Earnings Miss: Allos S.A. Missed EPS By 16% And Analysts Are Revising Their Forecasts

It's been a good week for Allos S.A. (BVMF:ALOS3) shareholders, because the company has just released its latest annual results, and the shares gained 6.4% to R$19.70. Revenues were in line with forecasts, at R$2.7b, although statutory earnings per share came in 16% below what the analysts expected, at R$1.29 per share. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Check out our latest analysis for Allos

After the latest results, the nine analysts covering Allos are now predicting revenues of R$2.81b in 2025. If met, this would reflect a modest 2.5% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of R$2.81b and earnings per share (EPS) of R$1.46 in 2025. 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.

We'd also point out that thatthe analysts have made no major changes to their price target of R$27.54. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Allos, with the most bullish analyst valuing it at R$34.00 and the most bearish at R$23.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Allos shareholders.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Allos' past performance and to peers in the same industry. We would highlight that Allos' revenue growth is expected to slow, with the forecast 2.5% annualised growth rate until the end of 2025 being well below the historical 31% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.4% annually. Factoring in the forecast slowdown in growth, it seems obvious that Allos is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Allos' revenue is expected to perform worse 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 Allos from its nine analysts out to 2027, and you can see them free on our platform here.

It is also worth noting that we have found 2 warning signs for Allos (1 is significant!) that you need to take into consideration.

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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.