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

Yahoo

11-05-2025

Investors in Altice USA, Inc. (NYSE:ATUS) had a good week, as its shares rose 6.1% to close at US$2.62 following the release of its quarterly results. It was a pretty bad result overall; while revenues were in line with expectations at US$2.2b, statutory losses exploded to US$0.16 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Our free stock report includes 2 warning signs investors should be aware of before investing in Altice USA. Read for free now.
Taking into account the latest results, the 16 analysts covering Altice USA provided consensus estimates of US$8.57b revenue in 2025, which would reflect a small 3.2% decline over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 78% to US$0.075. Before this earnings announcement, the analysts had been modelling revenues of US$8.56b and losses of US$0.19 per share in 2025. Although the revenue estimates have not really changed Altice USA'sfuture looks a little different to the past, with a considerable decrease in the loss per share forecasts in particular.
View our latest analysis for Altice USA
There's been no major changes to the consensus price target of US$2.95, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Altice USA analyst has a price target of US$7.40 per share, while the most pessimistic values it at US$1.00. We would probably assign less value to the analyst forecasts in this situation, because such a wide range of estimates could imply that the future of this business is difficult to value accurately. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. Over the past five years, revenues have declined around 2.4% annually. Worse, forecasts are essentially predicting the decline to accelerate, with the estimate for an annualised 4.2% decline in revenue until the end of 2025. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 2.7% per year. So while a broad number of companies are forecast to grow, unfortunately Altice USA is expected to see its revenue affected worse than other companies in the industry.
The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Altice USA's revenue is expected to perform worse 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 forecasts for Altice USA going out to 2027, and you can see them free on our platform here.
Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Altice USA that you should be aware of.
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