About You Holding SE (FRA:YOU) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

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It's been a good week for About You Holding SE (FRA:YOU) shareholders, because the company has just released its latest half-yearly results, and the shares gained 8.9% to €3.37. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on About You Holding after the latest results.

View our latest analysis for About You Holding

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DB:YOU Earnings and Revenue Growth October 13th 2024

Following the latest results, About You Holding's nine analysts are now forecasting revenues of €2.02b in 2025. This would be a modest 3.2% improvement in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 21% to €0.36. Before this latest report, the consensus had been expecting revenues of €2.03b and €0.37 per share in losses. So there seems to have been a moderate uplift in analyst sentiment with the latest consensus release, given the upgrade to loss per share forecasts for this year.

There's been no major changes to the consensus price target of €5.26, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. 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. There are some variant perceptions on About You Holding, with the most bullish analyst valuing it at €7.00 and the most bearish at €3.10 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 6.5% growth on an annualised basis. That is in line with its 6.8% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.9% annually. It's clear that while About You Holding's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall 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.