Barclays analyst Luke Sergott maintains $Avantor (AVTR.US)$ with a buy rating, and adjusts the target price from $28 to $25.
According to TipRanks data, the analyst has a success rate of 39.0% and a total average return of -4.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Avantor (AVTR.US)$'s main analysts recently are as follows:
The firm expressed satisfaction with Avantor's robust free cash flow in Q3 and the gradual revenue enhancement in bioprocessing and equipment & instrumentation, which surpassed initial projections for the quarter. Although management abstained from forecasting for 2025, the expectation is set for a continued gradual and stable enhancement throughout the fiscal year.
A softening in the semiconductor sector is affecting what is otherwise considered a 'solid' revenue performance, while concerns center on the miss in EBITDA margin, raising questions about the company's target to achieve a 20% EBITDA margin by 2025. It is believed that the company could approach this target, but would need a favorable product mix and additional cost reductions to reach it. Expectations for growth have been moderated to 3% due to the semiconductor industry's influence and the projections for 2025 margins.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Luke Sergott維持$Avantor (AVTR.US)$買入評級,並將目標價從28美元下調至25美元。
根據TipRanks數據顯示,該分析師近一年總勝率為39.0%,總平均回報率為-4.5%。
此外,綜合報道,$Avantor (AVTR.US)$近期主要分析師觀點如下:
該公司對Avantor第三季度強勁的自由現金流以及生物加工和設備與儀器收入的逐步增加表示滿意,這超過了本季度的初步預期。儘管管理層放棄了對2025年的預測,但預計整個財年將持續逐步穩定地改善。
半導體行業的疲軟正在影響原本被認爲是 「穩健」 的收入表現,而擔憂則集中在息稅折舊攤銷前利潤率的下降上,這引發了人們對該公司到2025年實現20%的息稅折舊攤銷前利潤率的目標的質疑。據信該公司可以實現這一目標,但需要良好的產品組合和額外的成本降低才能實現該目標。由於半導體行業的影響和對2025年利潤率的預測,對增長的預期已放緩至3%。
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