As you might know, OTP Bank Nyrt. (BUSE:OTP) recently reported its second-quarter numbers. Revenues of Ft758b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at Ft1,197, missing estimates by 7.1%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on OTP Bank Nyrt after the latest results.
Taking into account the latest results, the most recent consensus for OTP Bank Nyrt from twelve analysts is for revenues of Ft3.14t in 2026. If met, it would imply a modest 5.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to step up 14% to Ft4,779. Yet prior to the latest earnings, the analysts had been anticipated revenues of Ft3.14t and earnings per share (EPS) of Ft4,658 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
See our latest analysis for OTP Bank Nyrt
There's been no major changes to the consensus price target of Ft45,899, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on OTP Bank Nyrt, with the most bullish analyst valuing it at Ft53,640 and the most bearish at Ft34,400 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 OTP Bank Nyrt's revenue growth is expected to slow, with the forecast 12% annualised growth rate until the end of 2026 being well below the historical 20% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.7% annually. So it's pretty clear that, while OTP Bank Nyrt's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around OTP Bank Nyrt's earnings potential next year. 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. The consensus price target held steady at Ft45,899, 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 OTP Bank Nyrt going out to 2028, and you can see them free on our platform here.
We also provide an overview of the OTP Bank Nyrt Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, 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.