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.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Loma Negra Compañía Industrial Argentina Sociedad Anónima. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Loma Negra Compañía Industrial Argentina Sociedad Anónima going out to 2026, and you can see them free on our platform here..

Even so, be aware that Loma Negra Compañía Industrial Argentina Sociedad Anónima is showing 1 warning sign in our investment analysis , you should know about...

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

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.