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Smith Micro Software, Inc. (NASDAQ:SMSI) Analysts Just Cut Their EPS Forecasts Substantially

Smith Micro Software, Inc. (NASDAQ:SMSI) Analysts Just Cut Their EPS Forecasts Substantially

史密斯微軟件公司(納斯達克股票代碼:SMSI)分析師剛剛大幅下調了每股收益預期
Simply Wall St ·  2023/11/13 05:03

Market forces rained on the parade of Smith Micro Software, Inc. (NASDAQ:SMSI) shareholders today, when the analysts downgraded their forecasts for next year.   Revenue and earnings per share (EPS) forecasts were both revised downwards, with analysts seeing grey clouds on the horizon.    

市場力量在遊行隊伍中大放異彩 史密斯微軟件公司 納斯達克股票代碼:SMSI)今天的股東,當時分析師下調了對明年的預測。收入和每股收益(EPS)的預測均向下修正,分析師認爲灰雲密佈。

After the downgrade, the consensus from Smith Micro Software's three analysts is for revenues of US$40m in 2024, which would reflect a considerable 9.2% decline in sales compared to the last year of performance.      Losses are predicted to fall substantially, shrinking 49% to US$0.20 per share.       However, before this estimates update, the consensus had been expecting revenues of US$48m and US$0.14 per share in losses.         Ergo, there's been a clear change in sentiment, with the analysts administering a notable cut to next year's revenue estimates, while at the same time increasing their loss per share forecasts.    

降級後,史密斯微軟件的三位分析師一致認爲,2024年的收入爲4000萬美元,這將反映出與去年業績相比銷售額大幅下降9.2%。預計虧損將大幅下降,萎縮49%,至每股0.20美元。但是,在此估算更新之前,共識一直預計收入爲4,800萬美元,每股虧損0.14美元。因此,市場情緒發生了明顯的變化,分析師顯著下調了明年的收入預期,同時提高了每股虧損的預期。

See our latest analysis for Smith Micro Software

查看我們對史密斯微軟件的最新分析

NasdaqCM:SMSI Earnings and Revenue Growth November 13th 2023

納斯達克CM:SMSI收益和收入增長 2023年11月13日

The consensus price target fell 14% to US$3.17, implicitly signalling that lower earnings per share are a leading indicator for Smith Micro Software's valuation.    

共識目標股價下跌14%,至3.17美元,這暗示着較低的每股收益是史密斯微軟件估值的主要指標。

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.     We would highlight that sales are expected to reverse, with a forecast 7.4% annualised revenue decline to the end of 2024. That is a notable change from historical growth of 9.4% 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 12% annually for the foreseeable future.  So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Smith Micro Software is expected to lag the wider industry.    

從現在的大局來看,我們可以理解這些預測的方法之一是看看它們如何與過去的業績和行業增長預期相提並論。我們要強調的是,預計銷售額將逆轉,預計到2024年底,年化收入將下降7.4%。與過去五年9.4%的歷史增長相比,這是一個顯著的變化。相比之下,我們的數據表明,在可預見的將來,同一行業的其他公司(包括分析師報道)的收入預計每年將增長12%。因此,儘管預計其收入將萎縮,但這種雲並沒有帶來一線希望——預計史密斯微軟件將落後於整個行業。

The Bottom Line

底線

The most important thing to take away is that analysts increased their loss per share estimates for next year.        Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market.        After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of Smith Micro Software.  

要記住的最重要的一點是,分析師提高了明年的每股虧損預期。遺憾的是,他們還下調了收入預期,最新的預測表明,該業務的銷售增長將低於整個市場。在分析師的情緒發生瞭如此明顯的變化之後,我們可以理解讀者現在是否對史密斯微軟件感到有些警惕。

Even so, the longer term trajectory of the business is much more important for the value creation of shareholders.   We have estimates - from multiple Smith Micro Software analysts - going out to 2025, and you can see them free on our platform here.

即便如此,業務的長期發展軌跡對於股東的價值創造更爲重要。根據多位史密斯微軟件分析師的估計,預計到2025年,你可以在我們的平台上免費看到這些估計。

Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.

另一種搜索有趣公司的方法可能是 到達轉折點 就是追蹤管理層是買入還是賣出,我們的 免費的 內部人士正在收購的成長型公司名單。

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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.

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Simply Wall St的這篇文章本質上是籠統的。 我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。 它不構成買入或賣出任何股票的建議,也沒有考慮您的目標或財務狀況。我們的目標是爲您提供由基本面數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。簡而言之,華爾街在上述任何股票中都沒有頭寸。

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