Proficient Auto Logistics Sees Stock Bounce Amid Short-Term Disruptions, Analyst Stays Bullish
Proficient Auto Logistics Sees Stock Bounce Amid Short-Term Disruptions, Analyst Stays Bullish
Chan says that while lower volume does create some negative operating leverage, its impact is less severe due to fewer lost backhauls and a smaller terminal network compared to LTL.Proficient Auto Logistics, Inc. (NASDAQ:PAL) shares are trading higher on Thursday. Stifel analyst J. Bruce Chan reiterated a Buy rating on the stock with a price target of $21.00.
Proficient Auto Logistics公司（纳斯达克：PAL）股价周四上涨。 《斯蒂夫尔》分析师J. Bruce Chan重申该股的买入评级，并设定目标价为21.00美元。
The analyst writes that a prolonged port strike could pressure volumes at the company. While a backlog of under a week should be manageable this quarter, longer disruptions could extend impacts into 2025.
分析师指出，长时间的港口罢工可能会对公司的成交量造成压力。 尽管一周内的积压应该可以在本季度内得到解决，但更长时间的中断可能会延续到2025年。
The auto-hauling sector offers greater yield benefits than the broader dry van truckload market, as ad hoc moves can command 2-3 times the average contract pricing, adds the analyst.
汽车运输板块提供了比更广泛的干货货车市场更高的收益，因为临时举措可能会比平均合同价格高2-3倍，分析师补充道。
Chan says that while lower volume does create some negative operating leverage, its impact is less severe due to fewer lost backhauls and a smaller terminal network compared to LTL.
Chan表示，虽然较低的成交量确实会带来一些负面营运杠杆，但由于较少的回程和比LTL更小的终端网络，其影响并不严重。
The analyst writes that Proficient's stock has faced pressure recently due to an unexpected management departure, a weak third-quarter FY24 operating environment, and ongoing port strikes.
分析师写道，由于意外的管理人员离职、弱势的第三财季FY24运营环境以及持续的港口罢工，Proficient的股票最近面临压力。
However, Chan notes the equity has overcorrected for these short-term disruptions, which should have minimal impact on 2025 valuations.
然而，Chan指出，这些短期干扰导致的股权过度调整，对2025年估值的影响应该很小。
The analyst maintains 2024 and 2025 EPS estimates at $0.88 and $1.54, respectively.
该分析师维持2024年和2025年的每股收益预估分别为0.88美元和1.54美元。
Price Action: PAL shares are up 4.55% at $13.80 at the last check Thursday.
价格走势：PAL股价在上周四最后一次交易中上涨4.55%，报13.80美元。
Image via Shutterstock
图片来自shutterstock。
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