Stock Analysis

C&A Modas S.A. (BVMF:CEAB3) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

Investors in C&A Modas S.A. (BVMF:CEAB3) had a good week, as its shares rose 2.0% to close at R$16.58 following the release of its third-quarter results. It was an okay result overall, with revenues coming in at R$1.8b, roughly what the analysts had been expecting. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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BOVESPA:CEAB3 Earnings and Revenue Growth November 8th 2025

Taking into account the latest results, the most recent consensus for C&A Modas from eleven analysts is for revenues of R$9.03b in 2026. If met, it would imply a decent 12% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 4.6% to R$1.83. In the lead-up to this report, the analysts had been modelling revenues of R$9.04b and earnings per share (EPS) of R$1.81 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

View our latest analysis for C&A Modas

It will come as no surprise then, to learn that the consensus price target is largely unchanged at R$22.65. 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 C&A Modas analyst has a price target of R$25.00 per share, while the most pessimistic values it at R$21.50. This is a very narrow spread of estimates, implying either that C&A Modas is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

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. It's pretty clear that there is an expectation that C&A Modas' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 9.5% growth on an annualised basis. This is compared to a historical growth rate of 13% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.7% annually. Even after the forecast slowdown in growth, it seems obvious that C&A Modas is also expected 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 the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is 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.

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 C&A Modas analysts - going out to 2027, and you can see them free on our platform here.

You can also view our analysis of C&A Modas' balance sheet, and whether we think C&A Modas is carrying too much debt, for 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.