Subsea 7 Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Subsea 7 kazanç ve gelirin sırasıyla yıllık 10% ve 1.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 12% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 15.3% olacağı tahmin edilmektedir.
Anahtar bilgiler
10.0%
Kazanç büyüme oranı
11.97%
EPS büyüme oranı
| Energy Services kazanç büyümesi | 11.8% |
| Gelir büyüme oranı | 1.4% |
| Gelecekteki özkaynak getirisi | 15.28% |
| Analist kapsamı | Good |
| Son güncelleme | 18 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • May 16
SUBC: High Utilization And Contract Backlog Will Support Higher Future Earnings Multiple
Analysts have raised Subsea 7’s fair value estimate from NOK 399.43 to NOK 427.76, reflecting revised price targets across several firms and updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Subsea 7 shows a mix of optimism and caution, with several bullish analysts lifting price targets while others have turned more cautious with downgrades.Anlatı Güncellemesi • Apr 28
SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple
The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.
Anlatı Güncellemesi • Apr 14
SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside
The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.Anlatı Güncellemesi • Mar 31
SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.
Anlatı Güncellemesi • Mar 17
SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects
The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.Anlatı Güncellemesi • Mar 03
SUBC: Contract Wins And Margin Trajectory Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 rises materially from NOK 309.15 to NOK 367.57, reflecting analysts' focus on higher assumed revenue growth, stronger profit margins backed by recent commentary on utilization and margins, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Subsea 7 shows a mix of views, but the most constructive voices are pointing to higher price targets and an improved outlook on utilization and margins.Anlatı Güncellemesi • Feb 16
SUBC: Contract Wins And Margin Outlook Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 edges higher to NOK 309 from about NOK 307, as analysts balance recent downgrades from several banks with JPMorgan's NOK 17 upward revision and modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Subsea 7 shows a split view, with several downgrades sitting alongside a higher price target from JPMorgan.Anlatı Güncellemesi • Feb 02
SUBC: Contract Backlog And Margin Outlook Will Support Earnings Multiple Reassessment
Analysts have lifted their price target on Subsea 7 by NOK 17 to NOK 208, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research revisions. Analyst Commentary Recent Street commentary on Subsea 7 has focused on how updated valuation assumptions feed into revised price targets, with JPMorgan playing a visible role in the latest adjustments.Anlatı Güncellemesi • Jan 19
SUBC: Future Contract Pipeline Will Support Earnings Multiple Reassessment
Analysts have trimmed their price expectations for Subsea 7, with JPMorgan lowering its target from NOK 212 to NOK 208. Our updated fair value framework now reflects more conservative assumptions on growth and margins, along with a higher future P/E multiple.Anlatı Güncellemesi • Jan 05
SUBC: Offshore Contract Backlog And Margin Outlook Will Shape Balanced Prospects
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 228.39, while Street targets have moved from NOK 212 to NOK 208, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of NOK 228.39 as leaving a modest gap to the revised NOK 208 target.Anlatı Güncellemesi • Dec 14
SUBC: Long Term Revenue Concerns Will Restrain Future Share Price Upside
Analysts have modestly trimmed their price target on Subsea 7 to NOK 208 from NOK 212, reflecting slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. Analyst Commentary Bearish analysts point to the modest price target cut to NOK 208 as a signal that expectations for Subsea 7's long term revenue trajectory are being recalibrated, even as near term fundamentals appear solid.Anlatı Güncellemesi • Nov 29
SUBC: Margin Expansion And Major Offshore Contracts Will Drive Share Performance
The analyst price target for Subsea 7 has been adjusted downward by NOK 4 to NOK 208. Analysts cite evolving revenue growth and industry-wide preferences for companies with stronger growth prospects.Anlatı Güncellemesi • Nov 15
SUBC: Major Contracts And Sector Shifts Will Drive Future Outperformance
Analysts have slightly reduced their fair value price target for Subsea 7 from NOK 229.88 to NOK 228.56. This change reflects updated expectations for growth and margin performance based on recent industry research.Anlatı Güncellemesi • Oct 31
SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum
