share_log

Camden National Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Camden National Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

卡姆登国家银行刚刚超过分析师预测,分析师们一直在更新他们的预测
Simply Wall St ·  08/01 07:23

Camden National Corporation (NASDAQ:CAC) just released its quarterly report and things are looking bullish. Camden National beat earnings, with revenues hitting US$43m, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 14%. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

卡姆登国家公司(纳斯达克股票代码:CAC)刚刚发布了季度报告,情况看起来很乐观。Camden National超过了收益,收入达到4300万美元,超出预期,法定每股收益比分析师的预期高出14%。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。因此,我们收集了最新的财报后法定共识估计,以了解明年可能会发生什么。

big
NasdaqGS:CAC Earnings and Revenue Growth August 1st 2024
NASDAQGS: CAC 收益和收入增长 2024 年 8 月 1 日

Taking into account the latest results, the current consensus from Camden National's four analysts is for revenues of US$172.2m in 2024. This would reflect a reasonable 6.1% increase on its revenue over the past 12 months. Per-share earnings are expected to accumulate 9.6% to US$3.27. Before this earnings report, the analysts had been forecasting revenues of US$170.3m and earnings per share (EPS) of US$3.18 in 2024. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

考虑到最新业绩,卡姆登国民银行的四位分析师目前的共识是,2024年的收入为1.722亿美元。这将反映其在过去12个月中收入的合理增长6.1%。每股收益预计将累积9.6%,至3.27美元。在本财报发布之前,分析师一直预测2024年的收入为1.703亿美元,每股收益(EPS)为3.18美元。从他们新的每股收益估计来看,分析师似乎对该业务变得更加看好。

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 6.6% to US$37.67. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Camden National at US$41.00 per share, while the most bearish prices it at US$35.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

在收益上调的背景下,分析师一直在提高目标股价,共识目标股价上涨6.6%,至37.67美元。但是,还有另一种思考价格目标的方法,那就是研究分析师提出的价格目标范围,因为范围广泛的估计可能表明,对业务可能的结果有不同的看法。目前,最看涨的分析师对卡姆登国民的估值为每股41.00美元,而最看跌的分析师估值为35.00美元。尽管如此,由于估计范围如此之窄,这表明分析师对他们认为该公司的价值有了很好的了解。

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Camden National's growth to accelerate, with the forecast 13% annualised growth to the end of 2024 ranking favourably alongside historical growth of 0.3% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.3% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Camden National is expected to grow much faster than its industry.

当然,看待这些预测的另一种方法是将它们与行业本身联系起来。分析师们肯定预计,卡姆登国民的增长将加速,预计到2024年底的年化增长率为13%,而过去五年的历史年增长率为0.3%。相比之下,同行业的其他公司预计年收入将增长6.3%。考虑到收入增长的预测,很明显,Camden National的增长速度预计将比其行业快得多。

The Bottom Line

底线

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Camden National following these results. Happily, there were no major changes to revenue forecasts, with the business still 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.

这里最重要的是,分析师上调了每股收益的预期,这表明在这些业绩公布后,对卡姆登国民的乐观情绪明显增强。令人高兴的是,收入预测没有重大变化,预计该业务的增长速度仍将快于整个行业。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。

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 Camden National going out to 2025, 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Camden National到2025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。

It might also be worth considering whether Camden National's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

可能还值得考虑的是,在这里使用我们在Simply Wall St平台上的债务分析工具,Camden National的债务负担是否合适。

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.

对这篇文章有反馈吗?对内容感到担忧吗?请直接联系我们。或者,也可以发送电子邮件至编辑团队 (at) simplywallst.com。
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。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

对这篇文章有反馈吗?担心内容吗?直接联系我们。或者,发送电子邮件至 editorial-team@simplywallst.com

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发