Stock Analysis

Here's What Analysts Are Forecasting For Intesa Sanpaolo S.p.A. (BIT:ISP) After Its Full-Year Results

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BIT:ISP

As you might know, Intesa Sanpaolo S.p.A. (BIT:ISP) recently reported its annual numbers. Revenues were €26b, with Intesa Sanpaolo reporting some 4.1% below analyst 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for Intesa Sanpaolo

BIT:ISP Earnings and Revenue Growth February 6th 2025

Taking into account the latest results, the consensus forecast from Intesa Sanpaolo's 16 analysts is for revenues of €26.9b in 2025. This reflects a reasonable 4.2% improvement in revenue compared to the last 12 months. Before this earnings report, the analysts had been forecasting revenues of €26.8b and earnings per share (EPS) of €0.52 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.

There's been no real change to the consensus price target of €4.71, with Intesa Sanpaolo seemingly executing in line with expectations. 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. There are some variant perceptions on Intesa Sanpaolo, with the most bullish analyst valuing it at €5.10 and the most bearish at €3.50 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.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Intesa Sanpaolo's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 4.2% growth on an annualised basis. This is compared to a historical growth rate of 11% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 1.4% per year. So it's pretty clear that, while Intesa Sanpaolo's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at €4.71, with the latest estimates not enough to have an impact on their price targets.

At least one of Intesa Sanpaolo's 16 analysts has provided estimates out to 2027, which can be seen for free on our platform here.

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