Goldman Sachs analyst Jordan Alliger maintains $Werner Enterprises (WERN.US)$ with a sell rating, and adjusts the target price from $42 to $33.
According to TipRanks data, the analyst has a success rate of 53.4% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Werner Enterprises (WERN.US)$'s main analysts recently are as follows:
The firm's expectations for truckload earnings per share in Q3 have been adjusted downwards in light of a more conservative outlook for sequential margin improvement during the quarter. This revision is based on the anticipation of largely unchanged revenue per mile, coupled with a generally higher operating ratio, reflecting an ongoing pattern of below-seasonal margin performance quarter-over-quarter.
Analysts have initiated coverage on a variety of firms within the transportation and logistics industry. Their overall optimistic perspective is based on the belief that the industry is nearing the end of a cyclical downturn, with current rates and margins close to their lowest points. This scenario presents an opportunity for significant earnings growth by 2025 and continuing into 2026 as rates begin to rebound. This positive outlook is reinforced by the perception that many companies in the sector have robust management teams known for their disciplined approach to capital management. Furthermore, the essential nature of transportation services to the North American economy is seen as a factor that reduces the risk of disruption or replacement. Analysts recommend positioning in anticipation of a cyclical upturn, favoring companies that are expected to significantly benefit from tightening freight conditions. They have also initiated catalyst watches, indicating that certain companies could experience valuation adjustments due to their market positions and expected responses to rate changes during economic upturns.
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高盛集团分析师Jordan Alliger维持$沃纳企业 (WERN.US)$卖出评级，并将目标价从42美元下调至33美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.4%，总平均回报率为7.9%。
此外，综合报道，$沃纳企业 (WERN.US)$近期主要分析师观点如下：
鉴于本季度利润率连续提高的前景更为保守，该公司对第三季度卡车每股收益的预期已下调。此次修订基于对每英里收入基本不变的预期，加上运营比率普遍较高，这反映了季度利润率低于季节性的持续模式。
分析师已开始对运输和物流行业的多家公司进行报道。他们总体乐观的看法是基于这样的信念，即该行业的周期性衰退已接近尾声，当前的利率和利润率接近最低点。这种情况为到2025年盈利大幅增长提供了机会，随着利率开始反弹，收益将持续到2026年。人们认为该行业的许多公司都有强大的管理团队，以严格的资本管理方法而闻名，这进一步强化了这种乐观的前景。此外，北美经济运输服务的基本性质被视为降低中断或替代风险的一个因素。分析师建议在预期周期性回升的情况下进行定位，这有利于预计将从紧缩的货运条件中受益匪浅的公司。他们还启动了催化剂监测，这表明某些公司可能会因其市场状况以及经济回升期间对利率变化的预期反应而进行估值调整。
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