Rusta AB (publ) Just Missed EPS By 6.3%: Here's What Analysts Think Will Happen Next

Investors in Rusta AB (publ) (STO:RUSTA) had a good week, as its shares rose 3.6% to close at kr74.30 following the release of its full-year results. It looks like the results were a bit of a negative overall. While revenues of kr12b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.3% to hit kr3.10 per share. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Following the latest results, Rusta's three analysts are now forecasting revenues of kr12.9b in 2026. This would be a meaningful 9.3% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 26% to kr3.91. Before this earnings report, the analysts had been forecasting revenues of kr12.8b and earnings per share (EPS) of kr4.28 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.

Check out our latest analysis for Rusta

The consensus price target held steady at kr83.33, 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. There are some variant perceptions on Rusta, with the most bullish analyst valuing it at kr95.00 and the most bearish at kr75.00 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting Rusta's growth to accelerate, with the forecast 9.3% annualised growth to the end of 2026 ranking favourably alongside historical growth of 6.9% per annum over the past three years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 12% annually. It seems obvious that, while the future growth outlook is brighter than the recent past, Rusta is expected to grow slower than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Rusta's revenue is expected to perform worse than the wider industry. The consensus price target held steady at kr83.33, with the latest estimates not enough to have an impact on their price targets.

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 Rusta going out to 2028, and you can see them free on our platform here..

It might also be worth considering whether Rusta's debt load is appropriate, using our debt analysis tools on the Simply Wall St 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.