Need To Know: Analysts Just Made A Substantial Cut To Their Arteris, Inc. (NASDAQ:AIP) Estimates
Need To Know: Analysts Just Made A Substantial Cut To Their Arteris, Inc. (NASDAQ:AIP) Estimates
One thing we could say about the analysts on Arteris, Inc. (NASDAQ:AIP) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting the analysts have soured majorly on the business.
对于Arteris, Inc.(纳斯达克股票代码:AIP)的分析师,我们可以说的一件事是,他们并不乐观,他们刚刚对该组织的近期(法定)预测进行了重大的负面修正。收入和每股收益(EPS)的预测都低于预期,这表明分析师对该业务的看法严重恶化。
Following the downgrade, the most recent consensus for Arteris from its six analysts is for revenues of US$56m in 2024 which, if met, would be a credible 7.9% increase on its sales over the past 12 months. Per-share losses are expected to creep up to US$1.00. However, before this estimates update, the consensus had been expecting revenues of US$69m and US$0.74 per share in losses. Ergo, there's been a clear change in sentiment, with the analysts administering a notable cut to next year's revenue estimates, while at the same time increasing their loss per share forecasts.
降级后,Arteris的六位分析师的最新共识是,2024年的收入为5600万美元,如果得以实现,其在过去12个月中的销售额将增长7.9%,这是可信的。预计每股亏损将攀升至1.00美元。但是,在此估算更新之前,共识一直预计收入为6900万美元,每股亏损0.74美元。因此,市场情绪发生了明显的变化,分析师显著下调了明年的收入预期,同时提高了每股亏损的预期。
View our latest analysis for Arteris
查看我们对Arteris的最新分析
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231109/0-92dd83ca9f595ccfa59713e4df258eac-0-9fe0323d5a59328030c5b36b7e1a1908.png/big)
The consensus price target fell 17% to US$11.50, with the analysts clearly concerned about the company following the weaker revenue and earnings outlook.
共识目标股价下跌17%,至11.50美元,在收入和收益前景疲软之后,分析师显然对该公司感到担忧。
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 Arteris' revenue growth is expected to slow, with the forecast 6.2% annualised growth rate until the end of 2024 being well below the historical 10% 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 12% per year. Factoring in the forecast slowdown in growth, it seems obvious that Arteris is also expected to grow slower than other industry participants.
从现在的大局来看,我们可以理解这些预测的方法之一是看看它们如何与过去的业绩和行业增长预期相提并论。我们要强调的是,Arteris的收入增长预计将放缓,预计到2024年底的年化增长率为6.2%,远低于去年10%的历史增长率。相比之下,该行业中其他有分析师报道的公司的收入预计将以每年12%的速度增长。考虑到预期的增长放缓,似乎很明显,预计Arteris的增长速度也将低于其他行业参与者。
The Bottom Line
底线
The most important thing to note from this downgrade is that the consensus increased its forecast losses next year, suggesting all may not be well at Arteris. Unfortunately analysts also downgraded their revenue estimates, and industry data suggests that Arteris' revenues are expected to grow slower than the wider market. With a serious cut to next year's expectations and a falling price target, we wouldn't be surprised if investors were becoming wary of Arteris.
此次降级中最值得注意的是,共识增加了明年的预期亏损,这表明Arteris可能并非一切顺利。不幸的是,分析师也下调了收入预期,行业数据表明,预计Arteris的收入增长将低于整个市场。随着明年的预期大幅下调和目标股价的下降,如果投资者对Arteris保持警惕,我们也不会感到惊讶。
So things certainly aren't looking great, and you should also know that we've spotted some potential warning signs with Arteris, including dilutive stock issuance over the past year. For more information, you can click here to discover this and the 3 other flags we've identified.
因此,情况看起来肯定不太好,您还应该知道,我们在Arteris上发现了一些潜在的警告信号,包括过去一年的稀释股票发行。欲了解更多信息,您可以单击此处查看此标志以及我们确定的其他 3 个标志。
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.
寻找可能达到转折点的有趣公司的另一种方法是使用内部人士收购的成长型公司的免费清单,跟踪管理层是买入还是卖出。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。