BTIG analyst Carl Reichardt maintains $Taylor Morrison Home (TMHC.US)$ with a buy rating, and adjusts the target price from $78 to $86.
According to TipRanks data, the analyst has a success rate of 65.0% and a total average return of 20.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Taylor Morrison Home (TMHC.US)$'s main analysts recently are as follows:
The firm highlights that Taylor Morrison showcased a deviation from other builders' outcomes, backed by sustained margins with minimal reliance on discounts.
The company exhibited robust outperformance this quarter, continuing to follow a strong gross margin path into FY25, with orders also keeping steady resilience. Despite the broader housing market facing risks from rising rates and ongoing affordability challenges, the company is navigating from a relative position of strength, which is anticipated to draw more investor focus.
Taylor Morrison's Q3 earnings surpassed expectations, which was mainly due to increased gross margins, a modest reduction in SG&A/sales, a more favorable tax rate, and more robust deliveries, although somewhat balanced by a decrease in average selling prices. For Q4, the company's projections indicate deliveries and selling prices slightly below prior estimates, yet anticipate better margins and a reduced tax rate.
Note:
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BTIG分析师Carl Reichardt维持$Taylor Morrison Home (TMHC.US)$买入评级,并将目标价从78美元上调至86美元。
根据TipRanks数据显示,该分析师近一年总胜率为65.0%,总平均回报率为20.4%。
此外,综合报道,$Taylor Morrison Home (TMHC.US)$近期主要分析师观点如下:
该公司强调,泰勒莫里森展示出与其他建筑商不同的结果,持续保持利润率,减少对折扣的依赖。
该公司本季度表现强劲,继续沿着强劲的毛利率道路进入FY25,订单也保持稳定的韧性。尽管更广泛的住房市场面临着由于利率上升和持续的可负担性挑战带来的风险,但该公司正从相对强势的位置导航,预计会吸引更多投资者关注。
泰勒莫里森的第三季度盈利超出了预期,主要是由于毛利率提高,SG&A/销售成本适度降低,税率更有利,交付更加强劲,尽管平均销售价格下降,但稍微受到平衡。至于第四季度,公司的预测显示交付量和销售价格略低于先前估计,但预计利润率提高和税率降低。
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