NOS, S.G.P.S., S.A. (ELI:NOS) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in NOS, S.G.P.S., S.A. (ELI:NOS) had a good week, as its shares rose 8.5% to close at €5.53 following the release of its quarterly results. Results overall were respectable, with statutory earnings of €0.48 per share roughly in line with what the analysts had forecast. Revenues of €481m came in 3.4% ahead of analyst predictions. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Following last week's earnings report, NOS S.G.P.S' ten analysts are forecasting 2027 revenues to be €1.88b, approximately in line with the last 12 months. Statutory earnings per share are forecast to plunge 24% to €0.43 in the same period. Before this earnings report, the analysts had been forecasting revenues of €1.88b and earnings per share (EPS) of €0.44 in 2027. 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 NOS S.G.P.S

The analysts reconfirmed their price target of €4.98, showing that the business is executing well and in line with expectations. 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 NOS S.G.P.S analyst has a price target of €6.50 per share, while the most pessimistic values it at €3.50. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that NOS S.G.P.S' revenue growth is expected to slow, with the forecast 1.0% annualised growth rate until the end of 2027 being well below the historical 5.8% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 2.2% annually. Factoring in the forecast slowdown in growth, it seems obvious that NOS S.G.P.S is also expected to grow slower than other industry participants.

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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that NOS S.G.P.S' revenue is expected to perform worse than the wider industry. The consensus price target held steady at €4.98, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for NOS S.G.P.S going out to 2028, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 2 warning signs for NOS S.G.P.S you should be aware of, and 1 of them can't be ignored.

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