One Forecaster Is Now More Bearish On MINKABU THE INFONOID, Inc. (TSE:4436) Than They Used To Be

The latest analyst coverage could presage a bad day for MINKABU THE INFONOID, Inc. (TSE:4436), with the covering analyst making across-the-board cuts to their statutory estimates that might leave shareholders a little shell-shocked. Both revenue and earnings per share (EPS) estimates were cut sharply as the analyst factored in the latest outlook for the business, concluding that they were too optimistic previously. At JP¥567, shares are up 6.6% in the past 7 days. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business.

After the downgrade, the consensus from MINKABU THE INFONOID's solo analyst is for revenues of JP¥9.3b in 2026, which would reflect a small 5.5% decline in sales compared to the last year of performance. The loss per share is anticipated to greatly reduce in the near future, narrowing 97% to JP¥4.00. Prior to this update, the analyst had been forecasting revenues of JP¥14b and earnings per share (EPS) of JP¥46.70 in 2026. So we can see that the consensus has become notably more bearish on MINKABU THE INFONOID's outlook with these numbers, making a sizeable cut to next year's revenue estimates. Furthermore, they expect the business to be loss-making next year, compared to their previous forecasts of a profit.

See our latest analysis for MINKABU THE INFONOID

The consensus price target fell 47% to JP¥520, with the analyst clearly concerned about the company following the weaker revenue and earnings outlook.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the MINKABU THE INFONOID's past performance and to peers in the same industry. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 4.4% by the end of 2026. This indicates a significant reduction from annual growth of 25% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 2.2% annually for the foreseeable future. It's pretty clear that MINKABU THE INFONOID's revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The biggest low-light for us was that the forecasts for MINKABU THE INFONOID dropped from profits to a loss next year. Unfortunately the analyst also downgraded their revenue estimates, and industry data suggests that MINKABU THE INFONOID's revenues are expected to grow slower than the wider market. Given the scope of the downgrades, it would not be a surprise to see the market become more wary of the business.

As you can see, this broker clearly isn't bullish, and there might be good reason for that. We've identified some potential issues with MINKABU THE INFONOID's financials, such as the risk of cutting its dividend. For more information, you can click here to discover this and the 1 other flag we've identified.

Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership.

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