Earnings Beat: BeiGene, Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

editorial-team@simplywallst.com (Simply Wall St)

Sat, May 10, 2025, 5:10 AM 3 min read

Last week, you mightiness person seen that BeiGene, Ltd. (NASDAQ:ONC) released its first-quarter effect to the market. The aboriginal effect was not positive, with shares down 9.3% to US$232 successful the past week. Although revenues of US$1.1b were successful enactment with expert expectations, BeiGene amazed connected the net front, with an unexpected (statutory) nett of US$0.01 per stock a bully betterment connected the losses that the analystsforecast. The analysts typically update their forecasts astatine each net report, and we tin justice from their estimates whether their presumption of the institution has changed oregon if determination are immoderate caller concerns to beryllium alert of. So we gathered the latest post-earnings forecasts to spot what estimates suggest is successful store for adjacent year.

Our escaped banal study includes 1 informing motion investors should beryllium alert of earlier investing successful BeiGene. Read for escaped now.

Following the latest results, BeiGene's 34 analysts are present forecasting revenues of US$5.09b successful 2025. This would beryllium a large 22% betterment successful gross compared to the past 12 months. BeiGene is besides expected to crook profitable, with statutory net of US$1.55 per share. Yet anterior to the latest earnings, the analysts had been anticipated revenues of US$5.09b and net per stock (EPS) of US$1.48 successful 2025. So the statement seems to person go somewhat much optimistic connected BeiGene's net imaginable pursuing these results.

See our latest investigation for BeiGene

There's been nary large changes to the statement terms people of US$332, suggesting that the improved net per stock outlook is not capable to person a semipermanent affirmative interaction connected the stock's valuation. The statement terms people is conscionable an mean of idiosyncratic expert targets, truthful - it could beryllium useful to spot however wide the scope of underlying estimates is. The astir optimistic BeiGene expert has a terms people of US$393 per share, portion the astir pessimistic values it astatine US$259. This shows determination is inactive a spot of diverseness successful estimates, but analysts don't look to beryllium wholly divided connected the banal arsenic though it mightiness beryllium a occurrence oregon nonaccomplishment situation.

Another mode we tin presumption these estimates is successful the discourse of the bigger picture, specified arsenic however the forecasts stack up against past performance, and whether forecasts are much oregon little bullish comparative to different companies successful the industry. It's beauteous wide that determination is an anticipation that BeiGene's gross maturation volition dilatory down substantially, with revenues to the extremity of 2025 expected to show 30% maturation connected an annualised basis. This is compared to a humanities maturation complaint of 44% implicit the past 5 years. Juxtapose this against the different companies successful the manufacture with expert coverage, which are forecast to turn their revenues (in aggregate) 18% per year. Even aft the forecast slowdown successful growth, it seems evident that BeiGene is besides expected to turn faster than the wider industry.