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It's been a pretty great week for Loma Negra Compañía Industrial Argentina Sociedad Anónima (NYSE:LOMA) shareholders, with its shares surging 14% to US$10.34 in the week since its latest quarterly results. Results look mixed - while revenue fell marginally short of analyst estimates at AR$181b, statutory earnings were in line with expectations, at AR$84.41 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Check out our latest analysis for Loma Negra Compañía Industrial Argentina Sociedad Anónima
After the latest results, the three analysts covering Loma Negra Compañía Industrial Argentina Sociedad Anónima are now predicting revenues of AR$883.8b in 2025. If met, this would reflect a sizeable 243% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to leap 154% to AR$1,551. Before this earnings report, the analysts had been forecasting revenues of AR$976.6b and earnings per share (EPS) of AR$1,721 in 2025. The analysts are less bullish than they were before these results, given the reduced revenue forecasts and the small dip in earnings per share expectations.
The average price target climbed 10.0% to US$8.23despite the reduced earnings forecasts, suggesting that this earnings impact could be a positive for the stock, once it passes. 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. The most optimistic Loma Negra Compañía Industrial Argentina Sociedad Anónima analyst has a price target of US$9.00 per share, while the most pessimistic values it at US$7.80. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Loma Negra Compañía Industrial Argentina Sociedad Anónima is an easy business to forecast or the the analysts are all using similar assumptions.
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. The analysts are definitely expecting Loma Negra Compañía Industrial Argentina Sociedad Anónima's growth to accelerate, with the forecast 168% annualised growth to the end of 2025 ranking favourably alongside historical growth of 39% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 6.4% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Loma Negra Compañía Industrial Argentina Sociedad Anónima to grow faster than the wider industry.