The Consensus EPS Estimates For Premier, Inc. (NASDAQ:PINC) Just Fell Dramatically
The Consensus EPS Estimates For Premier, Inc. (NASDAQ:PINC) Just Fell Dramatically
The analysts covering Premier, Inc. (NASDAQ:PINC) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting analysts have soured majorly on the business.
報道Premier, Inc.(納斯達克股票代碼:PINC)的分析師今天對今年的法定預測進行了重大修訂,從而給股東帶來了一定負面情緒。收入和每股收益(EPS)的預測都出現了偏差,這表明分析師對該業務的看法主要惡化。
Following the downgrade, the consensus from eight analysts covering Premier is for revenues of US$1.0b in 2025, implying a substantial 24% decline in sales compared to the last 12 months. Per-share earnings are expected to swell 11% to US$0.85. Previously, the analysts had been modelling revenues of US$1.2b and earnings per share (EPS) of US$1.47 in 2025. Indeed, we can see that the analysts are a lot more bearish about Premier's prospects, administering a substantial drop in revenue estimates and slashing their EPS estimates to boot.
下調評級後,涵蓋Premier的八位分析師一致認爲,2025年收入爲10億美元,這意味着與過去12個月相比,銷售額將大幅下降24%。預計每股收益將增長11%,至0.85美元。此前,分析師一直在模擬2025年的收入爲12億美元,每股收益(EPS)爲1.47美元。事實上,我們可以看到,分析師對Premier的前景更加悲觀,他們管理收入預期大幅下降,並下調了每股收益預期。
![1724265215056](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240822/42683092-0-bf0f0baae63e0c64841d24faa4e7330b.webp/bigjpg)
The consensus price target fell 5.3% to US$20.00, with the weaker earnings outlook clearly leading analyst valuation estimates.
共識目標股價下跌5.3%,至20.00美元,疲軟的盈利前景顯然領先於分析師的估值預期。
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. We would highlight that sales are expected to reverse, with a forecast 24% annualised revenue decline to the end of 2025. That is a notable change from historical growth of 3.0% 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 6.8% annually for the foreseeable future. It's pretty clear that Premier's revenues are expected to perform substantially worse than the wider industry.
從現在的大局來看,我們可以理解這些預測的方法之一是看看它們如何與過去的業績和行業增長預期相比較。我們要強調的是,預計銷售將逆轉,預計到2025年底,年化收入將下降24%。與過去五年3.0%的歷史增長相比,這是一個顯著的變化。相比之下,我們的數據表明,在可預見的將來,預計同一行業的其他公司(有分析師報道)的收入每年將增長6.8%。很明顯,預計Premier的收入表現將大大低於整個行業。
The Bottom Line
底線
The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. 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 Premier.
要了解的最重要的一點是,分析師下調了每股收益預期,預計業務狀況將明顯下降。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Premier感到有些警惕。
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple Premier analysts - going out to 2027, 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。根據多位Premier分析師的估計,到2027年,你可以在我們的平台上免費查看。
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders.
尋找可能達到轉折點的有趣公司的另一種方法是跟蹤管理層是買入還是賣出,我們的免費成長型公司名單由內部人士支持。
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.
對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接聯繫我們。或者,也可以發送電子郵件至編輯團隊 (at) simplywallst.com。
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根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。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,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。