Revenue Beat: Moltiply Group S.p.A. Exceeded Revenue Forecasts By 6.9% And Analysts Are Updating Their Estimates

It's been a good week for Moltiply Group S.p.A. (BIT:MOL) shareholders, because the company has just released its latest first-quarter results, and the shares gained 4.3% to €47.65. It was a workmanlike result, with revenues of €135m coming in 6.9% ahead of expectations, and statutory earnings per share of €1.08, in line with analyst appraisals. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Taking into account the latest results, the most recent consensus for Moltiply Group from twin analysts is for revenues of €655.0m in 2025. If met, it would imply a major 32% increase on its revenue over the past 12 months. Before this earnings report, the analysts had been forecasting revenues of €637.6m and earnings per share (EPS) of €1.63 in 2025. What's really interesting is that while the consensus made a small increase to revenue estimates, it no longer provides an earnings per share estimate. This suggests that revenues are now the focus of the business after this latest result.

See our latest analysis for Moltiply Group

The average price target rose 6.3% to €55.87, with the analysts clearly having become more optimistic about Moltiply Group'sprospects following these results.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's clear from the latest estimates that Moltiply Group's rate of growth is expected to accelerate meaningfully, with the forecast 45% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 14% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 12% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Moltiply Group to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts upgraded their revenue estimates for next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

At least one of Moltiply Group's twin 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 - Moltiply Group has 2 warning signs (and 1 which can't be ignored) we think 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.