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Nordic Semiconductor ASA (NDCVF) Q2 2026 Earnings Call Transcript

Nordic Semiconductor is upgraded to 'BUY' with a 160 NOK PT, reflecting attractive risk/reward on speculative upside from regulatory-driven growth. NDCVF's bundled compliance solutions position it as a one-stop shop for EU Cyber Resilience Act requirements, potentially driving substantial AEPS growth through 2028. The company remains fundamentally safe with net cash, minimal long-term debt, and strong FCF, despite sector cyclicality and recent market-driven share weakness.