Nordic Semiconductor (OB:NOD) Slides 5.5% After Sales Rise but Quarterly Profits Narrow Sharply

• Nordic Semiconductor ASA announced its third quarter 2025 earnings, reporting sales of US$178.97 million with net income of US$0.85 million, alongside nine-month sales of US$498.11 million and a return to profit compared to a loss in the same period last year.
• While quarterly revenue grew compared to a year ago, the company saw a significant reduction in net income for the quarter, offering mixed signals about underlying profitability trends.
• We will explore how the company's strong top-line growth, but sharply lower quarterly profit, shapes its current investment narrative.

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Nordic Semiconductor Investment Narrative Recap

To be a shareholder in Nordic Semiconductor, you need to believe in its ability to drive sustained revenue growth from the global adoption of low-power wireless technology and its leadership in integrated semiconductor innovation. The recent Q3 2025 results, showing strong top-line expansion but a sharp drop in quarterly net income, are a reminder that while growth catalysts remain in play, execution risks around profitability are front and center; for now, these results do not appear to materially shift the near-term outlook for either the stock’s biggest growth drivers or its main risks.

Among recent announcements, the completion of the Memfault acquisition in June stands out as especially relevant. This move expands Nordic's end-to-end solutions for lifecycle management of connected products, reinforcing its core catalyst of becoming a full-stack solutions provider, a key factor underpinning future revenue opportunities highlighted in its latest earnings release. Yet, the contrast between growth and near-term margin pressure should make investors pause, as...

Read the full narrative on Nordic Semiconductor (it's free!)

Nordic Semiconductor is projected to achieve $923.1 million in revenue and $100.0 million in earnings by 2028. This outlook assumes a 13.7% annual revenue growth rate and an $86.4 million increase in earnings from the current level of $13.6 million.

Uncover how Nordic Semiconductor's forecasts yield a NOK149.14 fair value, a 4% downside to its current price.

Exploring Other Perspectives

Six opinions from the Simply Wall St Community place Nordic’s fair value between NOK68.72 and NOK1,410.51, showing huge divergence. Even as near-term profit remains under pressure, many see growth catalysts with broad implications for future performance, see what the community has identified.

Explore 6 other fair value estimates on Nordic Semiconductor - why the stock might be worth over 9x more than the current price!

Build Your Own Nordic Semiconductor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nordic Semiconductor research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Nordic Semiconductor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nordic Semiconductor's overall financial health at a glance.

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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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