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Analysts Have Been Trimming Their Matterport, Inc. (NASDAQ:MTTR) Price Target After Its Latest Report

Analysts Have Been Trimming Their Matterport, Inc. (NASDAQ:MTTR) Price Target After Its Latest Report

在发布最新报告后,分析师一直在下调Matterport, Inc.(纳斯达克股票代码:MTTR)的目标股价
Simply Wall St ·  02/23 06:38

It's been a sad week for Matterport, Inc. (NASDAQ:MTTR), who've watched their investment drop 16% to US$2.07 in the week since the company reported its full-year result. Revenues came in at US$158m, in line with forecasts and the company reported a statutory loss of US$0.66 per share, roughly in line with expectations. 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.

对于Matterport, Inc.(纳斯达克股票代码:MTTR)来说,这是悲惨的一周,自该公司公布全年业绩以来,他们的投资下降了16%,至2.07美元。收入为1.58亿美元,符合预期,该公司报告的法定亏损为每股0.66美元,大致符合预期。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。我们认为,读者会发现分析师对明年最新(法定)财报后的预测很有趣。

earnings-and-revenue-growth
NasdaqGM:MTTR Earnings and Revenue Growth February 23rd 2024
纳斯达克通用汽车公司:MTTR 收益和收入增长 2024 年 2 月 23 日

Taking into account the latest results, the most recent consensus for Matterport from seven analysts is for revenues of US$176.4m in 2024. If met, it would imply a meaningful 12% increase on its revenue over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 24% to US$0.49. Before this latest report, the consensus had been expecting revenues of US$177.7m and US$0.53 per share in losses. So there seems to have been a moderate uplift in analyst sentiment with the latest consensus release, given the upgrade to loss per share forecasts for this year.

考虑到最新业绩,七位分析师对Matterport的最新共识是,2024年的收入为1.764亿美元。如果得到满足,这意味着其收入在过去12个月中将大幅增长12%。预计每股亏损将在不久的将来大幅减少,缩小24%至0.49美元。在这份最新报告之前,共识一直预计收入为1.777亿美元,每股亏损0.53美元。因此,鉴于今年的每股亏损预测已上调,最新共识发布后,分析师的情绪似乎略有提高。

Even with the lower forecast losses, the analysts lowered their valuations, with the average price target falling 15% to US$3.75. It looks likethe analysts have become less optimistic about the overall business. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Matterport, with the most bullish analyst valuing it at US$5.00 and the most bearish at US$2.75 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.

尽管预测亏损较低,但分析师还是下调了估值,平均目标股价下降了15%,至3.75美元。看来分析师对整体业务已经不那么乐观了。但是,这并不是我们可以从这些数据中得出的唯一结论,因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。对Matterport的看法有所不同,最看涨的分析师将其估值为5.00美元,最看跌的为每股2.75美元。对该股肯定有一些不同的看法,但在我们看来,估计范围还不够广,不足以暗示情况不可预测。

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. It's pretty clear that there is an expectation that Matterport's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 12% growth on an annualised basis. This is compared to a historical growth rate of 20% over the past three years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 12% annually. So it's pretty clear that, while Matterport's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

我们可以从大局的角度看待这些估计值的另一种方式,例如预测如何与过去的表现相提并论,以及预测相对于业内其他公司是否或多或少看涨。很明显,预计Matterport的收入增长将大幅放缓,预计到2024年底的收入按年计算将增长12%。相比之下,过去三年的历史增长率为20%。将其与业内其他有分析师报道的公司并列,预计这些公司的收入(总计)每年将增长12%。因此,很明显,尽管预计Matterport的收入增长将放缓,但预计其增长将与行业大致持平。

The Bottom Line

底线

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.

最明显的结论是,分析师对明年亏损的预测没有改变。他们还重申了收入预期,预计该公司的增长速度将与整个行业大致相同。此外,分析师还下调了目标股价,这表明最新消息加剧了人们对业务内在价值的悲观情绪。

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. We have estimates - from multiple Matterport analysts - going out to 2026, and you can see them free on our platform here.

根据这种思路,我们认为该业务的长期前景比明年的收益重要得多。根据多位Matterport分析师的估计,到2026年,你可以在我们的平台上免费查看。

Before you take the next step you should know about the 3 warning signs for Matterport that we have uncovered.

在你采取下一步行动之前,你应该了解我们发现的Matterport的3个警告信号。

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