On Oct 24, major Wall Street analysts update their ratings for $Pentair (PNR.US)$, with price targets ranging from $106 to $120.
J.P. Morgan analyst Stephen Tusa maintains with a hold rating, and adjusts the target price from $106 to $110.
BofA Securities analyst Andrew Obin maintains with a hold rating.
Barclays analyst Julian Mitchell maintains with a buy rating, and adjusts the target price from $105 to $108.
UBS analyst Damian Karas maintains with a buy rating, and adjusts the target price from $100 to $115.
TD Cowen analyst Joseph C Giordano maintains with a buy rating, and maintains the target price at $110.
Furthermore, according to the comprehensive report, the opinions of $Pentair (PNR.US)$'s main analysts recently are as follows:
The firm's growing confidence in Pentair's capacity for margin growth surpassing the goal of 24% by 2026 is bolstered by the company's sustained margin improvement despite sales challenges, as it progresses through the second phase of its three-stage transformation. Pentair is also at the initial stages of applying the 80/20 principle, with expectations for positive outcomes to emerge in 2025. Additionally, a potential decrease in interest rates could boost demand within the consumer discretionary segments of its Pool and Water Solutions businesses in the coming years.
Pentair appears to be well positioned for another year of double-digit earnings growth in 2025, accompanied by high teens free cash flow margins.
The company delivered a strong performance in the third quarter, marked by a record-setting free cash flow for the year so far, and noted growth in the Pool segment for the second quarter in a row, coupled with a significant year-over-year margin enhancement. It's highlighted that the ongoing 'transformation benefits' within the company and initial successes from their strategic initiatives are compensating for the softer flow and certain delays in capital expenditures from industrial customers.
Management at Pentair appears to be outperforming their plan, and it is anticipated that FY26 goals will probably be surpassed in the next year, barring any market changes. Additionally, the valuation continues to be compelling when compared to other companies in the water sector.
The firm remains impressed with the degree of transformation tailwinds more than offsetting softer year-over-year demand trends and feels that the 80/20 policy offers incremental opportunities for improvement beyond the current long-term framework. Looking ahead, there is maintained confidence in the potential for share rerating higher long-term as investors better appreciate the compelling transformation.
Here are the latest investment ratings and price targets for $Pentair (PNR.US)$ from 10 analysts:
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美東時間10月24日,多家華爾街大行更新了$濱特爾 (PNR.US)$的評級,目標價介於106美元至120美元。
摩根大通分析師Stephen Tusa維持持有評級,並將目標價從106美元上調至110美元。
美銀證券分析師Andrew Obin維持持有評級。
巴克萊銀行分析師Julian Mitchell維持買入評級,並將目標價從105美元上調至108美元。
瑞士銀行分析師Damian Karas維持買入評級,並將目標價從100美元上調至115美元。
TD Cowen分析師Joseph C Giordano維持買入評級,維持目標價110美元。
此外,綜合報道,$濱特爾 (PNR.US)$近期主要分析師觀點如下:
該公司日益增強對濱特爾在2026年之前實現利潤增長目標超過24%的能力的信心,這得到其持續提高利潤率的支撐,儘管銷售挑戰仍然存在,但該公司正在推進其三階段轉型的第二階段。濱特爾還處於應用80/20原則的初期階段,預計正面成果將於2025年出現。此外,利率期貨的潛在降低可能會在未來幾年內提振其池塘和水務業務中消費者自由支出領域的需求。
濱特爾似乎在2025年再次獲得兩位數收益增長,自由現金流率高達十幾個百分點。
該公司在第三季度實現了強勁的表現,累計年度自由現金流達到歷史最高水平,池塘部門連續第二個季度實現增長,同時較去年同期顯著提高了利潤率。公司強調指出,公司內部持續進行的「變革效益」和戰略舉措取得的初步成功正在彌補工業客戶資本支出的柔和流動和某些延遲。
濱特爾管理層似乎超額完成他們的計劃,預計FY26目標可能會在接下來的一年內超過,除非有市場變化。此外,與水務業中其他公司相比,估值仍然具有吸引力。
該公司對轉型助推力量的程度仍然印象深刻,超過了較柔和的年度需求趨勢,並認爲80/20政策提供了增加機會,以改善當前的長期框架。展望未來,對股份長期再評級潛力的信心繼續保持,投資者更加認識到變革的吸引力。
以下爲今日10位分析師對$濱特爾 (PNR.US)$的最新投資評級及目標價:
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