Visional, Inc. (TSE:4194) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Investors in Visional, Inc. (TSE:4194) had a good week, as its shares rose 2.8% to close at JP¥10,585 following the release of its first-quarter results. Visional reported in line with analyst predictions, delivering revenues of JP¥23b and statutory earnings per share of JP¥401, suggesting the business is executing well and in line with its plan. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Visional after the latest results.

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After the latest results, the ten analysts covering Visional are now predicting revenues of JP¥98.2b in 2026. If met, this would reflect a solid 16% improvement in revenue compared to the last 12 months. Statutory per share are forecast to be JP¥426, approximately in line with the last 12 months. Before this earnings report, the analysts had been forecasting revenues of JP¥98.2b and earnings per share (EPS) of JP¥422 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Visional

There were no changes to revenue or earnings estimates or the price target of JP¥12,888, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Visional, with the most bullish analyst valuing it at JP¥14,200 and the most bearish at JP¥11,000 per share. This is a very narrow spread of estimates, implying either that Visional is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Visional's growth to accelerate, with the forecast 22% annualised growth to the end of 2026 ranking favourably alongside historical growth of 18% per annum over the past three years. Compare this with other companies in the same industry, which are forecast to grow their revenue 7.0% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Visional is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Visional going out to 2028, and you can see them free on our platform here..

You can also see our analysis of Visional's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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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.