Nordic Semiconductor NOD.OL
Nordic Semiconductor is a Norwegian semiconductor company that designs and sells low-power integrated circuits, specializing in wireless connectivity (Bluetooth Low Energy) and solutions for IoT and Edge AI. Nordic Semiconductor is growing strongly (revenue +33.2%, earnings +57.7%) and holds net cash, but its valuation is demanding (P/E 119.9) and free cash flow conversion is negative (-64.9%), which weighs on quality and attractiveness at these prices.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Nordic Semiconductor is a Norwegian semiconductor company that designs and sells low-power integrated circuits, specializing in wireless connectivity (Bluetooth Low Energy) and solutions for IoT and Edge AI. Nordic Semiconductor is growing strongly (revenue +33.2%, earnings +57.7%) and holds net cash, but its valuation is demanding (P/E 119.9) and free cash flow conversion is negative (-64.9%), which weighs on quality and attractiveness at these prices.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.7 |
| Quality / Moat | 4.0 |
| Valuation | 3.3 |
| Growth | 8.8 |
| Dividend | 1.5 |
| Momentum | 2.3 |
| Risk & Context | 6.1 |
OVERALL SCORE: 5.2/10
Context and risks
Exposure to geopolitical tensions in semiconductors and AI doubts pressuring the sector; although the company is Norwegian, its market is global and depends on Asian supply chains.
News considered in the analysis
- Nordic Semiconductor ASA (NDCVF) (Q2 2026) Earnings Call Highlights: Record Revenue and Strong ... — Resultados récord en ingresos y fuerte crecimiento, ya reflejados en parte en el precio pero refuerzan la tendencia positiva.
- European Growth Stocks With Insider Ownership Up To 22% — Listículo genérico sin información específica sobre la empresa.
- European Growth Companies With High Insider Ownership For April 2026 — Listículo genérico sin información nueva.
- Is Nordic Semiconductor (OB:NOD) Quietly Redefining Its Edge AI Moat With New nRF Platform Moves? — Movimientos en plataforma nRF podrían reforzar su foso en Edge AI, pero aún no hay evidencia concreta de impacto en beneficios.
- Assessing Nordic Semiconductor (OB:NOD) Valuation After Recent Share Price Cooling — Análisis de valoración sin información nueva.
Verdict: Hold; growth is real but the price already discounts very high expectations and cash generation is poor.
Main risk: The extreme valuation (P/E 119.9) and negative free cash flow conversion (-64.9%) leave little room for error if growth cools or semiconductor sentiment deteriorates.
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