OTP Bank Nyrt. Just Beat EPS By 8.3%: Here's What Analysts Think Will Happen Next

OTP Bank Nyrt. (BUSE:OTP) just released its quarterly report and things are looking bullish. The company beat expectations with revenues of Ft738b arriving 2.6% ahead of forecasts. Statutory earnings per share (EPS) were Ft1,281, 8.3% ahead of estimates. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the most recent consensus for OTP Bank Nyrt from twelve analysts is for revenues of Ft3.01t in 2026. If met, it would imply an okay 7.6% increase on its revenue over the past 12 months. Per-share earnings are expected to rise 7.2% to Ft4,377. Before this earnings report, the analysts had been forecasting revenues of Ft3.00t and earnings per share (EPS) of Ft4,345 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for OTP Bank Nyrt

The analysts reconfirmed their price target of Ft32,265, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on OTP Bank Nyrt, with the most bullish analyst valuing it at Ft37,500 and the most bearish at Ft23,400 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that OTP Bank Nyrt's revenue growth is expected to slow, with the forecast 6.0% annualised growth rate until the end of 2026 being well below the historical 22% p.a. growth over the last five years. Compare this to the 204 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 5.1% per year. Factoring in the forecast slowdown in growth, it looks like OTP Bank Nyrt is forecast to grow at about the same rate as the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall 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 in mind, we wouldn't be too quick to come to a conclusion on OTP Bank Nyrt. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for OTP Bank Nyrt going out to 2027, and you can see them free on our platform here..

And what about risks? Every company has them, and we've spotted 1 warning sign for OTP Bank Nyrt 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.