LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
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Following the latest results, LEM Holding's four analysts are now forecasting revenues of CHF322.7m in 2026. This would be a credible 7.0% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 200% to CHF14.76. Before this earnings report, the analysts had been forecasting revenues of CHF343.2m and earnings per share (EPS) of CHF26.35 in 2026. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a large cut to earnings per share numbers.
View our latest analysis for LEM Holding
The consensus price target fell 25% to CHF852, with the weaker earnings outlook clearly leading valuation estimates. 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. The most optimistic LEM Holding analyst has a price target of CHF940 per share, while the most pessimistic values it at CHF800. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that LEM Holding's rate of growth is expected to accelerate meaningfully, with the forecast 9.4% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 2.7% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.1% per year. LEM Holding is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
The Bottom Line
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for LEM Holding. They also downgraded their revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of LEM Holding's future valuation.
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. We have estimates - from multiple LEM Holding analysts - going out to 2028, and you can see them free on our platform here.
However, before you get too enthused, we've discovered 4 warning signs for LEM Holding that you should be aware of.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.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.
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