CyberAgent, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a pretty great week for CyberAgent, Inc. (TSE:4751) shareholders, with its shares surging 13% to JP¥1,749 in the week since its latest quarterly results. It looks like a credible result overall - although revenues of JP¥211b were in line with what the analysts predicted, CyberAgent surprised by delivering a statutory profit of JP¥16.27 per share, a notable 14% above expectations. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the consensus forecast from CyberAgent's 17 analysts is for revenues of JP¥900.1b in 2026. This reflects a reasonable 7.5% improvement in revenue compared to the last 12 months. Per-share earnings are expected to soar 34% to JP¥67.54. In the lead-up to this report, the analysts had been modelling revenues of JP¥905.4b and earnings per share (EPS) of JP¥65.46 in 2026. So the consensus seems to have become somewhat more optimistic on CyberAgent's earnings potential following these results.

See our latest analysis for CyberAgent

The consensus price target rose 6.1% to JP¥1,762, suggesting that higher earnings estimates flow through to the stock's valuation as well. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic CyberAgent analyst has a price target of JP¥2,400 per share, while the most pessimistic values it at JP¥1,200. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

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 would highlight that CyberAgent's revenue growth is expected to slow, with the forecast 5.9% annualised growth rate until the end of 2026 being well below the historical 9.6% p.a. growth over the last five years. Compare this to the 118 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 6.6% per year. So it's pretty clear that, while CyberAgent's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards CyberAgent following these results. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

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. We have estimates - from multiple CyberAgent analysts - going out to 2027, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 1 warning sign for CyberAgent you should be aware of.

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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.