The latest analyst coverage could presage a bad day for Dellia Group ASA (OB:DELIA), with the analysts making across-the-board cuts to their statutory estimates that might leave shareholders a little shell-shocked. Revenue estimates were cut sharply as analysts signalled a weaker outlook - perhaps a sign that investors should temper their expectations as well.
Following the downgrade, the latest consensus from Dellia Group's two analysts is for revenues of kr807m in 2026, which would reflect a notable 10% improvement in sales compared to the last 12 months. Before the latest update, the analysts were foreseeing kr982m of revenue in 2026. The consensus view seems to have become more pessimistic on Dellia Group, noting the measurable cut to revenue estimates in this update.
Check out our latest analysis for Dellia Group
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Dellia Group's revenue growth is expected to slow, with the forecast 14% annualised growth rate until the end of 2026 being well below the historical 118% growth over the last year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.7% annually. So it's pretty clear that, while Dellia Group's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The most important thing to take away is that analysts cut their revenue estimates for this year. Analysts also expect revenues to grow faster than the wider market. Given the stark change in sentiment, we'd understand if investors became more cautious on Dellia Group after today.
There might be good reason for analyst bearishness towards Dellia Group, like concerns around earnings quality. Learn more, and discover the 1 other risk we've identified, for free on our platform here.
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.
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