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Analyst Forecasts For Arvinas, Inc. (NASDAQ:ARVN) Are Surging Higher

Analyst Forecasts For Arvinas, Inc. (NASDAQ:ARVN) Are Surging Higher

分析師對Arvinas, Inc.(納斯達克股票代碼:ARVN)的預測正在飆升
Simply Wall St ·  04/18 03:58

Arvinas, Inc. (NASDAQ:ARVN) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The analysts greatly increased their revenue estimates, suggesting a stark improvement in business fundamentals.

Arvinas, Inc.(納斯達克股票代碼:ARVN)的股東今天將有理由微笑,分析師對今年的法定預測進行了大幅上調。分析師大幅提高了收入預期,這表明業務基本面明顯改善。

Following the upgrade, the most recent consensus for Arvinas from its 18 analysts is for revenues of US$161m in 2024 which, if met, would be a major 105% increase on its sales over the past 12 months. The loss per share is expected to ameliorate slightly, reducing to US$5.13. However, before this estimates update, the consensus had been expecting revenues of US$143m and US$5.82 per share in losses. We can see there's definitely been a change in sentiment in this update, with the analysts administering a sizeable upgrade to this year's revenue estimates, while at the same time reducing their loss estimates.

升級後,其18位分析師對Arvinas的最新共識是,2024年的收入爲1.61億美元,如果實現這一目標,其銷售額將在過去12個月中大幅增長105%。預計每股虧損將略有改善,降至5.13美元。但是,在本次估算更新之前,共識一直預計收入爲1.43億美元,每股虧損5.82美元。我們可以看到,在本次更新中,市場情緒肯定發生了變化,分析師對今年的收入估計進行了大幅上調,同時降低了虧損預期。

earnings-and-revenue-growth
NasdaqGS:ARVN Earnings and Revenue Growth April 17th 2024
納斯達克GS:ARVN收益和收入增長 2024年4月17日

Despite these upgrades, the analysts have not made any major changes to their price target of US$70.83, implying that their latest estimates don't have a long term impact on what they think the stock is worth.

儘管進行了這些上調,但分析師尚未對70.83美元的目標股價做出任何重大調整,這意味着他們的最新估計不會對他們認爲該股的價值產生長期影響。

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 Arvinas' rate of growth is expected to accelerate meaningfully, with the forecast 105% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 41% p.a. 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 8.9% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Arvinas to grow faster than the wider industry.

當然,看待這些預測的另一種方法是將它們與行業本身聯繫起來。從最新估計中可以明顯看出,預計Arvinas的增長率將顯著加速,預計到2024年底的年化收入增長率爲105%,明顯快於其過去五年中每年41%的歷史增長。相比之下,我們的數據表明,預計類似行業的其他公司(有分析師報道)的收入將以每年8.9%的速度增長。顯而易見,儘管增長前景比最近更加光明,但分析師也預計Arvinas的增長速度將超過整個行業。

The Bottom Line

底線

The most important thing here is that analysts reduced their loss per share estimates for this year, reflecting increased optimism around Arvinas' prospects. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. The lack of change in the price target is puzzling, but with a serious upgrade to this year's earnings expectations, it might be time to take another look at Arvinas.

這裏最重要的是,分析師下調了今年的每股虧損預期,這反映出對Arvinas前景的樂觀情緒增強。幸運的是,分析師還上調了收入預期,我們的數據顯示,預計銷售表現將好於整個市場。目標股價沒有變化令人費解,但隨着今年的收益預期大幅上調,可能是時候重新審視Arvinas了。

Still, the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Arvinas analysts - going out to 2026, and you can see them free on our platform here.

儘管如此,該業務的長期前景比明年的收益更爲重要。根據多位Arvinas分析師的估計,預計將持續到2026年,你可以在我們的平台上免費查看。

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.

當然,看到公司管理層將大量資金投資於股票與了解分析師是否在提高預期一樣有用。因此,您可能還希望搜索這份內部人士正在購買的免費股票清單。

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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.

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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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