Estimates
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-08-01.
eToro's consensus tape is in a margin-led upgrade cycle: FY2027 normalized EPS estimates have climbed roughly 16% over the past six months against about 3% for revenue, and the same divergence repeats in FY2028. Recent prints reinforce it - revenue has topped consensus five quarters running - though normalized EPS surprises remain volatile. The street is constructive (10 of 15 ratings positive, none negative), but coverage thins sharply beyond FY2027.
FY2027 normalized EPS up ~16% over six months while revenue estimates rose only ~3%
The same divergence holds in FY2028 - normalized EPS up ~17% over 180 days versus ~7% on revenue - consistent with rising expected margins rather than faster top-line growth.
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| EPS (normalized) | FY2027 | $2.90 | $3.06 | $3.24 | $3.35 | +9.5% |
| EPS (normalized) | FY2028 | $3.31 | $3.49 | $3.76 | $3.88 | +11.3% |
| Revenue | FY2027 | $1.04bn | $1.05bn | $1.06bn | $1.07bn | +1.9% |
| Revenue | FY2028 | $1.06bn | $1.09bn | $1.11bn | $1.13bn | +3.5% |
Revenue has beaten consensus five quarters straight; normalized EPS swings from -39% to +23%
Current sequences by metric: Revenue: 5 consecutive beats; EPS (normalized): 2 consecutive beats.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q1 FY2026 | Revenue | $233.40m | $258.15m | +10.6% | Beat |
| Q1 FY2026 | EPS (normalized) | $0.70 | $0.86 | +22.7% | Beat |
| Q4 FY2025 | Revenue | $217.96m | $226.78m | +4.0% | Beat |
| Q4 FY2025 | EPS (normalized) | $0.60 | $0.69 | +15.4% | Beat |
| Q3 FY2025 | Revenue | $208.35m | $214.60m | +3.0% | Beat |
| Q3 FY2025 | EPS (normalized) | $0.55 | $0.53 | -3.8% | Miss |
| Q2 FY2025 | Revenue | $194.70m | $209.63m | +7.7% | Beat |
| Q2 FY2025 | EPS (normalized) | $0.51 | $0.31 | -39.2% | Miss |
| Q1 FY2025 | Revenue | $213.42m | $217.37m | +1.8% | Beat |
| Q1 FY2025 | EPS (normalized) | $0.63 | $0.69 | +9.1% | Beat |
Revenue growth decelerates toward mid-single digits as EBITDA and EPS compound faster
On consensus means, revenue growth eases from ~12% (FY2026) to ~5% (FY2028) while EBITDA rises from ~$359M to ~$481M; note FY2028 rests on far fewer analysts.
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2026E | FY2027E | FY2028E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|
| Revenue | $968.17m | $1.07bn | $1.13bn | +11.5% | 11 | $908.66m / $1.02bn |
| EBITDA | $359.25m | $425.96m | $480.51m | +13.3% | 10 | $348.00m / $378.37m |
| EPS (normalized) | $2.84 | $3.35 | $3.88 | +25.3% | 12 | $2.58 / $3.22 |
Where the street disagrees
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| Revenue | FY2027E | $1.07bn | $943.98m–$1.19bn | 22.9% | 12 |
| EBITDA | FY2027E | $425.96m | $384.30m–$491.20m | 25.1% | 10 |
| Net income (GAAP) | FY2027E | $305.30m | $243.63m–$349.60m | 34.7% | 12 |
Street snapshot
Consensus recommendation score is 1.8 (toward buy); the target mean is $56.93 and median $57.
Currency: USD · Scale: money in millions, absolute · Analyst counts shown explicitly.
| Street view | Reading | Analysts |
|---|---|---|
| Recommendation mix | Buy 8, Outperform 2, Hold 5, Underperform 0, Sell 0 | 15 |
| Consensus score | 1.80 | 15 |
| Target price | mean $56.93; median $57.00; high $90.00; low $42.00 | 15 |
Coverage thins sharply beyond FY2027
FY2028 revenue carries just 5 estimates and EBITDA only 3; FY2029 has a single normalized-EPS estimate and little else. Treat outer-year figures as indicative.