BofA Securities analyst Arnaud Lehmann upgrades $Ferguson (FERG.US)$ to a buy rating, and adjusts the target price from $189.85 to $244.09.
According to TipRanks data, the analyst has a success rate of 69.2% and a total average return of 11.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Ferguson (FERG.US)$'s main analysts recently are as follows:
The recent analysis shifts in European business services have highlighted valuation irregularities and upcoming opportunities aiming towards 2025, resulting in an enhanced overall sector outlook. Particular preference has been noted for firms with significant U.S. exposure, evident from the optimistic view on Ferguson which has shown promise due to its potential for considerable upside following its previous market underperformance.
The outlook for homebuilder stocks in 2025 is viewed positively, with a belief that the market sentiment has quickly moved towards peak pessimism, often presenting attractive buying opportunities for this sector. Meanwhile, for Ferguson, it's assessed that the valuation rightly mirrors modest near-term growth expectations.
The investment opportunity in Ferguson at its current share price is viewed as appealing due to its consistent growth trajectory. The possibility of rising U.S. inflation is believed to bolster Ferguson's pricing and margins starting from the second half of 2025, with current market consensus estimates seen as more grounded. Despite the challenges posed by high interest rates, key demand indicators for Ferguson continue to show resilience, commodity prices are beginning to stabilize, and the company has been exceeding the performance of its underlying markets in recent quarters.
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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美銀證券分析師Arnaud Lehmann上調$Ferguson (FERG.US)$至買入評級，並將目標價從189.85美元上調至244.09美元。
根據TipRanks數據顯示，該分析師近一年總勝率為69.2%，總平均回報率為11.2%。
此外，綜合報道，$Ferguson (FERG.US)$近期主要分析師觀點如下：
歐洲商業服務業最近的分析變化凸顯了估值的違規行爲和即將到來的2025年機會，從而增強了整體行業前景。人們特別傾向於在美國擁有大量風險敞口的公司，對弗格森的樂觀看法就證明了這一點。弗格森在之前的市場表現不佳之後有可能出現可觀的上行空間，因此表現出希望。
人們對2025年房屋建築商股票的前景持樂觀態度，他們認爲市場情緒已迅速走向悲觀情緒的頂峯，這通常爲該行業帶來有吸引力的買入機會。同時，弗格森認爲，估值正確地反映了溫和的短期增長預期。
由於弗格森持續的增長軌跡，以當前股價計算的投資機會被認爲具有吸引力。據信，從2025年下半年開始，美國通貨膨脹率上升的可能性將提振弗格森的定價和利潤率，而目前的市場共識估計更有依據。儘管高利率帶來了挑戰，但弗格森的關鍵需求指標繼續顯示出彈性，大宗商品價格開始穩定，該公司最近幾個季度的表現一直超過其基礎市場。
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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。
