Stock Analysis

Analysts' Revenue Estimates For ageas SA/NV (EBR:AGS) Are Surging Higher

ENXTBR:AGS
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ageas SA/NV (EBR:AGS) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's forecasts. The revenue forecast for this year has experienced a facelift, with analysts now much more optimistic on its sales pipeline.

Following the upgrade, the latest consensus from ageas' seven analysts is for revenues of €19b in 2025, which would reflect a sizeable 138% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to jump 22% to €7.17. Previously, the analysts had been modelling revenues of €14b and earnings per share (EPS) of €7.14 in 2025. There's clearly been a surge in bullishness around the company's sales pipeline, even if there's no real change in earnings per share forecasts.

Check out our latest analysis for ageas

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ENXTBR:AGS Earnings and Revenue Growth March 28th 2025

Even though revenue forecasts increased, there was no change to the consensus price target of €55.47, suggesting the analysts are focused on earnings as the driver of value creation.

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. For example, we noticed that ageas' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 138% growth to the end of 2025 on an annualised basis. That is well above its historical decline of 14% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 6.6% annually. Not only are ageas' revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry.

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The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with analysts reconfirming that earnings per share are expected to continue performing in line with their prior expectations. They also upgraded their revenue estimates for this year, and sales are expected to grow faster than the wider market. Seeing the dramatic upgrade to this year's forecasts, it might be time to take another look at ageas.

Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for ageas going out to 2027, and you can see them free on our platform here..

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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.