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IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Analysts Just Slashed This Year's Revenue Estimates By 28%

IDEAYA Biosciences, Inc. (NASDAQ:IDYA) Analysts Just Slashed This Year's Revenue Estimates By 28%

IDEAYA Biosciences, Inc.(納斯達克股票代碼:IDYA)分析師剛剛將今年的收入預期下調了28%
Simply Wall St ·  05/12 21:29

The analysts covering IDEAYA Biosciences, Inc. (NASDAQ:IDYA) delivered a dose of negativity to shareholders today, by making a substantial revision to their statutory forecasts for this year. This report focused on revenue estimates, and it looks as though the consensus view of the business has become substantially more conservative.

報道IDEAYA Biosciences, Inc.(納斯達克股票代碼:IDYA)的分析師今天對今年的法定預測進行了重大修訂,從而向股東們帶來了一定負面影響。該報告側重於收入估計,看來該業務的共識已經變得更加保守。

Following the latest downgrade, the current consensus, from the ten analysts covering IDEAYA Biosciences, is for revenues of US$14m in 2024, which would reflect a chunky 11% reduction in IDEAYA Biosciences' sales over the past 12 months. Per-share losses are expected to explode, reaching US$2.33 per share. Yet prior to the latest estimates, the analysts had been forecasting revenues of US$19m and losses of US$2.21 per share in 2024. Ergo, there's been a clear change in sentiment, with the analysts administering a notable cut to this year's revenue estimates, while at the same time increasing their loss per share forecasts.

繼最近的降級之後,涵蓋IDEAYA Biosciences的十位分析師目前的共識是,2024年的收入爲1400萬美元,這將反映出IDEAYA Biosciences在過去12個月中的銷售額大幅下降了11%。預計每股虧損將激增,達到每股2.33美元。然而,在最新估計之前,分析師一直預測2024年的收入爲1900萬美元,每股虧損2.21美元。因此,市場情緒發生了明顯的變化,分析師大幅下調了今年的收入預期,同時提高了每股虧損的預期。

earnings-and-revenue-growth
NasdaqGS:IDYA Earnings and Revenue Growth May 12th 2024
NASDAQGS: IDYA 收益和收入增長 2024 年 5 月 12 日

There was no major change to the consensus price target of US$53.00, signalling that the business is performing roughly in line with expectations, despite lower earnings per share forecasts.

53.00美元的共識目標股價沒有重大變化,這表明儘管每股收益預測較低,但該業務的表現大致符合預期。

Of course, another way to look at these forecasts is to place them into context against the industry itself. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 14% by the end of 2024. This indicates a significant reduction from annual growth of 37% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 18% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - IDEAYA Biosciences is expected to lag 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。這些估計表明,預計銷售將放緩,預計到2024年底,年化收入將下降14%。這表明與過去五年37%的年增長率相比大幅下降。相比之下,我們的數據表明,在可預見的將來,預計同一行業的其他公司(有分析師報道)的收入每年將增長18%。因此,儘管預計其收入將萎縮,但這種雲並沒有帶來一線希望——預計IDEAYA Biosciences將落後於整個行業。

The Bottom Line

底線

The most important thing to note from this downgrade is that the consensus increased its forecast losses this year, suggesting all may not be well at IDEAYA Biosciences. Unfortunately analysts also downgraded their revenue estimates, and industry data suggests that IDEAYA Biosciences' revenues are expected to grow slower than the wider market. Given the stark change in sentiment, we'd understand if investors became more cautious on IDEAYA Biosciences after today.

從這次降級中需要注意的最重要一點是,該共識增加了今年的預期虧損,這表明IDEAYA Biosciences可能並非一切順利。不幸的是,分析師也下調了收入預期,行業數據表明,預計IDEAYA Biosciences的收入增長將低於整個市場。鑑於市場情緒的明顯變化,我們可以理解投資者在今天之後是否對IDEAYA Biosciences變得更加謹慎。

Still, the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple IDEAYA Biosciences 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IDEAYA Biosciences分析師的估計,到2026年,你可以在我們的平台上免費查看。

Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.

尋找可能達到轉折點的有趣公司的另一種方法是使用內部人士收購的成長型公司的免費清單,跟蹤管理層是買入還是賣出。

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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。


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