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InnovAge Holding Corp. (NASDAQ:INNV) Just Reported And Analysts Have Been Lifting Their Price Targets

InnovAge Holding Corp. (NASDAQ:INNV) Just Reported And Analysts Have Been Lifting Their Price Targets

InnovAge控股公司(纳斯达克股票代码:INNV)刚刚发布了财报,分析师们一直在提高他们的目标股价
Simply Wall St ·  11/08 06:09

Investors in InnovAge Holding Corp. (NASDAQ:INNV) had a good week, as its shares rose 4.5% to close at US$6.06 following the release of its quarterly results. Revenues came in at US$205m, in line with expectations, while statutory losses per share were substantially higher than expected, at US$0.04 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on InnovAge Holding after the latest results.

Innovage Holding Corp.(纳斯达克股票代码:INNV)的投资者度过了愉快的一周,在公布季度业绩后,其股价上涨了4.5%,收于6.06美元。收入为2.05亿美元,符合预期,而每股法定亏损大大高于预期,为每股0.04美元。分析师通常会在每份收益报告中更新他们的预测,我们可以从他们的估计中判断他们对公司的看法是否发生了变化,或者是否有任何新的问题需要注意。读者会很高兴得知我们已经汇总了最新的法定预测,以了解分析师在最新业绩公布后是否改变了对Innovage Holding的看法。

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NasdaqGS:INNV Earnings and Revenue Growth November 8th 2024
纳斯达克GS:INNV 收益和收入增长 2024 年 11 月 8 日

Taking into account the latest results, the consensus forecast from InnovAge Holding's four analysts is for revenues of US$847.5m in 2025. This reflects an okay 7.8% improvement in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 46% to US$0.063. Before this latest report, the consensus had been expecting revenues of US$844.2m and US$0.024 per share in losses. While this year's revenue estimates held steady, there was also a very substantial increase in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.

考虑到最新业绩,InnovAge Holding的四位分析师的共识预测是,到2025年,收入为8.475亿美元。这表明与过去12个月相比,收入增长了7.8%。预计损失将大幅下降,萎缩46%,至0.063美元。在这份最新报告之前,共识一直预计收入为8.442亿美元,每股亏损0.024美元。尽管今年的收入预期保持稳定,但每股亏损的预期也大幅增加,这表明共识对该股的看法好坏参半。

Although the analysts are now forecasting higher losses, the average price target rose 17% to 6, which could indicate that these losses are expected to be "one-off", or are not anticipated to have a longer-term impact on the business.

尽管分析师现在预测亏损将增加,但平均目标股价上涨了17%,至6%,这可能表明这些损失预计将是 “一次性的”,或者预计不会对业务产生长期影响。

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that InnovAge Holding's rate of growth is expected to accelerate meaningfully, with the forecast 10% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 4.5% p.a. over the past three years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.6% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that InnovAge Holding 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。从最新估计中可以明显看出,InnovAge Holding的增长率预计将大幅加快,预计到2025年底的年化收入增长率为10%,将明显快于其过去三年中每年4.5%的历史增长。相比之下,同行业的其他公司预计其收入每年将增长6.6%。考虑到收入增长的预测,很明显,InnovAge Holding的增长速度预计将比其行业快得多。

The Bottom Line

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The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue 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,分析师提高了明年的每股亏损预期。幸运的是,他们还再次确认了收入数字,表明收入符合预期。此外,我们的数据表明,收入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 said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple InnovAge Holding analysts - going out to 2027, and you can see them free on our platform here.

话虽如此,公司收益的长期轨迹比明年重要得多。根据多位Innovage Holding分析师的估计,到2027年,你可以在我们的平台上免费查看。

You can also see our analysis of InnovAge Holding's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

您还可以看到我们对InnovAge Holding董事会和首席执行官薪酬和经验的分析,以及公司内部人士是否一直在购买股票。

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