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It’s been a pretty great week for Barry Callebaut AG (VTX:BARN) shareholders, with its shares surging 14% to CHF1,195 in the week since its latest yearly results. Revenues were CHF15b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at CHF33.83, an impressive 29% ahead of estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, the twelve analysts covering Barry Callebaut provided consensus estimates of CHF13.6b revenue in 2026, which would reflect a discernible 7.8% decline over the past 12 months. Statutory earnings per share are predicted to soar 105% to CHF69.40. Yet prior to the latest earnings, the analysts had been anticipated revenues of CHF14.3b and earnings per share (EPS) of CHF71.27 in 2026. It’s pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a small dip in earnings per share estimates.

View our latest analysis for Barry Callebaut

The analysts made no major changes to their price target of CHF1,280, suggesting the downgrades are not expected to have a long-term impact on Barry Callebaut’s valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Barry Callebaut analyst has a price target of CHF2,070 per share, while the most pessimistic values it at CHF1,000. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 7.8% by the end of 2026. This indicates a significant reduction from annual growth of 15% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 2.8% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining – Barry Callebaut is expected to lag the wider industry.

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Barry Callebaut. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. 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. At Simply Wall St, we have a full range of analyst estimates for Barry Callebaut going out to 2028, and you can see them free on our platform here..

That said, it’s still necessary to consider the ever-present spectre of investment risk. We’ve identified 5 warning signs with Barry Callebaut (at least 1 which is a bit unpleasant) , and understanding these should be part of your investment process.

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.

• Japan Airlines announced that its consortium, featuring Archer Aviation’s Midnight aircraft, was chosen by Tokyo’s government to participate in phase one of the eVTOL Implementation Project, while Archer simultaneously filed a US$650 million follow-on equity offering for 81,250,000 shares at US$8 per share.

• This marks a major international collaboration for Archer, providing both market access in Japan and new funding to accelerate commercial and defense initiatives despite ongoing net losses.

• We’ll examine how Archer’s partnership with Japan Airlines to advance Tokyo’s eVTOL program shapes its broader investment narrative.

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To be a shareholder in Archer Aviation right now is to buy into the vision of urban aerial mobility at scale, powered by global partnerships and steady technology progress despite persistent losses. The recent win with Japan Airlines, which opens up the first phase of Tokyo’s eVTOL Implementation Project, is a big credibility boost. It suggests Archer is capturing coveted international market opportunities that could drive longer-term commercial prospects. At the same time, the US$650 million follow-on equity raise brings fresh cash, potentially helping Archer accelerate critical development and regulatory milestones. Yet, ongoing net losses and repeated equity raises mean dilution remains a clear risk. While the Tokyo project increases Archer’s near-term visibility and helps build the case for future revenue, it does not fundamentally ease the challenge of achieving profitability or commercial scale in a capital-intensive sector.

But investor optimism about future growth might be balanced by the risks of ongoing share dilution. Despite retreating, Archer Aviation’s shares might still be trading above their fair value and there could be some more downside. Discover how much.

Across 51 private valuations in the Simply Wall St Community, Archer’s fair value is estimated anywhere from as low as US$3.23 to above US$32 per share. While this variety shows wide disagreement among investors, the recent US$650 million capital raise underscores how funding needs and potential dilution can influence the outlook even more than market size or new partnerships. Diverse market opinions invite you to dig deeper into what matters most in the Archer story.

Explore 51 other fair value estimates on Archer Aviation – why the stock might be worth over 3x more than the current price!

Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

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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.

Companies discussed in this article include ACHR.

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

China Tower (SEHK:788) shares have seen steady movement recently, gaining around 1% in the past month and delivering a 16% return over the past year. For long-term investors, these numbers highlight consistent performance through shifting market cycles.

See our latest analysis for China Tower.

Momentum around China Tower appears to be picking up, with a 1.05% gain in the share price just in the past day and a steady climb driving a robust 1-year total shareholder return of 15.9%. The combination of recent price action and longer-term outperformance suggests that investor sentiment is warming as the company continues to execute on growth opportunities.

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With shares trading at a discount to analyst price targets and double-digit annual net income growth, the question now is whether China Tower is undervalued at current levels or if the market is already factoring in its future expansion.

China Tower’s widely-followed narrative places its fair value significantly above the recent closing price, implying meaningful upside if current assumptions play out. The stage is set for structural change, fueled by sector transformation and new high-margin digital infrastructure.

Growth in 5G deployment and digital transformation is fueling demand for core tower assets and smart infrastructure. This drives stable revenue and creates new high-margin opportunities. Diversification into non-telecom sectors and disciplined cost control are enhancing profitability, supporting cash flow, and lowering risk from customer concentration.

Read the complete narrative.

The real story behind the valuation? The narrative relies on bold earnings expansion, digital transformation, and a future profit margin that few in the sector achieve. Want to see the precise growth forecasts and what makes this price target compelling? Find out how aggressive revenue and margin projections set this narrative apart from others.

Result: Fair Value of $13.45 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, slowing growth in core tower revenue and uncertain returns from new business lines could challenge bullish expectations for China Tower’s long-term trajectory.

Find out about the key risks to this China Tower narrative.

If you want to form your own perspective, the tools are there. Dive into the data and assemble your own view in just a few minutes. Do it your way

A great starting point for your China Tower research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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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.

Companies discussed in this article include 0788.HK.

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