Goldman Sachs analyst Bonnie Herzog maintains $Altria (MO.US)$ with a buy rating, and adjusts the target price from $53 to $57.
According to TipRanks data, the analyst has a success rate of 55.4% and a total average return of 3.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Altria (MO.US)$'s main analysts recently are as follows:
The 'Optimize & Accelerate' Initiative by Altria Group, which aims to save around $600M in the next five years for reinvestment into driving top line growth, is seen as a favorable move due to the company's modest achievements towards its Smoke-free Vision thus far. The near 8% rise in the company's stock is perceived more as a shift from other underperforming staple stocks to the more stable tobacco sector rather than being solely based on the company's third-quarter performance and future prospects.
Altria Group's third-quarter results showcased impressive performance amidst challenging economic conditions, leading to solid net price realization and a resurgence in OCI dollar profit growth within the Smokeables segment. Despite the anticipation of a reversal in the cigarette inventory timing benefit in the fourth quarter, this is expected to be largely counterbalanced by an additional shipping day, which is projected to have a comparable benefit to the third quarter.
Altria Group exhibited a robust profit performance in the Smokeable business, surpassing expectations due to favorable inventory movements. The company's third-quarter earnings were bolstered by these dynamics, and although inventory played a role in the earnings per share beat, the underlying profitability reassured as it followed increased investment from the previous year. Additionally, the confidence in the company's capacity to reach its medium-term guidance is supported by a new $600 million cost savings plan, which is expected to drive reinvestment into smoke-free products.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集团分析师Bonnie Herzog维持$奥驰亚 (MO.US)$买入评级，并将目标价从53美元上调至57美元。
根据TipRanks数据显示，该分析师近一年总胜率为55.4%，总平均回报率为3.6%。
此外，综合报道，$奥驰亚 (MO.US)$近期主要分析师观点如下：
奥驰亚集团的 “优化与加速” 计划旨在在未来五年内节省约6亿美元，用于再投资以推动收入增长，该计划被视为一个有利的举措，因为该公司迄今为止在实现无烟愿景方面取得了微不足道的成就。该公司股票上涨了近8％，这更多地被视为从其他表现不佳的主要股票向更稳定的烟草行业的转移，而不是仅仅基于公司第三季度的业绩和未来前景。
奥驰亚集团第三季度业绩在艰难的经济条件下表现出令人印象深刻的表现，这使得Smokeables板块的净价格实现稳健并恢复了OCI美元利润的增长。尽管预计第四季度香烟库存时机优势将出现逆转，但预计这将在很大程度上被增加的发货日所抵消，预计这将产生与第三季度相似的好处。
奥驰亚集团在Smokeable业务中表现出强劲的利润表现，由于库存走势良好，超出了预期。这些动态推动了该公司第三季度的收益，尽管库存在每股收益中发挥了作用，但在投资较去年增加之后，基本盈利能力得到保证。此外，一项新的6亿美元成本节约计划支持了人们对公司实现中期预期能力的信心，该计划预计将推动对无烟产品的再投资。
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