Takeda Pharmaceutical Company Limited Just Recorded A 8.6% EPS Beat: Here's What Analysts Are Forecasting Next

The full-year results for Takeda Pharmaceutical Company Limited (TSE:4502) were released last week, making it a good time to revisit its performance. The result was positive overall - although revenues of JP¥4.5t were in line with what the analysts predicted, Takeda Pharmaceutical surprised by delivering a statutory profit of JP¥122 per share, modestly greater than expected. 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.We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.TSE:4502 Earnings and Revenue Growth May 15th 2026 After the latest results, the 14 analysts covering Takeda Pharmaceutical are now predicting revenues of JP¥4.61t in 2027. If met, this would reflect an okay 2.4% improvement in revenue compared to the last 12 months. Per-share earnings are expected to swell 13% to JP¥137. In the lead-up to this report, the analysts had been modelling revenues of JP¥4.59t and earnings per share (EPS) of JP¥161 in 2027. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a real cut to EPS estimates. Check out our latest analysis for Takeda Pharmaceutical It might be a surprise to learn that the consensus price target was broadly unchanged at JP¥6,124, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Takeda Pharmaceutical, with the most bullish analyst valuing it at JP¥7,800 and the most bearish at JP¥4,900 per share. 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 Takeda Pharmaceutical's revenue growth is expected to slow, with the forecast 2.4% annualised growth rate until the end of 2027 being well below the historical 7.0% 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 3.9% per year. Factoring in the forecast slowdown in growth, it seems obvious that Takeda Pharmaceutical is also expected to grow slower than other industry participants. 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 Takeda Pharmaceutical'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 Takeda Pharmaceutical. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Takeda Pharmaceutical going out to 2029, and you can see them free on our platform here.. That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 3 warning signs with Takeda Pharmaceutical , and understanding these should be part of your investment process. Valuation is complex, but we're here to simplify it.Discover if Takeda Pharmaceutical might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free Analysis