Analyst Estimates: Here’s What Brokers Think Of Visional, Inc. (TSE:4194) After Its Third-Quarter Report

There’s been a notable change in appetite for Visional, Inc. (TSE:4194) shares in the week since its third-quarter report, with the stock down 13% to JP¥6,910. It was a credible result overall, with revenues of JP¥17b and statutory earnings per share of JP¥98.71 both in line with analyst estimates, showing that Visional is executing in line with expectations. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we’ve aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Visional after the latest results.

See our latest analysis for Visional

Taking into account the latest results, the most recent consensus for Visional from nine analysts is for revenues of JP¥78.4b in 2025. If met, it would imply a major 23% increase on its revenue over the past 12 months. Statutory per-share earnings are expected to be JP¥359, roughly flat on the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of JP¥78.4b and earnings per share (EPS) of JP¥356 in 2025. So it’s pretty clear that, although the analysts have updated their estimates, there’s been no major change in expectations for the business following the latest results.

The analysts reconfirmed their price target of JP¥10,180, showing that the business is executing well and in line with expectations. 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. There are some variant perceptions on Visional, with the most bullish analyst valuing it at JP¥12,000 and the most bearish at JP¥8,400 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Visional’s past performance and to peers in the same industry. We would highlight that Visional’s revenue growth is expected to slow, with the forecast 18% annualised growth rate until the end of 2025 being well below the historical 27% p.a. growth over the last three years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.9% annually. So it’s pretty clear that, while Visional’s revenue growth is expected to slow, it’s still expected to grow faster than the industry itself.

The Bottom Line

The most obvious conclusion is that there’s been no major change in the business’ prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. 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. 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 forecasts for Visional going out to 2026, and you can see them free on our platform here.

Even so, be aware that Visional is showing 1 warning sign in our investment analysis , you should know about…

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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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com