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Northern Data AG Stock Price

DB:NB2 Community·€789.0m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

NB2 Share Price Performance

€12.29
-9.97 (-44.79%)
€26.33
Fair Value
€12.29
-9.97 (-44.79%)
53.3% undervalued intrinsic discount
€26.33
Fair Value
Price €12.29
AnalystConsensusTarget €26.33

NB2 Community Narratives

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Fair Value €26.33 53.3% undervalued intrinsic discount

Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation

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€26.33
53.3% undervalued intrinsic discount
Profit Margin
4.94%
Future PE
49.48x
Price in 2029
€33.98

Trending Discussion

Updated Narratives

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NB2: Improved 2026 Revenue Guidance And GPU Utilization Will Support Reappraisal Of Undervalued AI Infrastructure

Fair Value: €26.33 53.3% undervalued intrinsic discount
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Snowflake Analysis

High growth potential and overvalued.

1 Risk
1 Reward

Northern Data AG Key Details

€80.0m

Revenue

€82.4m

Cost of Revenue

-€2.3m

Gross Profit

€480.4m

Other Expenses

-€482.7m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-7.52
-2.93%
-603.09%
139.1%
View Full Analysis

About NB2

Founded
2008
Employees
157
CEO
Aroosh Thillainathan
WebsiteView website
northerndata.de

Northern Data AG develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions in Europe and North America. The company operates through Taiga Cloud and Ardent Data Centers segment. It offers computing services; hosting and colocation services; computing power for generative AI purposes and cloud computing and graphics processing units (GPU) hardware related services. The company also provides data centers and managed infrastructure optimized for AI and HPC needs; and procures, installs, and manages server hardware. In addition, it offers infrastructure as a service and platform as a service. The company was formerly known as Northern Bitcoin AG and changed its name to Northern Data AG in January 2020. Northern Data AG was founded in 2008 and is headquartered in Frankfurt am Main, Germany.

Recent NB2 News & Updates

NB2: Improved 2026 Revenue Guidance And GPU Utilization Will Support Reappraisal Of Undervalued AI Infrastructure

Narrative Update on Northern Data The analyst price target for Northern Data is now set at €26.33, with analysts citing a lower discount rate, adjusted profit margin expectations, and a higher assumed future P/E as key drivers of this revised view. What's in the News Northern Data issued earnings guidance for the first quarter of 2026, with expected revenue in a range of €40 million to €42 million, compared with reported revenue of €40 million for Q1 2025 (company guidance).

NB2: Strong 2026 Revenue Guidance Will Support Reappraisal Of Undervalued AI Infrastructure

Analysts have kept their €26.33 price target for Northern Data unchanged, citing essentially steady assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Northern Data issued group revenue guidance for the first quarter of fiscal 2026, noting strong revenue momentum supported by its customer allocation strategy, utilization rate and contract pricing (Key Developments).

NB2: Higher Revenue Guidance Will Support Reappraisal Of Undervalued AI Infrastructure

Analysts have raised their Northern Data price target to €26.33 per share, supported by updated assumptions that include a higher discount rate, a significantly higher expected revenue growth rate and a lower future P/E multiple. What's in the News Northern Data issued new group revenue guidance for the first quarter of fiscal 2026, citing revenue momentum supported by its customer allocation strategy, utilization rate and contract pricing (Key Developments).

Recent updates

No updates