AS ONE Corporation (TSE:7476) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that AS ONE Corporation (TSE:7476) filed its quarterly result this time last week. The early response was not positive, with shares down 8.8% to JP¥2,855 in the past week. AS ONE reported in line with analyst predictions, delivering revenues of JP¥24b and statutory earnings per share of JP¥104, suggesting the business is executing well and in line with its plan. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

See our latest analysis for AS ONE

Taking into account the latest results, the most recent consensus for AS ONE from three analysts is for revenues of JP¥103.3b in 2025. If met, it would imply a modest 5.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 9.7% to JP¥118. In the lead-up to this report, the analysts had been modelling revenues of JP¥104.1b and earnings per share (EPS) of JP¥119 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.

There were no changes to revenue or earnings estimates or the price target of JP¥3,550, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values AS ONE at JP¥3,700 per share, while the most bearish prices it at JP¥3,400. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of AS ONE'shistorical trends, as the 7.4% annualised revenue growth to the end of 2025 is roughly in line with the 7.6% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.4% annually. So it's pretty clear that AS ONE is forecast to grow substantially faster than its industry.

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. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

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. At Simply Wall St, we have a full range of analyst estimates for AS ONE going out to 2027, and you can see them free on our platform here..

And what about risks? Every company has them, and we've spotted 1 warning sign for AS ONE you should know about.

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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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com