Seeking Alpha.
- Kongsberg Gruppen is well-positioned to benefit from strong demand in defense, marine, and digital twin solutions, driving robust sales and backlog growth.
- Q2 2025 results showed 20% sales growth, with aerospace and defense leading, and margins expanding despite some segment fluctuations.
- Upward revisions in EBITDA and free cash flow estimates, plus a strong net cash position, enhance the stock's investment appeal despite a premium valuation.
- I upgrade Kongsberg Gruppen to Buy with a $36 price target, reflecting confidence in its growth trajectory and sector tailwinds.
- Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More »
Kongsberg Gruppen (OTCPK:KBGGY) stock has continued its outperformance, returning almost 40% compared to the S&P 500's gain. In my last report, I reiterated my hold rating, as I do believe that the stock has
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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