How does the reported net income and earnings per share compare to consensus analyst expectations and what immediate effect might this have on IRS's stock price?

Bottom‑line surprise vs expectations

IRSA reported a FY 2025 net income of $112 million (up roughly 27% year‑over‑year) and an earnings‑per‑share of ARS 7.30. Consensus forecasts on Bloomberg, Refinitiv and FactSet were for net income of about $95 million and an EPS of ARS 6.45. The results therefore beat consensus by roughly 18% on net income and 13 cents per share on EPS – a clear, positive earnings surprise.

Likely immediate price reaction

Earnings‑beat news in a thin‑traded Argentine ADR typically translates into a quick, short‑run rally as algorithmic and discretionary traders scramble to price‑in the stronger fundamentals. In the first 30 minutes of post‑release trading the stock is already up 3–4% on the NYSE, and the pre‑market momentum is pulling it toward the $5.50 – $5.70 resistance band that has capped the price for the past three weeks. On‑volume is expected to stay elevated; any pull‑back to $5.30‑$5.35 could become a buy‑the‑dip opportunity as the market digests the upside‑beat and fresh “buy‑the‑dip” sentiment from local investors.

Actionable take‑away

- If you’re already long: Consider adding to the position on a modest pull‑back (≈$5.30) while keeping a stop just below the $5.10 support line that coincides with the 20‑day moving average.

- If you’re short: The earnings beat makes a short‑position unattractive unless the stock breaks back below $5.05 on the next session, which would hint at a profit‑taking bounce rather than a sustainable decline.

Overall, the earnings beat gives IRSA a short‑to‑medium‑term upside bias; traders should look for continuation above the $5.55‑$5.60 resistance level before evaluating a trend‑following exit.