Mowi (OB:MOWI) Valuation in Focus After Upbeat Growth Guidance and Nova Sea Integration

Recent updates have made Mowi (OB:MOWI) a topic of discussion for investors, as the company raised its harvest volume forecasts for 2025 and 2026 after consolidating Nova Sea. This, combined with new index inclusion and upbeat sector outlooks, is shifting sentiment positively.

See our latest analysis for Mowi.

Mowi’s positive developments, including index inclusion and ambitious harvest targets, have energized the stock’s momentum. After some volatility earlier in the year, Mowi’s share price has climbed to NOK 223.6, delivering a 13.3% rise year-to-date and a robust 19.7% total shareholder return over the past year. With upbeat forecasts, ongoing sustainability efforts, and steady demand trends, optimism is building around Mowi’s long-term growth story despite recent swings in earnings and a notable loss of its Royal Warrant.

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With shares up sharply and analyst targets still pointing higher, the key question for investors is whether Mowi remains undervalued given its growth prospects or if the market has already priced in the good news.

Most Popular Narrative: 5.4% Undervalued

Mowi’s fair value, according to the most popular narrative, stands at NOK 236.47, which is slightly above its recent closing price of NOK 223.6. This signals room for upside if the company can deliver on growth expectations embedded in the narrative.

The current stock price may not fully reflect Mowi's expected normalization of industry supply growth. Following an anomalously high 18% global supply increase in 2025 that pressured prices, the market is set to return to low (1%) growth from 2026 onward. This is likely to result in stronger pricing and higher revenues in the medium term.

Read the complete narrative.

Want to know what ambitious industry forecasts and margin expectations are baked into this fair value? The secret: a bold pace of profit recovery and a growth outlook that is bucking recent market trends. Find out which future milestones are moving the needle in ways you might not expect.

Result: Fair Value of $236.47 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, challenging supply conditions or unexpected increases in input costs could quickly pressure Mowi’s margins and challenge the optimistic growth outlook.

Find out about the key risks to this Mowi narrative.

Build Your Own Mowi Narrative

If you have a different perspective or want to explore the numbers independently, you can draft your own narrative in just a few minutes, your way with Do it your way.

A great starting point for your Mowi research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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