Evercore analyst Stephen Richardson upgrades $Air Products & Chemicals (APD.US)$ to a buy rating, and adjusts the target price from $305 to $365.
According to TipRanks data, the analyst has a success rate of 60.6% and a total average return of 9.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Air Products & Chemicals (APD.US)$'s main analysts recently are as follows:
The entry of an activist shareholder into Air Products is seen as a chance for the company to redefine its growth narrative towards 'quality growth' and to align shareholder returns more closely with company initiatives rather than external factors such as policy changes and commodity price fluctuations. Comparing valuations to a peer on a sum-of-the-parts basis, along with the potential to enhance earnings, is believed to support a significant upside potential for the company's shares.
The revision in sentiment towards Air Products has been influenced by the need for significant changes in capital allocation and risk management to restore confidence in the company's valuation. With the presence of an engaged activist, there is now a safeguard that aligns with the anticipation of a stronger-than-expected financial performance in FY25. Improved clarity has emerged since mid-2024, despite investor skepticism about the upcoming fiscal guidance. Analysis indicates a potential earnings path that may alleviate worries regarding any discrepancies in expected earnings.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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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Evercore分析師Stephen Richardson上調$Air Products & Chemicals (APD.US)$至買入評級，並將目標價從305美元上調至365美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.6%，總平均回報率為9.0%。
此外，綜合報道，$Air Products & Chemicals (APD.US)$近期主要分析師觀點如下：
激進股東加入空氣產品公司被視爲公司重新定義其增長敘事以實現 「質量增長」 的機會，並使股東回報與公司舉措更加緊密地保持一致，而不是政策變化和大宗商品價格波動等外部因素。據信，在各部分總和的基礎上將估值與同行進行比較，以及增加收益的潛力，可以支持該公司股票的巨大上行潛力。
對空氣產品公司情緒的調整受到了需要對資本配置和風險管理進行重大調整以恢復對公司估值的信心的影響。隨着活躍人士的到來，現在有了一種保障措施，可以滿足人們對25財年財務表現強於預期的預期。儘管投資者對即將出台的財政指引持懷疑態度，但自2024年年中以來，清晰度有所提高。分析表明，潛在的盈利路徑可以緩解人們對預期收益差異的擔憂。
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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。
