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Subsea 7 S.A. Stock Price

OB:SUBC Community·NOK 101.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 51 Fair Values set on narratives written by author

SUBC Share Price Performance

NOK 343.00
153.30 (80.81%)
NOK 274.67
Fair Value
NOK 343.00
153.30 (80.81%)
24.9% overvalued intrinsic discount
NOK 274.67
Fair Value
Price NOK 343.00
AnalystConsensusTarget NOK 274.67
MrMoneyMan NOK 290.00
AnalystHighTarget NOK 427.76

SUBC Community Narratives

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Fair Value NOK 274.67 24.9% overvalued intrinsic discount

SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum

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16users have followed this narrative
Fair Value
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Fair Value NOK 290 18.3% overvalued intrinsic discount

Subsea 7 Set for a Strong Q2 with Promising Upside in June

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9users have followed this narrative
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Fair Value NOK 427.76 19.8% undervalued intrinsic discount

Global Energy Transition Will Fuel Deepwater And Offshore Wind Growth

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3users have followed this narrative
NOK 290
18.3% overvalued intrinsic discount
Fair Value
Revenue
31.58% p.a.
Profit Margin
2.95%
Future PE
20.5x
Price in 2030
NOK 611.48
NOK 233.2
47.1% overvalued intrinsic discount
Revenue
-8.52% p.a.
Profit Margin
5.02%
Future PE
31.44x
Price in 2029
NOK 283.32
NOK 427.76
19.8% undervalued intrinsic discount
Revenue
3.78% p.a.
Profit Margin
10.86%
Future PE
18.7x
Price in 2029
NOK 521.3
NOK 274.67
24.9% overvalued intrinsic discount
Revenue
0.89% p.a.
Profit Margin
8.56%
Future PE
16.5x
Price in 2029
NOK 333.67

Trending Discussion

Updated Narratives

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Subsea 7 Set for a Strong Q2 with Promising Upside in June

Fair Value: NOK 290 18.3% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SUBC: Elevated P E Multiples Will Strain Returns Despite New Long Dated Contracts

Fair Value: NOK 233.2 47.1% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SUBC: High Utilization And Contract Backlog Will Support Higher Future Earnings Multiple

Fair Value: NOK 427.76 19.8% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

1 Risk
3 Rewards

Subsea 7 S.A. Key Details

US$7.3b

Revenue

US$6.1b

Cost of Revenue

US$1.2b

Gross Profit

US$741.5m

Other Expenses

US$493.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
1.66
16.80%
6.71%
11.8%
View Full Analysis

About SUBC

Founded
1993
Employees
13667
CEO
John Evans
WebsiteView website
www.subsea7.com

Subsea 7 S.A. delivers offshore projects and services for the energy industry worldwide. The company offers subsea field development products and services, including project management, design and engineering, procurement, fabrication, survey, installation, and commissioning of production facilities on the seabed and the tie-back of its facilities to fixed or floating platforms or to the shore. It also provides remotely operated vehicles and tooling services to support exploration and production activities and to deliver full life-of-field services; procurement and installation of offshore wind turbine foundations and inter-array cables, as well as heavy lifting operations for renewables structures and heavy transportation services; and engineering and advisory services to clients in the oil and gas, renewables, and utilities industries. In addition, the company offers engineering, procurement, installation, and commissioning of subsea oil and gas systems in deep waters; fabrication, installation, extension, and refurbishment of fixed and floating platforms and associated pipelines in shallow water environments; inspection, and repair and maintenance services, management of subsea infrastructure, and remote intervention support; and carbon capture, utilization, and storage services. The company was incorporated in 1993 and is based in Luxembourg, Luxembourg.

Recent SUBC News & Updates

Narrative Update Jun 15

SUBC: Elevated P E Multiples Will Strain Returns Despite New Long Dated Contracts

Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 233.20, supported by a series of recent price target increases on the stock, including one move to NOK 370, partly offset by a few downgrades. Analyst Commentary Recent Street research on Subsea 7 has been mixed.
Narrative Update Jun 01

SUBC: Elevated P E Multiples Will Challenge Returns Despite Recent Contract Wins

Subsea 7’s analyst price target has been raised from NOK 192.81 to NOK 232.39, reflecting updated analyst views that factor in higher projected P/E multiples, a slightly higher discount rate, modestly improved profit margins and softer revenue expectations, alongside a series of recent price target increases and some downgrades across the Street. Analyst Commentary Recent Street research on Subsea 7 shows a mix of higher price targets and fresh caution.

Recent updates

No updates