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WNS (Holdings) Limited (NYSE:WNS) defied analyst predictions to release its yearly results, which were ahead of market expectations. The company beat expectations with revenues of US$1.3b arriving 3.9% ahead of forecasts. Statutory earnings per share (EPS) were US$3.71, 2.1% ahead of estimates. 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 WNS (Holdings) after the latest results.
After the latest results, the nine analysts covering WNS (Holdings) are now predicting revenues of US$1.37b in 2026. If met, this would reflect a satisfactory 4.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to drop 15% to US$3.33 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$1.36b and earnings per share (EPS) of US$3.43 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
View our latest analysis for WNS (Holdings)
The consensus price target held steady at US$68.88, 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. There are some variant perceptions on WNS (Holdings), with the most bullish analyst valuing it at US$78.00 and the most bearish at US$54.00 per share. 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 would highlight that WNS (Holdings)'s revenue growth is expected to slow, with the forecast 4.4% annualised growth rate until the end of 2026 being well below the historical 8.9% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.0% per year. Factoring in the forecast slowdown in growth, it seems obvious that WNS (Holdings) is also expected to grow slower than other industry participants.
