Nerdy, Inc. (NYSE:NRDY) Yearly Results: Here's What Analysts Are Forecasting For This Year
Nerdy, Inc. (NYSE:NRDY) Yearly Results: Here's What Analysts Are Forecasting For This Year
Nerdy, Inc. (NYSE:NRDY) shareholders are probably feeling a little disappointed, since its shares fell 3.3% to US$2.90 in the week after its latest annual results. Revenues of US$193m were in line with expectations, although statutory losses per share were US$0.41, some 15% smaller than was expected. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Nerdy, Inc.(纽约证券交易所代码:NRDY)的股东可能会感到有些失望,因为其股价在公布最新年度业绩后的一周内下跌了3.3%,至2.90美元。1.93亿美元的收入符合预期,尽管每股法定亏损为0.41美元,比预期减少了约15%。对于投资者来说,盈利是一个重要时刻,因为他们可以追踪公司的业绩,查看分析师对明年的预测,看看对公司的情绪是否发生了变化。根据这些结果,我们收集了最新的法定预测,以了解分析师是否改变了盈利模式。
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Taking into account the latest results, the most recent consensus for Nerdy from eight analysts is for revenues of US$237.5m in 2024. If met, it would imply a huge 23% increase on its revenue over the past 12 months. Losses are supposed to decline, shrinking 11% from last year to US$0.33. Before this earnings announcement, the analysts had been modelling revenues of US$237.9m and losses of US$0.38 per share in 2024. Although the revenue estimates have not really changed Nerdy'sfuture looks a little different to the past, with a cut to the loss per share forecasts in particular.
考虑到最新业绩,八位分析师对Nerdy的最新共识是,2024年的收入为2.375亿美元。如果得到满足,这意味着其收入在过去12个月中将大幅增长23%。亏损预计将下降,较去年下降11%,至0.33美元。在此财报公布之前,分析师一直在模拟2024年的收入为2.379亿美元,每股亏损为0.38美元。尽管收入估计并没有真正改变,但Nerdy'sFuture看起来与过去略有不同,特别是下调了每股亏损的预期。
There's been no major changes to the consensus price target of US$4.58, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Nerdy at US$6.00 per share, while the most bearish prices it at US$3.25. 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.
4.58美元的共识目标股价没有重大变化,这表明减少的亏损预期不足以对股票估值产生长期的积极影响。研究分析师的估计范围,评估异常值与平均值的差异程度也可能很有启发性。目前,最看涨的分析师对Nerdy的估值为每股6.00美元,而最看跌的分析师估值为3.25美元。注意到分析师目标股价的巨大差距了吗?对我们来说,这意味着基础业务存在相当广泛的可能情景。
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting Nerdy's growth to accelerate, with the forecast 23% annualised growth to the end of 2024 ranking favourably alongside historical growth of 17% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 11% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Nerdy to grow faster than the wider industry.
现在从大局来看,我们理解这些预测的方法之一是了解它们与过去的业绩和行业增长估计相比如何。分析师肯定预计Nerdy的增长将加速,预计到2024年底的年化增长率为23%,而过去五年的历史年增长率为17%。相比之下,我们的数据表明,预计类似行业的其他公司(有分析师报道)的收入将以每年11%的速度增长。显而易见,尽管增长前景比最近更加光明,但分析师也预计Nerdy的增长速度将超过整个行业。
The Bottom Line
底线
The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$4.58, with the latest estimates not enough to have an impact on their price targets.
要了解的最重要的一点是,分析师重申了明年的每股亏损预期。幸运的是,他们还再次确认了收入数字,表明收入符合预期。此外,我们的数据表明,收入的增长速度预计将快于整个行业。共识目标股价稳定在4.58美元,最新估计不足以对其目标价格产生影响。
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 Nerdy going out to 2026, and you can see them free on our platform here..
考虑到这一点,我们仍然认为该业务的长期发展轨迹对于投资者来说更为重要。在Simply Wall St,我们有分析师对Nerdy到2026年的全方位估计,你可以在我们的平台上免费看到这些估计。
You should always think about risks though. Case in point, we've spotted 3 warning signs for Nerdy you should be aware of.
但是,你应该时刻考虑风险。举个例子,我们发现了 3 个 Nerdy 的警告信号,你应该注意。
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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的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。