Oncoclínicas do Brasil Serviços Médicos S.A. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

There's been a notable change in appetite for Oncoclínicas do Brasil Serviços Médicos S.A. (BVMF:ONCO3) shares in the week since its quarterly report, with the stock down 11% to R$3.95. Revenues came in at R$1.6b, in line with estimates, while Oncoclínicas do Brasil Serviços Médicos reported a statutory loss of R$0.028 per share, well short of prior analyst forecasts for a profit. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

View our latest analysis for Oncoclínicas do Brasil Serviços Médicos

Taking into account the latest results, the consensus forecast from Oncoclínicas do Brasil Serviços Médicos' ten analysts is for revenues of R$7.36b in 2025. This reflects a sizeable 21% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of R$7.39b and earnings per share (EPS) of R$0.56 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.

There's been no real change to the consensus price target of R$9.02, with Oncoclínicas do Brasil Serviços Médicos seemingly executing in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Oncoclínicas do Brasil Serviços Médicos, with the most bullish analyst valuing it at R$18.60 and the most bearish at R$5.70 per share. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Oncoclínicas do Brasil Serviços Médicos' revenue growth is expected to slow, with the forecast 16% annualised growth rate until the end of 2025 being well below the historical 29% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 9.6% annually. So it's pretty clear that, while Oncoclínicas do Brasil Serviços Médicos' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

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 major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

We have estimates for Oncoclínicas do Brasil Serviços Médicos from its ten analysts out to 2026, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 4 warning signs for Oncoclínicas do Brasil Serviços Médicos (1 is significant!) that you need to be mindful of.

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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.