It's been a pretty great week for Genpact Limited (NYSE:G) shareholders, with its shares surging 13% to US$54.95 in the week since its latest full-year results. It was a credible result overall, with revenues of US$4.8b and statutory earnings per share of US$2.85 both in line with analyst estimates, showing that Genpact is executing in line with expectations. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

View our latest analysis for Genpact

Taking into account the latest results, the most recent consensus for Genpact from ten analysts is for revenues of US$5.08b in 2025. If met, it would imply a credible 6.6% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 5.5% to US$3.10. In the lead-up to this report, the analysts had been modelling revenues of US$5.05b and earnings per share (EPS) of US$3.04 in 2025. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 12% to US$56.33. 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 Genpact analyst has a price target of US$65.00 per share, while the most pessimistic values it at US$45.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Genpact's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Genpact'shistorical trends, as the 6.6% annualised revenue growth to the end of 2025 is roughly in line with the 6.0% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 6.1% per year. It's clear that while Genpact's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Genpact's earnings potential next year. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on Genpact. Long-term earnings power is much more important than next year's profits. We have forecasts for Genpact going out to 2027, 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 1 warning sign with Genpact , and understanding it should be part of your investment process.

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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.