Here's What Analysts Are Forecasting For GMO Payment Gateway, Inc. (TSE:3769) After Its Interim Results

Shareholders might have noticed that GMO Payment Gateway, Inc. (TSE:3769) filed its half-yearly result this time last week. The early response was not positive, with shares down 8.0% to JP¥8,436 in the past week. The result was positive overall - although revenues of JP¥41b were in line with what the analysts predicted, GMO Payment Gateway surprised by delivering a statutory profit of JP¥69.67 per share, modestly greater than expected. 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Following the latest results, GMO Payment Gateway's ten analysts are now forecasting revenues of JP¥84.7b in 2025. This would be a satisfactory 7.9% improvement in revenue compared to the last 12 months. Statutory per share are forecast to be JP¥264, approximately in line with the last 12 months. Before this earnings report, the analysts had been forecasting revenues of JP¥84.6b and earnings per share (EPS) of JP¥265 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.

View our latest analysis for GMO Payment Gateway

The analysts reconfirmed their price target of JP¥9,775, showing that the business is executing well and in line with expectations. 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 GMO Payment Gateway, with the most bullish analyst valuing it at JP¥12,000 and the most bearish at JP¥8,000 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of GMO Payment Gateway'shistorical trends, as the 16% annualised revenue growth to the end of 2025 is roughly in line with the 19% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 6.9% per year. So it's pretty clear that GMO Payment Gateway is forecast to grow substantially faster than its industry.

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, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥9,775, 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 estimates - from multiple GMO Payment Gateway analysts - going out to 2027, and you can see them free on our platform here.

We also provide an overview of the GMO Payment Gateway 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.