US$3.38 - That's What Analysts Think Butterfly Network, Inc. (NYSE:BFLY) Is Worth After These Results
US$3.38 - That's What Analysts Think Butterfly Network, Inc. (NYSE:BFLY) Is Worth After These Results
Butterfly Network, Inc. (NYSE:BFLY) just released its latest second-quarter results and things are looking bullish. Revenues and losses per share were both better than expected, with revenues of US$21m leading estimates by 9.8%. Statutory losses were smaller than the analystsexpected, coming in at US$0.07 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
蝴蝶網(NYSE:BFLY)剛剛發佈了最新的第二季度業績,情況看好。營業收入和每股虧損均優於預期,營收2,100萬美元超出預期9.8%。每股法定虧損低於分析師預期,爲每股0.07美元。分析師們通常會在每份業績後更新他們的預測,我們可以從他們的預測中判斷他們對於公司的看法是否發生了變化或者是否需要注意到任何新的問題。我們收集了最新的法定預測來看看分析師是否已經根據這些結果更新了他們的盈利模型。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240804/0-f1ebcc426e573467b05826b55073e801-0-e8bcd63d5f07291e896a09b2ee1a311c.png/big)
Taking into account the latest results, the current consensus from Butterfly Network's two analysts is for revenues of US$78.4m in 2024. This would reflect a notable 10% increase on its revenue over the past 12 months. Losses are predicted to fall substantially, shrinking 28% to US$0.37. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$76.3m and losses of US$0.42 per share in 2024. So it seems there's been a definite increase in optimism about Butterfly Network's future following the latest consensus numbers, with a cut to the loss per share forecasts in particular.
考慮到最新的結果,蝴蝶網的兩名分析師當前的共識是,到2024年營收爲7,840萬美元。這將反映出對過去12個月中收入的10%顯着增長。預計虧損會大幅下降,減少28%至每股0.37美元。然而,在最新的盈利報告之前,分析師們預測蝴蝶網將在2024年實現7,630萬美元的營收和每股0.42美元的虧損。因此,最新共識數字後蝴蝶網未來的樂觀情況有了明顯的增加,尤其是每股虧損預測的下調。
It will come as no surprise to learn thatthe analysts have increased their price target for Butterfly Network 13% to US$3.38on the back of these upgrades.
毫不意外的是,在升級後,分析師們將蝴蝶網的目標股價上調了13%至3.38美元。
Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Butterfly Network's growth to accelerate, with the forecast 22% annualised growth to the end of 2024 ranking favourably alongside historical growth of 5.6% per annum over the past three years. Compare this with other companies in the same industry, which are forecast to grow their revenue 8.2% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Butterfly Network is expected to grow much faster than its industry.
當然,從另一個角度來看這些預測就是將其與整個行業的情況進行比較。分析師們明顯預計蝴蝶網的增長將加速,預測2024年年化增長率爲22%,遠高於過去三年每年5.6%的歷史增長率。與同行業其他公司預計8.2%的年度收入增長相比較,考慮到營收的預計加速,蝴蝶網很明顯預計將比行業增長更快。
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 to take away is that the analysts reconfirmed their loss per share estimates for next year. Happily, they also upgraded their revenue estimates, and are forecasting them 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.
最重要的是,分析師們重申了下一年每股虧損的估計。令人欣慰的是,他們也升級了收入預測,並預測收入增長速度將快於整個行業。我們注意到股價目標的上調,表明分析師認爲這家企業的內在價值有望隨時間而提高。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have analyst estimates for Butterfly Network going out as far as 2026, and you can see them free on our platform here.
在這種情況下,我們仍然認爲長期的發展軌跡對於投資者來說更加重要。我們有關於蝴蝶網到2026年的分析師估計,您可以在我們的平台上免費查看。
You should always think about risks though. Case in point, we've spotted 2 warning signs for Butterfly Network you should be aware of.
當然,您應該始終考慮風險。例如,我們已經發現了關於蝴蝶網的2個警告標誌,您應該注意到。
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。