Excelerate Energy, Inc. (NYSE:EE) just released its quarterly report and things are looking bullish. The company beat expectations with revenues of US$329m arriving 2.8% ahead of forecasts. Statutory earnings per share (EPS) were US$0.37, 5.9% ahead of estimates. 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Taking into account the latest results, the current consensus from Excelerate Energy's nine analysts is for revenues of US$1.51b in 2026. This would reflect a credible 2.8% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 3.3% to US$1.56. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.48b and earnings per share (EPS) of US$1.51 in 2026. So there seems to have been a moderate uplift in sentiment following the latest results, given the upgrades to both revenue and earnings per share forecasts for next year.

Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$43.62, suggesting that the forecast performance does not have a long term impact on the company's valuation. 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. Currently, the most bullish analyst values Excelerate Energy at US$50.00 per share, while the most bearish prices it at US$37.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

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. For example, we noticed that Excelerate Energy's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 5.7% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 6.6% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 1.6% annually. So it looks like Excelerate Energy is expected to grow faster than its competitors, at least for a while.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Excelerate Energy following these results. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider 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.

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 Excelerate Energy analysts - going out to 2028, and you can see them free on our platform here.

You can also view our analysis of Excelerate Energy's balance sheet, and whether we think Excelerate Energy is carrying too much debt, for free on our platform here.

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.