Valuetronics Holdings Limited (SGX:BN2) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a good week for Valuetronics Holdings Limited (SGX:BN2) shareholders, because the company has just released its latest yearly results, and the shares gained 5.2% to S$0.70. Results look mixed - while revenue fell marginally short of analyst estimates at HK$1.7b, statutory earnings were in line with expectations, at HK$0.41 per share. This is an important time for investors, as they can track a company's performance in its report, look at what expert is forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analyst has changed their mind on Valuetronics Holdings after the latest results.

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After the latest results, the single analyst covering Valuetronics Holdings are now predicting revenues of HK$1.83b in 2026. If met, this would reflect an okay 5.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 4.0% to HK$0.44. Yet prior to the latest earnings, the analyst had been anticipated revenues of HK$1.92b and earnings per share (EPS) of HK$0.43 in 2026. The consensus seems maybe a little more pessimistic, trimming their revenue forecasts after the latest results even though there was no change to its EPS estimates.

See our latest analysis for Valuetronics Holdings

The consensus has reconfirmed its price target of S$0.79, showing that the analyst doesn't expect weaker revenue expectations next year to have a material impact on Valuetronics Holdings' market value.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. For example, we noticed that Valuetronics Holdings' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 5.8% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 6.9% a year 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 13% per year. So although Valuetronics Holdings' revenue growth is expected to improve, it is still expected to grow slower than the industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analyst holding their earnings forecasts steady, in line with previous estimates. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. Still, earnings are more important to the intrinsic value of the business. The consensus price target held steady at S$0.79, with the latest estimates not enough to have an impact on their price target.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At least one analyst has provided forecasts out to 2028, which can be seen for free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Valuetronics Holdings that you should be aware of.

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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.