Baird analyst Michael Halloran maintains $Hayward Holdings (HAYW.US)$ with a hold rating, and adjusts the target price from $19 to $20.
According to TipRanks data, the analyst has a success rate of 61.8% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Hayward Holdings (HAYW.US)$'s main analysts recently are as follows:
Following Hayward's Q3 earnings, the sustained strong execution on the margin line was observed, with demand tracking largely as anticipated. Although the 2025 outlook remains somewhat uncertain due to persistently high rates, the long-term risk/reward is perceived as positive, and it is expected that the company's shares will re-rate higher as the market gains a better appreciation for Hayward's distinctive position within the appealing Pool market.
The firm noted a modest third-quarter performance that exceeded expectations and resulted in an upward adjustment of the lower end of their guidance. The firm also considers the fourth-quarter forecast to be reasonable, acknowledging that pre-buy assumptions for the fourth quarter introduce seasonal fluctuations.
The firm's projection is slightly lower than the consensus, yet it approaches fiscal year 2026 with confidence in its estimates. This stance is due to the anticipated steady recovery in discretionary demand within the pool category. The company is expected to leverage its pricing power, enhanced offerings, and advantageous product mix, which have distinguished it during times of softer category trends.
Note:
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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.
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貝雅分析師Michael Halloran維持$Hayward Holdings (HAYW.US)$持有評級,並將目標價從19美元上調至20美元。
根據TipRanks數據顯示,該分析師近一年總勝率為61.8%,總平均回報率為11.3%。
此外,綜合報道,$Hayward Holdings (HAYW.US)$近期主要分析師觀點如下:
在海沃德的第三季度收益發布後,我們觀察到在保持強勁的利潤線執行的同時,需求情況大體符合預期。儘管由於持續高利率,2025年的前景仍然有些不確定,但長期風險/回報被視爲積極,預計隨着市場更好地認識海沃德在吸引人的游泳池市場中獨特的地位,公司股價將會得到提升。
公司指出,第三季度表現溫和,超出預期,並導致他們的指導下限上調。公司還認爲第四季度的預測是合理的,承認第四季度的預購假設引入了季節性波動。
公司的預測略低於共識,但它對2026財政年度的估計充滿信懇智能。這一立場是由於預期游泳池類別中離散需求的穩定恢復。預計公司將利用其定價能力,增強的產品系列以及有利的產品組合,這在較軟的類別趨勢時期使其脫穎而出。
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