AutoStore Holdings (OB:AUTO), Why Is Its Latest Update Drawing Attention?

AutoStore Holdings (OB:AUTO) has drawn fresh attention after a packed August 13 update that combined a new share buyback, higher full year revenue guidance and a wide ranging supply agreement with Amazon.

See our latest analysis for AutoStore Holdings.

At a share price of NOK15.74, AutoStore Holdings has delivered a 30.6% year to date share price return and an 85.4% one year total shareholder return. The recent Amazon agreement, upgraded 2026 revenue guidance and the new buyback program have helped keep momentum firm over the past month.

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The question now is whether AutoStore Holdings’ sharp rerating after the Amazon agreement and upgraded guidance reflects a lasting reset in the business, or whether sentiment has simply run ahead of what the numbers support.

Most Popular Narrative: 1% Overvalued

The most followed narrative currently places AutoStore Holdings’ fair value at NOK15.58, slightly below the last close of NOK15.74, which points to a tight valuation gap rather than a clear discount.

The rising need for space-efficient, high-density storage, driven by ongoing urbanization and the growth of micro-fulfillment centers, is increasing demand for AutoStore's unique cube storage technology, positioning the company to capture a greater share of future warehouse automation projects and positively impacting top-line revenue growth.

Read the complete narrative.

Want to see what sits behind that fair value call for AutoStore Holdings? The narrative leans heavily on compounding revenue, expanding margins and a future earnings profile that assumes the current pipeline really converts. Curious which specific growth and profitability assumptions have the biggest impact on that NOK15.58 figure?

Result: Fair Value of NOK15.58 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, AutoStore Holdings still faces two important swing factors: heavy exposure to Europe and the risk that AutoStore as a Service adoption remains uneven and lumpy.

Find out about the key risks to this AutoStore Holdings narrative.

Another View on AutoStore Holdings’ Value

The analyst narrative frames AutoStore Holdings as roughly fairly priced around NOK15.58 using earnings forecasts and a 29.3x future P/E. A second approach using the SWS DCF model points to a fair value closer to NOK17.20, which implies the current NOK15.74 level is about 8.5% below that estimate. Which story do you think better reflects the risk and reward you are comfortable with?

To understand how this cash flow based view is built, and what would need to change for that NOK17.20 figure to move, it helps to see the full set of model assumptions in one place: Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out AutoStore Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 269 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

With sentiment on AutoStore Holdings split between opportunity and caution, it makes sense to review the full picture quickly and form your own judgment. To balance the optimism against the concerns, take a closer look at the 3 key rewards and 1 important warning sign

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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.

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