Stifel analyst Matthew Smith, CFA maintains $Altria (MO.US)$ with a buy rating, and sets the target price at $60.
According to TipRanks data, the analyst has a success rate of 60.0% and a total average return of 14.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Altria (MO.US)$'s main analysts recently are as follows:
Analysts acknowledge Altria Group's recent initiative 'Optimize & Accelerate,' aimed at generating substantial savings over the coming five years to reinvest in driving revenue growth, as a favorable development in light of the company's smoke-free vision progress thus far. It is suggested that the nearly 8% surge in the stock's value could be more indicative of a transition from other underperforming staple stocks towards the more stable tobacco sector, rather than being solely reflective of the company's third-quarter performance and prospects.
Altria Group's Q3 outcomes showed solid performance amidst challenging economic conditions, leading to substantial net price realization and renewed OCI dollar profit growth in the Smokeables sector. Although the cigarette inventory timing advantage is expected to revert in Q4, it's anticipated to be largely counterbalanced by an extra shipping day, which could provide a comparable benefit to Q3.
Altria Group showcased a robust profit performance in its Smokeable business, which benefited from unexpectedly favorable inventory movements, leading to a stronger third quarter business performance than anticipated. This quarter's EPS beat was influenced by inventory factors, but the reassuring profitability of the Smokeable business was particularly notable as the company has been dealing with increased investment levels from the previous year. The company's medium-term guidance appears achievable, supported by a new $600M cost savings plan that is expected to provide capital for reinvestment in smoke-free products.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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斯迪富分析師Matthew Smith, CFA維持$奧馳亞 (MO.US)$買入評級，目標價60美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.0%，總平均回報率為14.2%。
此外，綜合報道，$奧馳亞 (MO.US)$近期主要分析師觀點如下：
分析師們認可奧馳亞集團最近的「優化與加速」計劃，旨在在未來五年內產生可觀的節省，以便重新投資於推動營業收入增長，這在公司的無煙願景進展方面是一個有利的發展。有人指出，股價近8%的飆升更可能是其他表現不佳的主要股票向更穩定的菸草板塊過渡的一個跡象，而不僅僅是公司第三季度的業績和前景體現。
奧馳亞集團的第三季度業績在充滿挑戰的經濟條件下表現出色，在可吸菸品板塊帶來了實質性的淨價格實現和復甦的淨運營收入利潤增長。儘管預計香菸庫存時間優勢在第四季度將會發生逆轉，但預計這將主要被額外的一個運輸日抵消，這可能會爲第四季度提供與第三季度相當的好處。
奧馳亞集團展示了其可吸菸業務強勁的利潤表現，得益於意外有利的庫存變動，導致第三季度業務表現比預期的更強勁。本季度的每股收益超出部分是受庫存因素影響，但令人欣慰的是可吸菸業務的盈利能力格外引人注目，因爲公司一直在應對去年投資水平的增加。公司的中期指引似乎是可以實現的，新的60000萬美元成本節省計劃將支持資金用於在無煙產品中的再投資。
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