Goldman Sachs analyst Jordan Alliger maintains $Werner Enterprises (WERN.US)$ with a sell rating, and adjusts the target price from $42 to $33.
According to TipRanks data, the analyst has a success rate of 53.4% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Werner Enterprises (WERN.US)$'s main analysts recently are as follows:
The firm's expectations for truckload earnings per share in Q3 have been adjusted downwards in light of a more conservative outlook for sequential margin improvement during the quarter. This revision is based on the anticipation of largely unchanged revenue per mile, coupled with a generally higher operating ratio, reflecting an ongoing pattern of below-seasonal margin performance quarter-over-quarter.
Analysts have initiated coverage on a variety of firms within the transportation and logistics industry. Their overall optimistic perspective is based on the belief that the industry is nearing the end of a cyclical downturn, with current rates and margins close to their lowest points. This scenario presents an opportunity for significant earnings growth by 2025 and continuing into 2026 as rates begin to rebound. This positive outlook is reinforced by the perception that many companies in the sector have robust management teams known for their disciplined approach to capital management. Furthermore, the essential nature of transportation services to the North American economy is seen as a factor that reduces the risk of disruption or replacement. Analysts recommend positioning in anticipation of a cyclical upturn, favoring companies that are expected to significantly benefit from tightening freight conditions. They have also initiated catalyst watches, indicating that certain companies could experience valuation adjustments due to their market positions and expected responses to rate changes during economic upturns.
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高盛集團分析師Jordan Alliger維持$沃納企業 (WERN.US)$賣出評級，並將目標價從42美元下調至33美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.4%，總平均回報率為7.9%。
此外，綜合報道，$沃納企業 (WERN.US)$近期主要分析師觀點如下：
鑑於本季度利潤率連續提高的前景更爲保守，該公司對第三季度卡車每股收益的預期已下調。此次修訂基於對每英里收入基本不變的預期，加上運營比率普遍較高，這反映了季度利潤率低於季節性的持續模式。
分析師已開始對運輸和物流行業的多家公司進行報道。他們總體樂觀的看法是基於這樣的信念，即該行業的週期性衰退已接近尾聲，當前的利率和利潤率接近最低點。這種情況爲到2025年盈利大幅增長提供了機會，隨着利率開始反彈，收益將持續到2026年。人們認爲該行業的許多公司都有強大的管理團隊，以嚴格的資本管理方法而聞名，這進一步強化了這種樂觀的前景。此外，北美經濟運輸服務的基本性質被視爲降低中斷或替代風險的一個因素。分析師建議在預期週期性回升的情況下進行定位，這有利於預計將從緊縮的貨運條件中受益匪淺的公司。他們還啓動了催化劑監測，這表明某些公司可能會因其市場狀況以及經濟回升期間對利率變化的預期反應而進行估值調整。
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