Loop Capital analyst Jeffrey Stevenson maintains $BrightView Holdings (BV.US)$ with a buy rating, and adjusts the target price from $18 to $20.
According to TipRanks data, the analyst has a success rate of 59.7% and a total average return of 9.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $BrightView Holdings (BV.US)$'s main analysts recently are as follows:
BrightView exhibited a mixed financial performance in its fourth-quarter results, with a slight increase in revenue overshadowed by earnings that failed to meet expectations and projections for FY25 that are underwhelming compared to market predictions. The company's landscape maintenance segment is undergoing a downturn in revenue, influenced by the winding down of its BES aggregator subcontractor business and the sell-off of USL. Analysts point out that to revitalize its core landscape maintenance revenue growth, the company will need to invest in workforce expansion and customer service enhancements. These investments are likely to affect EBITDA margins adversely, which are currently below the pre-pandemic benchmark. Given these circumstances, there is skepticism regarding BrightView's ability to achieve significant revenue growth and maintain desirable EBITDA margins at the same time.
The company's alignment with its strategic transformation, termed 'One BrightView', is acknowledged as contributing to its Q4 outcomes and the preliminary guidance for FY25. Despite the stock experiencing a decline post-earnings, which was attributed to heightened anticipations, there's an optimistic projection for the return to positive revenue growth in landscaping by FY25, alongside an ongoing expansion in segment margin.
The firm expressed that their outlook remains unchanged as BrightView completed fiscal year 2024 with a quarter that met expectations, contained no significant surprises, and encapsulated a year filled with constructive changes.
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Loop Capital分析师Jeffrey Stevenson维持$BrightView Holdings (BV.US)$买入评级,并将目标价从18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59.7%,总平均回报率为9.2%。
此外,综合报道,$BrightView Holdings (BV.US)$近期主要分析师观点如下:
BrightView在第四季度的财务业绩表现不一,营业收入略有增长,但盈利未能达到预期,且对2025财年的预测相比市场预测令人失望。公司的景观维护部门正经历营业收入的下滑,这受到其BES聚合器分包业务逐渐停止和USL的出售的影响。分析师指出,为了振兴其核心景观维护营业收入的增长,公司需要投资于扩大员工队伍和提升客户服务。这些投资可能会对EBITDA利润率产生不利影响,目前的利润率低于疫情前的基准。在这种情况下,人们对BrightView是否能够实现显著的营业收入增长并同时维持理想的EBITDA利润率表示怀疑。
公司的战略转型与其称为 "One BrightView "的相关性,被认为对其第四季度的结果以及对2025财年初步指导的贡献是显而易见的。尽管在盈利发布后股票有所下跌,这归因于预期的升高,但预计到2025财年,园林绿化的营业收入将恢复正增长,并且部门利润率将持续扩大。
该公司表示,他们的前景保持不变,因为BrightView在2024财年完成的季度表现符合预期,没有重大意外,且总结了一年充满积极变化的情况。
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