Nordic Semiconductor ASA

OB:NOD Stock Report

Market Cap: NOK 30.6b

Nordic Semiconductor Future Growth

Future criteria checks 4/6

Nordic Semiconductor is forecast to grow earnings and revenue by 36.9% and 13.2% per annum respectively. EPS is expected to grow by 33.5% per annum. Return on equity is forecast to be 14.7% in 3 years.

Key information

36.9%

Earnings growth rate

33.53%

EPS growth rate

Semiconductor earnings growth18.3%
Revenue growth rate13.2%
Future return on equity14.69%
Analyst coverage

Good

Last updated07 Feb 2026

Recent future growth updates

Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 16
Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital

Feb 01
Here's What's Concerning About Nordic Semiconductor's (OB:NOD) Returns On Capital

Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S

Oct 05
Why Investors Shouldn't Be Surprised By Nordic Semiconductor ASA's (OB:NOD) P/S

Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point

Aug 21
Nordic Semiconductor's (OB:NOD) Earnings May Just Be The Starting Point

Cyclical Rebounds Will End While M&A Will Fuel Future Opportunity

Key Takeaways Market optimism may be overestimating sustainable revenue growth, as cyclical benefits and external risks could limit long-term sales and profitability. High valuation is tied to growth in green technology and IoT, but rising costs, regulatory pressures, integration challenges, and increased competition threaten margins and earnings.

Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 16
Results: Nordic Semiconductor ASA Exceeded Expectations And The Consensus Has Updated Its Estimates

Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?

Jul 22
Is Nordic Semiconductor ASA (OB:NOD) Worth kr144 Based On Its Intrinsic Value?

What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?

May 22
What Does Nordic Semiconductor ASA's (OB:NOD) Share Price Indicate?

Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

May 02
Nordic Semiconductor ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?

Mar 17
Are Investors Undervaluing Nordic Semiconductor ASA (OB:NOD) By 45%?

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Feb 25
Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues

Jan 18
Nordic Semiconductor ASA's (OB:NOD) Price In Tune With Revenues

Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?

Nov 21
Health Check: How Prudently Does Nordic Semiconductor (OB:NOD) Use Debt?

Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts

Oct 27
Results: Nordic Semiconductor ASA Beat Earnings Expectations And Analysts Now Have New Forecasts

Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues

Sep 29
Nordic Semiconductor ASA's (OB:NOD) 26% Cheaper Price Remains In Tune With Revenues

Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Jul 21
Is Nordic Semiconductor (OB:NOD) Using Debt In A Risky Way?

Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?

Jul 03
Should You Think About Buying Nordic Semiconductor ASA (OB:NOD) Now?

Market Participants Recognise Nordic Semiconductor ASA's (OB:NOD) Revenues Pushing Shares 58% Higher

May 23
Market Participants Recognise Nordic Semiconductor ASA's (OB:NOD) Revenues Pushing Shares 58% Higher

Analysts Are Upgrading Nordic Semiconductor ASA (OB:NOD) After Its Latest Results

Apr 27
Analysts Are Upgrading Nordic Semiconductor ASA (OB:NOD) After Its Latest Results

Be Wary Of Nordic Semiconductor (OB:NOD) And Its Returns On Capital

Apr 10
Be Wary Of Nordic Semiconductor (OB:NOD) And Its Returns On Capital

Here's Why Nordic Semiconductor (OB:NOD) Can Manage Its Debt Responsibly

Mar 21
Here's Why Nordic Semiconductor (OB:NOD) Can Manage Its Debt Responsibly

We Think That There Are More Issues For Nordic Semiconductor (OB:NOD) Than Just Sluggish Earnings

Feb 14
We Think That There Are More Issues For Nordic Semiconductor (OB:NOD) Than Just Sluggish Earnings

Nordic Semiconductor ASA (OB:NOD) Analysts Are Way More Bearish Than They Used To Be

Feb 11
Nordic Semiconductor ASA (OB:NOD) Analysts Are Way More Bearish Than They Used To Be

Nordic Semiconductor ASA's (OB:NOD) 27% Share Price Surge Not Quite Adding Up

Dec 24
Nordic Semiconductor ASA's (OB:NOD) 27% Share Price Surge Not Quite Adding Up

Earnings and Revenue Growth Forecasts

OB:NOD - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,1021501112119
12/31/202795810010513014
12/31/202681560439914
12/31/20256681659116N/A
9/30/2025648896152N/A
6/30/202562814109145N/A
3/31/2025592-12103131N/A
12/31/2024511-393160N/A
9/30/2024469-47-362N/A
6/30/2024446-52-63-24N/A
3/31/2024472-21-69-25N/A
12/31/20235438-166-119N/A
9/30/202362652-111-74N/A
6/30/202369374-55-17N/A
3/31/202373992-52-19N/A
12/31/2022777122112143N/A
9/30/2022757118121149N/A
6/30/2022703107106130N/A
3/31/202265091125155N/A
12/31/2021611716596N/A
9/30/20215666372103N/A
6/30/2021537655686N/A
3/31/2021478531237N/A
12/31/2020405384065N/A
9/30/202036125-126N/A
6/30/202032415-426N/A
3/31/202030613-1220N/A
12/31/20192887-1220N/A
9/30/20192660N/A38N/A
6/30/20192632N/A26N/A
3/31/20192642N/A31N/A
12/31/20182719N/A31N/A
9/30/201827411N/A17N/A
6/30/20182618N/A27N/A
3/31/20182497N/A23N/A
12/31/20172367N/A35N/A
9/30/20172248N/A7N/A
6/30/20172117N/A12N/A
3/31/20172057N/A2N/A
12/31/20161986N/A0N/A
9/30/201619212N/A17N/A
6/30/201619317N/A18N/A
3/31/201619320N/A24N/A
12/31/201519324N/A4N/A
9/30/201519222N/A11N/A
6/30/201518721N/A15N/A
3/31/201517619N/A8N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: NOD's forecast earnings growth (36.9% per year) is above the savings rate (3.1%).

Earnings vs Market: NOD's earnings (36.9% per year) are forecast to grow faster than the Norwegian market (16.1% per year).

High Growth Earnings: NOD's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: NOD's revenue (13.2% per year) is forecast to grow faster than the Norwegian market (2.8% per year).

High Growth Revenue: NOD's revenue (13.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: NOD's Return on Equity is forecast to be low in 3 years time (14.7%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/07 06:14
End of Day Share Price 2026/02/06 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nordic Semiconductor ASA is covered by 23 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullABG Sundal Collier
Simon Alexander ColesBarclays
Rohan BahlBarclays