Clas Ohlson AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Clas Ohlson AB (publ) (STO:CLAS B) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to kr224 in the week after its latest third-quarter results. Revenues were kr3.9b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of kr6.68 were also better than expected, beating analyst predictions by 11%. 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

Check out our latest analysis for Clas Ohlson

Following the latest results, Clas Ohlson's two analysts are now forecasting revenues of kr12.1b in 2026. This would be a credible 5.5% improvement in revenue compared to the last 12 months. Per-share earnings are expected to accumulate 4.1% to kr13.83. Yet prior to the latest earnings, the analysts had been anticipated revenues of kr12.1b and earnings per share (EPS) of kr13.59 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

The consensus price target rose 19% to kr270despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Clas Ohlson's earnings by assigning a price premium.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 4.4% growth on an annualised basis. That is in line with its 5.3% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 4.0% annually. It's clear that while Clas Ohlson'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 most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that in mind, we wouldn't be too quick to come to a conclusion on Clas Ohlson. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

Before you take the next step you should know about the 1 warning sign for Clas Ohlson that we have uncovered.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.