Nibe Industrier stock: Morgan Stanley cuts target to SEK 45.00 for Nibe Industrier stock
Published on 10/23/2026 at 16:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst view and earnings
- Morgan Stanley cut its Nibe target from SEK 47.00 to SEK 45.00 on October 9, 2026.
- Nibe generated SEK 10.85 billion in second-quarter 2026 revenue, up 12.40 percent year over year.
- Nibe Industrier stock costs EUR 3.97 at Lang & Schwarz on October 23, 2026 at 4:10 p.m. CEST.
Nibe Industrier (ISIN SE0015988019) faces a lower Morgan Stanley target after the bank cut its view from SEK 47.00 to SEK 45.00 on October 9, 2026, according to MarketScreener. The revised target is 1.97 percent above Nibe's Nasdaq Stockholm price of SEK 44.13 on October 23, 2026 at 4:25 p.m. CEST. At Lang & Schwarz, the stock was trading at EUR 3.97 on October 23, 2026 at 4:10 p.m. CEST.
Revenue growth reached 12.40 percent
Nibe's second-quarter 2026 revenue reached SEK 10.85 billion, up 12.40 percent from SEK 9.65 billion in the first quarter of 2026, according to Affarsvarlden. The operating result was SEK 1.23 billion in that quarter, compared with SEK 868.00 million in the first quarter. The operating margin reached 11.40 percent, versus 9.00 percent in the prior quarter, while net income rose to SEK 753.00 million from SEK 504.00 million.
Stock remains inside its yearly range
The Nasdaq Stockholm quote stood at SEK 44.13 on October 23, 2026 at 4:25 p.m. CEST. The 52-week range was SEK 31.21 to SEK 46.99 at the same market-data timestamp, placing the quote 6.09 percent below the high and 41.39 percent above the low. Nibe's market capitalization was SEK 78.7 billion at that time.
What does the SEK 45.00 target imply?
Morgan Stanley's SEK 45.00 target sits 1.97 percent above the SEK 44.13 Stockholm price. MarketScreener also listed a 13-analyst average target of SEK 46.77, which was 5.98 percent above that price on October 23, 2026. The spread between the individual target and the wider average leaves the analyst picture more cautious than the consensus figure.
November 17 is the next date
Nibe's next scheduled reporting date is November 17, 2026, when the company is due to release its third-quarter 2026 results, according to MarketScreener. That date will provide the next reported test of the improved quarterly margin and revenue trend.
Price and investor perspective
The current picture combines faster second-quarter revenue growth with a target reduction from Morgan Stanley. For investors, the November report will put the 11.40 percent quarterly operating margin and SEK 10.85 billion revenue figure back under review. The further course of trading is shown by the continuously updated real-time quote of Nibe Industrier stock.
Nibe Industrier stock facts
- Company: Nibe Industrier AB
- ISIN: SE0015988019
- Ticker: NIBE-B
- Primary exchange: Nasdaq Stockholm
- Price Lang & Schwarz (as of October 23, 2026, 4:10 p.m. CEST): EUR 3.97
- Market capitalization: SEK 78.7 billion (as of October 23, 2026)
- 52-week range: SEK 31.21-46.99 (as of October 23, 2026)
- Sector / Industry: Electrical Components and Equipment
- Next earnings date: November 17, 2026
Market context: Market report OMXS30.
