Goldman Sachs analyst Matthew Sykes maintains $Avantor (AVTR.US)$ with a buy rating, and adjusts the target price from $30 to $26.
According to TipRanks data, the analyst has a success rate of 49.4% and a total average return of 1.5% 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 generation in the third quarter and the gradual enhancement in bioprocessing and equipment & instrumentation revenue, which surpassed expectations for the period. Despite the lack of management guidance for 2025, there is an anticipation of a persistent, gradual improvement throughout the fiscal year.
The softness in the semiconductor sector is affecting what is otherwise a 'solid' revenue figure, while the focus remains on the EBITDA margin miss, raising doubts about the company's capacity to achieve a 20% EBITDA margin by 2025. It is believed that the company will approach this target, though it will need a favorable product mix and additional cost reductions to reach it. Expectations for growth have been moderated to 3% due to semiconductor market conditions and margin projections for 2025.
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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高盛集團分析師Matthew Sykes維持$Avantor (AVTR.US)$買入評級,並將目標價從30美元下調至26美元。
根據TipRanks數據顯示,該分析師近一年總勝率為49.4%,總平均回報率為1.5%。
此外,綜合報道,$Avantor (AVTR.US)$近期主要分析師觀點如下:
公司對avantor在第三季度強勁的自由現金流產生表示滿意,並在生物加工和設備與儀器營業收入逐漸增強,超出該時期的預期。儘管缺乏2025年的管理指導,但預計在財政年度內會持續逐步改善。
半導體板塊的不景氣影響了本應是『穩固』的營業收入數字,與此同時焦點集中在EBITDA利潤率的錯失,對公司能否在2025年實現20%的EBITDA利潤率產生了懷疑。相信公司將會接近這一目標,但需要有利的產品組合和額外的成本削減才能實現。由於半導體市場條件和2025年利潤預測,對增長的預期已經降至3%。
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