Baird analyst Michael Halloran maintains $Hayward Holdings (HAYW.US)$ with a hold rating, and adjusts the target price from $19 to $20.
According to TipRanks data, the analyst has a success rate of 61.8% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Hayward Holdings (HAYW.US)$'s main analysts recently are as follows:
Following Hayward's Q3 earnings, the sustained strong execution on the margin line was observed, with demand tracking largely as anticipated. Although the 2025 outlook remains somewhat uncertain due to persistently high rates, the long-term risk/reward is perceived as positive, and it is expected that the company's shares will re-rate higher as the market gains a better appreciation for Hayward's distinctive position within the appealing Pool market.
The firm noted a modest third-quarter performance that exceeded expectations and resulted in an upward adjustment of the lower end of their guidance. The firm also considers the fourth-quarter forecast to be reasonable, acknowledging that pre-buy assumptions for the fourth quarter introduce seasonal fluctuations.
The firm's projection is slightly lower than the consensus, yet it approaches fiscal year 2026 with confidence in its estimates. This stance is due to the anticipated steady recovery in discretionary demand within the pool category. The company is expected to leverage its pricing power, enhanced offerings, and advantageous product mix, which have distinguished it during times of softer category trends.
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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贝雅分析师Michael Halloran维持$Hayward Holdings (HAYW.US)$持有评级，并将目标价从19美元上调至20美元。
根据TipRanks数据显示，该分析师近一年总胜率为61.8%，总平均回报率为11.3%。
此外，综合报道，$Hayward Holdings (HAYW.US)$近期主要分析师观点如下：
在 Hayward 的第三季度财报后，观察到保持强劲的利润率执行，在需求跟踪方面基本符合预期。尽管由于持续高利率，2025年的前景仍然有些不确定，但长期风险/回报被视为积极，预计随着市场更好地认识到 Hayward 在具有吸引力的泳池市场中独特地位，公司股票将重新评定更高。
公司指出第三季度表现适度超出预期，并导致其指导范围的下限上调。公司还认为第四季度的预测是合理的，承认第四季度的预先购买假设引入了季节性波动。
公司的预测略低于共识，但对其2026财年的估计充满信恳智能。这种立场是因为预期在泳池类别中自由需求的稳定复苏。公司预计将利用其定价能力，增强的产品提供和有利的产品组合，这些特点在行业趋势较软时使其脱颖而出。
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