De'Longhi S.p.A. (BIT:DLG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a pretty great week for De'Longhi S.p.A. (BIT:DLG) shareholders, with its shares surging 14% to €34.18 in the week since its latest third-quarter results. Results overall were respectable, with statutory earnings of €2.05 per share roughly in line with what the analysts had forecast. Revenues of €877m came in 2.4% ahead of analyst predictions. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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After the latest results, the eight analysts covering De'Longhi are now predicting revenues of €3.98b in 2026. If met, this would reflect a reasonable 7.1% improvement in revenue compared to the last 12 months. Before this earnings report, the analysts had been forecasting revenues of €3.94b and earnings per share (EPS) of €2.41 in 2026. 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.

Check out our latest analysis for De'Longhi

There's been no real change to the consensus price target of €40.09, with De'Longhi seemingly executing 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 De'Longhi, with the most bullish analyst valuing it at €50.50 and the most bearish at €30.00 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.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 5.6% growth on an annualised basis. That is in line with its 6.3% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 6.0% annually. It's clear that while De'Longhi's 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 clear take away from these updates is that the analysts made no change to their revenue estimates for next year, with the business apparently performing in line with their models. 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.

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

You still need to take note of risks, for example - De'Longhi has 1 warning sign we think you should be aware of.

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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.