The Consensus EPS Estimates For Premier, Inc. (NASDAQ:PINC) Just Fell Dramatically
The Consensus EPS Estimates For Premier, Inc. (NASDAQ:PINC) Just Fell Dramatically
The analysts covering Premier, Inc. (NASDAQ:PINC) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting analysts have soured majorly on the business.
今天分析师对Premier, Inc.(NASDAQ:PINC)股票的覆盖面进行了重大调整,给股东们带来了一波负面情绪。收入和每股收益(每股收益)的预测均进行了大幅下调,表明分析师对该业务的看法已经非常消极。
Following the downgrade, the consensus from eight analysts covering Premier is for revenues of US$1.0b in 2025, implying a substantial 24% decline in sales compared to the last 12 months. Per-share earnings are expected to swell 11% to US$0.85. Previously, the analysts had been modelling revenues of US$1.2b and earnings per share (EPS) of US$1.47 in 2025. Indeed, we can see that the analysts are a lot more bearish about Premier's prospects, administering a substantial drop in revenue estimates and slashing their EPS estimates to boot.
在降级之后,覆盖Premier的八个分析师的共识是,2025年的营业收入预计为10亿美元,较过去12个月下降24%。每股收益预计将增长11%,达到0.85美元。此前,分析师预计2025年的营业收入为12亿美元,每股收益为1.47美元。事实上,我们可以看到分析师对Premier的前景更加看淡,大幅下调了收入估计并削减了每股收益的估计。
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The consensus price target fell 5.3% to US$20.00, with the weaker earnings outlook clearly leading analyst valuation estimates.
共识价格目标下调5.3%至20.00美元,收益前景疲软显然导致分析师估值预测的下降。
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 sales are expected to reverse, with a forecast 24% annualised revenue decline to the end of 2025. That is a notable change from historical growth of 3.0% 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 6.8% annually for the foreseeable future. It's pretty clear that Premier's revenues are expected to perform substantially worse than the wider industry.
现在来看更大的整体情况,我们可以通过将这些预测与过去的业绩和行业增长预测进行对比来理解它们。我们需要强调的是,销售预计将逆转,预计到2025年底,年均收入将下降24%。这与过去五年3.0%的历史增长相比是一个显著的变化。相比之下,我们的数据显示,在同一行业中,其他公司(有分析师覆盖)的收入预计在可预见的未来年均增长6.8%。很明显,Premier的营业收入预计将明显不如整个行业的表现。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of Premier.
最重要的是,分析师将每股收益预测值下调,预计业务状况将明显下滑。遗憾的是,他们还下调了营业收入预测,而最新预测表明业务增长速度将低于整个市场。在分析师的情绪发生如此明显的变化后,如果读者现在对Premier有些担忧,我们可以理解。
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple Premier analysts - going out to 2027, and you can see them free on our platform here.
尽管如此,业务的长期发展轨迹对于股东的价值创造更为重要。我们在我们的平台上可以免费查看到由多个Premier分析师提供的截至2027年的预测数据。
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跟踪管理层是购买还是销售,是寻找可能达到关键点的有趣公司的另一种方法,我们的免费公司列表由内部支持的增长公司组成。
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