Camden National Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Camden National Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Camden National Corporation (NASDAQ:CAC) just released its quarterly report and things are looking bullish. Camden National beat earnings, with revenues hitting US$43m, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 14%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
卡姆登國家銀行(NASDAQ:CAC)公佈了季度報告,前景看好。卡姆登國家銀行的營收爲4300萬美元,優於預期,每股收益比分析師預期高出14%。對於投資者來說,收益是一個重要的時刻,他們可以追蹤公司的業績,看看分析師對明年的預測,並查看市場情緒是否發生了變化。因此,我們收集了最新的收益後的法定共識預估,以了解明年可能發生的事情。
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Taking into account the latest results, the current consensus from Camden National's four analysts is for revenues of US$172.2m in 2024. This would reflect a reasonable 6.1% increase on its revenue over the past 12 months. Per-share earnings are expected to accumulate 9.6% to US$3.27. Before this earnings report, the analysts had been forecasting revenues of US$170.3m and earnings per share (EPS) of US$3.18 in 2024. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
考慮到最新的業績數據,卡姆登國家銀行的四名分析師的當前共識是,2024年營業收入將達到17220萬美元。這將反映出過去12個月內營收合理增長了6.1%。每股收益預計將累計增加9.6%,達到3.27美元。在此收益報告之前,分析師們一直在預測2024年的收益爲17030萬美元,每股收益(EPS)爲3.18美元。分析師們對該業務的看法似乎變得更加看好,以他們的新每股收益估計爲判斷標準。
The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 6.6% to US$37.67. 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. Currently, the most bullish analyst values Camden National at US$41.00 per share, while the most bearish prices it at US$35.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
分析師們在提高預期收益後提高了其股價目標,共識股價目標上漲了6.6%至37.67美元。還有另一種看待股價目標的方法,那就是看分析師提出的價格目標範圍,因爲廣泛的估計範圍可能表明人們對業務可能出現的結果持有不同的看法。目前,最看好該業務的分析師將卡姆登國家銀行價值定爲每股41美元,而最看淡的將其價值定爲每股35美元。儘管如此,由於估計範圍如此緊密,這表明分析師對該公司的價值有非常清晰的認識。
Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Camden National's growth to accelerate, with the forecast 13% annualised growth to the end of 2024 ranking favourably alongside historical growth of 0.3% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.3% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Camden National is expected to grow much faster than its industry.
當然,另一種看待這些預測的方法是將它們放在行業本身的背景下來考慮。分析師明顯預計卡姆登國家銀行的增長將加速,預計2024年年化增長率爲13%,排名歷史增長率每年增長0.3%的公司之前。將其與同一行業的其他公司相比,預計後者的營收將以每年6.3%的速度增長。考慮到營收加速的預測,可以很清楚地看出,卡姆登國家銀行的增長預期將遠遠快於其行業。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Camden National following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
這裏最重要的是,分析師升級了他們的每股收益預估,表明在這些成果後對卡姆登國家銀行的樂觀情緒有所增加。幸運的是,收益預測沒有發生重大變化,該業務的增長仍然預計會優於整個行業。我們注意到,價格目標得到了提升,表明分析師認爲該業務的內在價值有可能隨着時間的推移而改善。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Camden National going out to 2025, and you can see them free on our platform here..
記住,投資者考慮的更重要的是業務的長期發展軌跡。在Simply Wall St,我們有卡姆登國家銀行一直延伸到2025年的全方位分析師預估,您可以在這裏免費查看。
It might also be worth considering whether Camden National's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.
此外,可以使用我們在Simply Wall St平台上的債務分析工具來評估卡姆登國家銀行的負債情況。
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.
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。