Intelbras S.A. - Indústria de Telecomunicação Eletrônica Brasileira Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Intelbras S.A. - Indústria de Telecomunicação Eletrônica Brasileira (BVMF:INTB3) filed its quarterly result this time last week. The early response was not positive, with shares down 6.7% to R$14.13 in the past week. Intelbras - Indústria de Telecomunicação Eletrônica Brasileira missed revenue estimates by 2.2%, coming in atR$1.2b, although statutory earnings per share (EPS) of R$0.42 beat expectations, coming in 5.2% ahead of analyst estimates. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Intelbras - Indústria de Telecomunicação Eletrônica Brasileira after the latest results.

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Following the latest results, Intelbras - Indústria de Telecomunicação Eletrônica Brasileira's ten analysts are now forecasting revenues of R$4.89b in 2025. This would be a modest 4.2% improvement in revenue compared to the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of R$4.95b and earnings per share (EPS) of R$1.56 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.

View our latest analysis for Intelbras - Indústria de Telecomunicação Eletrônica Brasileira

There's been no real change to the consensus price target of R$20.25, with Intelbras - Indústria de Telecomunicação Eletrônica Brasileira 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. The most optimistic Intelbras - Indústria de Telecomunicação Eletrônica Brasileira analyst has a price target of R$25.00 per share, while the most pessimistic values it at R$15.80. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that Intelbras - Indústria de Telecomunicação Eletrônica Brasileira's revenue growth is expected to slow, with the forecast 8.5% annualised growth rate until the end of 2025 being well below the historical 17% 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 10% per year. Factoring in the forecast slowdown in growth, it seems obvious that Intelbras - Indústria de Telecomunicação Eletrônica Brasileira 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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will 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 Intelbras - Indústria de Telecomunicação Eletrônica Brasileira from its ten analysts 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.