On Nov 07, major Wall Street analysts update their ratings for $Emerson Electric (EMR.US)$, with price targets ranging from $105 to $135.
Morgan Stanley analyst Christopher Snyder maintains with a sell rating, and maintains the target price at $105.
BofA Securities analyst Andrew Obin maintains with a buy rating.
Wells Fargo analyst Joe O'Dea maintains with a buy rating, and maintains the target price at $135.
TD Cowen analyst Gautam Khanna maintains with a buy rating, and maintains the target price at $130.
Furthermore, according to the comprehensive report, the opinions of $Emerson Electric (EMR.US)$'s main analysts recently are as follows:
The projection for Emerson's performance post their fiscal Q4 report is positive, with the anticipation that the Aspen Technology transaction will soon conclude. The guidance for Q1 is expected to align with forecasts, and this comes at a time when investor sentiment has not been favorable.
The slight 3% Q4 core adjusted segment EBITA surpass and the fiscal 2025 guidance set slightly above the consensus were indeed beneficial. Nevertheless, the majority of the share value increase can be linked to the strategic declarations made by Emerson. Emerson has disclosed three significant strategic decisions that will finalize its transition into an industrial technology frontrunner, offering sophisticated automation solutions. It is suggested that Emerson's evolution into a 'new and improved' entity is not yet captured in the current stock valuation.
The firm observes that the company's shares outperformed subsequent to the announcement of Q4 results and portfolio transformation initiatives. Management highlighted that FY24 growth is anticipated to be propelled by Process and Hybrid businesses, balanced by the persisting softness in Discrete end markets. Nonetheless, a positive inflection in Discrete orders during Q4 was noted, and the firm was reassured by management's suggestion that these end markets may have reached their lowest point.
The firm noted that results slightly surpassed forecasts, with robust margins and revenues that were higher than anticipated.
The transformation of Emerson into a pure-play automation entity is considered a pivotal step towards finalizing a years-long restructuring process that could lead to a revaluation of the company. Additionally, the solid operational performance in the fourth quarter and the positive outlook set for 2025 are seen as encouraging signs.
Here are the latest investment ratings and price targets for $Emerson Electric (EMR.US)$ from 4 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間11月7日,多家華爾街大行更新了$艾默生電氣 (EMR.US)$的評級,目標價介於105美元至135美元。
摩根士丹利分析師Christopher Snyder維持賣出評級,維持目標價105美元。
美銀證券分析師Andrew Obin維持買入評級。
富國集團分析師Joe O'Dea維持買入評級,維持目標價135美元。
TD Cowen分析師Gautam Khanna維持買入評級,維持目標價130美元。
此外,綜合報道,$艾默生電氣 (EMR.US)$近期主要分析師觀點如下:
埃默森在其財政第四季度報告之後的表現預期是積極的,人們期待艾斯本科技交易將很快結束。預計第一季度的指引將符合預測,在投資者情緒不佳的時候,這一點尤爲重要。
輕微的第四季度核心調整部分息稅折舊及攤銷前利潤率(EBITA)增長了3%,而定於2025財年的預測略高於共識確實是有利的。然而,大部分股價增長可以歸因於埃默森所做的戰略性宣言。埃默森披露了三項重大戰略決定,將最終實現其過渡爲工業科技領先者,提供先進的自動化解決方案。有人認爲埃默森進化爲一個「更新改良」的實體尚未反映在當前的股票估值中。
公司注意到,在宣佈第四季度業績和組合轉型舉措後,公司股票的表現超出預期。管理層強調,FY24的增長預計將受到過程和混合業務的推動,儘管離散細分市場仍然疲軟。然而,第四季度離散訂單的積極轉折引起注意,公司對管理層建議的這些細分市場可能已經觸底感到放心。
公司指出,業績略好於預期,毛利率和收入都高於預期。
埃默森轉型爲純自動化實體被視爲結束了長達多年的重組過程的關鍵一步,這可能導致公司的重新估值。此外,第四季度的出色運營業績和2025年的積極前景被視爲令人鼓舞的跡象。
以下爲今日4位分析師對$艾默生電氣 (EMR.US)$的最新投資評級及目標價:
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。