On Oct 28, major Wall Street analysts update their ratings for $Olin (OLN.US)$, with price targets ranging from $44 to $56.
BofA Securities analyst Steve Byrne maintains with a hold rating, and adjusts the target price from $51 to $48.
Barclays analyst Michael Leithead maintains with a hold rating, and adjusts the target price from $49 to $45.
Wells Fargo analyst Michael Sison maintains with a hold rating, and maintains the target price at $44.
KeyBanc analyst Aleksey Yefremov maintains with a buy rating, and adjusts the target price from $57 to $56.
Furthermore, according to the comprehensive report, the opinions of $Olin (OLN.US)$'s main analysts recently are as follows:
An assessment of Olin indicates that its reasonable valuation is counterbalanced by persistent risks that could affect earnings. Additionally, while the end-markets are currently showing a lack of vigor, it's noted that the moderate stimulus from China, though somewhat helpful, is insufficient to markedly enhance Olin's operational capacities.
The majority of the positive impact from 'Scott Sutton bump' has diminished, and currently, there lacks a prompt impetus for purchasing the shares, with a notable degree of uncertainty persisting leading up to the investor event in December.
Post the Q3 report, it's anticipated that hurricane-related penalties will affect Olin's EBITDA by $135M in 2024. However, the elimination of these factors is expected to result in a double-digit EBITDA growth in 2025. There is currently no specific strength observed in any of Olin's end markets. Notably, while the demand for caustic soda remains weak, prices are on the rise due to producer outages.
The company has shown confidence in the present trajectory of the caustic market, which has seen improvement this year. Additionally, the company's performance may gain further support from any positive developments in the industrial end market. Nonetheless, estimates have been recalibrated as the company did not offer guidance for 2025.
The firm maintains a neutral stance on Olin shares, acknowledging that earnings may be nearing a low point. The challenging nature of the chlorine and epoxy markets persists, notwithstanding the positive shifts in caustic soda trends.
Here are the latest investment ratings and price targets for $Olin (OLN.US)$ from 4 analysts:
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美东时间10月28日,多家华尔街大行更新了$欧林 (OLN.US)$的评级,目标价介于44美元至56美元。
美银证券分析师Steve Byrne维持持有评级,并将目标价从51美元下调至48美元。
巴克莱银行分析师Michael Leithead维持持有评级,并将目标价从49美元下调至45美元。
富国集团分析师Michael Sison维持持有评级,维持目标价44美元。
KeyBanc分析师Aleksey Yefremov维持买入评级,并将目标价从57美元下调至56美元。
此外,综合报道,$欧林 (OLN.US)$近期主要分析师观点如下:
对欧林的评估表明,其合理估值受持续风险的影响,可能影响收益。此外,尽管终端市场目前缺乏活力,但中国的适度刺激虽然在一定程度上有所帮助,但不足以显著增强欧林的运营能力。
来自'Scott Sutton bump'的积极影响大多已消退,目前缺乏购买股票的迅速推动力,且在12月投资者大会前持续存在明显的不确定性。
在发布第三季度报告后,预计飓风相关罚款将使欧林2024年的EBITDA减少13500万美元。然而,预计这些因素的消除将导致2025年EBITDA的两位数增长。目前尚未观察到欧林任何终端市场具体优势。值得注意的是,虽然氢氧化钠的需求仍然疲弱,但由于生产商停产,价格正在上涨。
公司对氢氧化钠市场目前的发展轨迹表现出信心,今年已经出现改善。此外,公司的表现可能会得到工业终端市场任何积极发展的进一步支持。尽管如此,由于公司未提供2025年的指导意见,估值已经重新校准。
公司对欧林股票的立场保持中立,承认收益可能接近低点。氯碱和环氧市场的挑战性质持续存在,尽管氢氧化钠趋势出现积极变化。
以下为今日4位分析师对$欧林 (OLN.US)$的最新投资评级及目标价:
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