Results: Bizlink Holding Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Bizlink Holding Inc. (TWSE:3665) just released its latest third-quarter results and things are looking bullish. It was overall a positive result, with revenues beating expectations by 2.4% to hit NT$14b. Bizlink Holding also reported a statutory profit of NT$7.07, which was an impressive 21% above what the analysts had forecast. 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.

Check out our latest analysis for Bizlink Holding

Taking into account the latest results, the current consensus from Bizlink Holding's eleven analysts is for revenues of NT$64.2b in 2025. This would reflect a major 24% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 69% to NT$32.76. Yet prior to the latest earnings, the analysts had been anticipated revenues of NT$62.6b and earnings per share (EPS) of NT$29.42 in 2025. There's been a pretty noticeable increase in sentiment, with the analysts upgrading revenues and making a nice gain to earnings per share in particular.

With these upgrades, we're not surprised to see that the analysts have lifted their price target 18% to NT$603per share. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Bizlink Holding, with the most bullish analyst valuing it at NT$777 and the most bearish at NT$400 per share. 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.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Bizlink Holding's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Bizlink Holding'shistorical trends, as the 19% annualised revenue growth to the end of 2025 is roughly in line with the 22% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 15% per year. It's clear that while Bizlink Holding'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 important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Bizlink Holding following these results. There was also an upgrade to revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider 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.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Bizlink Holding going out to 2026, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 2 warning signs for Bizlink Holding you should be aware of.

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.