Goldman Sachs analyst Jerry Revich maintains $Allison Transmission (ALSN.US)$ with a sell rating, and adjusts the target price from $72 to $82.
According to TipRanks data, the analyst has a success rate of 63.3% and a total average return of 10.9% 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 firm's latest commentary suggests adjustments to their EBITDA forecasts for the years 2024-2026, with an average increase of 2% to reflect the escalated production rates of class 8 straight trucks. Current production levels have reached 10,000 units per month, compared to a historical range of 2,000 to 12,000. The firm also notes a deceleration in the demand for electric vehicles.
Allison Transmission's third quarter was characterized as another instance of surpassing expectations, prompting an incremental raise in topline estimates for 2024 by 1%, as well as a 3% increase in the adjusted EBITDA estimate for the same year following the recent quarterly report. The company is recognized as a beneficiary of the sustained demand for vocational trucks, which are demonstrating greater resilience and warranting a higher valuation multiple. Nonetheless, there persists a sense of caution regarding the company's margin progression from one business cycle to the next.
Allison Transmission's positive outlook and strong market dynamics are highlighted by robust demand in its primary NA On-Highway and Defense end-markets. The company's impressive performance in Q3, surpassing expectations, is complemented by a raised forecast for FY24, underscoring sustained demand in the NA On-Highway sector.
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高盛集團分析師Jerry Revich維持$艾里遜變速箱 (ALSN.US)$賣出評級,並將目標價從72美元上調至82美元。
根據TipRanks數據顯示,該分析師近一年總勝率為63.3%,總平均回報率為10.9%。
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:
公司最新的評論表明他們對2024年至2026年的EBITDA預測進行了調整,平均增幅爲2%,以反映第8類直升機的產量提高。目前的產量已達到每月1萬輛,而歷史區間爲2,000至12,000輛。該公司還指出了對新能源車需求放緩的現象。
艾裏遜變速箱的第三季度被描述爲再次超出預期的實例,促使對2024年的總收入預估進行1%的增加,以及根據最近的季度報告對同一年調整後的EBITDA預估增加3%。該公司被認爲是持續需求推動的獲益者,這些需求對復工車輛市場表現出更強的韌性,因此需要更高的估值倍數。儘管如此,對公司從一個業務週期到另一個業務週期的邊際增長仍存在謹慎的看法。
艾裏遜變速箱在其主要的NA高速公路和軍工股終端市場上的強勁市場動態以及正面展望突顯了公司在Q3表現出色,超出預期,並配合上對FY24的提高預測,凸顯了NA高速公路板塊的持續需求。
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