Optorun Co.,Ltd. (TSE:6235) just released its third-quarter report and things are looking bullish. The company beat forecasts, with revenue of JP¥11b, some 7.1% above estimates, and statutory earnings per share (EPS) coming in at JP¥128, 293% ahead of expectations. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Taking into account the latest results, the most recent consensus for OptorunLtd from two analysts is for revenues of JP¥48.7b in 2027. If met, it would imply a huge 31% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 46% to JP¥218. Before this earnings report, the analysts had been forecasting revenues of JP¥43.7b and earnings per share (EPS) of JP¥192 in 2027. There has definitely been an improvement in perception after these results, with the analysts noticeably increasing both their earnings and revenue estimates.
Check out our latest analysis for OptorunLtd
With these upgrades, we're not surprised to see that the analysts have lifted their price target 11% to JP¥5,000per share.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting OptorunLtd's growth to accelerate, with the forecast 24% annualised growth to the end of 2027 ranking favourably alongside historical growth of 0.2% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 18% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect OptorunLtd to grow faster than the wider industry.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around OptorunLtd's earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
With that in mind, we wouldn't be too quick to come to a conclusion on OptorunLtd. Long-term earnings power is much more important than next year's profits. We have analyst estimates for OptorunLtd going out as far as 2028, and you can see them free on our platform here.
Plus, you should also learn about the 1 warning sign we've spotted with OptorunLtd .
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