What is company guidance?

Guidance is what management expects for the periods ahead. The quarter just reported is history and largely anticipated; guidance changes every estimate for the future at once, which is why it often has the larger effect.

What guidance is

Alongside results, most companies publish their own expectations for revenue, profit or other measures over the coming quarter or year — usually a range rather than a single figure.

It is a forecast made by the people with the most information about the business, which is what gives it weight.

Why raising or cutting it matters

Analyst models are built on assumptions about the future. When guidance changes, those assumptions are revised together, and every future period in the model moves at once.

A single quarter's result affects one line. A change in guidance affects all of them, which is why the reaction is often larger.

Reading the shape of a range

A widened range usually signals less certainty. A narrowed one, later in a year, usually signals more.

Where a company lands within its own previous range is informative too — arriving at the bottom of guidance is a different message from arriving at the top, even though both are technically in line.

Guidance is a forecast, not a fact

It is management's estimate, made under assumptions about demand, costs and conditions that may not hold. Companies revise guidance during a year, in both directions.

Treating it as a commitment rather than an expectation is a common way to be surprised by a revision that was always possible.

Related

Why did the stock fall when earnings beat expectations?What is an analyst price target?

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From StockMotive — the honest why behind every market move. Educational information only, not investment advice.