Earnings Beat: BANDAI NAMCO Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, BANDAI NAMCO Holdings Inc. (TSE:7832) just kicked off its latest full-year results with some very strong numbers. The company beat expectations with revenues of JP¥1.3t arriving 3.1% ahead of forecasts. Statutory earnings per share (EPS) were JP¥217, 6.1% ahead of estimates. 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 thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.TSE:7832 Earnings and Revenue Growth May 15th 2026 Following last week's earnings report, BANDAI NAMCO Holdings' 15 analysts are forecasting 2027 revenues to be JP¥1.36t, approximately in line with the last 12 months. Statutory per share are forecast to be JP¥218, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥1.34t and earnings per share (EPS) of JP¥216 in 2027. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. View our latest analysis for BANDAI NAMCO Holdings It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥5,056. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic BANDAI NAMCO Holdings analyst has a price target of JP¥6,800 per share, while the most pessimistic values it at JP¥3,300. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that BANDAI NAMCO Holdings' revenue growth is expected to slow, with the forecast 0.7% annualised growth rate until the end of 2027 being well below the historical 11% 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 4.6% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than BANDAI NAMCO Holdings. The Bottom Line The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that BANDAI NAMCO Holdings' revenue is expected to perform worse than the wider industry. The consensus price target held steady at JP¥5,056, 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 estimates - from multiple BANDAI NAMCO Holdings analysts - going out to 2029, and you can see them free on our platform here. Even so, be aware that BANDAI NAMCO Holdings is showing 1 warning sign in our investment analysis , you should know about... Valuation is complex, but we're here to simplify it.Discover if BANDAI NAMCO Holdings 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