Earnings Beat: Remitly Global, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Earnings Beat: Remitly Global, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
The investors in Remitly Global, Inc.'s (NASDAQ:RELY) will be rubbing their hands together with glee today, after the share price leapt 22% to US$17.95 in the week following its third-quarter results. Remitly Global beat expectations by 5.0% with revenues of US$337m. It also surprised on the earnings front, with an unexpected statutory profit of US$0.01 per share a nice improvement on the losses that the analysts forecast. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Remitly Global, Inc. 的投資者s(納斯達克股票代碼:RELY)在公佈第三季度業績後的一週內股價上漲了22%,至17.95美元,今天將歡欣鼓舞。Remitly Global超出預期的5.0%,收入爲3.37億美元。它在收益方面也出人意料,意想不到的每股法定利潤爲0.01美元,與分析師預測的虧損相比有了不錯的改善。根據結果,分析師更新了他們的盈利模式,很高興知道他們是否認爲公司的前景發生了巨大變化,或者業務是否照舊。我們認爲,讀者會發現分析師對明年最新(法定)業績後的預測很有趣。
Following the latest results, Remitly Global's eight analysts are now forecasting revenues of US$1.56b in 2025. This would be a substantial 33% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 71% to US$0.098. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$1.56b and losses of US$0.052 per share in 2025. While next year's revenue estimates held steady, there was also a sizeable expansion in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.
根據最新業績,Remitly Global的八位分析師現在預測2025年的收入爲15.6億美元。與過去12個月相比,這將使收入大幅增長33%。預計每股虧損將在不久的將來大幅減少,縮小71%,至0.098美元。然而,在最新業績公佈之前,分析師一直預測2025年收入爲15.6億美元,每股虧損0.052美元。儘管明年的收入預期保持穩定,但每股虧損的預期也大幅增加,這表明共識對該股的看法好壞參半。
Despite expectations of heavier losses next year,the analysts have lifted their price target 12% to US$23.22, perhaps implying these losses are not expected to be recurring over the long term. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Remitly Global at US$30.00 per share, while the most bearish prices it at US$16.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.
儘管預計明年虧損會更大,但分析師已將目標股價上調了12%,至23.22美元,這可能意味着這些損失預計不會在長期內再次發生。研究分析師的估計範圍,評估異常值與平均值的差異也可能很有啓發性。目前,最看漲的分析師估值Remitly Global爲每股30.00美元,而最看跌的價格爲16.00美元。注意到分析師目標股價的巨大差距了嗎?對我們來說,這意味着基礎業務存在相當廣泛的可能情景。
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. It's pretty clear that there is an expectation that Remitly Global's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 25% growth on an annualised basis. This is compared to a historical growth rate of 36% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.7% annually. Even after the forecast slowdown in growth, it seems obvious that Remitly Global is also expected to grow faster than the wider industry.
了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。很明顯,預計Remitly Global的收入增長將大幅放緩,預計到2025年底的收入將按年計算增長25%。相比之下,過去五年的歷史增長率爲36%。相比之下,該行業中其他有分析師覆蓋的公司的收入預計將以每年4.7%的速度增長。即使在預計增長放緩之後,似乎很明顯,預計Remitly Global的增長速度也將超過整個行業。
The Bottom Line
底線
The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue 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.
要了解的最重要的一點是,分析師提高了明年的每股虧損預期。幸運的是,他們還再次確認了收入數字,表明收入符合預期。此外,我們的數據表明,收入的增長速度預計將快於整個行業。目標股價也大幅提高,分析師顯然認爲該業務的內在價值正在提高。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Remitly Global going out to 2026, and you can see them free on our platform here.
考慮到這一點,我們仍然認爲該業務的長期發展軌跡對於投資者來說更爲重要。我們對Remitly Global的預測將持續到2026年,你可以在我們的平台上免費查看。
Plus, you should also learn about the 1 warning sign we've spotted with Remitly Global .
此外,您還應該了解我們在Remitly Global上發現的1個警告信號。
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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。