Analysts have modestly raised their average price target for Subsea 7, now forecasting NOK 229.88 per share. They note the company's stable outlook is supported by steady profit margins and a slight uptick in the discount rate.Anlatı Güncellemesi • Oct 17
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts have increased their fair value estimate for Subsea 7 from NOK 223.06 to NOK 229.88. This change reflects improved revenue growth forecasts and recent price target updates by several firms.Anlatı Güncellemesi • Oct 03
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
The analyst price target for Subsea 7 has increased from NOK 218.18 to NOK 223.06, reflecting analysts’ expectations for resilient performance and ongoing sector growth, even though some macroeconomic outlooks remain cautious. Analyst Commentary Recent Street research provides a nuanced view on Subsea 7's outlook, reflecting both confidence in the company's ongoing growth potential and caution about market dynamics.Anlatı Güncellemesi • Sep 16
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts revised Subsea 7’s price target slightly lower to NOK218.18, citing macro uncertainty, elevated valuations, and share price strength prompting caution despite ongoing operational improvements and peer outperformance. Analyst Commentary Ongoing preference for oilfield services companies with self-help levers and superior growth prospects in the European market compared to exploration and production peers.Yeni Anlatı • May 02
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysatorOrderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljone
Yeni Anlatı • Jan 26
Robust $11 Billion Backlog Will Positively Impact Future Earnings And Cash Flow
Subsea7 anticipates strong EBITDA growth with a robust backlog and strategic deepwater contract focus, positively impacting earnings and cash flow.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 7,560 | 692 | 757 | 1,264 | 13 |
| 12/31/2027 | 7,797 | 742 | 759 | 1,315 | 17 |
| 12/31/2026 | 7,636 | 687 | 730 | 1,271 | 16 |
| 3/31/2026 | 7,346 | 493 | 1,418 | 1,676 | N/A |
| 12/31/2025 | 7,086 | 411 | 1,190 | 1,471 | N/A |
| 9/30/2025 | 6,994 | 288 | 866 | 1,160 | N/A |
| 6/30/2025 | 6,988 | 268 | 768 | 1,148 | N/A |
| 3/31/2025 | 6,971 | 194 | 654 | 996 | N/A |
| 12/31/2024 | 6,837 | 201 | 583 | 931 | N/A |
| 9/30/2024 | 6,600 | 162 | 477 | 973 | N/A |
| 6/30/2024 | 6,344 | 103 | 562 | 992 | N/A |
| 3/31/2024 | 6,123 | 62 | 202 | 774 | N/A |
| 12/31/2023 | 5,974 | 15 | 79 | 660 | N/A |
| 9/30/2023 | 5,633 | 60 | -129 | 274 | N/A |
| 6/30/2023 | 5,459 | 29 | -220 | 195 | N/A |
| 3/31/2023 | 5,188 | 52 | 49 | 320 | N/A |
| 12/31/2022 | 5,136 | 57 | 255 | 486 | N/A |
| 9/30/2022 | 5,210 | 27 | 302 | 570 | N/A |
| 6/30/2022 | 5,257 | 68 | 127 | 340 | N/A |
| 3/31/2022 | 5,207 | 15 | 66 | 261 | N/A |
| 12/31/2021 | 5,010 | 32 | 127 | 293 | N/A |
| 9/30/2021 | 4,659 | -68 | -28 | 90 | N/A |
| 6/30/2021 | 4,156 | -154 | 117 | 231 | N/A |
| 3/31/2021 | 3,712 | -1,053 | 322 | 435 | N/A |
| 12/31/2020 | 3,466 | -1,093 | 264 | 447 | N/A |
| 9/30/2020 | 3,341 | -1,126 | 357 | 585 | N/A |
| 6/30/2020 | 3,344 | -1,041 | 293 | 528 | N/A |
| 3/31/2020 | 3,548 | -103 | 97 | 381 | N/A |
| 12/31/2019 | 3,657 | -84 | N/A | 357 | N/A |
| 9/30/2019 | 3,790 | 90 | N/A | 381 | N/A |
| 6/30/2019 | 3,922 | 123 | N/A | 506 | N/A |
| 3/31/2019 | 4,124 | 174 | N/A | 476 | N/A |
| 12/31/2018 | 4,074 | 183 | N/A | 424 | N/A |
| 9/30/2018 | 4,054 | 201 | N/A | 256 | N/A |
| 6/30/2018 | 4,035 | 238 | N/A | 160 | N/A |
| 3/31/2018 | 3,897 | 303 | N/A | 150 | N/A |
| 12/31/2017 | 3,986 | 455 | N/A | 209 | N/A |
| 9/30/2017 | 3,915 | 401 | N/A | 523 | N/A |
| 6/30/2017 | 3,780 | 438 | N/A | 664 | N/A |
| 3/31/2017 | 3,718 | 431 | N/A | 829 | N/A |
| 12/31/2016 | 3,567 | 436 | N/A | 1,046 | N/A |
| 9/30/2016 | 3,659 | 12 | N/A | 1,133 | N/A |
| 6/30/2016 | 3,931 | 19 | N/A | 1,308 | N/A |
| 3/31/2016 | 4,323 | -24 | N/A | 1,408 | N/A |
| 12/31/2015 | 4,758 | -17 | N/A | 1,049 | N/A |
| 9/30/2015 | 5,128 | -563 | N/A | 986 | N/A |
| 6/30/2015 | 5,830 | -514 | N/A | 941 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: SUBC 'nin tahmini kazanç büyümesi (yıllık 10% ) tasarruf oranının ( 3.3% ) üzerindedir.
Kazançlar ve Piyasa: SUBC şirketinin kazançlarının (yıllık 10% ) Norwegian pazarından (yıllık 9.5% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: SUBC şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: SUBC şirketinin gelirinin (yıllık 1.4% ) Norwegian pazarından (yıllık 2.1% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: SUBC şirketinin gelirinin (yıllık 1.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: SUBC 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 15.3 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 19:33 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| 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
Subsea 7 S.A. 34 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Michael Pickup | Barclays |
| James West | Barclays |
| Richard Dawson | Berenberg |