Barclays analyst Matthew Bouley maintains $Advanced Drainage (WMS.US)$ with a buy rating, and adjusts the target price from $194 to $172.
According to TipRanks data, the analyst has a success rate of 64.6% and a total average return of 19.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Advanced Drainage (WMS.US)$'s main analysts recently are as follows:
The company has seen a reduction in its guidance due to a mixture of factors, including non-residential sector pressures, weather-related impacts, and rising input costs, according to an analyst.
In the wake of the company's recent quarterly results, there's a recognition that the fluctuations in the Non-Residential sector were anticipated. Investor concerns appear to center on the extent of margin pressures arising from pricing strategies. These concerns are primarily linked to increased costs of inputs, rather than a decline in top-line pricing. Despite a cautious outlook on the market and margin trends, there is a sentiment that the recent dip in share value presents an investment opportunity. This perspective is bolstered by the ongoing shift towards new materials, offering numerous possibilities for sustained improvement in margins over the long term.
The firm noted that despite the reduction in estimates and adjusting for lower non-residential expectations, the central issue is the challenge in increasing prices to counterbalance rising material costs. However, this is considered a cyclical matter. They observed that pricing has remained stable sequentially, and they anticipate a recovery in pricing aligned with demand. Furthermore, the firm acknowledges the company's remarkable absolute margin levels.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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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巴克莱银行分析师Matthew Bouley维持$Advanced Drainage (WMS.US)$买入评级，并将目标价从194美元下调至172美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.6%，总平均回报率为19.8%。
此外，综合报道，$Advanced Drainage (WMS.US)$近期主要分析师观点如下：
一位分析师表示，由于多种因素，包括非住宅行业的压力、与天气相关的影响以及投入成本的上涨，该公司的预期有所下调。
在该公司公布最近的季度业绩之后，人们认识到，非住宅行业的波动是预料之中的。投资者的担忧似乎集中在定价策略带来的利润压力的程度上。这些担忧主要与投入成本的增加有关，而不是与营收价格的下降有关。尽管对市场前景和利润率趋势持谨慎态度，但有人认为最近的股票价值下跌带来了投资机会。这种观点得到了向新材料的持续转变的支持，为长期持续提高利润率提供了许多可能性。
该公司指出，尽管下调了估计值并根据较低的非住宅预期进行了调整，但核心问题是提高价格以抵消不断上涨的材料成本所面临的挑战。但是，这被视为周期性问题。他们观察到定价连续保持稳定，他们预计定价将与需求保持一致。此外，该公司承认该公司惊人的绝对利润率。
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TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
