Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) Analysts Are Cutting Their Estimates: Here's What You Need To Know
Verrica Pharmaceuticals Inc. (NASDAQ:VRCA) investors will be delighted, with the company turning in some strong numbers with its latest results. Revenues of US$5.2m were better than expected, some 14% ahead of forecasts. The company still lost a statutory US$0.37 per share, although the losses were 11% smaller than the analysts 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Verrica製藥公司(納斯達克:VRCA)投資者將會感到高興,該公司在最新業績中取得了一些強勁的數字。營業收入爲520萬美元,比預期高出14%。儘管該公司仍然虧損了0.37美元每股,但損失比分析師預期的減少了11%。收益是投資者重要的時刻,因爲他們可以追蹤公司的表現,查看分析師對明年的預測,並了解公司的情緒是否有所改變。考慮到這一點,我們已收集最新的法定預測,以查看分析師對明年的預期。
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Taking into account the latest results, the current consensus from Verrica Pharmaceuticals' six analysts is for revenues of US$23.1m in 2024. This would reflect a sizeable 66% increase on its revenue over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 25% to US$1.53. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$24.8m and losses of US$1.45 per share in 2024. So it's pretty clear consensus is more negative on Verrica Pharmaceuticals after the new consensus numbers; while the analysts trimmed their revenue estimates, they also administered a moderate increase in per-share loss expectations.
考慮到最新的業績,Verrica製藥的六位分析師目前普遍預計其2024年的營收爲2310萬美元。這將反映出過去12個月中其營收的大幅增長66%。預計每股虧損將在近期大幅減少,縮小25%至1.53美元。然而,在最新的盈利數據發佈之前,分析師一直在預測2024年的營收爲2480萬美元和每股虧損爲1.45美元。因此,很明顯共識數字下Verrica製藥的共識更爲負面。儘管分析師下調了其收入預測,但他們還是對每股虧損預期進行了適度的增加。
The average price target fell 9.7% to US$14.00, implicitly signalling that lower earnings per share are a leading indicator for Verrica Pharmaceuticals' 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. There are some variant perceptions on Verrica Pharmaceuticals, with the most bullish analyst valuing it at US$18.00 and the most bearish at US$12.00 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.
平均目標價下降了9.7%至14.00美元,這意味着每股較低的收益是Verrica製藥估值的一個主要指標。同時,還可以看看分析師估計的範圍,以評估與平均值偏離的意見有多大。對於Verrica製藥,存在一些變異的看法,最看好的分析師將其估值爲每股18.00美元,而最看淡的則爲每股12.00美元。正如您所看到的,分析師對該股票的未來並未達成一致意見,但預計範圍仍相當窄,這可能表明結果並非完全不可預測。
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 Verrica Pharmaceuticals' growth to accelerate, with the forecast 175% annualised growth to the end of 2024 ranking favourably alongside historical growth of 35% 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 10% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Verrica Pharmaceuticals is expected to grow much faster than its industry.
獲取這些預測更多背景的一種方式是查看它們與過去表現以及同行業其他公司的表現相比。分析師明確預計Verrica製藥的增長將加速,到2024年年末預計年化增長率爲175%,排名靠前,該公司在過去五年中歷史增長率爲每年35%。相比之下,我們的數據表明,類似行業中其他(有分析師覆蓋)公司預計其收入將以每年10%的速度增長。考慮到業績預計的加速增長,相當明顯,Verrica製藥的增長預期將遠高於其所處的行業。
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 note is the forecast of increased losses next year, suggesting all may not be well at Verrica Pharmaceuticals. They also downgraded Verrica Pharmaceuticals' revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Verrica Pharmaceuticals' future valuation.
最重要的是預計明年的虧損將增加,這表明Verrica製藥公司可能存在問題。他們還下調了Verrica製藥的營收預測,但行業數據表明,預計其增長速度將快於整個行業。共識目標價大幅下降,分析師似乎並不對最新業績感到放心,導致對Verrica製藥公司未來估值做出了一個較低的估計。
With that in mind, we wouldn't be too quick to come to a conclusion on Verrica Pharmaceuticals. Long-term earnings power is much more important than next year's profits. We have forecasts for Verrica Pharmaceuticals going out to 2026, and you can see them free on our platform here.
在此基礎上,我們不應該過快得對Verrica製藥做出結論。長期盈利能力比明年的利潤更重要。我們對Verrica製藥的預測在2026年,您可以在我們的平台上免費查看。
Before you take the next step you should know about the 4 warning signs for Verrica Pharmaceuticals (1 is concerning!) that we have uncovered.
在您邁出下一步之前,您應該了解我們發現的Verrica製藥公司的4個警告信號(1個令人關注!)。
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