Analysts Are Upgrading Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) After Its Latest Results
Analysts Are Upgrading Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) After Its Latest Results
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) defied analyst predictions to release its full-year results, which were ahead of market expectations. Revenues of US$17m beat estimates by a substantial 80% margin. Unfortunately, Tarsus Pharmaceuticals also reported a statutory loss of US$4.62 per share, which at least was smaller than the analysts expected. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
塔苏斯制药公司(纳斯达克股票代码:TARS)无视分析师的预期,公布了其全年业绩,该业绩超出了市场预期。1700万美元的收入比预期高出80%。不幸的是,塔苏斯制药还报告了每股4.62美元的法定亏损,至少低于分析师的预期。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。我们认为,读者会发现分析师对明年最新(法定)财报后的预测很有趣。
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Taking into account the latest results, the current consensus from Tarsus Pharmaceuticals' five analysts is for revenues of US$96.6m in 2024. This would reflect a major 454% increase on its revenue over the past 12 months. Losses are expected to increase substantially, hitting US$4.55 per share. Before this latest report, the consensus had been expecting revenues of US$62.3m and US$5.04 per share in losses. We can see there's definitely been a change in sentiment in this update, with the analysts administering a sizeable upgrade to this year's revenue estimates, while at the same time reducing their loss estimates.
考虑到最新业绩,塔苏斯制药的五位分析师目前的共识是,2024年的收入为9,660万美元。这将反映其收入在过去12个月中大幅增长454%。预计亏损将大幅增加,达到每股4.55美元。在这份最新报告之前,共识一直预计收入为6,230万美元,每股亏损5.04美元。我们可以看到,在本次更新中,市场情绪肯定发生了变化,分析师对今年的收入估计进行了大幅上调,同时降低了亏损预期。
The consensus price target rose 11% to US$49.38, with the analysts encouraged by the higher revenue and lower forecast losses for next year. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Tarsus Pharmaceuticals at US$65.00 per share, while the most bearish prices it at US$30.00. 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.
共识目标股价上涨11%,至49.38美元,分析师受到明年收入增加和预期亏损减少的鼓舞。但是,这并不是我们可以从这些数据中得出的唯一结论,因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。目前,最看涨的分析师对Tarsus Pharmicals的估值为每股65.00美元,而最看跌的分析师估值为30.00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。
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. The analysts are definitely expecting Tarsus Pharmaceuticals' growth to accelerate, with the forecast 5x annualised growth to the end of 2024 ranking favourably alongside historical growth of 23% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 9.0% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Tarsus Pharmaceuticals to grow faster than the wider industry.
了解这些预测的更多背景信息的一种方法是研究它们与过去的业绩相比如何,以及同一行业中其他公司的表现。分析师们肯定预计,塔苏斯制药的增长将加速,预计到2024年底的5倍年化增长将保持在有利地位,而过去五年的历史年增长率为23%。相比之下,同行业的其他公司预计年收入将增长9.0%。显而易见,尽管增长前景比最近更光明,但分析师也预计,Tarsus Pharmicals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. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is 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.
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。令人高兴的是,他们还上调了收入预期,他们的预测表明,该业务的增长速度预计将快于整个行业。我们注意到目标股价已上调,这表明分析师认为该业务的内在价值可能会随着时间的推移而提高。
With that in mind, we wouldn't be too quick to come to a conclusion on Tarsus Pharmaceuticals. Long-term earnings power is much more important than next year's profits. We have forecasts for Tarsus Pharmaceuticals going out to 2026, and you can see them free on our platform here.
考虑到这一点,我们不会很快就Tarsus Pharmicals得出结论。长期盈利能力比明年的利润重要得多。我们对Tarsus Pharmicals的预测将持续到2026年,你可以在我们的平台上免费查看。
You still need to take note of risks, for example - Tarsus Pharmaceuticals has 1 warning sign we think you should be aware of.
例如,您仍然需要注意风险——Tarsus Pharmaceuticals有1个警告信号,我们认为您应该注意。
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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。