<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/67E7B82E-2EE4-4507-8429-7BDD48B82E70/chart/price-vs-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/67E7B82E-2EE4-4507-8429-7BDD48B82E70/chart/price-vs-fair-value"/></p>
<p>TSE:6472 1 年股价与公允价值对比</p>
<p>探索来自社区的 NTN 公允价值并选择您的观点</p>
<p><strong>NTN Corporation</strong>（TSE:6472）的股东本周将感到高兴，因为股价上涨了 20%，达到 308 日元，此次上涨是由于其最新的第一季度业绩。报告的收入为 1990 亿日元，略微低于预期，低于预测 2.3%，但盈利超出预期——法定利润为每股 2.25 日元，较分析师预期的亏损有了显著改善。分析师通常会在每次财报发布时更新他们的预测，我们可以根据他们的估计判断他们对公司的看法是否发生了变化，或者是否有新的关注点。我们认为读者会发现分析师最新的（法定）财报后预测对明年的情况很有趣。</p>
<p>人工智能即将改变医疗保健。这 20 只股票正在从早期诊断到药物发现等各个方面进行探索。最棒的是——它们的市值都在 100 亿美元以下——现在仍然有机会提前布局。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/874029-earnings-and-revenue-growth-1-dark-2/1754519870255?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/874029-earnings-and-revenue-growth-1-dark-2/1754519870255"/></p>
<p>TSE:64722025 年 8 月 6 日的盈利和收入增长</p>
<p>在最新的业绩发布后，NTN 的五位分析师的共识是 2026 年的收入为 7895 亿日元，这将反映出与去年业绩相比，收入明显下降 3.0%。预计亏损将大幅减少，缩减 80% 至 8.73 日元。在此之前，市场共识预计收入为 8073 亿日元，每股亏损 1.96 日元。尽管今年的收入预期下降，但每股亏损预期也有非常显著的增加，这表明市场共识对该股的看法有些混合。</p>
<p>查看我们对 NTN 的最新分析</p>
<p>平均目标价基本保持不变，为 246 日元，这可能隐含地表明，较弱的盈利前景预计不会对估值产生长期影响。然而，过于关注单一目标价可能是不明智的，因为市场共识目标实际上是分析师目标价的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。目前，最看涨的分析师将 NTN 的估值定为每股 300 日元，而最看跌的则定为 220 日元。正如您所见，分析师对该股的未来并不完全一致，但估计范围仍然相对狭窄，这可能表明结果并非完全不可预测。</p>
<p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。这些估计暗示收入预计将放缓，预计到 2026 年底年均下降 4.0%。这表明与过去五年的年均增长 9.4% 相比，收入将显著减少。相比之下，我们的数据表明，同一行业中其他公司（有分析师覆盖）的收入预计在可预见的未来将年均增长 4.6%。因此，尽管其收入预计将缩减，但这一阴云并没有带来任何好消息——NTN 预计将落后于更广泛的行业。</p>
<h2>结论</h2>
<p>最重要的是要注意明年亏损增加的预测，这表明 NTN 的情况可能并不乐观。不幸的是，他们还下调了收入预期，我们的数据表明与更广泛的行业相比表现不佳。尽管如此，每股收益对企业的内在价值更为重要。共识目标价没有实质性变化，这表明企业的内在价值在最新估计中没有发生重大变化。</p>
<p>基于这一思路，我们认为企业的长期前景比明年的盈利更为相关。在 Simply Wall St，我们有 NTN 到 2028 年的完整分析师估计，您可以在我们的平台上免费查看。</p>
<p>我们不想过于泼冷水，但我们确实发现了 <strong>NTN 的 3 个警示信号</strong>（其中 1 个有点不愉快！），您需要注意。</p>

