Analyst Estimates: Here's What Brokers Think Of Coupang, Inc. (NYSE:CPNG) After Its Third-Quarter Report

It's been a pretty great week for Coupang, Inc. (NYSE:CPNG) shareholders, with its shares surging 13% to US$16.42 in the week since its latest third-quarter results. Revenues of US$10.0b beat expectations by a respectable 2.1%, although statutory losses per share increased. Coupang lost US$0.28, which was 196% more than what the analysts had included in their models. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Taking into account the latest results, the most recent consensus for Coupang from 17 analysts is for revenues of US$42.6b in 2027. If met, it would imply a meaningful 18% increase on its revenue over the past 12 months. Earnings are expected to improve, with Coupang forecast to report a statutory profit of US$0.34 per share. In the lead-up to this report, the analysts had been modelling revenues of US$42.6b and earnings per share (EPS) of US$0.34 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for Coupang

There were no changes to revenue or earnings estimates or the price target of US$23.34, suggesting that the company has met expectations in its recent result. 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. There are some variant perceptions on Coupang, with the most bullish analyst valuing it at US$30.00 and the most bearish at US$12.00 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. The period to the end of 2027 brings more of the same, according to the analysts, with revenue forecast to display 14% growth on an annualised basis. That is in line with its 15% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 13% per year. It's clear that while Coupang's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

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. 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.

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 Coupang going out to 2028, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 1 warning sign for Coupang that you should be aware of.

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