Computer Age Management Services Limited (NSE:CAMS) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

A week ago, Computer Age Management Services Limited (NSE:CAMS) came out with a strong set of yearly numbers that could potentially lead to a re-rate of the stock. Results were good overall, with revenues beating analyst predictions by 3.5% to hit ₹12b. Statutory earnings per share (EPS) came in at ₹71.68, some 2.4% above whatthe analysts had expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Computer Age Management Services after the latest results.

View our latest analysis for Computer Age Management Services

After the latest results, the ten analysts covering Computer Age Management Services are now predicting revenues of ₹13.2b in 2025. If met, this would reflect a solid 12% improvement in revenue compared to the last 12 months. Per-share earnings are expected to step up 14% to ₹82.39. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹13.0b and earnings per share (EPS) of ₹81.75 in 2025. 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.

The analysts reconfirmed their price target of ₹3,156, showing that the business is executing well and in line with expectations. 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. There are some variant perceptions on Computer Age Management Services, with the most bullish analyst valuing it at ₹3,591 and the most bearish at ₹2,300 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 12% growth on an annualised basis. That is in line with its 11% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 13% per year. It's clear that while Computer Age Management Services' revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

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. 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.

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 Computer Age Management Services going out to 2027, and you can see them free on our platform here..

It is also worth noting that we have found 1 warning sign for Computer Age Management Services that you need to take into consideration.

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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.