It's been a good week for Cenergy Holdings SA (EBR:CENER) shareholders, because the company has just released its latest half-year results, and the shares gained 6.9% to €23.24. Results overall were respectable, with statutory earnings of €0.65 per share roughly in line with what the analysts had forecast. Revenues of €1.2b came in 6.9% ahead of analyst predictions. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Taking into account the latest results, the most recent consensus for Cenergy Holdings from four analysts is for revenues of €2.38b in 2026. If met, it would imply a meaningful 8.5% increase on its revenue over the past 12 months. In the lead-up to this report, the analysts had been modelling revenues of €2.28b and earnings per share (EPS) of €1.19 in 2026. The thing that stands out most is that, while there's been a slight bump in revenue estimates, the consensus no longer provides an EPS estimate. This impliesthat revenue is more important following the latest results.
See our latest analysis for Cenergy Holdings
Additionally, the consensus price target for Cenergy Holdings rose 15% to €24.59, showing a clear increase in optimism from the the analysts involved. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Cenergy Holdings, with the most bullish analyst valuing it at €29.00 and the most bearish at €15.55 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.
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. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 18% growth on an annualised basis. That is in line with its 15% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.6% per year. So although Cenergy Holdings 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 upgraded their revenue estimates for next year. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
At least one of Cenergy Holdings' four analysts has provided estimates out to 2028, which can be seen for free on our platform here.
You should always think about risks though. Case in point, we've spotted 2 warning signs for Cenergy Holdings you should be aware of.
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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.