US$11.50: That's What Analysts Think Urgent.ly Inc. (NASDAQ:ULY) Is Worth After Its Latest Results

Shareholders might have noticed that Urgent.ly Inc. (NASDAQ:ULY) filed its third-quarter result this time last week. The early response was not positive, with shares down 5.3% to US$2.32 in the past week. Revenues were in line with expectations, at US$33m, while statutory losses ballooned to US$3.63 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.

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Following the latest results, Urgent.ly's two analysts are now forecasting revenues of US$151.9m in 2026. This would be a notable 19% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 77% to US$4.06. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$153.3m and losses of US$4.64 per share in 2026. While the revenue estimates were largely unchanged, sentiment seems to have improved, with the analysts upgrading their numbers and making a cut to losses per share in particular.

Check out our latest analysis for Urgent.ly

The consensus price target fell 15% to US$11.50despite the forecast for smaller losses next year. It looks like the ongoing lack of profitability is starting to weigh on valuations.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. One thing stands out from these estimates, which is that Urgent.ly is forecast to grow faster in the future than it has in the past, with revenues expected to display 15% annualised growth until the end of 2026. If achieved, this would be a much better result than the 17% annual decline over the past three years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 15% annually. So while Urgent.ly's revenues are expected to improve, it seems that it is expected to grow at about the same rate as the overall industry.

The Bottom Line

The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have analyst estimates for Urgent.ly going out as far as 2027, and you can see them free on our platform here.

Plus, you should also learn about the 5 warning signs we've spotted with Urgent.ly (including 2 which don't sit too well with us) .

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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.