Analyst Estimates: Here's What Brokers Think Of Pulmonx Corporation (NASDAQ:LUNG) After Its Third-Quarter Report
Analyst Estimates: Here's What Brokers Think Of Pulmonx Corporation (NASDAQ:LUNG) After Its Third-Quarter Report
Investors in Pulmonx Corporation (NASDAQ:LUNG) had a good week, as its shares rose 4.0% to close at US$6.27 following the release of its third-quarter results. Revenues of US$20m were in line with expectations, although statutory losses per share were US$0.36, some 20% smaller than was expected. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Pulmonx公司(納斯達克股票代碼:LUNG)的投資者度過了一個不錯的一週,股價上漲了4.0%,收於6.27美元,隨着其第三季度業績發佈。2000萬美元的營業收入符合預期,儘管每股法定虧損爲0.36美元,比預期的20%減少。盈利是投資者重要的時刻,因爲他們可以追蹤公司的表現,查看分析師對明年的預測,以及查看市場對該公司的情緒是否發生變化。我們已蒐集了最新的法定預測,看看分析師是否在這些結果發佈後改變了他們的盈利模型。
Taking into account the latest results, the current consensus from Pulmonx's six analysts is for revenues of US$97.6m in 2025. This would reflect a huge 23% increase on its revenue over the past 12 months. Per-share losses are supposed to see a sharp uptick, reaching US$1.61. Before this latest report, the consensus had been expecting revenues of US$98.4m and US$1.61 per share in losses.
考慮到最新的結果,Pulmonx的六位分析師對2025年的營業收入預期達到9760萬美元。這將反映過去12個月中營業收入大增23%。每股虧損預計將出現大幅增長,達到1.61美元。在此最新報告之前,市場預期的營業收入和每股虧損分別爲9840萬美元和1.61美元。
The consensus price target was unchanged at US$13.83, suggesting that the business - losses and all - is executing in line with estimates. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Pulmonx analyst has a price target of US$17.00 per share, while the most pessimistic values it at US$10.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
一致的目標價格保持不變,爲13.83美元,表明該公司 - 虧損和所有業務 - 正如預期一樣執行。但從這些數據中我們能夠得出的結論不僅僅如此,一些投資者在評估分析師的目標價格時還喜歡考慮預期估值範圍。最樂觀的Pulmonx分析師給出了17.00美元每股的目標價格,而最悲觀的則爲10.00美元。這表明在預期中仍存在一些多樣性,但分析師並不完全一致認爲這支股票可能會成功或失敗。
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 can infer from the latest estimates that forecasts expect a continuation of Pulmonx'shistorical trends, as the 18% annualised revenue growth to the end of 2025 is roughly in line with the 20% 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 8.3% per year. So it's pretty clear that Pulmonx is forecast to grow substantially faster than its industry.
查看這些預測的更多背景信息的一種方法是將其與過去的表現以及同一行業其他公司的表現相比較。從最新的估值中我們可以推斷,預測預計Pulmonx的歷史趨勢將持續,因爲截至2025年底的年收入增長率爲18%,大致與過去五年的20%年增長率相當。相比之下,我們的數據表明,同一行業其他公司(受到分析師關注)的預計年收入增長率爲8.3%。因此,很明顯,Pulmonx的預計增長速度將遠遠超過其所處行業。
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 obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. 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.
最顯而易見的結論是,分析師們對明年的虧損預測沒有做出任何改變。令人高興的是,營業收入預測沒有發生重大變化,業務仍然預計增速將超過更廣泛的行業板塊。對於共識價格目標也沒有真正的變化,這表明業務的內在價值在最新估計中沒有發生任何重大變化。
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 Pulmonx going out to 2026, and you can see them free on our platform here.
接着這個思路,我們認爲業務的長期前景比明年的收入更加重要。我們對pulmonx的預測延伸至2026年,您可以在我們平台上免費查看。
It is also worth noting that we have found 2 warning signs for Pulmonx that you need to take into consideration.
值得注意的是,我們已經發現了Pulmonx的2個警示信號,您需要考慮進去。
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這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
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