Morgan Stanley analyst Tejas Savant maintains $Avantor (AVTR.US)$ with a buy rating, and maintains the target price at $27.
According to TipRanks data, the analyst has a success rate of 35.8% and a total average return of -6.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Avantor (AVTR.US)$'s main analysts recently are as follows:
Avantor experienced a balanced quarter where the return to growth in Life Science Solutions and Bioprocessing recovery was counterbalanced by a softening in the U.S. semiconductor segment, according to an analyst's post-earnings commentary.
The firm expressed satisfaction with Avantor's robust free cash flow generation in the third quarter and the progressive recovery in bioprocessing and equipment & instrumentation revenue, which surpassed anticipations. Despite the absence of management guidance for 2025, a gradual and consistent enhancement throughout the fiscal year is anticipated.
A decline in the semiconductor sector is overshadowing what is otherwise considered a 'solid' revenue performance, while the primary concern lies with the EBITDA margin miss, casting doubt on the prospect of achieving a 20% EBITDA margin by 2025. Although close to this target is deemed achievable, it is anticipated that this will necessitate assistance from both product mix and additional cost reductions.
Note:
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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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摩根士丹利分析师Tejas Savant维持$Avantor (AVTR.US)$买入评级，维持目标价27美元。
根据TipRanks数据显示，该分析师近一年总胜率为35.8%，总平均回报率为-6.9%。
此外，综合报道，$Avantor (AVTR.US)$近期主要分析师观点如下：
avantor在第三季度经历了一个平衡的季度，其中生命科学解决方案和生物加工的增长回归被美国半导体板块的疲软所抵消，根据一位分析师的财报评论。
公司对avantor在第三季度强劲的自由现金流产生和生物加工以及设备与仪器营业收入的逐步复苏表达满意，这超出了预期。尽管没有提供2025年的管理指导，但预计财政年度内将逐步稳步增强。
半导体板块的下滑掩盖了除营业收入表现良好外的情况，而主要关注点在于EBITDA利润率的偏差，这对于达到2025年的20%的EBITDA利润率前景产生了怀疑。尽管认为接近这一目标是可以实现的，但预计这将需要来自产品组合和额外成本削减的支持。
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