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

It's been a good week for Reply S.p.A. (BIT:REY) shareholders, because the company has just released its latest third-quarter results, and the shares gained 2.2% to €117. Results were roughly in line with estimates, with revenues of €599m and statutory earnings per share of €5.65. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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After the latest results, the eleven analysts covering Reply are now predicting revenues of €2.67b in 2026. If met, this would reflect a reasonable 7.8% improvement in revenue compared to the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of €2.68b and earnings per share (EPS) of €7.41 in 2026. 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 Reply

We'd also point out that thatthe analysts have made no major changes to their price target of €169. 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 Reply, with the most bullish analyst valuing it at €187 and the most bearish at €133 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Reply shareholders.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Reply's revenue growth is expected to slow, with the forecast 6.2% annualised growth rate until the end of 2026 being well below the historical 14% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.1% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Reply.

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. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse 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 Reply's eleven analysts has provided estimates out to 2027, which can be seen for free on our platform here.

We also provide an overview of the Reply 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.