Last week, you might have seen that Odfjell Technology Ltd. (OB:OTL) released its first-quarter result to the market. The early response was not positive, with shares down 3.4% to kr65.40 in the past week. Statutory earnings per share fell badly short of expectations, coming in at kr1.23, some 42% below analyst forecasts, although revenues were okay, approximately in line with analyst estimates at kr1.4b. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
OB:OTL Earnings and Revenue Growth May 15th 2026
After the latest results, the three analysts covering Odfjell Technology are now predicting revenues of kr5.79b in 2026. If met, this would reflect a credible 3.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to climb 16% to kr8.77. Before this earnings report, the analysts had been forecasting revenues of kr5.88b and earnings per share (EPS) of kr10.77 in 2026. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a real cut to EPS estimates.
Check out our latest analysis for Odfjell Technology
The consensus price target held steady at kr79.25, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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. Currently, the most bullish analyst values Odfjell Technology at kr87.00 per share, while the most bearish prices it at kr70.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It’s pretty clear that there is an expectation that Odfjell Technology’s revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 5.0% growth on an annualised basis. This is compared to a historical growth rate of 7.9% over the past three years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 1.2% per year. Even after the forecast slowdown in growth, it seems obvious that Odfjell Technology is also expected to grow faster than the wider industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, there were no major changes to revenue forecasts, with the business still 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.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year’s earnings. We have forecasts for Odfjell Technology going out to 2028, and you can see them free on our platform here.
You still need to take note of risks, for example – Odfjell Technology has 2 warning signs we think you should be aware 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.