Here's What Analysts Are Forecasting For Panasonic Holdings Corporation (TSE:6752) After Its Full-Year Results

Panasonic Holdings Corporation (TSE:6752) shareholders are probably feeling a little disappointed, since its shares fell 4.7% to JP¥1,322 in the week after its latest full-year results. It was a credible result overall, with revenues of JP¥8.5t and statutory earnings per share of JP¥190 both in line with analyst estimates, showing that Panasonic Holdings is executing in line with expectations. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Panasonic Holdings after the latest results.

See our latest analysis for Panasonic Holdings

Following last week's earnings report, Panasonic Holdings' 15 analysts are forecasting 2025 revenues to be JP¥8.60t, approximately in line with the last 12 months. Statutory earnings per share are forecast to sink 18% to JP¥156 in the same period. In the lead-up to this report, the analysts had been modelling revenues of JP¥8.71t and earnings per share (EPS) of JP¥159 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥1,875. 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 Panasonic Holdings, with the most bullish analyst valuing it at JP¥2,500 and the most bearish at JP¥1,180 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.

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. We would highlight that Panasonic Holdings' revenue growth is expected to slow, with the forecast 1.2% annualised growth rate until the end of 2025 being well below the historical 2.8% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 2.2% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Panasonic Holdings.

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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Panasonic Holdings' revenue is expected to perform worse than the wider industry. The consensus price target held steady at JP¥1,875, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Panasonic Holdings going out to 2027, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for Panasonic Holdings that you need to take into consideration.

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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.