ELK Share Price Performance
NOK 30.28
7.34 (32.00%)
7.8% undervalued intrinsic discount
NOK 32.83
Fair Value
Price NOK 30.28
AnalystConsensusTarget NOK 32.83
Nidaros_scout NOK 50.00
John_Silver NOK 35.13
Fair ValueNOK 32.83
Share Pricen/a
- 5 Narratives written by author
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- 35 Fair Values set on narratives written by author
ELK Community Narratives
AN
Fair Value NOK 32.83 7.8% undervalued intrinsic discount
Medical-Grade Silicone Launch and Production Cuts Will Balance Future Prospects
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NI
Fair Value NOK 50 39.4% undervalued intrinsic discount
Market stabilized and silicone business transaction upside
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JO
Fair Value NOK 35.13 13.8% undervalued intrinsic discount
Elkem - A cyclical chemical company coming out of its trough
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Market stabilized and silicone business transaction upside
It appears that the transaction/sale of the silicone business is proceeding according to plan. If the transaction price had fallen outside the book value range used in the sensitivity analysis disclosed in the company’s annual report, the company has stated that it would have been required to inform the market.Read more
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NI
NOK 50
39.4% undervalued intrinsic discount
Nidaros_scout's Fair Value
Revenue
19.42% p.a.
Profit Margin
2.87%
Future PE
39.41x
Price in 2031
NOK 73.04
Elkem - A cyclical chemical company coming out of its trough
ELKEM is a stock I`ve owned before, in fact it is one of the first companies I bought shares in when I began "investing" (speculating) in 2018. Back then I sold almost at the bottom in 2020, at a bargain basement price of around 12NOK per share, a classic mistake.Read more
31
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JO
NOK 35.13
13.8% undervalued intrinsic discount
John_Silver's Fair Value
Profit Margin
8%
Future PE
10x
Price in 2034
NOK 88.43
Medical-Grade Silicone Launch and Production Cuts Will Balance Future Prospects
Key Takeaways Strategic review and operational improvements, especially in China, may enhance competitiveness and increase earnings upon completion by year-end. Diverse geographical presence and R&D initiatives in sustainability could drive revenue growth and strong net margins amid global trade tensions.Read more
117
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AN
NOK 32.83
7.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
16.84% p.a.
Profit Margin
7.21%
Future PE
13.86x
Price in 2029
NOK 41.47
Global Overcapacity And Weak Demand Will Pressure Margins And Depress Long-Term Earnings
Catalysts About Elkem Elkem is a global producer of silicon-based advanced materials, supplying silicon products, silicones and carbon solutions to industries such as automotive, construction, aluminum and chemicals. What are the underlying business or industry changes driving this perspective?Read more
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AN
NOK 23
31.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
28.66% p.a.
Profit Margin
2.1%
Future PE
24.23x
Price in 2028
NOK 28.85
Green Transition And Trade Measures Will Drive Strong Upside For This Materials Leader
Catalysts About Elkem Elkem is a global supplier of advanced silicon based materials, carbon solutions and silicones that enable critical applications in industries such as automotive, construction, aluminum, steel and energy. What are the underlying business or industry changes driving this perspective?Read more
12
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AN
NOK 35
13.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
41.1% p.a.
Profit Margin
6.87%
Future PE
8.55x
Price in 2028
NOK 43.96
Trending Discussion
Recently Updated Narratives
NI
Market stabilized and silicone business transaction upside
Fair Value: NOK 50 39.4% undervalued intrinsic discount
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JO
Elkem - A cyclical chemical company coming out of its trough
Fair Value: NOK 35.13 13.8% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
ELK: Safety Actions And Earnings Assumptions Will Shape A Balanced Outlook
Fair Value: NOK 32.83 7.8% undervalued intrinsic discount
19 followersusers have followed this narrative
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Snowflake Analysis
Elkem ASA Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Mar 19, 2026
- 0.47
- 53.85%
- 1.82%
- 48.1%
About ELK
- Founded
- 1904
- Employees
- 7000
- CEO
- WebsiteView website
Elkem ASA engages in the provision of advanced material solutions worldwide. It operates through Silicones, Silicon Products, and Carbon Solutions segments. The company offers silicones polymers, including silicone oils, compounds, emulsions, grease, and resins, as well as chlorosilanes, heat cured rubber silicone, liquid silicone rubber, and RTV-1 and RTV-2 silicones. It also provides silicon-based materials comprising silicon, silicon powder/micronized silicon, silica fume/ micro-silica, ferrosilicon, and grain refiners. In addition, the company offers foundry alloys, such as preconditioners, recarburizers, conditioners, nodularizers, inserts, and inoculants; and carbon-based materials comprising carbon electrodes, furnace tapping materials, electrode paste, ramming paste, prebaked electrodes, and furnace lining materials, as well as polymer additives, and oilfield and refractories specialty products. It offers its products to electronics, aerospace, healthcare, personal care, packaging, airbag coating, chemicals, aluminium, electronics, automotive, specialty steel, solar, construction, refractories, oil and gas, ferroalloys, silicon, and aluminium industries. The company was founded in 1904 and is based in Oslo, Norway. Elkem ASA operates as a subsidiary of Bluestar Elkem International Co., Ltd. S.A.
