Nel ASA

OB:NEL Stok Raporu

Piyasa değeri: NOK 4.1b

Nel Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Nel kazanç ve gelirin sırasıyla yıllık 60.1% ve 21.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 56% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -10.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

60.1%

Kazanç büyüme oranı

55.99%

EPS büyüme oranı

Electrical kazanç büyümesi16.2%
Gelir büyüme oranı21.9%
Gelecekteki özkaynak getirisi-10.11%
Analist kapsamı

Good

Son güncelleme15 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 12

NEL: Lower Future P/E And Legal Settlement Costs Will Restrain Returns

Nel's analyst price targets have shifted lower, with recent cuts such as Citi moving from NOK 2.70 to NOK 2.40 and Berenberg trimming its target by NOK 0.30, reflecting analysts' updated assumptions around growth, profitability and future P/E expectations. Analyst Commentary Recent street research on Nel has leaned cautious, with multiple bearish analysts trimming price targets in response to updated views on growth, profitability and future P/E assumptions.
Anlatı Güncellemesi May 29

NEL: Lowered Earnings Multiple Will Continue To Restrain Share Returns

Analysts have trimmed their price targets for Nel, with recent cuts including a move to NOK 2.40 from NOK 2.70. This reflects adjustments to profit margin expectations and a lower assumed future P/E multiple.
Anlatı Güncellemesi May 14

NEL: Higher Risk Pricing Will Constrain Returns As Execution Risks Persist

Nel's updated analyst price target edges slightly lower to about NOK 2.12 from NOK 2.13, with analysts citing revised fair value assumptions, a higher discount rate of 9.21% and refreshed expectations for revenue growth, profit margins and future P/E. Analyst Commentary Recent research indicates that analysts are recalibrating their views on Nel, with several cutting price targets while keeping a neutral stance on the stock.
Anlatı Güncellemesi Apr 26

NEL: Higher Risk Pricing Will Limit Future Returns At Current Levels

Nel’s analyst price target has been trimmed by roughly NOK 0.30 to around NOK 2.40, as analysts factor in slightly higher discount rates, modestly lower revenue growth assumptions, and a higher future P/E multiple. Analyst Commentary Recent research updates point to a more cautious stance on Nel, with price targets converging around NOK 2.40 and ratings sitting in the middle of the range rather than at the extremes.
Anlatı Güncellemesi Apr 11

NEL: Execution And Funding Will Shape Future Returns At Current Pricing

Analysts have trimmed their price target on Nel to about NOK 2.14 from roughly NOK 2.18, reflecting updated assumptions around discount rates, revenue growth and future P/E. These changes align with recent target cuts from NOK 2.70 to NOK 2.40 and a further NOK 0.30 reduction.
Anlatı Güncellemesi Mar 28

NEL: Lowered P/E Assumptions Will Restrain Future Share Returns

Analysts have trimmed their average price target for Nel to NOK 2.40, a NOK 0.30 reduction, citing refreshed assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Recent price target revisions suggest a more cautious tone around Nel, with bearish analysts flagging risks tied to valuation assumptions, execution, and future earnings power.
Anlatı Güncellemesi Mar 14

NEL: Higher Discount Rate Will Pressure Future Returns Despite Margin Gains

Analysts have trimmed their price target on Nel from NOK 1.20 to NOK 1.00 as they now apply a slightly higher discount rate, a lower assumed future P/E, and marginally softer revenue growth, partly offset by a stronger projected profit margin. Valuation Changes Fair Value: Adjusted from NOK 1.20 to NOK 1.00, implying a lower central value estimate per share.
Anlatı Güncellemesi Feb 27

NEL: Fair Outlook As New Hydrogen Capacity And Funding Will Reshape Prospects

Analysts have trimmed their price target on Nel slightly to reflect an updated fair value of NOK 2.18 per share, as they rework assumptions around growth, profitability and future P/E expectations. What's in the News Nel has approved construction of up to 1 GW of production capacity for its Next Generation Pressurized Alkaline electrolyzer technology at the Heroya facility in Norway, following a seven year development program and successful prototype start up.
Anlatı Güncellemesi Jan 18

NEL: Fair Outlook As Price Objective Rises On Hydrogen Capacity Plans

Analysts have increased their target price on Nel to NOK 2.70 from NOK 2.50, reflecting updated expectations for fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research points to a more constructive view on Nel’s fair value, with the new NOK 2.70 target price aligning with updated inputs for discount rate, revenue growth, profit margins and future P/E assumptions.
Analiz Makalesi Nov 05

These Analysts Think Nel ASA's (OB:NEL) Sales Are Under Threat

The latest analyst coverage could presage a bad day for Nel ASA ( OB:NEL ), with the analysts making across-the-board...
Analiz Makalesi Oct 16

Nel ASA's (OB:NEL) Shares Climb 28% But Its Business Is Yet to Catch Up

Nel ASA ( OB:NEL ) shareholders would be excited to see that the share price has had a great month, posting a 28% gain...
Analiz Makalesi Sep 27

Nel (OB:NEL) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Yeni Anlatı Aug 24

US Tax Incentives Will Unlock Green Hydrogen Potential

Key Takeaways Growing demand, favorable policies, and strong partnerships are expanding Nel's order backlog and supporting robust long-term revenue opportunities in the green hydrogen market. Ongoing technology improvements and cost-cutting measures are expected to boost profitability, improve margins, and strengthen Nel's competitive position.
Analiz Makalesi May 02

