Analysts Have Been Trimming Their Camil Alimentos S.A. (BVMF:CAML3) Price Target After Its Latest Report

Shareholders might have noticed that Camil Alimentos S.A. (BVMF:CAML3) filed its quarterly result this time last week. The early response was not positive, with shares down 3.1% to R$4.98 in the past week. Camil Alimentos reported in line with analyst predictions, delivering revenues of R$2.7b and statutory earnings per share of R$0.61, suggesting the business is executing well and in line with its plan. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.

Taking into account the latest results, the current consensus from Camil Alimentos' six analysts is for revenues of R$12.6b in 2026. This would reflect an okay 4.2% increase on its revenue over the past 12 months. In the lead-up to this report, the analysts had been modelling revenues of R$12.8b and earnings per share (EPS) of R$0.44 in 2026. So we can see that while the consensus made no real change to its revenue estimates, it also no longer provides an earnings per share estimate. This suggests that revenues are what the market is focusing on after the latest results.

Check out our latest analysis for Camil Alimentos

Intriguingly,the analysts have cut their price target 6.7% to R$7.43 showing a clear decline in sentiment around Camil Alimentos' valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Camil Alimentos analyst has a price target of R$9.00 per share, while the most pessimistic values it at R$4.00. 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.

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 would highlight that Camil Alimentos' revenue growth is expected to slow, with the forecast 5.7% annualised growth rate until the end of 2026 being well below the historical 13% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 6.3% annually. Factoring in the forecast slowdown in growth, it looks like Camil Alimentos is forecast to grow at about the same rate as the wider industry.

The Bottom Line

The clear take away from these updates is that the analysts made no change to their revenue estimates for next year, with the business apparently performing in line with their models. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

We have estimates for Camil Alimentos from its six analysts out to 2028, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 4 warning signs for Camil Alimentos you should be aware of, and 1 of them makes us a bit uncomfortable.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.