Analysts Have Been Trimming Their Becle, S.A.B. de C.V. (BMV:CUERVO) Price Target After Its Latest Report

There's been a notable change in appetite for Becle, S.A.B. de C.V. (BMV:CUERVO) shares in the week since its full-year report, with the stock down 10% to Mex$17.69. Revenues came in 3.5% below expectations, at Mex$44b. Statutory earnings per share were relatively better off, with a per-share profit of Mex$1.10 being roughly in line with analyst estimates. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

View our latest analysis for Becle. de

Taking into account the latest results, the most recent consensus for Becle. de from nine analysts is for revenues of Mex$50.3b in 2025. If met, it would imply a notable 14% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 60% to Mex$1.75. Yet prior to the latest earnings, the analysts had been anticipated revenues of Mex$50.4b and earnings per share (EPS) of Mex$1.75 in 2025. 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.

The consensus price target fell 14% to Mex$31.15, suggesting that the analysts might have been a bit enthusiastic in their previous valuation - or they were expecting the company to provide stronger guidance in the annual results. 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 Becle. de at Mex$43.00 per share, while the most bearish prices it at Mex$19.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the 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. The analysts are definitely expecting Becle. de's growth to accelerate, with the forecast 14% annualised growth to the end of 2025 ranking favourably alongside historical growth of 7.9% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 6.0% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Becle. de to grow faster than the wider industry.

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, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Becle. de's future valuation.

With that in mind, we wouldn't be too quick to come to a conclusion on Becle. de. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Becle. de going out to 2027, and you can see them free on our platform here..

You can also view our analysis of Becle. de's balance sheet, and whether we think Becle. de is carrying too much debt, for free on our platform 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.