TransUnion's 2024 Guidance Has Upside, Says Bullish Analyst: 'P&C Insurers Are Spending More'
TransUnion's 2024 Guidance Has Upside, Says Bullish Analyst: 'P&C Insurers Are Spending More'
TransUnion (NYSE:TRU) in May reported its first-quarter earnings ahead of expectations.
五月份，TransUnion（紐交所:TRU）發佈了其首季業績，超出了市場預期。
The Chicago-based company is poised to benefit from continued stability in consumer lending and room for upside in emerging verticals, according to Bank of America Securities.
據美國銀行證券稱，這家總部位於芝加哥的公司有望從消費信貸的持續穩定和新興垂直領域的上行空間中受益。
The TransUnion Analyst: Heather Balsky upgraded the rating for TransUnion from Neutral to Buy, with a price target of $92.
TransUnion分析師 Heather Balsky 將其評級從中立升級至買入，且給出了92美元的目標股價。
The TransUnion Thesis: With insurance leading the way, strength in emerging verticals is likely to drive earnings upside for the company, Balsky said in the upgrade note.
在升級的研究報告中，Balsky表示，由於保險業務的帶動，新興垂直領域的強勁表現極有可能推動公司的盈利上行。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
"Larger P&C insurers are already starting to spend more on marketing, a positive for TRU," the analyst wrote. Although the company reported organic EV sales growth of 4% for the first quarter, this did not flow through to its guidance, she added.
分析師寫道，即使公司報告了首季有機增長達4％的增長，但這並未反映在公司的指引中。儘管如此，P&C保險公司已經開始增加市場營銷支出，TRU受益。
TransUnioncould raise its 2024 organic sales, ex-mortgage, growth guidance, Balsky further stated. Investor sentiment may also be boosted by the company's margin expansion due to cost-savings, she added.
Balsky 還認爲，Transunion 可能會提高2024年的有機銷售增長指引。此外，由於成本節省，公司的利潤率擴張也可能提振投資者的情緒。
The stock is down 11% since mid-May, which lends further upside.
自5月中旬以來，該股下跌了11％，這進一步提供了上行空間。
TRU Price Action: Shares of TransUnion had risen by 3.10% to $73.52 at the time of publication on Thursday.
截至本週四發佈時，TransUnion 股票價格上漲3.10％，報73.52美元。
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譯文內容由第三人軟體翻譯。