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KBGGY

KONGSBERG GRUPPEN Unsponsored Norway ADR

OPPORTUNISTIC BUY 2026-08-14 Data 29 days old USD 17.77 Industrials - Aerospace & DefenseAWAIT ENTRY
BLOCKED - NOT ACTIONABLEMethodology gate: buy_preconditions_failed
64

Position levels

Currenttoday
USD 17.77
Buy <=wait / entry
USD 14.83
Trim >=take some off
USD 19.50
Thesis breakA major NASAMS or JSM contract loss or multi-year delay, defence backlog growth ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case44%100 / 10044.0
Base case51%62 / 10031.6
Bear case5%10 / 1000.5
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Raytheon NASAMS delivery agreement to Kuwait (conditional on finalisation)
  • JSM sales momentum with increased US/Germany activity and Canada as sixth customer
  • Zone 5 Technologies acquisition completed 9 June 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.