Nordic Semiconductor NOD
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Full analysis: 6 Apr 2026
Latest news check: 7 Aug 2026
General analysis — not personal advice.
BUY
7/10
Confidence
Keep the core position and consider adding in tranches (e.g., 10–20%) rather than waiting for a pullback, while sizing prudently ahead of the Q2 report on 6 Aug 2026.
Strong Q2 report with record revenue, margin expansion to 53.1 percent and confirmed guidance supports the positive investment case.
Market sentiment
9/10
↑
Trend: Improving
Sentiment has strengthened further after the report beat expectations on both top and bottom line with clear margin expansion.
Price context
The share closed at 163.1 NOK following the earnings reaction, about 21 percent below the 52-week high but showing clear recovery from lower levels.
Risk assessment
6/10
Dilution:
Low
Net cash and positive cash flow reduce dilution risk
Jurisdiction:
Low
Norway listing; stable Western European jurisdiction
Execution:
Medium
Must scale nRF54 and integrate acquisitions effectively
Recent changes
- The report showed record revenue and margin expansion driven by strong demand.
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Show all changes (5) — follow the company freeAbout the company
Nordic Semiconductor is a fabless semiconductor company designing ultra-low-power wireless SoCs and software for IoT, with a leading position in Bluetooth Low Energy. The company is expanding into Wi‑Fi, cellular IoT and Edge AI while building a chip-to-cloud offering through acquisitions. Financially it has net cash and >50% gross margins, but relatively low net profitability.
Sector:
Semiconductors and IoT connectivity
Type:
Tech
Next report
22 Oct 2026
Q3
Catalysts
2027
EU Cyber Resilience Act drives security and FOTA demand
Medium
Unknown
Volume production of nRF54L during 2026
High
Horizon:
Bull case
Record revenue, margin expansion and regulatory demand via the EU Cyber Resilience Act support continued growth.
Bear case
Risk of profit-taking after strong earnings reaction and uncertainty around nRF54 volume ramp.
Signal rationale (informational)
Strong Q2 report with record revenue, margin expansion to 53.1 percent and confirmed guidance supports the positive investment case.
Recent news
- Q2 report released on 6 August with record revenue of USD 218.6 million and gross margin of 53.1 percent. The share rose over 3 percent immediately after the report and closed at 163.1 NOK. The company confirmed strong Q3 guidance and long-term growth targets.
Key figures
Revenue
Q2 2026
USD 219M
Revenue TTM
last 12 months
USD 705M
EBITDA
Q2 2026
USD 33.7M
Net income
Q2 2026
USD 16.4M
Cash
Q2 2026
USD 276M
Gross margin
Q2 2026
53.1%
Price & valuation
Last close
NOK 169
1 week
+3.4 %
3 months
-15.7 %
12 months
+21.0 %
From 52w high
-18.7 %
From 52w low
+35.0 %
Exchange
Oslo
Type
Technology
Sector
Semiconductors and IoT connectivity
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.