Here's What Analysts Are Forecasting For OPmobility SE (EPA:OPM) After Its Half-Yearly Results
Shareholders might have noticed that OPmobility SE (EPA:OPM) filed its interim result this time last week. The early response was not positive, with shares down 3.0% to €12.73 in the past week. OPmobility reported in line with analyst predictions, delivering revenues of €5.2b and statutory earnings per share of €1.30, suggesting the business is executing well and in line with its plan. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Taking into account the latest results, OPmobility's nine analysts currently expect revenues in 2026 to be €10.0b, approximately in line with the last 12 months. Statutory earnings per share are predicted to rise 7.4% to €1.48. Before this earnings report, the analysts had been forecasting revenues of €10.1b and earnings per share (EPS) of €1.52 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.
View our latest analysis for OPmobility
It might be a surprise to learn that the consensus price target was broadly unchanged at €17.64, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. 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. Currently, the most bullish analyst values OPmobility at €21.00 per share, while the most bearish prices it at €14.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
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 revenue is expected to reverse, with a forecast 0.8% annualised decline to the end of 2026. That is a notable change from historical growth of 7.4% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 3.3% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - OPmobility is expected to lag the wider industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that OPmobility's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
With that in mind, we wouldn't be too quick to come to a conclusion on OPmobility. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple OPmobility analysts - going out to 2028, and you can see them free on our platform here.
You should always think about risks though. Case in point, we've spotted 2 warning signs for OPmobility 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.