Vertical Research analyst Kevin McCarthy upgrades $Air Products & Chemicals (APD.US)$ to a buy rating, and adjusts the target price from $261 to $336.
According to TipRanks data, the analyst has a success rate of 66.0% and a total average return of 8.3% 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 presence of an activist stake in Air Products presents an opportunity for the company to redefine its story around 'quality growth.' This change could align shareholder returns more closely with company initiatives as opposed to policy changes and commodity spreads. By comparing valuations to a similar company on a sum-of-the-parts basis, there is potential to unlock earnings, suggesting a significant upside for the company's shares.
The sentiment regarding Air Products' potential for earnings growth has been cautious, pending transformative shifts in the company's capital allocation and risk management strategies. With credible advocacy for change now in place, there is a newfound reassurance for investors, enhanced by positive fundamental outlooks projected into FY25. Recent developments have clarified the company's trajectory, alleviating apprehensions surrounding the forthcoming FY25 guidance. Analysis indicates a potential earnings target that could set expectations at the upper range, thus mitigating fears of an earnings shortfall.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
Vertical Research分析師Kevin McCarthy上調$Air Products & Chemicals (APD.US)$至買入評級，並將目標價從261美元上調至336美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.0%，總平均回報率為8.3%。
此外，綜合報道，$Air Products & Chemicals (APD.US)$近期主要分析師觀點如下：
持有空氣產品公司的激進股權爲該公司提供了圍繞 「質量增長」 重新定義其故事的機會。這一變化可能會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利差。通過將估值與同類公司的總和進行比較，有可能釋放收益，這表明該公司的股票有可觀的上漲空間。
在公司的資本配置和風險管理戰略發生變革性轉變之前，人們對空氣產品公司盈利增長潛力的看法一直持謹慎態度。隨着可信的變革倡導已經到位，投資者有了新的保障，預計到25財年的積極基本面前景也增強了這一點。最近的事態發展澄清了公司的發展軌跡，緩解了人們對即將發佈的25財年指引的擔憂。分析表明，潛在的收益目標可能會將預期設定在較高區間，從而緩解對收益短缺的擔憂。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
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。
