Becle, S.A.B. de C.V. (BMV:CUERVO) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Last week saw the newest first-quarter earnings release from Becle, S.A.B. de C.V. (BMV:CUERVO), an important milestone in the company's journey to build a stronger business. The result was positive overall - although revenues of Mex$9.6b were in line with what the analysts predicted, Becle. de surprised by delivering a statutory profit of Mex$0.32 per share, modestly greater than expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

We've discovered 1 warning sign about Becle. de. View them for free.

Taking into account the latest results, the most recent consensus for Becle. de from ten analysts is for revenues of Mex$47.7b in 2025. If met, it would imply an okay 6.9% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 35% to Mex$1.55. Yet prior to the latest earnings, the analysts had been anticipated revenues of Mex$47.4b and earnings per share (EPS) of Mex$1.61 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

View our latest analysis for Becle. de

The consensus price target held steady at Mex$27.76, 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 Becle. de at Mex$37.00 per share, while the most bearish prices it at Mex$19.00. 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. It's clear from the latest estimates that Becle. de's rate of growth is expected to accelerate meaningfully, with the forecast 9.4% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 6.8% p.a. 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 6.3% 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 biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Becle. de. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at Mex$27.76, 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 Becle. de going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Becle. de .

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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.