Oppenheimer analyst Ian Zaffino maintains $Allison Transmission (ALSN.US)$ with a buy rating, and adjusts the target price from $90 to $115.
According to TipRanks data, the analyst has a success rate of 49.5% and a total average return of 4.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Allison Transmission (ALSN.US)$'s main analysts recently are as follows:
The third quarter showed another instance of surpassing expectations, leading to a slight increase in the 2024 top-line estimate by 1% and a more substantial lift in the 2024 adjusted EBITDA estimate by 3% following the quarterly report. Allison Transmission stands to gain from the prolonged demand in vocational trucks, which appears more robust and warrants a higher multiple. However, there are still reservations regarding the company's margin progression over different business cycles.
Allison Transmission's third-quarter results surpassed expectations, propelled by vigorous demand across North American and International On-Highway segments as well as the Defense sector. The company's positive performance has led to an uplifted forecast for FY24, signaling ongoing strength in the North American On-Highway market.
The firm has a favorable view on the near-term fundamentals and holds an overall positive disposition following results from the third quarter which surpassed the high expectations.
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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奧本海默控股分析師Ian Zaffino維持$艾里遜變速箱 (ALSN.US)$買入評級，並將目標價從90美元上調至115美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.5%，總平均回報率為4.6%。
此外，綜合報道，$艾里遜變速箱 (ALSN.US)$近期主要分析師觀點如下：
第三季度又出現了超出預期的例子，導致2024年的收入估計值小幅增長了1％，繼季度報告發布後，2024年調整後的息稅折舊攤銷前利潤估計值大幅增長了3％。艾裏遜變速箱將從對職業卡車的長期需求中獲益，這種卡車看起來更強勁，保證更高的倍數。但是，仍有人對公司在不同業務週期中的利潤增長持保留態度。
受北美和國際公路細分市場以及國防部門的強勁需求推動，艾裏遜變速箱第三季度業績超出預期。該公司的積極表現提高了對24財年的預測，這表明北美公路市場的持續走強。
該公司對短期基本面持積極看法，在第三季度業績超出高預期之後，總體表現樂觀。
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