Ericsson Raises 2026 Revenue Estimate to $25.16B; Q1 Revenues Seen $5.54B
Ericsson is forecast to report Q1 2026 revenue of $5.54 billion and EPS of $0.11, after Q4 beat of revenue and EPS estimates by 3.9% and 14.2%. Analysts raised full-year 2026 revenue estimates to $25.16 billion and EPS to $0.65 while 12-month price targets average $10.18, implying a 14.2% downside.
1. Q1 2026 Earnings Forecast
Consensus estimates for Q1 2026 call for $5.54 billion in revenue and $0.11 in EPS, setting the stage for Ericsson’s next quarterly report on April 17, 2026.
2. Analyst Estimate Revisions
Over the past 90 days, full-year 2026 revenue estimates rose from $24.57 billion to $25.16 billion and EPS forecasts climbed from $0.60 to $0.65; 2027 revenue projections edged up to $24.99 billion while EPS forecasts slipped from $0.63 to $0.62.
3. Q4 2025 Performance
In the quarter ended December 31, 2025, Ericsson reported $7.38 billion in revenue, beating expectations by 3.9%, and $0.27 in EPS, topping forecasts by 14.2%, driving an 8.9% one-day stock jump.
4. Price Targets and Valuation
Analysts’ 12-month price targets average $10.18, with a high estimate of $11.00 and a low of $9.50, implying a 14.2% downside from the current share price; proprietary models suggest a fair value near $7.01.