Astellas Pharma Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, Astellas Pharma Inc. (TSE:4503) recently reported its annual numbers. It was not a great result overall. Although revenues beat expectations, hitting JP¥1.6t, statutory earnings missed analyst forecasts by 11%, coming in at just JP¥9.51 per share. 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 collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for Astellas Pharma

Following the latest results, Astellas Pharma's 15 analysts are now forecasting revenues of JP¥1.66t in 2025. This would be a credible 3.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to soar 517% to JP¥58.63. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥1.67t and earnings per share (EPS) of JP¥75.86 in 2025. So there's definitely been a decline in sentiment after the latest results, noting the large cut to new EPS forecasts.

The consensus price target held steady at JP¥2,025, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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. Currently, the most bullish analyst values Astellas Pharma at JP¥3,170 per share, while the most bearish prices it at JP¥1,200. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 3.8% growth on an annualised basis. That is in line with its 4.4% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 4.4% per year. It's clear that while Astellas Pharma's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Astellas Pharma. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at JP¥2,025, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Astellas Pharma going out to 2027, and you can see them free on our platform here..

Before you take the next step you should know about the 3 warning signs for Astellas Pharma (1 is a bit concerning!) that we have uncovered.

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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.