CyberAgent, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for CyberAgent, Inc. (TSE:4751), who've watched their investment drop 11% to JP¥1,370 in the week since the company reported its full-year result. It was a pretty mixed result, with revenues beating expectations to hit JP¥874b. Statutory earnings fell 7.5% short of analyst forecasts, reaching JP¥62.52 per share. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the current consensus from CyberAgent's 16 analysts is for revenues of JP¥897.8b in 2026. This would reflect a credible 2.7% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 16% to JP¥72.51. Before this earnings report, the analysts had been forecasting revenues of JP¥896.9b and earnings per share (EPS) of JP¥80.39 in 2026. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year.

Check out our latest analysis for CyberAgent

It might be a surprise to learn that the consensus price target was broadly unchanged at JP¥2,010, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. 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 CyberAgent, with the most bullish analyst valuing it at JP¥2,500 and the most bearish at JP¥1,450 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

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 CyberAgent's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 2.7% growth on an annualised basis. This is compared to a historical growth rate of 8.9% 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 4.7% annually. Factoring in the forecast slowdown in growth, it seems obvious that CyberAgent is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that CyberAgent's revenue is expected to perform worse than the wider industry. The consensus price target held steady at JP¥2,010, 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 CyberAgent analysts - going out to 2028, and you can see them free on our platform here.

We also provide an overview of the CyberAgent 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.