Berenberg lowers Northern Data stock price target on valuation update

Published 04/06/2025, 08:54
Berenberg lowers Northern Data stock price target on valuation update

On Wednesday, Berenberg analysts reduced the price target for Northern Data AG (ETR:NB2:GR) stock to €40.00 from €43.00, while maintaining a Buy rating. The adjustment follows a revised valuation approach due to strategic interest from U.S.-listed companies in Northern Data’s core divisions, Taiga Cloud and Ardent.

Northern Data recently announced it is considering merger or acquisition proposals for these divisions. The management is currently evaluating these offers, though no final decisions have been made.

In addition to these developments, Northern Data is continuing the divestiture process of its Peak Mining business. Berenberg’s updated valuation reflects a combination of fundamental SOTP valuation and a peer-based approach for Taiga Cloud, applying a 50% discount compared to its peer, CoreWeave.

The firm maintains its positive outlook on Northern Data, despite the adjusted price target, due to the ongoing strategic interest and business restructuring efforts.

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