Billionaire Puig Empire to Weigh Share Buyback in Time, CEO Says
Shares of Puig, owner of perfume brands like Jean Paul Gaultier and makeup label Charlotte Tilbury, have tumbled more than 34% since its splashy listing just over a year ago as Europe's biggest IPO in 2024.
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Earnings Miss: BE Semiconductor Industries N.V. Missed EPS By 11% And Analysts Are Revising Their Forecasts
Last week, you might have seen that BE Semiconductor Industries N.V. (AMS:BESI) released its quarterly result to the market. The early response was not positive, with shares down 8.5% to €117 in the past week. It was not a great result overall. While revenues of €148m were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 11% to hit €0.40 per share. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting 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. Taking into account the latest results, BE Semiconductor Industries' 19 analysts currently expect revenues in 2025 to be €612.9m, approximately in line with the last 12 months. Statutory earnings per share are expected to drop 13% to €1.87 in the same period. Before this earnings report, the analysts had been forecasting revenues of €632.8m and earnings per share (EPS) of €2.15 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates. Check out our latest analysis for BE Semiconductor Industries The analysts made no major changes to their price target of €136, suggesting the downgrades are not expected to have a long-term impact on BE Semiconductor Industries' valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic BE Semiconductor Industries analyst has a price target of €170 per share, while the most pessimistic values it at €100.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 3.6% growth on an annualised basis. That is in line with its 3.0% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 8.4% annually. So although BE Semiconductor Industries is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry. The Bottom Line The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for BE Semiconductor Industries. 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. 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 BE Semiconductor Industries analysts - going out to 2027, and you can see them free on our platform here. It is also worth noting that we have found 1 warning sign for BE Semiconductor Industries that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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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Earnings Update: Julius Bär Gruppe AG (VTX:BAER) Just Reported Its Interim Results And Analysts Are Updating Their Forecasts
Julius Bär Gruppe AG (VTX:BAER) last week reported its latest interim results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. It was a credible result overall, with revenues of CHF1.9b and statutory earnings per share of CHF4.98 both in line with analyst estimates, showing that Julius Bär Gruppe is executing in line with expectations. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Julius Bär Gruppe after the latest results. 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. After the latest results, the 13 analysts covering Julius Bär Gruppe are now predicting revenues of CHF3.88b in 2025. If met, this would reflect a credible 4.2% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to drop 10% to CHF3.79 in the same period. Before this earnings report, the analysts had been forecasting revenues of CHF3.89b and earnings per share (EPS) of CHF4.03 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year. See our latest analysis for Julius Bär Gruppe The consensus price target held steady at CHF60.91, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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 Julius Bär Gruppe at CHF70.00 per share, while the most bearish prices it at CHF51.50. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. Of course, another way to look at these forecasts is to place them into context against the industry itself. For example, we noticed that Julius Bär Gruppe's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 8.6% growth to the end of 2025 on an annualised basis. That is well above its historical decline of 0.5% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 5.0% per year. Not only are Julius Bär Gruppe's revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry. 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, 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. The consensus price target held steady at CHF60.91, with the latest estimates not enough to have an impact on their price targets. 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 Julius Bär Gruppe analysts - going out to 2027, and you can see them free on our platform here. Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Sign in to access your portfolio
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LPKF Laser & Electronics (ETR:LPK) Is In A Strong Position To Grow Its Business
Just because a business does not make any money, does not mean that the stock will go down. For example, although software-as-a-service business lost money for years while it grew recurring revenue, if you held shares since 2005, you'd have done very well indeed. Having said that, unprofitable companies are risky because they could potentially burn through all their cash and become distressed. Given this risk, we thought we'd take a look at whether LPKF Laser & Electronics (ETR:LPK) shareholders should be worried about its cash burn. In this report, we will consider the company's annual negative free cash flow, henceforth referring to it as the 'cash burn'. Let's start with an examination of the business' cash, relative to its cash burn. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Does LPKF Laser & Electronics Have A Long Cash Runway? A company's cash runway is the amount of time it would take to burn through its cash reserves at its current cash burn rate. When LPKF Laser & Electronics last reported its June 2025 balance sheet in July 2025, it had zero debt and cash worth €3.5m. In the last year, its cash burn was €1.4m. That means it had a cash runway of about 2.4 years as of June 2025. Notably, however, analysts think that LPKF Laser & Electronics will break even (at a free cash flow level) before then. If that happens, then the length of its cash runway, today, would become a moot point. You can see how its cash balance has changed over time in the image below. Check out our latest analysis for LPKF Laser & Electronics How Well Is LPKF Laser & Electronics Growing? Happily, LPKF Laser & Electronics is travelling in the right direction when it comes to its cash burn, which is down 83% over the last year. But it was a bit disconcerting to see operating revenue down 2.3% in that time. It seems to be growing nicely. Clearly, however, the crucial factor is whether the company will grow its business going forward. So you might want to take a peek at how much the company is expected to grow in the next few years. Can LPKF Laser & Electronics Raise More Cash Easily? We are certainly impressed with the progress LPKF Laser & Electronics has made over the last year, but it is also worth considering how costly it would be if it wanted to raise more cash to fund faster growth. Issuing new shares, or taking on debt, are the most common ways for a listed company to raise more money for its business. One of the main advantages held by publicly listed companies is that they can sell shares to investors to raise cash and fund growth. By comparing a company's annual cash burn to its total market capitalisation, we can estimate roughly how many shares it would have to issue in order to run the company for another year (at the same burn rate). LPKF Laser & Electronics has a market capitalisation of €202m and burnt through €1.4m last year, which is 0.7% of the company's market value. That means it could easily issue a few shares to fund more growth, and might well be in a position to borrow cheaply. So, Should We Worry About LPKF Laser & Electronics' Cash Burn? As you can probably tell by now, we're not too worried about LPKF Laser & Electronics' cash burn. In particular, we think its cash burn reduction stands out as evidence that the company is well on top of its spending. While its falling revenue wasn't great, the other factors mentioned in this article more than make up for weakness on that measure. It's clearly very positive to see that analysts are forecasting the company will break even fairly soon. After taking into account the various metrics mentioned in this report, we're pretty comfortable with how the company is spending its cash, as it seems on track to meet its needs over the medium term. We think it's very important to consider the cash burn for loss making companies, but other considerations such as the amount the CEO is paid can also enhance your understanding of the business. You can click here to see what LPKF Laser & Electronics' CEO gets paid each year. Of course LPKF Laser & Electronics may not be the best stock to buy. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Sign in to access your portfolio
