Added to YB: 2026-10-14
Pitch date: 2026-10-11
NOD.OL [neutral]
Nordic Semiconductor ASA
-4.99%
current return
Author Info
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Company Info
Nordic Semiconductor ASA, a fabless semiconductor company, provides low power wireless connectivity solutions in Europe, the Americas, and the Asia Pacific.
Market Cap
NOK 3.7B
Pitch Price
NOK 176.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.30
P/E
116.56
EV/Sales
4.66
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Nordic Semiconductor - high growth, low cash
NOD.OL (overview): Nordic Semiconductor’s revenue recovery and chip-to-cloud expansion offer operating leverage, but the >100x P/E already depends on a major margin step-up. Q2 2026 EBITDA margin reached 15.4% versus a 25% target, yet costs are rising nearly as fast as revenue and 2015-2025 free-cash-flow margin averaged only 2.5%. The target is achievable but currently off track, with cost control — not revenue — the central issue.
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