Yubico AB Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

As you might know, Yubico AB (STO:YUBICO) just kicked off its latest second-quarter results with some very strong numbers. Yubico delivered a significant beat to revenue and earnings per share (EPS) expectations, hitting kr544m-13% above indicated-andkr0.70-121% above forecasts- respectively Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, Yubico's five analysts currently expect revenues in 2026 to be kr2.14b, approximately in line with the last 12 months. Statutory earnings per share are predicted to jump 43% to kr2.51. In the lead-up to this report, the analysts had been modelling revenues of kr2.17b and earnings per share (EPS) of kr2.38 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

See our latest analysis for Yubico

There's been no major changes to the consensus price target of kr63.75, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Yubico analyst has a price target of kr70.00 per share, while the most pessimistic values it at kr60.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Yubico's revenue growth is expected to slow, with the forecast 1.5% annualised growth rate until the end of 2026 being well below the historical 7.8% p.a. growth over the last three years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.6% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Yubico.

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 Yubico following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Yubico's revenue is expected to perform worse 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 Yubico going out to 2028, and you can see them free on our platform here..

It is also worth noting that we have found 2 warning signs for Yubico (1 doesn't sit too well with us!) that you need to take into consideration.

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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.