It's been a good week for Rakus Co., Ltd. (TSE:3923) shareholders, because the company has just released its latest quarterly results, and the shares gained 4.1% to JP¥834. Rakus reported JP¥16b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of JP¥9.11 beat expectations, being 7.1% higher than what the analysts expected. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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After the latest results, the eight analysts covering Rakus are now predicting revenues of JP¥70.5b in 2027. If met, this would reflect a major 22% improvement in revenue compared to the last 12 months. Per-share earnings are expected to surge 23% to JP¥40.82. In the lead-up to this report, the analysts had been modelling revenues of JP¥70.5b and earnings per share (EPS) of JP¥40.74 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for Rakus

There were no changes to revenue or earnings estimates or the price target of JP¥1,429, suggesting that the company has met expectations in its recent result. 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. There are some variant perceptions on Rakus, with the most bullish analyst valuing it at JP¥1,610 and the most bearish at JP¥1,025 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that Rakus' revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 17% growth on an annualised basis. This is compared to a historical growth rate of 27% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 9.9% per year. Even after the forecast slowdown in growth, it seems obvious that Rakus is also expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster 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 Rakus. Long-term earnings power is much more important than next year's profits. We have forecasts for Rakus going out to 2028, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Rakus that you should be aware of.