Bearish: Analysts Just Cut Their Open Lending Corporation (NASDAQ:LPRO) Revenue and EPS Estimates
Bearish: Analysts Just Cut Their Open Lending Corporation (NASDAQ:LPRO) Revenue and EPS Estimates
Today is shaping up negative for Open Lending Corporation (NASDAQ:LPRO) shareholders, with the analysts delivering a substantial negative revision to next year's forecasts. Revenue and earnings per share (EPS) forecasts were both revised downwards, with analysts seeing grey clouds on the horizon.
今天對開放貸款公司(納斯達克股票代碼:LPRO)的股東來說是負數,分析師對明年的預測進行了大幅的負面修正。收入和每股收益(EPS)的預測均向下修正,分析師認爲灰雲即將出現。
Following the downgrade, the latest consensus from Open Lending's twelve analysts is for revenues of US$135m in 2024, which would reflect a reasonable 4.7% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to soar 64% to US$0.31. Before this latest update, the analysts had been forecasting revenues of US$165m and earnings per share (EPS) of US$0.44 in 2024. Indeed, we can see that the analysts are a lot more bearish about Open Lending's prospects, administering a measurable cut to revenue estimates and slashing their EPS estimates to boot.
降級之後,開放貸款的十二位分析師的最新共識是,2024年的收入爲1.35億美元,這將反映出與過去12個月相比銷售額的合理增長4.7%。每股法定收益預計將飆升64%,至0.31美元。在最新更新之前,分析師一直預測2024年的收入爲1.65億美元,每股收益(EPS)爲0.44美元。事實上,我們可以看到,分析師對開放貸款的前景更加悲觀,他們大幅削減了收入預期,並下調了每股收益預期。
View our latest analysis for Open Lending
查看我們對開放式貸款的最新分析
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231113/0-d486e51af9f2113fefc287f012552190-0-84f783899888d7003a9ec29f43d67087.png/big)
It'll come as no surprise then, to learn that the analysts have cut their price target 34% to US$7.35.
因此,得知分析師已將目標股價下調34%至7.35美元也就不足爲奇了。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Open Lending's revenue growth is expected to slow, with the forecast 3.7% annualised growth rate until the end of 2024 being well below the historical 19% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.7% annually. Factoring in the forecast slowdown in growth, it seems obvious that Open Lending is also expected to grow slower than other industry participants.
我們可以從大局的角度看待這些估計值的另一種方式,例如預測如何與過去的表現相提並論,以及預測相對於業內其他公司是否或多或少看漲。我們要強調的是,開放貸款的收入增長預計將放緩,預計到2024年底的年化增長率爲3.7%,遠低於過去五年19%的歷史年增長率。相比之下,該行業的其他公司(根據分析師的預測),後者的總體收入預計每年將增長7.7%。考慮到預期的增長放緩,似乎很明顯,預計開放式貸款的增長速度也將低於其他行業參與者。
The Bottom Line
底線
The biggest issue in the new estimates is that analysts have reduced their earnings per share estimates, suggesting business headwinds lay ahead for Open Lending. 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 Open Lending.
新估計中最大的問題是,分析師下調了每股收益預期,這表明開放式貸款面臨業務不利因素。遺憾的是,他們還下調了收入預期,最新的預測表明該業務的銷售增長將慢於整個市場。在分析師的情緒發生瞭如此明顯的變化之後,我們可以理解讀者現在是否對開放式貸款有所警惕。
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for Open Lending going out to 2025, and you can see them free on our platform here.
即便如此,業務的長期發展軌跡對於股東的價值創造更爲重要。在Simply Wall St,我們有分析師對到2025年的開放式貸款的全方位估計,你可以在我們的平台上免費看到這些估計。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
當然,看到公司管理層在股票上投入大量資金與了解分析師是否在下調預期一樣有用。因此,你不妨搜索這份內部人士正在購買的股票的免費清單。
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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 的這篇文章本質上是籠統的。我們僅使用公正的方法提供基於歷史數據和分析師預測的評論,我們的文章並非旨在提供財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不會考慮最新的價格敏感型公司公告或定性材料。華爾街只是沒有持有上述任何股票的頭寸。