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Here's What Analysts Are Forecasting For Beyond Meat, Inc. (NASDAQ:BYND) After Its Third-Quarter Results

Here's What Analysts Are Forecasting For Beyond Meat, Inc. (NASDAQ:BYND) After Its Third-Quarter Results

分析师预测纳斯达克股票BYND在第三季度业绩公布后的走势
Simply Wall St ·  11/08 06:38

Shareholders might have noticed that Beyond Meat, Inc. (NASDAQ:BYND) filed its quarterly result this time last week. The early response was not positive, with shares down 4.1% to US$5.84 in the past week. Revenues of US$81m were in line with expectations, although statutory losses per share were US$0.41, some 12% smaller than was expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

股东们可能已经注意到,Beyond Meat, Inc.(纳斯达克股票代码:BYND)上周这个时候公布了季度业绩。早期的反应并不乐观,过去一周股价下跌4.1%,至5.84美元。81亿美元的收入符合预期,尽管每股法定亏损为0.41美元,比预期低约12%。对于投资者来说,这是一个重要时刻,因为他们可以在报告中追踪公司的业绩,看看专家对明年的预测,看看对该业务的预期是否有任何变化。根据这些结果,我们收集了最新的法定预测,以了解分析师是否改变了盈利模式。

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NasdaqGS:BYND Earnings and Revenue Growth November 8th 2024
纳斯达克股票代码:BYND 收益和收入增长 2024 年 11 月 8 日

Taking into account the latest results, the consensus forecast from Beyond Meat's nine analysts is for revenues of US$337.9m in 2025. This reflects a reasonable 4.5% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 62% to US$1.59. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$341.0m and losses of US$1.66 per share in 2025. So there seems to have been a moderate uplift in analyst sentiment with the latest consensus release, given the upgrade to loss per share forecasts for next year.

考虑到最新业绩,Beyond Meat的九位分析师的共识预测是,到2025年,收入为3.379亿美元。这反映了与过去12个月相比,收入合理增长了4.5%。预计每股亏损将在不久的将来大幅减少,缩小62%至1.59美元。然而,在最新财报公布之前,分析师一直预测2025年收入为3.41亿美元,每股亏损1.66美元。因此,鉴于明年的每股亏损预测已上调,最新共识发布后,分析师的情绪似乎略有提高。

There's been no major changes to the consensus price target of US$5.38, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Beyond Meat, with the most bullish analyst valuing it at US$7.00 and the most bearish at US$3.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

5.38美元的共识目标股价没有重大变化,这表明减少的亏损预期不足以对股票估值产生长期的积极影响。但是,还有另一种思考价格目标的方法,那就是研究分析师提出的价格目标范围,因为范围广泛的估计可能表明,对业务可能的结果有不同的看法。对Beyond Meat的看法有所不同,最看涨的分析师将其估值为7.00美元,最看跌的为每股3.00美元。这是相当广泛的估计,表明分析师正在预测该业务的各种可能结果。

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. One thing stands out from these estimates, which is that Beyond Meat is forecast to grow faster in the future than it has in the past, with revenues expected to display 3.6% annualised growth until the end of 2025. If achieved, this would be a much better result than the 0.4% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 2.8% per year. So it looks like Beyond Meat is expected to grow faster than its competitors, at least for a while.

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比较。从这些估计中可以看出一件事,那就是预计Beyond Meat未来的增长速度将比过去更快,预计到2025年底,收入将实现3.6%的年化增长。如果实现,这将比过去五年0.4%的年下降幅度好得多。相比之下,我们的数据表明,预计该行业其他公司(有分析师报道)的收入每年将增长2.8%。因此,看来Beyond Meat的增长速度将超过其竞争对手,至少在一段时间内是如此。

The Bottom Line

底线

The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. 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 US$5.38, with the latest estimates not enough to have an impact on their price targets.

最明显的结论是,分析师对明年亏损的预测没有改变。幸运的是,他们还再次确认了收入数字,表明收入符合预期。此外,我们的数据表明,收入的增长速度预计将快于整个行业。共识目标股价稳定在5.38美元,最新估计不足以对其目标价格产生影响。

With that in mind, we wouldn't be too quick to come to a conclusion on Beyond Meat. 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 Beyond Meat going out to 2026, and you can see them free on our platform here..

考虑到这一点,我们不会很快得出有关 Beyond Meat 的结论。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2026年之前Beyond Meat的全方位估计,你可以在我们的平台上免费看到这些估计。

You should always think about risks though. Case in point, we've spotted 3 warning signs for Beyond Meat you should be aware of, and 1 of them is significant.

但是,你应该时刻考虑风险。举个例子,我们发现了你应该注意的 3 个 Beyond Meat 警告信号,其中一个信号很重要。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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提供基于历史数据和分析师预测的评论,我们的文章并非旨在提供财务建议。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,我们的分析可能不会考虑最新的价格敏感型公司公告或定性材料。华尔街只是没有持有上述任何股票的头寸。

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