Panasonic Holdings Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Panasonic Holdings Corporation (TSE:6752) had a good week, as its shares rose 9.5% to close at JP¥1,344 following the release of its interim results. It looks like a credible result overall - although revenues of JP¥2.1t were what the analysts expected, Panasonic Holdings surprised by delivering a (statutory) profit of JP¥50.66 per share, an impressive 58% above what was forecast. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

View our latest analysis for Panasonic Holdings

Taking into account the latest results, Panasonic Holdings' 15 analysts currently expect revenues in 2025 to be JP¥8.64t, approximately in line with the last 12 months. Statutory earnings per share are expected to dip 9.3% to JP¥134 in the same period. In the lead-up to this report, the analysts had been modelling revenues of JP¥8.63t and earnings per share (EPS) of JP¥133 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¥1,612. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Panasonic Holdings at JP¥2,200 per share, while the most bearish prices it at JP¥1,340. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Panasonic Holdings' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 0.2% growth on an annualised basis. This is compared to a historical growth rate of 4.4% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 1.6% 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 important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share 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¥1,612, 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. At Simply Wall St, we have a full range of analyst estimates for Panasonic Holdings going out to 2027, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 1 warning sign for Panasonic Holdings that you need to be mindful 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.