exponential order growth, and margin expansion as green hydrogen adoption accelerates. Operational streamlining, service revenues, and industry consolidation strengthen Nel's earnings and reduce cyclicality, setting the stage for positive income surprises and pricing power.Read more
66
users have viewed this narrative1users have liked this narrative
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NOK 4.07
44.4% undervalued intrinsic discount
Fair Value
Profit Margin
5.21%
Future PE
92.39x
Price in 2028
NOK 5.11
Trending Discussion
Recently Updated Narratives
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NEL: Higher Discount Rate Will Pressure Future Returns Despite Margin Gains
Fair Value: NOK 1 126.0% overvalued intrinsic discount
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AN
NEL: Fair Outlook As New Hydrogen Capacity And Funding Will Reshape Prospects
Fair Value: NOK 2.18 3.5% overvalued intrinsic discount
27 followersusers have followed this narrative
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1 likeusers have liked this narrative
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New Electrolyzers Will Accelerate Global Decarbonization And Electrification
Fair Value: NOK 4.07 44.4% undervalued intrinsic discount
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Snowflake Analysis
Nel ASA Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 22, 2026
- -0.69
- 57.60%
- -131.36%
- 0%
About NEL
- Founded
- 1927
- Employees
- 346
- CEO
- WebsiteView website
Nel ASA, a hydrogen company, provides solutions to produce, store, and distribute hydrogen from renewable energy in Norway and internationally. It operates through Nel Alkaline Electrolyser and Nel PEM Electrolyser segments. The Nel Alkaline Electrolyser segment supplies hydrogen production equipment based on alkaline water electrolysis technology. The Nel PEM Electrolyser segment supplies hydrogen production equipment based on proton exchange membrane (PEM) water electrolysis technology. The company was formerly known as DiaGenic ASA and changed its name to Nel ASA in October 2014. Nel ASA was founded in 1927 and is headquartered in Oslo, Norway.
