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Puma Biotechnology, Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

Puma Biotechnology, Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

Puma生物技術公司剛剛以23%的比例擊敗每股收益:分析師認爲接下來會發生什麼
Simply Wall St ·  11/09 22:21

As you might know, Puma Biotechnology, Inc. (NASDAQ:PBYI) just kicked off its latest third-quarter results with some very strong numbers. It was a solid earnings report, with revenues and statutory earnings per share (EPS) both coming in strong. Revenues were 14% higher than the analysts had forecast, at US$81m, while EPS were US$0.41 beating analyst models by 23%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

正如您所知,Puma生物技術公司(納斯達克:PBYI)剛剛發佈了最新的第三季度業績,表現強勁。這是一份紮實的收益報告,營業收入和每股盈利(EPS)均表現強勁。營業收入比分析師預測的高出14%,達到8100萬美元,而每股收益爲0.41美元,超過分析師模型23%。對於投資者來說,現在是一個重要的時刻,他們可以通過報告跟蹤公司的表現,查看專家對明年的預測,並查看業務預期是否發生了任何變化。考慮到這一點,我們已經收集了最新的法定預測,以了解分析師對明年的預期。

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NasdaqGS:PBYI Earnings and Revenue Growth November 9th 2024
NasdaqGS:PBYI 2024年11月9日盈利和營收增長

Taking into account the latest results, the current consensus, from the two analysts covering Puma Biotechnology, is for revenues of US$221.4m in 2025. This implies a not inconsiderable 9.1% reduction in Puma Biotechnology's revenue over the past 12 months. Statutory earnings per share are forecast to dive 50% to US$0.24 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$218.6m and earnings per share (EPS) of US$0.20 in 2025. There was no real change to the revenue estimates, but the analysts do seem more bullish on earnings, given the massive increase in earnings per share expectations following these results.

考慮到最新的結果,覆蓋Puma生物技術公司的兩位分析師的當前共識是,2025年營業收入將達到22140萬美元。這意味着在過去12個月裏,Puma生物技術公司的營業收入將大幅下降9.1%。預計法定每股收益將在同期下跌50%,至0.24美元。然而,在最新的盈利數據發佈之前,分析師們預期2025年的營業收入爲21860萬美元,每股收益(EPS)爲0.20美元。營收預期沒有真正變化,但分析師似乎更爲看好盈利,考慮到這些數據發佈後盈利每股預期的大幅增加。

The consensus price target fell 7.1% to US$4.33, suggesting the increase in earnings forecasts was not enough to offset other the analysts concerns.

一致的股價目標下調了7.1%,達到4.33美元,這表明盈利預測的增加還不足以抵消分析師的其他擔憂。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. Over the past five years, revenues have declined around 2.7% annually. Worse, forecasts are essentially predicting the decline to accelerate, with the estimate for an annualised 7.4% decline in revenue until the end of 2025. Compare this against analyst estimates for companies in the broader industry, which suggest that revenues (in aggregate) are expected to grow 21% annually. So it's pretty clear that, while it does have declining revenues, the analysts also expect Puma Biotechnology to suffer worse than the wider industry.

現在看看更大的畫面,我們理解這些預測的方式之一是看它們與過去表現和行業增長預估的對比。在過去五年中,收入年均下降約2.7%。更糟糕的是,預測基本上在預測下降速度將加快,估計至2025年底,年收入將以7.4%的速度下降。將此與更廣泛行業公司的分析師預測相比,後者表示預計(總體上)年收入將增長21%。因此很明顯,儘管營收呈下降趨勢,但分析師也預計Puma生物技術公司的情況將比整個行業更糟。

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 Puma Biotechnology following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Puma Biotechnology's future valuation.

這裏最重要的是,分析師調高了其每股收益預估,暗示着對Puma Biotechnology的樂觀情緒在這些結果之後有所增加。另一方面,營業收入預估沒有發生重大變化;儘管預測暗示它們將表現不如更廣泛的行業板塊。共識價格目標顯著下降,分析師似乎並未被最新的結果所安慰,導致對Puma Biotechnology未來估值較低的估計。

With that in mind, we wouldn't be too quick to come to a conclusion on Puma Biotechnology. Long-term earnings power is much more important than next year's profits. We have analyst estimates for Puma Biotechnology going out as far as 2026, and you can see them free on our platform here.

考慮到這一點,我們不應該過快就對Puma Biotechnology下結論。長期盈利能力比明年的利潤更爲重要。我們對Puma Biotechnology的分析師預估一直延伸到2026年,您可以在我們的平台上免費查看。

And what about risks? Every company has them, and we've spotted 4 warning signs for Puma Biotechnology (of which 1 is potentially serious!) you should know about.

那風險呢?每家公司都有風險,我們已經發現 Puma Biotechnology 的 4 個警示跡象(其中 1 個潛在嚴重!),您應該了解一下。

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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的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。

譯文內容由第三人軟體翻譯。


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