There's been a notable change in appetite for ClearPoint Neuro, Inc. (NASDAQ:CLPT) shares in the week since its full-year report, with the stock down 13% to US$14.52. The statutory results were mixed overall, with revenues of US$31m in line with analyst forecasts, but losses of US$0.70 per share, some 4.0% larger than the analysts were predicting. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on ClearPoint Neuro after the latest results.

See our latest analysis for ClearPoint Neuro

Taking into account the latest results, the most recent consensus for ClearPoint Neuro from three analysts is for revenues of US$38.2m in 2025. If met, it would imply a substantial 22% increase on its revenue over the past 12 months. The loss per share is expected to ameliorate slightly, reducing to US$0.63. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$37.1m and losses of US$0.59 per share in 2025. Overall it looks as though the analysts were a bit mixed on the latest consensus updates. Although there was a nice uplift to revenue, the consensus also made a modest increase to its losses per share forecasts.

It will come as a surprise to learn that the consensus price target rose 6.4% to US$25.00, with the analysts clearly more interested in growing revenue, even as losses intensify. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic ClearPoint Neuro analyst has a price target of US$30.00 per share, while the most pessimistic values it at US$20.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

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. We can infer from the latest estimates that forecasts expect a continuation of ClearPoint Neuro'shistorical trends, as the 22% annualised revenue growth to the end of 2025 is roughly in line with the 21% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 7.8% annually. So it's pretty clear that ClearPoint Neuro is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

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 ClearPoint Neuro going out to 2027, and you can see them free on our platform here.

We don't want to rain on the parade too much, but we did also find 2 warning signs for ClearPoint Neuro that you need to be mindful of.

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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.