Grupo Televisa, S.A.B. Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts

As you might know, Grupo Televisa, S.A.B. (BMV:TLEVISACPO) recently reported its third-quarter numbers. Things were not great overall, with a surprise (statutory) loss of Mex$0.72 per share on revenues of Mex$15b, even though the analysts had been expecting a profit. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Following the recent earnings report, the consensus from 13 analysts covering Grupo Televisa is for revenues of Mex$57.9b in 2026. This implies a perceptible 2.8% decline in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 84% to Mex$0.65. Before this earnings announcement, the analysts had been modelling revenues of Mex$57.9b and losses of Mex$0.23 per share in 2026. So it's pretty clear the analysts have mixed opinions on Grupo Televisa even after this update; although they reconfirmed their revenue numbers, it came at the cost of a considerable increase to per-share losses.

View our latest analysis for Grupo Televisa

The consensus price target held steady at Mex$17.99, seemingly implying that the higher forecast losses are not expected to have a long term impact on the company's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Grupo Televisa at Mex$55.00 per share, while the most bearish prices it at Mex$9.00. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.

Of course, another way to look at these forecasts is to place them into context against the industry itself. One thing that stands out from these estimates is that shrinking revenues are expected to moderate over the period ending 2026 compared to the historical decline of 8.2% 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 see their revenue grow 4.2% per year. So while a broad number of companies are forecast to grow, unfortunately Grupo Televisa is expected to see its revenue affected worse than other companies in the industry.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will 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 said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Grupo Televisa going out to 2027, and you can see them free on our platform here..

It is also worth noting that we have found 3 warning signs for Grupo Televisa (2 are potentially serious!) that you need to take into consideration.

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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.