6472

<p>NTN Corporation（东京证券交易所代码：6472）的股价上涨 20%，达到 308 日元，此前其盈利超出预期，报告每股法定利润为 2.25 日元，尽管收入略微未达预期，为 1990 亿日元。分析师预测 2026 年收入将下降至 7895 亿日元，损失将减少 80%，降至 8.73 日元。平均目标价维持在 246 日元，估计范围在 220 日元至 300 日元之间。尽管 NTN 的收入预计将落后于行业增长，但共识目标价表明内在价值没有重大变化。然而，损失预测的增加引发了对公司未来表现的担忧</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/67E7B82E-2EE4-4507-8429-7BDD48B82E70/chart/price-vs-fair-value" alt="" original-src="https://images.simplywall.st/company/67E7B82E-2EE4-4507-8429-7BDD48B82E70/chart/price-vs-fair-value"/></p>
<p>TSE:6472 1 Year Share Price vs Fair Value</p>
<div class="lb-trans"><p>TSE:6472 1 年股价与公允价值对比</p>
</div><p>Explore NTN's Fair Values from the Community and select yours</p>
<div class="lb-trans"><p>探索来自社区的 NTN 公允价值并选择您的观点</p>
</div><p>Shareholders of <strong>NTN Corporation</strong> (TSE:6472) will be pleased this week, given that the stock price is up 20% to JP¥308 following its latest first-quarter results. Revenues of JP¥199b reported a marginal miss, falling short of forecasts by 2.3%, but earnings were better than expected - statutory profits came in at JP¥2.25 per share, a nice change from the loss the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.</p>
<div class="lb-trans"><p><strong>NTN Corporation</strong>（TSE:6472）的股东本周将感到高兴，因为股价上涨了 20%，达到 308 日元，此次上涨是由于其最新的第一季度业绩。报告的收入为 1990 亿日元，略微低于预期，低于预测 2.3%，但盈利超出预期——法定利润为每股 2.25 日元，较分析师预期的亏损有了显著改善。分析师通常会在每次财报发布时更新他们的预测，我们可以根据他们的估计判断他们对公司的看法是否发生了变化，或者是否有新的关注点。我们认为读者会发现分析师最新的（法定）财报后预测对明年的情况很有趣。</p>
</div><p>AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.</p>
<div class="lb-trans"><p>人工智能即将改变医疗保健。这 20 只股票正在从早期诊断到药物发现等各个方面进行探索。最棒的是——它们的市值都在 100 亿美元以下——现在仍然有机会提前布局。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/874029-earnings-and-revenue-growth-1-dark-2/1754519870255" alt="" original-src="https://images.simplywall.st/asset/chart/874029-earnings-and-revenue-growth-1-dark-2/1754519870255"/></p>
<p>TSE:6472 Earnings and Revenue Growth August 6th 2025</p>
<div class="lb-trans"><p>TSE:64722025 年 8 月 6 日的盈利和收入增长</p>
</div><p>After the latest results, the consensus from NTN's five analysts is for revenues of JP¥789.5b in 2026, which would reflect a discernible 3.0% decline in revenue compared to the last year of performance. Losses are predicted to fall substantially, shrinking 80% to JP¥8.73. Before this latest report, the consensus had been expecting revenues of JP¥807.3b and JP¥1.96 per share in losses. While this year's revenue estimates dropped there was also a very substantial increase in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.</p>
<div class="lb-trans"><p>在最新的业绩发布后，NTN 的五位分析师的共识是 2026 年的收入为 7895 亿日元，这将反映出与去年业绩相比，收入明显下降 3.0%。预计亏损将大幅减少，缩减 80% 至 8.73 日元。在此之前，市场共识预计收入为 8073 亿日元，每股亏损 1.96 日元。尽管今年的收入预期下降，但每股亏损预期也有非常显著的增加，这表明市场共识对该股的看法有些混合。</p>
</div><p>View our latest analysis for NTN</p>
<div class="lb-trans"><p>查看我们对 NTN 的最新分析</p>
</div><p>The average price target was broadly unchanged at JP¥246, perhaps implicitly signalling that the weaker earnings outlook is not expected to have a long-term impact on the 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. Currently, the most bullish analyst values NTN at JP¥300 per share, while the most bearish prices it at JP¥220. 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.</p>
<div class="lb-trans"><p>平均目标价基本保持不变，为 246 日元，这可能隐含地表明，较弱的盈利前景预计不会对估值产生长期影响。然而，过于关注单一目标价可能是不明智的，因为市场共识目标实际上是分析师目标价的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在分歧意见。目前，最看涨的分析师将 NTN 的估值定为每股 300 日元，而最看跌的则定为 220 日元。正如您所见，分析师对该股的未来并不完全一致，但估计范围仍然相对狭窄，这可能表明结果并非完全不可预测。</p>
</div><p>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. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 4.0% by the end of 2026. This indicates a significant reduction from annual growth of 9.4% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 4.6% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - NTN is expected to lag the wider industry.</p>
<div class="lb-trans"><p>现在从更大的角度来看，我们可以通过将这些预测与过去的表现和行业增长预期进行比较来理解这些预测。这些估计暗示收入预计将放缓，预计到 2026 年底年均下降 4.0%。这表明与过去五年的年均增长 9.4% 相比，收入将显著减少。相比之下，我们的数据表明，同一行业中其他公司（有分析师覆盖）的收入预计在可预见的未来将年均增长 4.6%。因此，尽管其收入预计将缩减，但这一阴云并没有带来任何好消息——NTN 预计将落后于更广泛的行业。</p>
</div><h2>The Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The most important thing to note is the forecast of increased losses next year, suggesting all may not be well at NTN. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. 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.</p>
<div class="lb-trans"><p>最重要的是要注意明年亏损增加的预测，这表明 NTN 的情况可能并不乐观。不幸的是，他们还下调了收入预期，我们的数据表明与更广泛的行业相比表现不佳。尽管如此，每股收益对企业的内在价值更为重要。共识目标价没有实质性变化，这表明企业的内在价值在最新估计中没有发生重大变化。</p>
</div><p>Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for NTN going out to 2028, and you can see them free on our platform here..</p>
<div class="lb-trans"><p>基于这一思路，我们认为企业的长期前景比明年的盈利更为相关。在 Simply Wall St，我们有 NTN 到 2028 年的完整分析师估计，您可以在我们的平台上免费查看。</p>
</div><p>We don't want to rain on the parade too much, but we did also find <strong>3 warning signs for NTN</strong> (1 is a bit unpleasant!) that you need to be mindful of.</p>
<div class="lb-trans"><p>我们不想过于泼冷水，但我们确实发现了 <strong>NTN 的 3 个警示信号</strong>（其中 1 个有点不愉快！），您需要注意。</p>
</div>

NTN 公司刚刚超出盈利预期：分析师认为接下来会发生什么