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. (紐交所:PAY) 超越分析師的預測,發佈了其季度業績,超出市場預期。法定盈利表現極爲強勁,營業收入爲23200萬美元,超出預期21%,每股收益(EPS)爲0.11美元,令人印象深刻地超出預期100%。在結果公佈後,分析師更新了他們的盈利模型,了解他們是否認爲公司前景發生了較大變化,還是繼續維持業務運作都是不錯的。因此,我們收集了最新的業績後預測,以查看估計明年將會發生什麼。
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.
在最新業績發佈後,Paymentus Holdings的六位分析師現在預測2025年的營業收入爲10.3億美元。這將比過去12個月的營業收入大幅改善32%。法定每股收益預測將跳升31%至0.43美元。在這份報告之前,分析師曾預測2025年收入爲93020萬美元而每股收益(EPS)爲0.34美元。毫無疑問,在這些結果之後,分析師的認知有所改善,顯著提高了他們的盈利和營業收入預測。
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.
隨着這些升級,我們並不驚訝地看到分析師將他們的目標價格上調了42%,達到每股31.75美元。共識目標價格只是各個分析師目標的平均值,因此,查看基礎估計的區間範圍可能會很有幫助。目前,最看好的分析師將Paymentus Holdings的每股價值定爲36.00美元,而最看淡的分析師將其定價爲27.00美元。這是一個非常窄的估計範圍,暗示Paymentus Holdings可能是一個容易評估的公司,或者-更有可能-分析師們在很大程度上依賴於一些關鍵假設。
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.
獲得這些預測更多背景的方法之一是比較它們與過去的表現,以及相同行業中其他公司的表現。分析師表示,到2025年底,這段時間將保持相同的趨勢,預計營業收入將年均增長25%。這與過去五年23%的年增長率一致。相較之下,我們的數據表明,在同行業內(有分析師覆蓋)的其他公司預計每年的營業收入將增長4.4%。因此,儘管預計Paymentus Holdings將保持其營業收入增長率,但預計其增長速度明顯快於更廣泛的行業。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。
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.
這裏最重要的是,分析師們上調了他們的每股收益預期,這表明在這些結果公佈後,大家對Paymentus Holdings的樂觀情緒明顯上升。令人高興的是,他們還上調了營業收入預期,並且他們的預測顯示該業務預計將比更廣泛的行業增長得更快。此外,目標價格也有了不錯的上調,分析師們明顯認爲這家業務的內在價值在改善。
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.
在這種思路下,我們認爲該業務的長期前景遠比明年的收益更具相關性。我們對Paymentus Holdings的預測一直延續到2026年,您可以在我們的平台上免費查看這些預測。
Plus, you should also learn about the 2 warning signs we've spotted with Paymentus Holdings .
此外,您還應該了解我們發現的關於Paymentus Holdings的 2 個警告信號。
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