Results: Paymentus Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Results: Paymentus Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Paymentus Holdings, Inc. (NYSE:PAY) defied analyst predictions to release its quarterly results, which were ahead of market expectations. Statutory earnings performance was extremely strong, with revenue of US$232m beating expectations by 21% and earnings per share (EPS) of US$0.11, an impressive 100%ahead of expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Paymentus Holdings, Inc. (纽交所:PAY) 超越分析师的预测,发布了其季度业绩,超出市场预期。法定盈利表现极为强劲,营业收入为23200万美元,超出预期21%,每股收益(EPS)为0.11美元,令人印象深刻地超出预期100%。在结果公布后,分析师更新了他们的盈利模型,了解他们是否认为公司前景发生了较大变化,还是继续维持业务运作都是不错的。因此,我们收集了最新的业绩后预测,以查看估计明年将会发生什么。

Following the latest results, Paymentus Holdings' six analysts are now forecasting revenues of US$1.03b in 2025. This would be a substantial 32% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 31% to US$0.43. In the lead-up to this report, the analysts had been modelling revenues of US$930.2m and earnings per share (EPS) of US$0.34 in 2025. There has definitely been an improvement in perception after these results, with the analysts noticeably increasing both their earnings and revenue estimates.
在最新业绩发布后,Paymentus Holdings的六位分析师现在预测2025年的营业收入为10.3亿美元。这将比过去12个月的营业收入大幅改善32%。法定每股收益预测将跳升31%至0.43美元。在这份报告之前,分析师曾预测2025年收入为93020万美元而每股收益(EPS)为0.34美元。毫无疑问,在这些结果之后,分析师的认知有所改善,显著提高了他们的盈利和营业收入预测。
With these upgrades, we're not surprised to see that the analysts have lifted their price target 42% to US$31.75per share. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Paymentus Holdings at US$36.00 per share, while the most bearish prices it at US$27.00. This is a very narrow spread of estimates, implying either that Paymentus Holdings is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
随着这些升级,我们并不惊讶地看到分析师将他们的目标价格上调了42%,达到每股31.75美元。共识目标价格只是各个分析师目标的平均值,因此,查看基础估计的区间范围可能会很有帮助。目前,最看好的分析师将Paymentus Holdings的每股价值定为36.00美元,而最看淡的分析师将其定价为27.00美元。这是一个非常窄的估计范围,暗示Paymentus Holdings可能是一个容易评估的公司,或者-更有可能-分析师们在很大程度上依赖于一些关键假设。
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 period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 25% growth on an annualised basis. That is in line with its 23% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 4.4% per year. So although Paymentus Holdings is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
获得这些预测更多背景的方法之一是比较它们与过去的表现,以及相同行业中其他公司的表现。分析师表示,到2025年底,这段时间将保持相同的趋势,预计营业收入将年均增长25%。这与过去五年23%的年增长率一致。相较之下,我们的数据表明,在同行业内(有分析师覆盖)的其他公司预计每年的营业收入将增长4.4%。因此,尽管预计Paymentus Holdings将保持其营业收入增长率,但预计其增长速度明显快于更广泛的行业。
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 important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Paymentus Holdings following these results. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
这里最重要的是,分析师们上调了他们的每股收益预期,这表明在这些结果公布后,大家对Paymentus Holdings的乐观情绪明显上升。令人高兴的是,他们还上调了营业收入预期,并且他们的预测显示该业务预计将比更广泛的行业增长得更快。此外,目标价格也有了不错的上调,分析师们明显认为这家业务的内在价值在改善。
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Paymentus Holdings going out to 2026, and you can see them free on our platform here.
在这种思路下,我们认为该业务的长期前景远比明年的收益更具相关性。我们对Paymentus Holdings的预测一直延续到2026年,您可以在我们的平台上免费查看这些预测。
Plus, you should also learn about the 2 warning signs we've spotted with Paymentus Holdings .
此外,您还应该了解我们发现的关于Paymentus Holdings的 2 个警告信号。
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