It's been a pretty great week for Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) shareholders, with its shares surging 13% to US$114 in the week since its latest quarterly results. It was a credible result overall, with revenues of US$517m and statutory earnings per share of US$0.58 both in line with analyst estimates, showing that Ollie's Bargain Outlet Holdings is executing in line with expectations. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for Ollie's Bargain Outlet Holdings

Taking into account the latest results, the current consensus from Ollie's Bargain Outlet Holdings' 15 analysts is for revenues of US$2.55b in 2026. This would reflect a meaningful 13% increase on its revenue over the past 12 months. Per-share earnings are expected to climb 12% to US$3.80. In the lead-up to this report, the analysts had been modelling revenues of US$2.54b and earnings per share (EPS) of US$3.69 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

The consensus price target rose 13% to US$119, suggesting that higher earnings estimates flow through to the stock's valuation as well. 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 Ollie's Bargain Outlet Holdings at US$135 per share, while the most bearish prices it at US$64.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

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. The analysts are definitely expecting Ollie's Bargain Outlet Holdings' growth to accelerate, with the forecast 11% annualised growth to the end of 2026 ranking favourably alongside historical growth of 7.8% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 10% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Ollie's Bargain Outlet Holdings is expected to grow at about the same rate as the wider industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Ollie's Bargain Outlet Holdings' earnings potential next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as 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.

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 estimates - from multiple Ollie's Bargain Outlet Holdings analysts - going out to 2027, and you can see them free on our platform here.

You can also see our analysis of Ollie's Bargain Outlet Holdings' Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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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.