Analysts Are Updating Their Ipsos SA (EPA:IPS) Estimates After Its Half-Year Results

Shareholders of Ipsos SA (EPA:IPS) will be pleased this week, given that the stock price is up 12% to €40.10 following its latest interim results. Results were roughly in line with estimates, with revenues of €1.2b and statutory earnings per share of €4.27. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following last week's earnings report, Ipsos' six analysts are forecasting 2026 revenues to be €2.56b, approximately in line with the last 12 months. Statutory earnings per share are predicted to swell 17% to €4.77. Yet prior to the latest earnings, the analysts had been anticipated revenues of €2.56b and earnings per share (EPS) of €4.79 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 Ipsos

There were no changes to revenue or earnings estimates or the price target of €54.86, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Ipsos, with the most bullish analyst valuing it at €73.00 and the most bearish at €39.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Ipsos' revenue growth is expected to slow, with the forecast 1.7% annualised growth rate until the end of 2026 being well below the historical 3.5% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 1.6% annually. So it's pretty clear that, while Ipsos' revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at €54.86, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Ipsos going out to 2028, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 1 warning sign for Ipsos that you need to be mindful 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.