Buzzi S.p.A. (BIT:BZU) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that Buzzi S.p.A. (BIT:BZU) released its half-yearly result to the market. The early response was not positive, with shares down 6.6% to €42.68 in the past week. It was a credible result overall, with revenues of €2.2b and statutory earnings per share of €5.14 both in line with analyst estimates, showing that Buzzi is executing in line with expectations. 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. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, Buzzi's nine analysts currently expect revenues in 2025 to be €4.51b, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of €4.51b and earnings per share (EPS) of €4.86 in 2025. So we can see that while the consensus made no real change to its revenue estimates, it also no longer provides an earnings per share estimate. This suggests that revenues are what the market is focusing on after the latest results.

Check out our latest analysis for Buzzi

There's been no real change to the consensus price target of €46.36, with Buzzi seemingly executing in line with expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Buzzi, with the most bullish analyst valuing it at €57.00 and the most bearish at €26.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that Buzzi's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 2.2% growth on an annualised basis. This is compared to a historical growth rate of 7.5% 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. Even after the forecast slowdown in growth, it seems obvious that Buzzi is also expected to grow faster than the wider industry.

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. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider 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 Buzzi's nine analysts has provided estimates out to 2027, which can be seen for free on our platform here.

We also provide an overview of the Buzzi Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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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.