Earnings Miss: ZoomInfo Technologies Inc. Missed EPS And Analysts Are Revising Their Forecasts
Earnings Miss: ZoomInfo Technologies Inc. Missed EPS And Analysts Are Revising Their Forecasts
It's been a mediocre week for ZoomInfo Technologies Inc. (NASDAQ:ZI) shareholders, with the stock dropping 14% to US$9.00 in the week since its latest second-quarter results. It was a pretty negative result overall, with revenues of US$292m missing analyst predictions by 5.3%. Worse, the business reported a statutory loss of US$0.07 per share, a substantial decline on analyst expectations of a profit. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on ZoomInfo Technologies after the latest results.
ZoomInfo Technologies Inc. (NASDAQ:ZI) 的股東度過了一週平庸的時光,股價在本次季度業績公佈後的一週內下跌了14%,至9.00美元。總體來說,本次的結果頗爲負面,營業收入達到2.92億美元,低於分析師預測的5.3%。更糟糕的是, ZoomInfo 報告每股收益虧損0.07美元,遠低於分析師預測的盈利。結果公佈後,分析師們的盈利模型出現了調整,我們需要知道他們是否認爲該公司的前景發生了重大變化,或者是否像往常一樣。讀者會很高興地知道,我們已經彙總了最新的預測數據,以查看分析師們在本次季度業績披露後是否對 ZoomInfo 的前景形勢產生了改變。
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Following the recent earnings report, the consensus from 23 analysts covering ZoomInfo Technologies is for revenues of US$1.20b in 2024. This implies a noticeable 2.5% decline in revenue compared to the last 12 months. Per-share earnings are expected to soar 141% to US$0.10. Before this earnings report, the analysts had been forecasting revenues of US$1.26b and earnings per share (EPS) of US$0.38 in 2024. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a large cut to earnings per share numbers.
在最近的收益報告公佈後,23位分析師彙總的 ZoomInfo Technologies 的營業收入預期爲 2024 年 12 億美元。這意味着與過去 12 個月相比,營業收入將出現明顯下降約2.5%。預計每股收益將增長141 %,達到0.10美元。在本次業績公佈前,分析師預測 ZoomInfo Technologies 的 2024 年營收將爲 12.6 億美元,每股收益(EPS)爲0.38美元。在本次結果公佈後,分析師們似乎變得不那麼樂觀了,他們調低了營收預期,大幅削減了每股收益預期。
The consensus price target fell 31% to US$11.69, with the weaker earnings outlook clearly leading valuation estimates. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on ZoomInfo Technologies, with the most bullish analyst valuing it at US$18.00 and the most bearish at US$7.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
綜合考慮收益前景,共識價格目標下調了31% 至 11.69美元。專注於單一價格目標可能不明智,因爲共識目標實際上是分析師價格目標的平均值。因此,有些投資者喜歡查看估算範圍,以了解對於公司估值是否存在不同意見。對於 ZoomInfo Technologies,存在着一些異質的看法,最看好的分析師將其估值爲 18.00 美元,最看淡的爲每股 7.00 美元。注意分析師價格目標的巨大差距,這對我們而言意味着底層業務的可能情況存在相當廣泛的範圍。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that revenue is expected to reverse, with a forecast 5.0% annualised decline to the end of 2024. That is a notable change from historical growth of 31% 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 10% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - ZoomInfo Technologies is expected to lag the wider industry.
獲取這些預測的更多背景信息的一種方法是比較它們與過去表現以及同一行業中其他公司的表現的關係。我們需要強調的是,營業收入預計將反轉,到2024年底年均下降5.0%。這與過去五年的31%的歷史增長形成了鮮明的對比。 相比之下,我們的數據表明,同一行業中其他公司(受到分析師關注)的營收預計將在預見的未來每年增長10%。因此,雖然 ZoomInfo Technologies 的收入預計將下降,但這並沒有帶來什麼好處——該公司被預期將落後於整個行業。
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 biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for ZoomInfo Technologies. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
最大的擔憂是分析師們下調每股收益預期,這意味着 ZoomInfo Technologies 可能會面臨業務逆風。不幸的是,他們也下調了未來的營收預期,我們的數據表明與整個行業相比,該公司表現不佳。即使如此,每股收益對於公司內在價值更爲重要。此外,分析師們還降低了 ZoomInfo Technologies 的價格目標,表明最新的消息已經讓人們對公司的內在價值持更加悲觀的看法。
With that in mind, we wouldn't be too quick to come to a conclusion on ZoomInfo Technologies. 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 ZoomInfo Technologies going out to 2026, and you can see them free on our platform here..
因此,我們不應該急於得出 ZoomInfo Technologies 的結論。長期的盈利能力比明年的利潤更爲重要。在 Simply Wall St 上,我們提供了 ZoomInfo Technologies 直到 2026 年的完整分析師預測範圍,您可以免費在我們的平台上查看。
Don't forget that there may still be risks. For instance, we've identified 2 warning signs for ZoomInfo Technologies that you should be aware of.
不要忘記,仍然可能存在風險。例如,我們已經發現了 ZoomInfo Technologies 的兩個警告信號,您應該知道。
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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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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。