MVB Financial Corp. Just Recorded A 70% Revenue Beat: Here's What Analysts Think

MVB Financial Corp. (NASDAQ:MVBF) investors will be delighted, with the company turning in some strong numbers with its latest results. Revenue of US$61m beat expectations by 70% and statutory earnings per share (EPS) of US$1.32 exceeded forecasts by 16%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on MVB Financial after the latest results.

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Taking into account the latest results, the current consensus, from the four analysts covering MVB Financial, is for revenues of US$158.1m in 2026. This implies a measurable 5.8% reduction in MVB Financial's revenue over the past 12 months. Statutory earnings per share are forecast to decline 19% to US$2.08 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$161.0m and earnings per share (EPS) of US$2.03 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

Check out our latest analysis for MVB Financial

The consensus price target was unchanged at US$30.25, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. 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 MVB Financial, with the most bullish analyst valuing it at US$35.00 and the most bearish at US$25.00 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that revenue is expected to reverse, with a forecast 4.7% annualised decline to the end of 2026. That is a notable change from historical growth of 4.6% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 8.2% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - MVB Financial is expected to lag the wider industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around MVB Financial's earnings potential next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that MVB Financial's revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$30.25, with the latest estimates not enough to have an impact on their price targets.

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 MVB Financial going out to 2027, and you can see them free on our platform here.

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our 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.