Bearish: Analysts Just Cut Their Nel ASA (OB:NEL) Revenue and EPS estimates

One thing we could say about the analysts on Nel ASA ( OB:NEL ) - they aren't optimistic, having just made a major...
Analiz Makalesi Apr 17

Nel ASA's (OB:NEL) Stock Retreats 29% But Revenues Haven't Escaped The Attention Of Investors

Nel ASA ( OB:NEL ) shares have retraced a considerable 29% in the last month, reversing a fair amount of their solid...
Analiz Makalesi Jan 14

With A 31% Price Drop For Nel ASA (OB:NEL) You'll Still Get What You Pay For

To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 31% in the last month, which...
Analiz Makalesi Nov 27

Nel ASA's (OB:NEL) 33% Cheaper Price Remains In Tune With Revenues

To the annoyance of some shareholders, Nel ASA ( OB:NEL ) shares are down a considerable 33% in the last month, which...
Analiz Makalesi Oct 13

What You Can Learn From Nel ASA's (OB:NEL) P/S After Its 28% Share Price Crash

Unfortunately for some shareholders, the Nel ASA ( OB:NEL ) share price has dived 28% in the last thirty days...
Analiz Makalesi May 25

Market Participants Recognise Nel ASA's (OB:NEL) Revenues Pushing Shares 53% Higher

Nel ASA ( OB:NEL ) shareholders have had their patience rewarded with a 53% share price jump in the last month. But the...
Analiz Makalesi May 24

Nel (OB:NEL) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Apr 10

Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects As Shares Rocket 31%

Those holding Nel ASA ( OB:NEL ) shares would be relieved that the share price has rebounded 31% in the last thirty...
Analiz Makalesi Mar 27

Calculating The Fair Value Of Nel ASA (OB:NEL)

Key Insights Nel's estimated fair value is kr5.78 based on 2 Stage Free Cash Flow to Equity Nel's kr4.88 share price...
Analiz Makalesi Mar 01

Earnings Update: Nel ASA (OB:NEL) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

It's been a good week for Nel ASA ( OB:NEL ) shareholders, because the company has just released its latest annual...
Analiz Makalesi Jan 17

Why We're Not Concerned Yet About Nel ASA's (OB:NEL) 27% Share Price Plunge

Nel ASA ( OB:NEL ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share price...
Analiz Makalesi Jan 13

At kr5.94, Is It Time To Put Nel ASA (OB:NEL) On Your Watch List?

Nel ASA ( OB:NEL ), might not be a large cap stock, but it saw significant share price movement during recent months on...
Analiz Makalesi Dec 12

Nel (OB:NEL) Is Using Debt Safely

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Sep 13

Nel (OB:NEL) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analiz Makalesi Jun 17

Investors Appear Satisfied With Nel ASA's (OB:NEL) Prospects

Nel ASA's ( OB:NEL ) price-to-sales (or "P/S") ratio of 22x may look like a poor investment opportunity when you...

Kazanç ve Gelir Büyüme Tahminleri

OB:NEL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (NOK Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,594-24738-775
12/31/20271,422-355-386-2159
12/31/2026869-556-461-1306
3/31/2026956-1,229-639-360N/A
12/31/2025963-1,265-543-253N/A
9/30/20251,048-459-568-218N/A
6/30/20251,111-489-574-134N/A
3/31/20251,269-476-810-238N/A
12/31/20241,390-258-888-242N/A
9/30/20241,386-244-1,258-407N/A
6/30/20241,323-296-1,381-554N/A
3/31/20241,362-406-1,468-703N/A
12/31/20231,350-566-1,409-670N/A
9/30/20231,307-1,237-1,239-723N/A
6/30/20231,180-1,329-1,117-647N/A
3/31/2023982-1,376-897-560N/A
12/31/2022915-1,171-969-691N/A
9/30/2022781-720-876-599N/A
6/30/2022827-967-869-596N/A
3/31/2022805-1,005-786-424N/A
12/31/2021753-1,667-827-449N/A
9/30/2021723-102-817-441N/A
6/30/2021621-222-725-392N/A
3/31/2021607687-648-396N/A
12/31/20205781,262-448-216N/A
9/30/2020516-127-370-177N/A
6/30/2020543468-309-142N/A
3/31/2020522-222-318-173N/A
12/31/2019519-270N/A-200N/A
9/30/2019477-231N/A-189N/A
6/30/2019445-264N/A-195N/A
3/31/2019457-210N/A-136N/A
12/31/2018453-189N/A-143N/A
9/30/2018449-112N/A-107N/A
6/30/2018442-79N/A-197N/A
3/31/2018352-67N/A-137N/A
12/31/2017275-52N/A-113N/A
9/30/2017220-94N/A-80N/A
6/30/2017135-73N/A35N/A
3/31/2017109-62N/A-27N/A
12/31/201698-56N/A-34N/A
9/30/201685-50N/A-76N/A
6/30/201689-39N/A-75N/A
3/31/2016110-31N/A-58N/A
12/31/201589-22N/A-38N/A
9/30/201572-3N/A-9N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: NEL önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: NEL önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: NEL önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: NEL şirketinin gelirinin (yıllık 21.9% ) Norwegian pazarından (yıllık 2.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: NEL şirketinin gelirinin (yıllık 21.9% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: NEL 3 yıl içinde kârsız olması bekleniyor.


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/15 02:13
Gün Sonu Hisse Fiyatı2026/07/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınıza dair 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

Nel ASA 22 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James CarmichaelBerenberg
Alexander JonesBofA Global Research
Mikkel Nyholt-SmedsengCarnegie Investment Bank AB