Baird analyst Luke Junk maintains $Allison Transmission (ALSN.US)$ with a hold rating, and adjusts the target price from $90 to $108.
According to TipRanks data, the analyst has a success rate of 44.7% and a total average return of -1.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Allison Transmission (ALSN.US)$'s main analysts recently are as follows:
Following the Q3 report, which was described as 'another beat and raise', there has been an increment in the 2024 topline estimate by 1% and a 3% increase in the 2024 adjusted EBITDA estimate. Allison Transmission is recognized as gaining from the sustained demand in vocational trucks, which appears more resilient and warrants a higher multiple. However, there are ongoing concerns regarding the margins as they progress from one cycle to the next.
The optimistic perspective and positive market conditions for Allison Transmission's main NA On-Highway end-market are reflected in the expectation of strong performance. The company reported a significant third-quarter beat, fueled by sturdy demand in NA/International On-Highway and Defense end-markets. Following the third-quarter performance and persistent demand in NA On-Highway, the company's forecast for FY24 has been revised upwards.
The firm maintains a positive stance on the near-term fundamentals of Allison Transmission and expresses a continued favorable disposition following the company's third-quarter results, which surpassed 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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貝雅分析師Luke Junk維持$艾里遜變速箱 (ALSN.US)$持有評級，並將目標價從90美元上調至108美元。
根據TipRanks數據顯示，該分析師近一年總勝率為44.7%，總平均回報率為-1.5%。
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：
在Q3報告之後，被描述爲「又一次超越和提升」，2024年的頂線估計增加了1%，2024年調整後的EBITDA估計增加了3%。艾裏遜變速箱因職業卡車持續需求而獲得認可，看起來更有韌性，有資格獲得更高的倍數。然而，關於利潤率從一個週期到下一個週期的變化仍然存在持續的擔憂。
艾裏遜變速箱主要的NA公路端市場的樂觀看法和積極的市場環境反映在對強勁表現的預期中。公司報告了一個顯著的第三季度超預期，得益於NA/國際公路和國防終端市場的強勁需求。在第三季度的表現和NA公路持續需求之後，公司對FY24的預測已經上調。
該公司對艾裏遜變速箱近期基本面持樂觀態度，並表示繼續看好公司第三季度的成績，超過高預期。
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