Solaria Energía y Medio Ambiente, S.A. (BME:SLR) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?
Shareholders might have noticed that Solaria Energía y Medio Ambiente, S.A. (BME:SLR) filed its interim result this time last week. The early response was not positive, with shares down 4.6% to €16.49 in the past week. Overall the results were a little better than the analysts were expecting, with revenues beating forecasts by 8.5%to hit €223m. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Taking into account the latest results, the current consensus from Solaria Energía y Medio Ambiente's 13 analysts is for revenues of €435.3m in 2026. This would reflect a meaningful 17% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 3.6% to €1.42. Yet prior to the latest earnings, the analysts had been anticipated revenues of €399.3m and earnings per share (EPS) of €1.37 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.
View our latest analysis for Solaria Energía y Medio Ambiente
Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of €22.58, suggesting that the forecast performance does not have a long term impact on the company's valuation. 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. Currently, the most bullish analyst values Solaria Energía y Medio Ambiente at €28.00 per share, while the most bearish prices it at €14.00. 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. The analysts are definitely expecting Solaria Energía y Medio Ambiente's growth to accelerate, with the forecast 38% annualised growth to the end of 2026 ranking favourably alongside historical growth of 25% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 4.4% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Solaria Energía y Medio Ambiente to grow faster than the wider industry.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Solaria Energía y Medio Ambiente's earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster 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.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Solaria Energía y Medio Ambiente analysts - going out to 2028, and you can see them free on our platform here.
Plus, you should also learn about the 3 warning signs we've spotted with Solaria Energía y Medio Ambiente (including 2 which shouldn't be ignored) .
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