News Flash: Analysts Just Made A Sizeable Upgrade To Their Compugen Ltd. (NASDAQ:CGEN) Forecasts
News Flash: Analysts Just Made A Sizeable Upgrade To Their Compugen Ltd. (NASDAQ:CGEN) Forecasts
Compugen Ltd. (NASDAQ:CGEN) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. Consensus estimates suggest investors could expect greatly increased statutory revenues and earnings per share, with analysts modelling a real improvement in business performance.
Compugen醫療股份有限公司(NASDAQ: CGEN)的股東今日有理由微笑,分析師對今年的財務預測做出了實質性的升級。共識估計表明投資者可以期待大幅增加的實質收入和每股收益,分析師模擬實際業務表現的真正改善。
Following the upgrade, the current consensus from Compugen's dual analysts is for revenues of US$45m in 2024 which - if met - would reflect a reasonable 5.0% increase on its sales over the past 12 months. The losses are expected to disappear over the next year or so, with forecasts for a profit of US$0.04 per share this year. Yet before this consensus update, the analysts had been forecasting revenues of US$37m and losses of US$0.05 per share in 2024. So we can see that this has sparked a pretty clear upgrade to expectations, with higher revenues anticipated to lead to profit sooner than previously forecast.
升級後,Compugen醫療股份有限公司的雙重分析師當前的共識是2024年的收入爲4500萬美元,如果實現將反映出過去12個月銷售額合理的5.0%增長。預期虧損將在明年左右消失,預測今年每股收益爲0.04美元。然而,在這一共識更新之前,分析師預測2024年收入爲3700萬美元,每股虧損爲0.05美元。因此,我們可以看到,這已經引發了對預期的明顯升級,預計更高的收入將比先前預測的更快地帶來利潤。
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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. It's pretty clear that there is an expectation that Compugen's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 10% growth on an annualised basis. This is compared to a historical growth rate of 66% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 18% annually. Factoring in the forecast slowdown in growth, it seems obvious that Compugen is also expected to grow slower than other industry participants.
現在看看更大的畫面,我們可以通過看看它們與過去的業績和行業增長預測相比如何來理解這些預測的方式之一。很明顯,Compugen醫療股份有限公司的收入增長預計將大幅放緩,預計2024年底的收入年平均增長率爲10%。這與過去五年的歷史增長率66%相比。將其與該行業中其他公司(分析師預測)的預期收入增長18%的預期相比,考慮到預期的增長放緩,很明顯,Compugen醫療股份有限公司也預計比其他行業參與者增長較慢。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。
The most important thing to take away from this upgrade is that the consensus now expects Compugen to become profitable this year. Fortunately, they also upgraded their revenue estimates, and are forecasting revenues to grow slower than the wider market. The clear improvement in sentiment should be enough to get most shareholders feeling more optimistic about Compugen's future.
這次升級最重要的是共識現在預計Compugen醫療股份有限公司將在今年實現盈利。幸運的是,他們還提高了收入預期,並預測收入增長速度將慢於更廣泛的市場。情緒明顯改善足以讓大多數股東對Compugen醫療股份有限公司的未來感到更加樂觀。
Still, the long-term prospects of the business are much more relevant than next year's earnings. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.
然而,企業的長期前景比明年的收益更具有參考價值。至少有一位分析師提供了到2026年的預測,在此處免費查看。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.
當然,看到公司高管將大量資金投入股票與分析師是否升級他們的估計同樣有用。因此,您可能還希望搜索此高內部持股的股票免費名單。
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