Last week saw the newest full-year earnings release from KE Holdings Inc. (NYSE:BEKE), an important milestone in the company's journey to build a stronger business. Statutory earnings per share of CN¥3.45 unfortunately missed expectations by 17%, although it was encouraging to see revenues of CN¥93b exceed expectations by 2.5%. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on KE Holdings after the latest results.

See our latest analysis for KE Holdings

Taking into account the latest results, the most recent consensus for KE Holdings from 19 analysts is for revenues of CN¥104.4b in 2025. If met, it would imply a meaningful 12% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 48% to CN¥4.98. Before this earnings report, the analysts had been forecasting revenues of CN¥102.3b and earnings per share (EPS) of CN¥5.90 in 2025. So it's pretty clear the analysts have mixed opinions on KE Holdings after the latest results; even though they upped their revenue numbers, it came at the cost of a real cut to per-share earnings expectations.

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The consensus price target was unchanged at US$25.87, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic KE Holdings analyst has a price target of US$32.99 per share, while the most pessimistic values it at US$18.49. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting KE Holdings' growth to accelerate, with the forecast 12% annualised growth to the end of 2025 ranking favourably alongside historical growth of 6.7% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.7% per year. KE Holdings is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for KE Holdings. They also upgraded their revenue forecasts, although the latest estimates suggest that KE Holdings will 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.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for KE Holdings going out to 2027, and you can see them free on our platform here.

Before you take the next step you should know about the 1 warning sign for KE Holdings that we have uncovered.

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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.