Genpact Limited (NYSE:G) shareholders are probably feeling a little disappointed, since its shares fell 5.1% to US$33.96 in the week after its latest quarterly results. The result was positive overall - although revenues of US$1.3b were in line with what the analysts predicted, Genpact surprised by delivering a statutory profit of US$0.86 per share, modestly greater than expected. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Taking into account the latest results, the most recent consensus for Genpact from twelve analysts is for revenues of US$5.44b in 2026. If met, it would imply a credible 3.6% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 2.3% to US$3.55. In the lead-up to this report, the analysts had been modelling revenues of US$5.43b and earnings per share (EPS) of US$3.55 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 7.4% to US$42.18. It looks as though they previously had some doubts over whether the business would live up to their expectations. 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. There are some variant perceptions on Genpact, with the most bullish analyst valuing it at US$58.00 and the most bearish at US$31.00 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

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. It's clear from the latest estimates that Genpact's rate of growth is expected to accelerate meaningfully, with the forecast 7.2% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 5.7% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 6.2% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Genpact is expected to grow at about the same rate as the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall 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.

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. At Simply Wall St, we have a full range of analyst estimates for Genpact going out to 2028, and you can see them free on our platform here..

You can also view our analysis of Genpact's balance sheet, and whether we think Genpact 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.