On Oct 17, major Wall Street analysts update their ratings for $Omnicom Group (OMC.US)$, with price targets ranging from $110 to $124.
Morgan Stanley analyst Cameron McVeigh maintains with a buy rating, and maintains the target price at $115.
J.P. Morgan analyst David Karnovsky maintains with a buy rating, and adjusts the target price from $118 to $119.
Barclays analyst Julien Roch maintains with a buy rating, and adjusts the target price from $110 to $121.
UBS analyst Adam Berlin maintains with a buy rating, and adjusts the target price from $120 to $124.
Wells Fargo analyst Steven Cahall downgrades to a hold rating, and adjusts the target price from $106 to $110.
Furthermore, according to the comprehensive report, the opinions of $Omnicom Group (OMC.US)$'s main analysts recently are as follows:
Omnicom's Q3 outcomes surpassed expectations, and management conveyed a high level of confidence regarding Q4 and the outlook for fiscal 2025. It was noted that the current valuation of the shares may not fully reflect their potential.
A recent report highlighted Omnicom's robust performance in the third quarter. Despite these strong results, there is an anticipation of investor disappointment due to signals of a slowdown in fourth-quarter growth, coupled with an apparent lack of operating leverage. The projection for the upcoming quarter may be on the conservative side, with over 5% organic growth still within reach, dependent on the realization of project-based work. Expectations are set for Omnicom to forecast organic growth for 2025 that surpasses the current consensus.
Omnicom's third-quarter organic revenue growth surpassed expectations at 6.5%, a notable increase over the projected 5.1%. This performance is attributed to successful strategic decisions, including acquisitions and the consolidation of media and creative agencies, which are proving beneficial. While there has been a slight reduction in the adjusted earnings per share forecast for future years, the focus is now on the long-term outlook extending into 2025.
Omnicom's third-quarter growth was robust, yet the stock's recent performance indicates there's minimal room left for further margin and multiple growth. The current sentiment suggests this might be the final positive growth revision for some time, and the company's margins are perceived as somewhat uncertain with the integration of a major online retailer. Consequently, it's not recommended to allocate fresh capital to this stock, given its valuation is considered to be at its peak.
Here are the latest investment ratings and price targets for $Omnicom Group (OMC.US)$ from 6 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.
美东时间10月17日,多家华尔街大行更新了$宏盟集团 (OMC.US)$的评级,目标价介于110美元至124美元。
摩根士丹利分析师Cameron McVeigh维持买入评级,维持目标价115美元。
摩根大通分析师David Karnovsky维持买入评级,并将目标价从118美元上调至119美元。
巴克莱银行分析师Julien Roch维持买入评级,并将目标价从110美元上调至121美元。
瑞士银行分析师Adam Berlin维持买入评级,并将目标价从120美元上调至124美元。
富国集团分析师Steven Cahall下调至持有评级,并将目标价从106美元上调至110美元。
此外,综合报道,$宏盟集团 (OMC.US)$近期主要分析师观点如下:
奥美的第三季度业绩超出预期,管理层对第四季度和2025财年前景表现出了高度的信心。值得注意的是,目前股票的估值可能还没有完全体现出其潜力。
最近的一份报告强调了奥美在第三季度的强劲表现。尽管取得了这些强劲的业绩,但由于第四季度增长放缓的信号以及经营杠杆的明显缺失,投资者预计会感到失望。对于即将到来的季度的预期可能偏保守,预计有超过5%的有机增长仍然可以实现,这取决于项目工作的实现。预期奥美将预测2025年的有机增长超过目前的共识。
奥美第三季度的有机营收增长率超出预期,达到6.5%,较预计的5.1%有显著增加。这一表现归因于成功的战略决策,包括收购和媒体创意机构的整合,这些决策正在证明是有利的。尽管未来几年调整后的每股收益预测略有下调,但现在重点放在了2025年的长期前景上。
奥美第三季度的增长强劲,然而股票最近的表现表明进一步提升利润率和多重增长空间有限。当前情绪预示着这可能是未来一段时间内最后一次正面增长修订,并且由于一家主要在线零售商的整合,公司的利润率被认为有些不确定。因此,不建议向这只股票配置新资金,因为其估值被认为已达到顶峰。
以下为今日6位分析师对$宏盟集团 (OMC.US)$的最新投资评级及目标价:
提示:
TipRanks为独立第三方,提供金融分析师的分析数据,并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议,仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级,分析师星级代表分析师所有推荐的过往表现,通过分析师的总胜率和平均回报率综合计算得出,星星越多,则该分析师过往表现越优异,最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否,取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合,并根据评级变化对组合进行调整,在近一年中该投资组合所获得的回报率。