uPI Semiconductor Corp. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

uPI Semiconductor Corp. (TWSE:6719) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to NT$231 in the week after its latest quarterly results. Revenue of NT$995m surpassed estimates by 3.3%, although statutory earnings per share missed badly, coming in 81% below expectations at NT$0.19 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for uPI Semiconductor

After the latest results, the six analysts covering uPI Semiconductor are now predicting revenues of NT$4.47b in 2025. If met, this would reflect a major 25% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to soar 181% to NT$6.54. Before this earnings report, the analysts had been forecasting revenues of NT$4.62b and earnings per share (EPS) of NT$6.95 in 2025. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a small dip in earnings per share estimates.

Despite the cuts to forecast earnings, there was no real change to the NT$237 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on uPI Semiconductor, with the most bullish analyst valuing it at NT$288 and the most bearish at NT$205 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

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. The analysts are definitely expecting uPI Semiconductor's growth to accelerate, with the forecast 20% annualised growth to the end of 2025 ranking favourably alongside historical growth of 1.7% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 17% annually. uPI Semiconductor is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

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. They also downgraded their revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider industry. The consensus price target held steady at NT$237, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for uPI Semiconductor going out to 2026, and you can see them free on our platform here..

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

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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.