Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
To own Aker today you need to believe in its role as a capital allocator across energy, industry and now digital infrastructure, while accepting volatile earnings and uneven return on equity. The big near term swing factor is the Narvik AI infrastructure build‑out and the multi‑billion‑dollar Microsoft capacity agreement, which sit alongside generous cash returns through ordinary and special dividends that are not fully covered by current earnings. Aker BioMarine’s Japanese approval for Superba Boost fits into this picture as a positive, but likely modest, catalyst: it supports the ingestible beauty thesis and adds optionality in nutraceuticals, yet is small next to the scale and funding needs of Narvik and the group’s cyclically exposed holdings. So far, the share price reaction suggests the market is treating the krill oil news as incremental rather than transformative.
Yet Aker’s rising leverage and thin interest cover are something shareholders cannot ignore.
Despite retreating, Aker's shares might still be trading above their fair value and there could be some more downside. Discover how much.Four Simply Wall St Community fair value views span from about NOK163 to a very large NOK16,819 per share, underlining how far apart private investors can be. Set against that spread, the key near term questions around Narvik execution, dividend sustainability and earnings volatility give plenty of reasons to compare multiple viewpoints before deciding how Aker might fit into a portfolio.
Explore 4 other fair value estimates on Aker - why the stock might be worth less than half the current price!
Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.
Every day counts. These free picks are already gaining attention. See them before the crowd does:
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com