SeSa S.p.A. (BIT:SES) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
SeSa S.p.A. (BIT:SES) came out with its first-quarter results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. SeSa reported in line with analyst predictions, delivering revenues of €901m and statutory earnings per share of €4.68, suggesting the business is executing well and in line with its plan. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
After the latest results, the five analysts covering SeSa are now predicting revenues of €3.86b in 2027. If met, this would reflect an okay 5.5% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of €3.85b and earnings per share (EPS) of €5.64 in 2027. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.
See our latest analysis for SeSa
There's been no real change to the consensus price target of €120, with SeSa seemingly executing in line with expectations. 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. The most optimistic SeSa analyst has a price target of €130 per share, while the most pessimistic values it at €109. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that SeSa's revenue growth is expected to slow, with the forecast 7.4% annualised growth rate until the end of 2027 being well below the historical 9.9% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.7% per year. So it's pretty clear that, while SeSa's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
We have estimates for SeSa from its five analysts out to 2029, and you can see them free on our platform here.
However, before you get too enthused, we've discovered 1 warning sign for SeSa that 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.