Fujimi Incorporated Just Recorded A 7.2% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders might have noticed that Fujimi Incorporated (TSE:5384) filed its quarterly result this time last week. The early response was not positive, with shares down 4.4% to JP¥2,118 in the past week. The result was positive overall - although revenues of JP¥16b were in line with what the analysts predicted, Fujimi surprised by delivering a statutory profit of JP¥39.03 per share, modestly greater than expected. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for Fujimi

Taking into account the latest results, the current consensus from Fujimi's eight analysts is for revenues of JP¥67.5b in 2026. This would reflect a meaningful 12% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 15% to JP¥140. Before this earnings report, the analysts had been forecasting revenues of JP¥67.6b and earnings per share (EPS) of JP¥140 in 2026. 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¥3,150. 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 Fujimi at JP¥4,300 per share, while the most bearish prices it at JP¥2,460. 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.

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 Fujimi'shistorical trends, as the 9.2% annualised revenue growth to the end of 2026 is roughly in line with the 8.4% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 4.9% annually. So although Fujimi is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider 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. 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.

With that in mind, we wouldn't be too quick to come to a conclusion on Fujimi. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Fujimi analysts - 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 Fujimi 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.