Barclays analyst Luke Sergott maintains $Waters (WAT.US)$ with a sell rating, and adjusts the target price from $330 to $360.
According to TipRanks data, the analyst has a success rate of 37.3% and a total average return of -5.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Waters (WAT.US)$'s main analysts recently are as follows:
The significant earnings surpass indicates that there are share gains and an earlier than anticipated recovery cycle. However, it is noted that the recent share price movement might have already accounted for all the potential gains, implying a scenario where future performance is expected to be flawless.
The company's third quarter was robust, marked by trends and commentary that were notably more positive relative to Tools peers regarding instrument demand. However, some skepticism remains regarding the fourth quarter. The critical issue now is the likelihood of achieving optimistic scenarios by 2025 and whether reaching an earnings per share figure for that year that would make the implied multiple more attainable (e.g., in the high 20s) currently seems ambitious.
The firm noted that while Waters' third-quarter performance was robust, this does not fully capture the current situation. It was suggested that the company may be at a pivotal point where the trajectory of its Liquid Chromatography-Mass Spectrometry (LCMS) business appears to have reached its lowest ebb.
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巴克莱银行分析师Luke Sergott维持$沃特世 (WAT.US)$卖出评级，并将目标价从330美元上调至360美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.3%，总平均回报率为-5.8%。
此外，综合报道，$沃特世 (WAT.US)$近期主要分析师观点如下：
盈利的显著增长表明股票有所上涨，而且复苏周期早于预期。但是，值得注意的是，最近的股价走势可能已经解释了所有潜在的收益，这意味着预计未来的表现将完美无缺。
该公司的第三季度表现强劲，其特点是与工具同行相比，在仪器需求方面，趋势和评论明显更为乐观。但是，对第四季度仍然持怀疑态度。现在的关键问题是到2025年实现乐观情景的可能性，以及当年的每股收益数字，使隐含倍数更容易实现（例如，在20年代的最高水平），目前看来是否雄心勃勃。
该公司指出，尽管沃特斯第三季度的表现强劲，但这并不能完全反映当前的情况。有人认为，该公司可能正处于关键时刻，其液相色谱-质谱（LCMS）业务的发展轨迹似乎已降至最低点。
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