Barclays analyst Luke Sergott maintains $Waters (WAT.US)$ with a sell rating, and adjusts the target price from $330 to $360.
According to TipRanks data, the analyst has a success rate of 37.3% and a total average return of -5.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Waters (WAT.US)$'s main analysts recently are as follows:
The significant earnings surpass indicates that there are share gains and an earlier than anticipated recovery cycle. However, it is noted that the recent share price movement might have already accounted for all the potential gains, implying a scenario where future performance is expected to be flawless.
The company's third quarter was robust, marked by trends and commentary that were notably more positive relative to Tools peers regarding instrument demand. However, some skepticism remains regarding the fourth quarter. The critical issue now is the likelihood of achieving optimistic scenarios by 2025 and whether reaching an earnings per share figure for that year that would make the implied multiple more attainable (e.g., in the high 20s) currently seems ambitious.
The firm noted that while Waters' third-quarter performance was robust, this does not fully capture the current situation. It was suggested that the company may be at a pivotal point where the trajectory of its Liquid Chromatography-Mass Spectrometry (LCMS) business appears to have reached its lowest ebb.
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$沃特世 (WAT.US)$賣出評級，並將目標價從330美元上調至360美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.3%，總平均回報率為-5.8%。
此外，綜合報道，$沃特世 (WAT.US)$近期主要分析師觀點如下：
盈利的顯著增長表明股票有所上漲，而且復甦週期早於預期。但是，值得注意的是，最近的股價走勢可能已經解釋了所有潛在的收益，這意味着預計未來的表現將完美無缺。
該公司的第三季度表現強勁，其特點是與工具同行相比，在儀器需求方面，趨勢和評論明顯更爲樂觀。但是，對第四季度仍然持懷疑態度。現在的關鍵問題是到2025年實現樂觀情景的可能性，以及當年的每股收益數字，使隱含倍數更容易實現（例如，在20年代的最高水平），目前看來是否雄心勃勃。
該公司指出，儘管沃特斯第三季度的表現強勁，但這並不能完全反映當前的情況。有人認爲，該公司可能正處於關鍵時刻，其液相色譜-質譜（LCMS）業務的發展軌跡似乎已降至最低點。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
