Nippon Television Holdings, Inc. (TSE:9404) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

As you might know, Nippon Television Holdings, Inc. (TSE:9404) recently reported its third-quarter numbers. Nippon Television Holdings reported in line with analyst predictions, delivering revenues of JP¥117b and statutory earnings per share of JP¥136, suggesting the business is executing well and in line with its plan. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

View our latest analysis for Nippon Television Holdings

Taking into account the latest results, the most recent consensus for Nippon Television Holdings from six analysts is for revenues of JP¥466.5b in 2026. If met, it would imply a credible 3.5% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 38% to JP¥170. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥466.1b and earnings per share (EPS) of JP¥171 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

There were no changes to revenue or earnings estimates or the price target of JP¥2,713, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Nippon Television Holdings analyst has a price target of JP¥2,900 per share, while the most pessimistic values it at JP¥2,400. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Nippon Television Holdings' growth to accelerate, with the forecast 2.8% annualised growth to the end of 2026 ranking favourably alongside historical growth of 1.4% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 4.3% annually. So it's clear that despite the acceleration in growth, Nippon Television Holdings is expected to grow meaningfully slower than the industry average.

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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Nippon Television Holdings' revenue is expected to perform worse 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 Nippon Television Holdings. Long-term earnings power is much more important than next year's profits. We have forecasts for Nippon Television Holdings going out to 2027, and you can see them free on our platform here.

You can also see our analysis of Nippon Television Holdings' Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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

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.