Iveco Group N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The quarterly results for Iveco Group N.V. (BIT:IVG) were released last week, making it a good time to revisit its performance. It looks like a credible result overall - although revenues of €3.4b were in line with what the analysts predicted, Iveco Group surprised by delivering a statutory profit of €0.38 per share, a notable 19% above expectations. 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. 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 Iveco Group

After the latest results, the consensus from Iveco Group's nine analysts is for revenues of €15.4b in 2025, which would reflect a discernible 2.4% decline in revenue compared to the last year of performance. Statutory earnings per share are predicted to bounce 115% to €1.89. Yet prior to the latest earnings, the analysts had been anticipated revenues of €15.4b and earnings per share (EPS) of €1.93 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

The analysts reconfirmed their price target of €14.28, showing that the business is executing well and in line with expectations. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Iveco Group, with the most bullish analyst valuing it at €16.80 and the most bearish at €10.50 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Iveco Group's past performance and to peers in the same industry. We would highlight that revenue is expected to reverse, with a forecast 1.9% annualised decline to the end of 2025. That is a notable change from historical growth of 9.4% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.7% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Iveco Group is expected to lag 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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Iveco Group's revenue is expected to perform worse than the wider industry. The consensus price target held steady at €14.28, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Iveco Group. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Iveco Group analysts - going out to 2026, and you can see them free on our platform here.

And what about risks? Every company has them, and we've spotted 3 warning signs for Iveco Group 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.