Analyst Estimates: Here's What Brokers Think Of AptarGroup, Inc. (NYSE:ATR) After Its First-Quarter Report

Shareholders might have noticed that AptarGroup, Inc. (NYSE:ATR) filed its first-quarter result this time last week. The early response was not positive, with shares down 4.1% to US$119 in the past week. Results overall were respectable, with statutory earnings of US$1.12 per share roughly in line with what the analysts had forecast. Revenues of US$983m came in 2.8% ahead of analyst predictions. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the most recent consensus for AptarGroup from seven analysts is for revenues of US$3.97b in 2026. If met, it would imply a modest 2.6% increase on its revenue over the past 12 months. Statutory earnings per share are expected to shrink 9.2% to US$5.51 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$3.94b and earnings per share (EPS) of US$5.30 in 2026. So the consensus seems to have become somewhat more optimistic on AptarGroup's earnings potential following these results.

Check out our latest analysis for AptarGroup

There's been no major changes to the consensus price target of US$163, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock'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 AptarGroup analyst has a price target of US$220 per share, while the most pessimistic values it at US$144. 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.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 3.4% growth on an annualised basis. That is in line with its 4.0% 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 3.7% per year. It's clear that while AptarGroup'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 AptarGroup'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 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.

With that in mind, we wouldn't be too quick to come to a conclusion on AptarGroup. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for AptarGroup 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 2 warning signs with AptarGroup , and understanding these 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.