Bokusgruppen AB (publ) Just Missed EPS By 27%: Here's What Analysts Think Will Happen Next
As you might know, Bokusgruppen AB (publ) (STO:BOKUS) recently reported its quarterly numbers. Revenue of kr531m surpassed estimates by 2.0%, although statutory earnings per share missed badly, coming in 27% below expectations at kr0.87 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analyst is forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analyst has changed their mind on Bokusgruppen after the latest results.
Following the latest results, Bokusgruppen's sole analyst are now forecasting revenues of kr2.38b in 2027. This would be an okay 7.5% improvement in revenue compared to the last 12 months. Per-share earnings are expected to expand 19% to kr6.33. In the lead-up to this report, the analyst had been modelling revenues of kr2.38b and earnings per share (EPS) of kr5.81 in 2027. So the consensus seems to have become somewhat more optimistic on Bokusgruppen's earnings potential following these results.
See our latest analysis for Bokusgruppen
There's been no major changes to the consensus price target of kr86.50, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation.
Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Bokusgruppen's rate of growth is expected to accelerate meaningfully, with the forecast 6.0% annualised revenue growth to the end of 2027 noticeably faster than its historical growth of 4.1% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 4.2% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analyst also expect Bokusgruppen to grow faster than the wider industry.
The Bottom Line
The most important thing here is that the analyst upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Bokusgruppen following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at kr86.50, with the latest estimates not enough to have an impact on their price target.
With that in mind, we wouldn't be too quick to come to a conclusion on Bokusgruppen. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2028, which can be seen for free on our platform here.
You can also see whether Bokusgruppen is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.
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