Delcath Systems, Inc. Just Recorded A 200% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Delcath Systems, Inc. (NASDAQ:DCTH) just kicked off its latest quarterly results with some very strong numbers. The company beat forecasts, with revenue of US$24m, some 4.9% above estimates, and statutory earnings per share (EPS) coming in at US$0.07, 200% ahead of expectations. 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. 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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Taking into account the latest results, the current consensus from Delcath Systems' six analysts is for revenues of US$94.5m in 2025. This would reflect a sizeable 35% increase on its revenue over the past 12 months. Statutory earnings per share are expected to dip 6.0% to US$0.06 in the same period. Before this latest report, the consensus had been expecting revenues of US$94.6m and US$0.0083 per share in losses. While there's been no material change to the revenue estimates, there's been a pretty clear upgrade to earnings estimates, with the analysts expecting a per-share profit compared to previous expectations of a loss. So it seems like the latest results have led to a significant increase in sentiment for Delcath Systems.

Check out our latest analysis for Delcath Systems

The consensus price target was unchanged at US$24.33, 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. The most optimistic Delcath Systems analyst has a price target of US$31.00 per share, while the most pessimistic values it at US$21.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 81% growth on an annualised basis. That is in line with its 75% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 8.2% annually. So although Delcath Systems is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts now expect Delcath Systems to become profitable next year, compared to previous expectations that it would report a loss. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

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

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Delcath Systems , and understanding it should be part of your investment process.

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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.