Aedas Homes, S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Aedas Homes, S.A. (BME:AEDAS) investors will be delighted, with the company turning in some strong numbers with its latest results. The company beat forecasts, with revenue of €1.2b, some 7.5% above estimates, and statutory earnings per share (EPS) coming in at €3.47, 37% ahead of expectations. 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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Following the recent earnings report, the consensus from five analysts covering Aedas Homes is for revenues of €1.07b in 2026. This implies a noticeable 7.9% decline in revenue compared to the last 12 months. Statutory earnings per share are expected to plunge 29% to €2.47 in the same period. Before this earnings report, the analysts had been forecasting revenues of €1.02b and earnings per share (EPS) of €2.45 in 2026. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a slight bump in to revenue forecasts.

View our latest analysis for Aedas Homes

Even though revenue forecasts increased, there was no change to the consensus price target of €29.74, suggesting the analysts are focused on earnings as the driver of value creation. 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. Currently, the most bullish analyst values Aedas Homes at €34.70 per share, while the most bearish prices it at €24.05. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Aedas Homes' past performance and to peers in the same industry. We would highlight that revenue is expected to reverse, with a forecast 7.9% annualised decline to the end of 2026. That is a notable change from historical growth of 22% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue decline 2.1% annually for the foreseeable future. The forecasts do look bearish for Aedas Homes, since they're expecting it to shrink faster than the industry.

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 upgraded their revenue estimates, although Aedas Homes'they are still expected to trail the wider industry. The consensus price target held steady at €29.74, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Aedas Homes going out to 2028, and you can see them free on our platform here..

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 3 warning signs with Aedas Homes (at least 1 which is a bit concerning) , and understanding them should be part of your investment process.

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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.