Orange Polska S.A. Beat Revenue Forecasts By 6.4%: Here's What Analysts Are Forecasting Next
Investors in Orange Polska S.A. (WSE:OPL) had a good week, as its shares rose 8.2% to close at zł15.90 following the release of its second-quarter results. Results overall were respectable, with statutory earnings of zł0.58 per share roughly in line with what the analysts had forecast. Revenues of zł3.5b came in 6.4% ahead of analyst predictions. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Orange Polska after the latest results.
Following last week's earnings report, Orange Polska's seven analysts are forecasting 2026 revenues to be zł13.5b, approximately in line with the last 12 months. Per-share earnings are expected to accumulate 8.2% to zł0.72. Before this earnings report, the analysts had been forecasting revenues of zł13.4b and earnings per share (EPS) of zł0.80 in 2026. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a substantial drop in EPS estimates.
See our latest analysis for Orange Polska
The consensus price target held steady at zł13.78, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Orange Polska at zł16.60 per share, while the most bearish prices it at zł6.10. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
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. We would highlight that revenue is expected to reverse, with a forecast 0.8% annualised decline to the end of 2026. That is a notable change from historical growth of 2.3% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 2.3% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Orange Polska is expected to lag the wider industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Orange Polska's revenue is expected to perform worse than the wider industry. The consensus price target held steady at zł13.78, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Orange Polska analysts - going out to 2028, and you can see them free on our platform here.
You should always think about risks though. Case in point, we've spotted 1 warning sign for Orange Polska you should be aware of.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.