Sansan, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Sansan, Inc. (TSE:4443) defied analyst predictions to release its third-quarter results, which were ahead of market expectations. It was overall a positive result, with revenues beating expectations by 2.4% to hit JP¥11b. Sansan also reported a statutory profit of JP¥10.93, which was an impressive 92% above what the analysts had forecast. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Sansan after the latest results.

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Taking into account the latest results, the consensus forecast from Sansan's seven analysts is for revenues of JP¥53.8b in 2026. This reflects a major 32% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to bounce 146% to JP¥42.06. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥52.5b and earnings per share (EPS) of JP¥38.35 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.

Check out our latest analysis for Sansan

Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of JP¥2,633, suggesting that the forecast performance does not have a long term impact on the company's valuation. 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. There are some variant perceptions on Sansan, with the most bullish analyst valuing it at JP¥3,200 and the most bearish at JP¥2,200 per share. 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 Sansan'shistorical trends, as the 25% annualised revenue growth to the end of 2026 is roughly in line with the 23% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 10% per year. So it's pretty clear that Sansan is forecast to grow substantially faster than its 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 Sansan following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at JP¥2,633, 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 Sansan going out to 2027, and you can see them free on our platform here..

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

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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.