Earnings Miss: ZoomInfo Technologies Inc. Missed EPS And Analysts Are Revising Their Forecasts
Earnings Miss: ZoomInfo Technologies Inc. Missed EPS And Analysts Are Revising Their Forecasts
It's been a mediocre week for ZoomInfo Technologies Inc. (NASDAQ:ZI) shareholders, with the stock dropping 14% to US$9.00 in the week since its latest second-quarter results. It was a pretty negative result overall, with revenues of US$292m missing analyst predictions by 5.3%. Worse, the business reported a statutory loss of US$0.07 per share, a substantial decline on analyst expectations of a profit. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on ZoomInfo Technologies after the latest results.
对于ZoomInfo Technologies Inc.(纳斯达克股票代码:ZI)的股东来说,这是平庸的一周,自公布最新的第二季度业绩以来,该股本周下跌了14%,至9.00美元。总体而言,这是一个相当负面的结果,2.92亿美元的收入比分析师的预测低5.3%。更糟糕的是,该企业报告的法定亏损为每股0.07美元,比分析师对盈利的预期大幅下降。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。读者会很高兴得知我们已经汇总了最新的法定预测,以了解分析师在最新业绩公布后是否改变了对ZoomInfo Technologies的看法。
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Following the recent earnings report, the consensus from 23 analysts covering ZoomInfo Technologies is for revenues of US$1.20b in 2024. This implies a noticeable 2.5% decline in revenue compared to the last 12 months. Per-share earnings are expected to soar 141% to US$0.10. Before this earnings report, the analysts had been forecasting revenues of US$1.26b and earnings per share (EPS) of US$0.38 in 2024. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a large cut to earnings per share numbers.
继最近的财报之后,涵盖ZoomInfo Technologies的23位分析师一致认为,2024年的收入为12.0亿美元。这意味着与过去12个月相比,收入明显下降了2.5%。预计每股收益将飙升141%,至0.10美元。在本财报发布之前,分析师一直预测2024年的收入为12.6亿美元,每股收益(EPS)为0.38美元。在最近的业绩公布后,分析师似乎不那么乐观,他们下调了收入预期,并大幅削减了每股收益数字。
The consensus price target fell 31% to US$11.69, with the weaker earnings outlook clearly leading valuation estimates. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on ZoomInfo Technologies, with the most bullish analyst valuing it at US$18.00 and the most bearish at US$7.00 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.
共识目标股价下跌31%,至11.69美元,盈利前景疲软显然领先于估值预期。但是,固定单一价格目标可能是不明智的,因为共识目标实际上是分析师目标股价的平均值。因此,一些投资者喜欢查看估计范围,看看对公司的估值是否有任何分歧。对ZoomInfo Technologies的看法有所不同,最看涨的分析师将其估值为18.00美元,最看跌的为每股7.00美元。注意到分析师目标股价的巨大差距了吗?对我们来说,这意味着基础业务存在相当广泛的可能情景。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that revenue is expected to reverse, with a forecast 5.0% annualised decline to the end of 2024. That is a notable change from historical growth of 31% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 10% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - ZoomInfo Technologies is expected to lag the wider industry.
了解这些预测的更多背景信息的一种方法是研究它们与过去的业绩相比如何,以及同一行业中其他公司的表现。我们要强调的是,收入预计将逆转,预计到2024年底年化下降5.0%。与过去五年31%的历史增长相比,这是一个显著的变化。相比之下,我们的数据表明,在可预见的将来,预计同一行业的其他公司(有分析师报道)的收入每年将增长10%。因此,尽管预计其收入将萎缩,但这种云并没有带来一线希望——预计ZoomInfo Technologies将落后于整个行业。
The Bottom Line
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The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for ZoomInfo Technologies. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
最大的担忧是,分析师下调了每股收益预期,这表明ZoomInfo Technologies可能会面临业务不利因素。不幸的是,他们还下调了收入预期,我们的数据显示,与整个行业相比,表现不佳。即便如此,每股收益对业务的内在价值更为重要。此外,分析师还下调了目标股价,这表明最新消息加剧了人们对业务内在价值的悲观情绪。
With that in mind, we wouldn't be too quick to come to a conclusion on ZoomInfo Technologies. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for ZoomInfo Technologies going out to 2026, and you can see them free on our platform here..
考虑到这一点,我们不会很快就ZoomInfo Technologies得出结论。长期盈利能力比明年的利润重要得多。在Simply Wall St,我们有分析师对ZoomInfo Technologies到2026年的全方位估计,你可以在我们的平台上免费看到这些估计。
Don't forget that there may still be risks. For instance, we've identified 2 warning signs for ZoomInfo Technologies that you should be aware of.
别忘了可能仍然存在风险。例如,我们已经确定了ZoomInfo Technologies的两个警告信号,你应该注意这些信号。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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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。