Northern Data Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 0/6
Northern Data şirketinin kazançları yıllık ortalama -38.1% oranında azalırken, Software sektörünün kazançları yıllık 10.4% oranında artan oldu. Gelirler yıllık ortalama 0.1% oranında azalan oldu.
Anahtar bilgiler
-38.10%
Kazanç büyüme oranı
-17.08%
EPS büyüme oranı
| Software Sektör Büyümesi | 14.88% |
| Gelir büyüme oranı | -0.098% |
| Özkaynak getirisi | -109.16% |
| Net Marj | -603.09% |
| Son Kazanç Güncellemesi | 31 Dec 2025 |
Yakın geçmiş performans güncellemeleri
Recent 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).NB2: Higher Discount Rate Will Still Support Reappraisal Of Undervalued AI Infrastructure
Analysts have kept their €26.33 price target for Northern Data unchanged, pointing to a higher assumed discount rate and a slightly lower profit margin outlook, which is partly balanced by expectations for strong revenue growth and a richer future P/E multiple. Valuation Changes Fair Value: The €26.33 fair value estimate is unchanged, with no adjustment to the headline target level.NB2: Steady Core Assumptions Will Support Reappraisal Of Undervalued AI Infrastructure
Analysts have maintained their €26.33 price target on Northern Data, making only minor adjustments to assumptions around the discount rate, profit margin and future P/E, without indicating any change in their core view of the company. Valuation Changes Fair Value: Unchanged at €26.33 per share, indicating no adjustment to the core valuation estimate.NB2: Refined Discount Assumptions Will Clarify Undervalued AI Infrastructure Upside Potential
Analysts have maintained their overall fair value estimate for Northern Data at €26.33, while making adjustments to inputs such as a slightly higher discount rate and marginally revised future P/E and margin assumptions. These changes result in a more refined, yet directionally unchanged, price target narrative.NB2: Hold Reset Will Clarify Undervalued AI Infrastructure Upside Potential
Analysts have reduced their view on Northern Data, with a headline price target moving to €15 from €27. This reflects updated assumptions around discount rate, growth, margins and future P/E, which keep fair value broadly in line with prior estimates.NB2: Reset Expectations Will Highlight Undervalued AI Infrastructure Upside Over Time
Northern Data's analyst price target has been cut to €15 from €27, as analysts factor in a lower profit margin outlook and a higher future P/E assumption while leaving their fair value estimate broadly unchanged. Analyst Commentary Recent research has shifted the stance on Northern Data to a more neutral position, with the 12 month price target cut to €15 from €27.NB2: New Leadership Will Unlock Undervalued AI Infrastructure Upside Despite Guidance Withdrawal
Analysts have lowered their price target for Northern Data from EUR 27 to EUR 15. This reflects a more cautious stance on the shares despite only modest updates to discount rate and long term growth and profitability assumptions.NB2 Will Rely On New Leadership To Unlock AI Infrastructure Upside
Analysts have lowered their price target on Northern Data from EUR 27 to EUR 15. This reflects expectations for slightly slower revenue growth and a lower future earnings multiple that together reduce the company’s assessed fair value.NB2: Further Management Changes And Upgrades Will Drive Resilience In Uncertain Markets
Northern Data's analyst price target has shifted significantly lower, with recent updates reflecting a new target around EUR 15 to EUR 27, down from previous highs near EUR 40, as analysts cite revised expectations for company growth and profitability. Analyst Commentary Recent analyst updates for Northern Data reflect a nuanced outlook that balances optimism with caution.NB2: Improved Profit Margin Will Drive Confidence Amid Market Volatility
Analyst price targets for Northern Data have decreased notably, with the consensus fair value estimate dropping from EUR 34 to EUR 31.60. Analysts cite reduced revenue growth projections and an uptick in the discount rate as key factors.Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
The consensus price target for Northern Data has been lowered to €34.00, primarily reflecting a modest decline in the company's forward P/E multiple. What's in the News Northern Data AG announced a strategic partnership with Core42 to provide large-scale European sovereign AI Cloud capacity, leveraging up to 10,000 GPUs from Taiga Cloud and Core42's global deployment capabilities.Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
With the discount rate steady at 7.81% and net profit margin unchanged at 12.22%, there has been no effective change to Northern Data’s consensus analyst price target, which remains at €36.60. What's in the News Rumble Inc.Investors Appear Satisfied With Northern Data AG's (FRA:NB2) Prospects
Jul 21
Does This Valuation Of Northern Data AG (FRA:NB2) Imply Investors Are Overpaying?
Jun 24Taiga Cloud And NVIDIA Partnership Will Drive Market Transformation
Strategic expansion into AI and HPC, boosted by partnerships and technology, positions Northern Data to capture revenue growth in the generative AI market.Analysts Are Updating Their Northern Data AG (FRA:NB2) Estimates After Its Annual Results
Apr 02Northern Data AG's (FRA:NB2) Share Price Is Still Matching Investor Opinion Despite 37% Slump
Mar 31Is Northern Data AG (FRA:NB2) Potentially Undervalued?
Dec 22Statutory Earnings May Not Be The Best Way To Understand Northern Data's (FRA:NB2) True Position
Sep 07Northern Data AG (FRA:NB2) Is About To Turn The Corner
May 07We Might See A Profit From Northern Data AG (FRA:NB2) Soon
Jan 14
Gelir ve Gider Dağılımı
Northern Data nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Dec 25 | 80 | -483 | 3 | 0 |
| 31 Dec 24 | 121 | -110 | 10 | 0 |
| 31 Dec 23 | 78 | -151 | 2 | 0 |
| 31 Dec 22 | 193 | -266 | 5 | 0 |
| 31 Dec 21 | 190 | 287 | 2 | 0 |
| 31 Dec 20 | 16 | -84 | 0 | 0 |
| 30 Sep 20 | 13 | -66 | 0 | 0 |
| 30 Jun 20 | 10 | -46 | 1 | 0 |
| 31 Mar 20 | 10 | -28 | 1 | 0 |
| 31 Dec 19 | 10 | -9 | 0 | 0 |
| 30 Sep 19 | 7 | -9 | 0 | 0 |
| 30 Jun 19 | 3 | -8 | 1 | 0 |
| 31 Mar 19 | 3 | -7 | 1 | 0 |
| 31 Dec 18 | 3 | -6 | 1 | 0 |
| 30 Sep 18 | 2 | -4 | 1 | 0 |
| 30 Jun 18 | 1 | -2 | 0 | 0 |
| 31 Mar 18 | 1 | -1 | 0 | 0 |
| 31 Dec 17 | 0 | -1 | 0 | 0 |
| 31 Dec 16 | 0 | -1 | 1 | 0 |
Kaliteli Kazançlar: NB2 şu anda kârlı değil.
Büyüyen Kar Marjı: NB2 şu anda kârlı değil.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: NB2 kârlı değildir ve zararlar son 5 yılda yılda 38.1% oranında artmıştır.
Büyüme Hızlandırma: NB2 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil
Kazançlar vs. Sektör: NB2 kârlı olmadığından, geçmiş yıl kazanç büyümesinin Software sektörüyle ( 26.7% ) karşılaştırılması zorlaşıyor.
Özkaynak Getirisi
Yüksek ROE: NB2 hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -109.16% ) sahiptir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 21:14 |
| Gün Sonu Hisse Fiyatı | 2026/05/05 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Northern Data AG 7 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Michael Roost | Baader Helvea Equity Research |
| Peter Rothenaicher | Baader Helvea Equity Research |
| Gerhard Orgonas | Berenberg |