Analysts' Revenue Estimates For Qube Holdings Limited (ASX:QUB) Are Surging Higher

Celebrations may be in order for Qube Holdings Limited (ASX:QUB) shareholders, with the analysts delivering a significant upgrade to their statutory estimates for the company. The analysts have sharply increased their revenue numbers, with a view that Qube Holdings will make substantially more sales than they'd previously expected.

Following the upgrade, the most recent consensus for Qube Holdings from its 15 analysts is for revenues of AU$4.0b in 2025 which, if met, would be a sizeable 20% increase on its sales over the past 12 months. Statutory earnings per share are presumed to ascend 19% to AU$0.15. Prior to this update, the analysts had been forecasting revenues of AU$3.6b and earnings per share (EPS) of AU$0.15 in 2025. Sentiment certainly seems to have improved in recent times, with a nice gain to revenue and a slight bump in earnings per share estimates.

View our latest analysis for Qube Holdings

Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of AU$4.00, suggesting that the forecast performance does not have a long term impact on the company's valuation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Qube Holdings' past performance and to peers in the same industry. The analysts are definitely expecting Qube Holdings' growth to accelerate, with the forecast 20% annualised growth to the end of 2025 ranking favourably alongside historical growth of 15% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.2% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Qube Holdings is expected to grow much faster than its industry.

The Bottom Line

The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. Seeing the dramatic upgrade to this year's forecasts, it might be time to take another look at Qube Holdings.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Qube Holdings analysts - going out to 2027, and you can see them free on our platform here.

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.

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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.