CellaVision AB (publ) Just Beat Revenue By 7.7%: Here's What Analysts Think Will Happen Next

CellaVision AB (publ) (STO:CEVI) defied analyst predictions to release its quarterly results, which were ahead of market expectations. The company beat expectations with revenues of kr200m arriving 7.7% ahead of forecasts. Statutory earnings per share (EPS) were kr1.37, 3.8% ahead of estimates. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the most recent consensus for CellaVision from four analysts is for revenues of kr774.1m in 2026. If met, it would imply an okay 4.7% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 7.7% to kr5.83. In the lead-up to this report, the analysts had been modelling revenues of kr758.9m and earnings per share (EPS) of kr5.66 in 2026. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

View our latest analysis for CellaVision

Despite these upgrades,the analysts have not made any major changes to their price target of kr177, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth. 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. The most optimistic CellaVision analyst has a price target of kr187 per share, while the most pessimistic values it at kr160. This is a very narrow spread of estimates, implying either that CellaVision is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's clear from the latest estimates that CellaVision's rate of growth is expected to accelerate meaningfully, with the forecast 9.7% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 7.1% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 17% per year. It seems obvious that, while the future growth outlook is brighter than the recent past, CellaVision is expected to grow slower than the wider industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards CellaVision following these results. They also upgraded their revenue estimates for next year, even though it is expected to grow slower 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.

With that in mind, we wouldn't be too quick to come to a conclusion on CellaVision. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple CellaVision analysts - going out to 2028, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for CellaVision that you should be aware of.

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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.