Analyst upgrades Raspberry Pi after annual core profit trumps estimates

Published 02/04/2025, 08:06
© Reuters.

Investing.com -- Raspberry Pi, the British maker of single-board computers (SBCs), slightly exceeded its annual core profit forecast on Wednesday, supported by strong demand for its Raspberry Pi 5 and growth in its semiconductor division.

The company, which debuted on the stock market in June last year, designs affordable SBCs, accessories, and microcontrollers. Its products are widely used in applications such as smart-home devices, robotics, automation systems, and retro gaming.

For the year ended December 31, 2024, the company posted core earnings of $37.2 million, just above the consensus estimate of $36.6 million. However, profit was down 15% from the previous year, with inventory challenges weighing on results in the second and third quarters.

Looking ahead, Raspberry Pi expects "sustainable" sales growth in 2025, supported by a gradual increase in demand over the course of the year.

Following the results, Jefferies analysts upgraded Raspberry Pi shares to Buy from Hold, while trimming the price target to 650p from 770p.

“The inventory correction, which was a headwind for Raspberry Pi’s 2024 revenues and earnings, has now largely ended,” analyst Janardan Menon said.

“As a result orders are showing a gradual improvement, with additional contribution from new products including the CM5, the RP2350 MCU and AI accessories. We expect the contribution from these products and Direct-to-OEM customers to further accelerate into 2026,” he added.

The company has not experienced any effects from U.S. tariffs so far.

With many of its competitors relying on manufacturing in Asia, particularly China, the company’s production facility in Wales could even offer a slight edge—provided that U.S. demand remains stable.

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