Analyst Estimates: Here's What Brokers Think Of RATIONAL Aktiengesellschaft (ETR:RAA) After Its Third-Quarter Report

RATIONAL Aktiengesellschaft (ETR:RAA) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. RATIONAL reported €312m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of €5.53 beat expectations, being 4.6% higher than what the analysts expected. 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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After the latest results, the twelve analysts covering RATIONAL are now predicting revenues of €1.34b in 2026. If met, this would reflect a meaningful 8.6% improvement in revenue compared to the last 12 months. Before this earnings report, the analysts had been forecasting revenues of €1.34b and earnings per share (EPS) of €23.36 in 2026. 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 RATIONAL

There's been no real change to the consensus price target of €753, with RATIONAL seemingly executing in line with expectations. 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 RATIONAL analyst has a price target of €1,035 per share, while the most pessimistic values it at €576. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

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. We would highlight that RATIONAL's revenue growth is expected to slow, with the forecast 6.8% 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) 5.9% annually. So it's pretty clear that, while RATIONAL's revenue growth is expected to slow, it's expected to grow roughly in line with the 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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at €753, with the latest estimates not enough to have an impact on their price targets.

At least one of RATIONAL's twelve analysts has provided estimates out to 2027, which can be seen for free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for RATIONAL you should know about.

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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.