TD Cowen analyst Daniel Brennan maintains $Avantor (AVTR.US)$ with a buy rating, and adjusts the target price from $31 to $28.
According to TipRanks data, the analyst has a success rate of 51.2% and a total average return of 12.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Avantor (AVTR.US)$'s main analysts recently are as follows:
The firm expressed satisfaction with the robust generation of free cash flow in the quarter and the gradual rise in bioprocessing and equipment & instrumentation revenue, which surpassed projections for the quarter. Although management has not offered projections for 2025, a slow and steady enhancement throughout the fiscal year is anticipated by the analysts.
A softer performance in the semiconductor sector is overshadowing what is otherwise considered a 'solid' revenue figure, while the focus remains on the EBITDA margin shortfall, stirring questions about the company's capacity to achieve a 20% EBITDA margin by the year 2025. It is believed that the company is on track to approach this target, yet accomplishing it may necessitate a favorable product mix and additional cost reductions. Expectations for growth have been moderated to 3% in light of the semiconductor sector's influence and the margin outlook for 2025.
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.
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TD Cowen分析师Daniel Brennan维持$Avantor (AVTR.US)$买入评级，并将目标价从31美元下调至28美元。
根据TipRanks数据显示，该分析师近一年总胜率为51.2%，总平均回报率为12.4%。
此外，综合报道，$Avantor (AVTR.US)$近期主要分析师观点如下：
该公司对本季度自由现金流的强劲产生以及生物加工和设备与仪器收入的逐渐增长表示满意，这超过了本季度的预期。尽管管理层尚未提供2025年的预测，但分析师预计整个财年将缓慢而稳步地改善。
半导体行业表现疲软，掩盖了原本被认为是 “稳健” 的收入数字，而焦点仍然放在息税折旧摊销前利润率不足上，这引发了人们对该公司到2025年实现20％的息税折旧摊销前利润率的能力的质疑。据信该公司有望实现这一目标，但要实现这一目标可能需要良好的产品组合和额外的成本降低。鉴于半导体行业的影响力和2025年的利润前景，对增长的预期已放缓至3％。
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