Oppenheimer analyst Ian Zaffino maintains $Allison Transmission (ALSN.US)$ with a buy rating, and adjusts the target price from $90 to $115.
According to TipRanks data, the analyst has a success rate of 49.5% and a total average return of 4.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Allison Transmission (ALSN.US)$'s main analysts recently are as follows:
The third quarter showed another instance of surpassing expectations, leading to a slight increase in the 2024 top-line estimate by 1% and a more substantial lift in the 2024 adjusted EBITDA estimate by 3% following the quarterly report. Allison Transmission stands to gain from the prolonged demand in vocational trucks, which appears more robust and warrants a higher multiple. However, there are still reservations regarding the company's margin progression over different business cycles.
Allison Transmission's third-quarter results surpassed expectations, propelled by vigorous demand across North American and International On-Highway segments as well as the Defense sector. The company's positive performance has led to an uplifted forecast for FY24, signaling ongoing strength in the North American On-Highway market.
The firm has a favorable view on the near-term fundamentals and holds an overall positive disposition following results from the third quarter which surpassed the high expectations.
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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奥本海默控股分析师Ian Zaffino维持$艾里逊变速箱 (ALSN.US)$买入评级，并将目标价从90美元上调至115美元。
根据TipRanks数据显示，该分析师近一年总胜率为49.5%，总平均回报率为4.6%。
此外，综合报道，$艾里逊变速箱 (ALSN.US)$近期主要分析师观点如下：
第三季度又出现了超出预期的例子，导致2024年的收入估计值小幅增长了1％，继季度报告发布后，2024年调整后的息税折旧摊销前利润估计值大幅增长了3％。艾里逊变速箱将从对职业卡车的长期需求中获益，这种卡车看起来更强劲，保证更高的倍数。但是，仍有人对公司在不同业务周期中的利润增长持保留态度。
受北美和国际公路细分市场以及国防部门的强劲需求推动，艾里逊变速箱第三季度业绩超出预期。该公司的积极表现提高了对24财年的预测，这表明北美公路市场的持续走强。
该公司对短期基本面持积极看法，在第三季度业绩超出高预期之后，总体表现乐观。
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