Evolus, Inc. (NASDAQ:EOLS) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Evolus, Inc. (NASDAQ:EOLS) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
It's been a pretty great week for Evolus, Inc. (NASDAQ:EOLS) shareholders, with its shares surging 13% to US$13.86 in the week since its latest quarterly results. The results were mixed overall, with revenues slightly ahead of analyst estimates at US$67m. Statutory losses by contrast were 8.0% larger than predictions at US$0.18 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Evolus在最新季度业绩发布后的一周股价上涨了13%,至13.86美元,股东们的一周表现相当不错。业绩总体上是波动的,营业收入略高于分析师的预估,达到了6700万美元。相比之下,法定亏损额为每股0.18美元,比预估值高8%。通常分析师会在每个季度财报发布后更新他们的预测,我们可以从他们的预估中判断他们对该公司的观点是否有改变或是否有任何新的潜在问题。因此,我们收集了最新的财报后的预测,看看未来一年的前景。
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After the latest results, the seven analysts covering Evolus are now predicting revenues of US$267.1m in 2024. If met, this would reflect a decent 13% improvement in revenue compared to the last 12 months. Losses are supposed to decline, shrinking 18% from last year to US$0.69. Before this earnings announcement, the analysts had been modelling revenues of US$263.2m and losses of US$0.69 per share in 2024.
最新业绩发布后,覆盖Evolus的7位分析师预测他们2024年的营业收入将达到2.671亿美元。如果实现,相较于过去12个月,这将反映出13%的不错改善。预计亏损将下降,从去年的0.84美元缩减18%至0.69美元。此前分析师预测2024年的营业收入为2.632亿美元,亏损为每股0.69美元。
As a result there was no major change to the consensus price target of US$22.43, implying that the business is trading roughly in line with expectations despite ongoing losses. 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 Evolus, with the most bullish analyst valuing it at US$27.00 and the most bearish at US$16.00 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
因此,一致价格目标为22.43美元,说明尽管亏损仍在持续,该公司的业务仍在符合预期。仅关注一个价格目标可能不明智,因为一致目标实际上是分析师价格目标的平均值。因此,一些投资者喜欢查看预估范围,以了解公司估值的任何不同看法。Evolus存在一些不同看法,其中最看好的分析师将其估值为27.00美元,看淡的最多只给了16.00美元股票。分析师并不全都对该股票的未来持相同看法,但预估范围仍相对较窄,这表明其未来发展的结果可能并不完全不可预知。
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 Evolus' revenue growth is expected to slow, with the forecast 27% annualised growth rate until the end of 2024 being well below the historical 40% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 9.6% annually. So it's pretty clear that, while Evolus' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
现在审视大局,我们可以通过将预测与过去业绩和行业增长预估进行比较来理解这些预测的意义。我们将强调Evolus的营业收入增长预估将放缓,到2024年底的预估年化增长率为27%,远低于过去五年的40%年化增长。同行业的其他受分析师关注的公司预计将以9.6%的年复合增长率增长其营收。因此,尽管Evolus的营业收入增长预计将放缓,但它仍预计将比该行业本身增长更快。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at US$22.43, with the latest estimates not enough to have an impact on their price targets.
最明显的结论是,分析师未对明年的亏损做出任何更改。令人高兴的是,营收预测没有任何重大变化,该业务仍预计将比更广泛的行业增长得更快。一致价格目标仅保持在22.43美元,最新的预估还不足以对价格目标产生影响。
With that in mind, we wouldn't be too quick to come to a conclusion on Evolus. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Evolus analysts - going out to 2026, and you can see them free on our platform here.
基于此,我们不应过快地对Evolus做出结论。长远的盈利能力比明年的利润要重要得多。我们有多位Evolus分析师的估计,涵盖到2026年,您可以在我们的平台免费查看它们。
Plus, you should also learn about the 2 warning signs we've spotted with Evolus .
此外,您还应该了解我们发现的关于Evolus的2个警示信号。
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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。