ANSS Earnings

ANSS reported its FY2025Q1 earnings on 2025-04-30, showcasing a revenue of 504.89M against an estimate of 515.90M, resulting in a -2.13% surprise. The EPS was 1.64, surpassing the expected 1.67 by -1.8%. The stock experienced a -0.67% price change on the earnings day and a 0.22% change over the next five days, reflecting market reactions to the results.

Following ANSS's FY2025Q1 earnings announcement on 2025-04-30, the stock price moved by -0.67% on the day of the release. Over the subsequent five days, it saw a 0.22% change. Historically, ANSS's stock price tends to shift by an average of 2.62% in the 10 days leading up to earnings and 4.23% in the 10 days following, providing insight into potential market.

For 2025/Q2, analysts estimate ANSS's annual revenue to reach 657.26M, while the EPS is projected at 2.74. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ANSS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ANSS's stock price typically moves by 2.62% in the 10 days before its earnings and 4.23% in the 10 days after. For the upcoming 2025/Q2 earnings, analysts expect an EPS of 2.74 and revenue of 657.26M.

ANSYS faces significant challenges due to U.S. export restrictions impacting China, resulting in a revenue and ACV shortfall. Despite strong financial metrics like high gross margin and EPS exceeding guidance, the muted growth in China and foreign exchange headwinds create uncertainties. The Q&A reveals management's lack of specific mitigation plans, causing concern. However, the company's strong recurring revenue model and positive guidance for 2023 ACV and revenue provide a counterbalance. Overall, the mixed signals suggest a neutral stock price movement over the next two weeks.