Fuji Corporation Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Fuji Corporation (TSE:6134), which a week ago released some disappointing yearly results that could have a notable impact on how the market views the stock. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at JP¥127b, statutory earnings missed forecasts by 12%, coming in at just JP¥120 per share. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Our free stock report includes 1 warning sign investors should be aware of before investing in Fuji. Read for free now.

Taking into account the latest results, the most recent consensus for Fuji from five analysts is for revenues of JP¥146.4b in 2026. If met, it would imply a notable 15% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 32% to JP¥163. In the lead-up to this report, the analysts had been modelling revenues of JP¥141.0b and earnings per share (EPS) of JP¥162 in 2026. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a small lift in to revenue forecasts.

See our latest analysis for Fuji

It may not be a surprise to see thatthe analysts have reconfirmed their price target of JP¥2,656, implying that the uplift in revenue is not expected to greatly contribute to Fuji's valuation in the near term. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Fuji at JP¥2,800 per share, while the most bearish prices it at JP¥2,500. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

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. For example, we noticed that Fuji's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 15% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 2.1% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 4.3% annually. So it looks like Fuji is expected to grow faster than its competitors, at least for a while.

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. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at JP¥2,656, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Fuji analysts - going out to 2028, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Fuji that 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.