Morgan Stanley analyst Simeon Gutman maintains $AutoZone (AZO.US)$ with a buy rating, and adjusts the target price from $3,038 to $3,125.
According to TipRanks data, the analyst has a success rate of 61.5% and a total average return of 2.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $AutoZone (AZO.US)$'s main analysts recently are as follows:
AutoZone's Q4 results have not significantly altered the supportive thesis for the stock, which is predicated on the belief that the company can maintain mid-single digit growth in operating income. This growth is expected to be augmented by a comparable reduction in share count, thereby contributing to double-digit growth in earnings per share.
Despite a reduction in estimates, the underlying fundamentals for AutoZone remain largely the same, with the observation that the stock's valuation is reasonable for a company well-situated in a defensive sector anticipated to return to normal levels of top-line growth over time. AutoZone is recognized as a strong compounding entity with the potential to further capture market share within the domestic landscape.
AutoZone's fiscal Q4 outcomes fell short of expectations in terms of both revenue and earnings. It has been observed that the auto parts retail sector is experiencing diminished demand as lower-income consumers adjust their budgets, postponing significant auto maintenance, and reducing discretionary spending on do-it-yourself projects. Nonetheless, it is anticipated that with revised expectations, AutoZone's business model is poised for a resurgence in earnings growth by fiscal 2026.
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摩根士丹利分析师Simeon Gutman维持$汽车地带 (AZO.US)$买入评级,并将目标价从3,038美元上调至3,125美元。
根据TipRanks数据显示,该分析师近一年总胜率为61.5%,总平均回报率为2.8%。
此外,综合报道,$汽车地带 (AZO.US)$近期主要分析师观点如下:
AutoZone第四季度的业绩并未显著改变该股的支持论点,其前提是相信该公司能够保持中等个位数的营业收入增长。预计这种增长将因股票数量的相应减少而得到加强,从而促进每股收益的两位数增长。
尽管估值有所下调,但AutoZone的基本面基本面基本保持不变,据观察,对于一家位于防御性板块的公司来说,该股的估值是合理的,预计随着时间的推移,收入增长将恢复到正常水平。AutoZone被公认为强大的复合实体,有可能进一步占领国内市场份额。
AutoZone第四财季的收入和收益均未达到预期。据观察,由于低收入消费者调整预算,推迟大规模的汽车维护,以及减少自己动手项目上的可支配支出,汽车零部件零售业的需求正在减少。尽管如此,预计随着预期的修正,到2026财年,AutoZone的商业模式有望恢复收益增长。
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