Analyst Estimates: Here's What Brokers Think Of Computer Age Management Services Limited (NSE:CAMS) After Its First-Quarter Report

It's shaping up to be a tough period for Computer Age Management Services Limited (NSE:CAMS), which a week ago released some disappointing first-quarter results that could have a notable impact on how the market views the stock. Computer Age Management Services missed analyst forecasts, with revenues of ₹3.5b and statutory earnings per share (EPS) of ₹21.97, falling short by 4.5% and 5.3% respectively. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.

After the latest results, the 16 analysts covering Computer Age Management Services are now predicting revenues of ₹15.3b in 2026. If met, this would reflect a reasonable 6.1% improvement in revenue compared to the last 12 months. Statutory per-share earnings are expected to be ₹96.18, roughly flat on the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of ₹15.5b and earnings per share (EPS) of ₹98.37 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

Check out our latest analysis for Computer Age Management Services

The consensus price target held steady at ₹4,322, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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 Computer Age Management Services, with the most bullish analyst valuing it at ₹5,135 and the most bearish at ₹3,299 per share. 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 Computer Age Management Services' past performance and to peers in the same industry. It's pretty clear that there is an expectation that Computer Age Management Services' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 8.3% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 13% per year. Factoring in the forecast slowdown in growth, it seems obvious that Computer Age Management Services is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. 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.

With that in mind, we wouldn't be too quick to come to a conclusion on Computer Age Management Services. Long-term earnings power is much more important than next year's profits. We have forecasts for Computer Age Management Services going out to 2028, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 1 warning sign for Computer Age Management Services you should be aware of.

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.