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    How Investors Are Reacting To Skanska (OM:SKA B) Winning a US$368 Million US Data Center Deal

    Simply Wall St·12/10/2025 05:17:40
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    • Skanska announced it has secured two additional contracts with a repeat client to build and complete a large data center in Virginia, USA, worth a combined US$368 million (about SEK 3.68 billion), to be booked in its US order intake for the fourth quarter of 2025.
    • These projects deepen Skanska’s role in fast-growing digital infrastructure construction, extending its US data center workload well into 2027 and reinforcing visibility in its order backlog.
    • We’ll now examine how this expanded US data center pipeline could influence Skanska’s investment narrative around backlog quality and margin resilience.

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    Skanska Investment Narrative Recap

    To own Skanska, you generally need to believe that its mix of construction and project development can translate a growing, higher quality backlog into more resilient earnings, despite cyclical property markets. The expanded Virginia data center work strengthens visibility in Skanska’s US order book, but it does not remove the key short term swing factors around Nordic residential and commercial demand or the timing of US property divestments.

    The most relevant accompanying announcement is the appointment of long time insider Pontus Winqvist as Group CFO and Executive Vice President, effective November 27, 2025. For shareholders watching backlog quality and margin resilience, a finance leader with deep experience across Skanska’s Swedish operations, infrastructure development and commercial development could be important in how the company manages higher central costs and a lumpy divestment pipeline.

    Yet for all the promise in US data centers, investors still need to weigh the risk that...

    Read the full narrative on Skanska (it's free!)

    Skanska's narrative projects SEK206.4 billion revenue and SEK9.0 billion earnings by 2028.

    Uncover how Skanska's forecasts yield a SEK265.00 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    OM:SKA B 1-Year Stock Price Chart
    OM:SKA B 1-Year Stock Price Chart

    Six Simply Wall St Community fair value estimates span about SEK 160 to SEK 369, underlining how far apart individual views on Skanska can be. When you set that against the current focus on backlog quality and margin resilience, it underscores why checking several independent takes on the company’s prospects may matter.

    Explore 6 other fair value estimates on Skanska - why the stock might be worth 35% less than the current price!

    Build Your Own Skanska Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.