Earnings Update: VusionGroup S.A. (EPA:VU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders of VusionGroup S.A. (EPA:VU) will be pleased this week, given that the stock price is up 15% to €239 following its latest second-quarter results. It was a pretty good result, with revenues of €398m, and VusionGroup came in a solid 12% ahead of expectations. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.

Following the latest results, VusionGroup's eight analysts are now forecasting revenues of €1.44b in 2025. This would be a huge 24% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of €1.39b and earnings per share (EPS) of €5.04 in 2025. What's really interesting is that while the consensus made a slight bump in revenue estimates, it no longer provides an earnings per share estimate. This suggests that revenues are now the focus of the business after this latest result.

View our latest analysis for VusionGroup

We'd also point out that thatthe analysts have made no major changes to their price target of €261. 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. Currently, the most bullish analyst values VusionGroup at €290 per share, while the most bearish prices it at €230. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that VusionGroup's rate of growth is expected to accelerate meaningfully, with the forecast 54% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 28% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 17% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect VusionGroup to grow faster than the wider industry.

The Bottom Line

The highlight for us was that the analysts increased their revenue forecasts for VusionGroup next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at €261, with the latest estimates not enough to have an impact on their price targets.

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

You can also see our analysis of VusionGroup's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.