On Oct 17, major Wall Street analysts update their ratings for $Coty Inc (COTY.US)$, with price targets ranging from $11 to $15.
Deutsche Bank analyst Faiza Alwy initiates coverage with a buy rating, and sets the target price at $12.
Evercore analyst Robert Ottenstein maintains with a buy rating, and maintains the target price at $15.
TD Cowen analyst Oliver Chen maintains with a buy rating, and maintains the target price at $11.
Piper Sandler analyst Korinne Wolfmeyer maintains with a buy rating, and adjusts the target price from $13 to $11.
CCORF analyst Susan Anderson maintains with a buy rating, and adjusts the target price from $14 to $12.
Furthermore, according to the comprehensive report, the opinions of $Coty Inc (COTY.US)$'s main analysts recently are as follows:
After engaging with management post the unfavorable pre-announcement, there has been a revision in the expectations for Coty's financial performance.
The company reduced its guidance for the first half of fiscal 2025 but maintained its 2025 EBITDA projections due to increased cost savings. This adjustment suggests that there may be challenges affecting the company's performance outlook for the second half of the year.
The recent shortfall in Coty's performance for the first quarter of 2025 is primarily attributed to temporary changes in retailer inventory levels within the US mass beauty sector. Despite facing more challenging comparisons, the prestige segment continues to hold strong.
After Coty announced fiscal Q1 sales and adjusted EBITDA below guidance, with an expectation that Q2 results will likely fall short of current consensus as well, there are reduced expectations for the company. Despite maintaining full-year adjusted EBITDA growth expectations of 9%-11%, the updated guidance suggests a significant increase in year-over-year growth for the second half of the fiscal year compared to modest growth in the first half. This has led to a reassessment of long-term estimates and a more cautious view of the company and category sales trends due to increased uncertainty.
The visibility challenges facing Coty were brought to the forefront following a pre-announcement. The anticipated retailer de-stocking in a decelerating category was evident, but the rate of decline and significant retailer reductions came as a surprise. Coty has indicated that for Q1, comparable revenue growth is expected to be between 4-5% with EBITDA remaining flat or slightly lower. For Q2, they predict only moderate comparable revenue growth, with some acceleration anticipated in the latter half of the year. However, Coty has not provided full-year revenue guidance, which suggests there are uncertainties regarding revenue visibility, although EBITDA growth projections of 9-11% have been re-affirmed.
Here are the latest investment ratings and price targets for $Coty Inc (COTY.US)$ from 6 analysts:
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美東時間10月17日，多家華爾街大行更新了$科蒂 (COTY.US)$的評級，目標價介於11美元至15美元。
德意志銀行分析師Faiza Alwy首次給予買入評級，目標價12美元。
Evercore分析師Robert Ottenstein維持買入評級，維持目標價15美元。
TD Cowen分析師Oliver Chen維持買入評級，維持目標價11美元。
派傑投資分析師Korinne Wolfmeyer維持買入評級，並將目標價從13美元下調至11美元。
CCORF分析師Susan Anderson維持買入評級，並將目標價從14美元下調至12美元。
此外，綜合報道，$科蒂 (COTY.US)$近期主要分析師觀點如下：
在與管理層進行溝通後，考艾蒂的財務表現預期發生了修訂。
公司調降了2025財年上半年的指引，但由於成本節省增加，維持了2025年EBITDA預測。這一調整暗示着公司在年後半段的業績前景可能面臨挑戰。
考艾蒂2025年第一季度業績的最新不及預期主要歸因於美國大衆美妝板塊零售商庫存水平的暫時性變化。儘管面臨更具挑戰性的比較，高端分區仍保持強勁。
在考艾蒂宣佈財年第一季度銷售額和調整後的EBITDA低於指引後，預計第二季度的業績也有可能低於當前的共識，因此對公司的預期有所下調。儘管維持全年調整後的EBITDA增長預期在9%-11%之間，但更新的指引表明，與上半年的溫和增長相比，對於財年下半年的年度增長預期出現了顯著增加。這導致了對長期預測的重新評估，並對公司和類別銷售趨勢產生謹慎的看法，因爲不確定性增加。
考艾蒂面臨的可見度挑戰在一份預先公告後變得更加突出。在一個減速的類別中，預期零售商減庫存是顯而易見的，但下滑速度和零售商的顯著削減卻讓人意外。考艾蒂表示，預計第一季度，可比銷售額增長將在4-5%之間，而EBITDA保持不變或略有下降。對於第二季度，他們預計只有適度的可比銷售額增長，並預計年後半段會有些許加速。然而，考艾蒂並未提供全年營收指引，這表明在營收可見度方面存在不確定性，儘管他們已確認了9-11%的EBITDA增長預測。
以下爲今日6位分析師對$科蒂 (COTY.US)$的最新投資評級及目標價：
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