General Motors Well Positioned To Sustain Strong Margins - Analysts Raise Forecasts
General Motors Well Positioned To Sustain Strong Margins - Analysts Raise Forecasts
Goldman Sachs analyst Mark Delaney reiterated the Buy rating on General Motors Company (NYSE:GM), with a price forecast of $53.
高盛分析師馬克·德萊尼重申了對通用汽車公司（紐約證券交易所代碼：GM）的買入評級，預測價格爲53美元。
General Motors reported second-quarter sales growth of 7.2%, totaling $47.97 billion. Adjusted EPS of $3.06 beat analyst estimates of $2.72.
通用汽車報告第二季度銷售額增長7.2％，總額爲479.7億美元。調整後的每股收益爲3.06美元，超過了分析師預期的2.72美元。
According to the analyst, the report demonstrated that General Motors is well positioned to sustain strong margins in the second half of the year and 2025 given the company's product mix/lineup and below industry average incentives (aided by its relatively low finished vehicle inventory levels).
根據分析師的說法，該報告表明，鑑於通用汽車的產品組合/陣容以及低於行業平均水平的激勵措施（得益於其相對較低的成品車庫存水平），通用汽車完全有能力在下半年和2025年保持強勁的利潤率。
Moreover, the analyst highlights that the company continues to focus on cost and said it remains on track to achieve its net $2 billion cost reduction plan by the end of the year (of which ~$1.4 billion of cost reductions have been realized).
此外，該分析師強調，該公司繼續關注成本，並表示仍有望在年底之前實現其淨20億美元的成本削減計劃（其中已實現約14億美元的成本削減）。
Read Also: EXCLUSIVE: Tesla' An Elon Musk And A Technology Story First, EV Story Last' — Market Strategist Explains Why To Buy The Stock
另請閱讀：獨家：特斯拉的《埃隆·馬斯克》和《科技故事》第一，電動汽車故事最後'——市場策略師解釋了爲什麼要買入該股
Delaney adds that the company will look to find incremental efficiencies in the business to mitigate somewhat more difficult industry pricing trends in 2H24/25.
德萊尼補充說，該公司將尋求提高業務效率，以緩解25年下半年更爲困難的行業定價趨勢。
The analyst raised FY24 revenue estimate to $181.238 billion from $175.379 billion. Delaney now projects FY24 EPS of $10.30, higher than the prior view of $9.85.
該分析師將24財年的收入預期從1753.79億美元上調至1812.38億美元。德萊尼現在預計24財年每股收益爲10.30美元，高於先前預期的9.85美元。
BofA Securities analyst John Murphy reiterated the Buy rating on the stock, with a price forecast of $85.
美銀證券分析師約翰·墨菲重申了該股的買入評級，預計股價爲85美元。
While the company's stock declined as 2024 guidance fell short of investor expectations, the analyst highlighted GM's new guidance remains conservative even with some incremental headwinds.
儘管由於2024年的指引未達到投資者的預期，該公司的股票下跌，但該分析師強調，儘管存在一些漸進的不利因素，但通用汽車的新指引仍然保守。
According to the analyst, GM is a leader in the Core to Future transition, with potential growth beyond 2024.
根據分析師的說法，通用汽車是從核心到未來過渡的領導者，2024年以後的潛在增長潛力。
More commentary on the potential business plan will be provided at its Investor Day this fall, Murphy adds.
墨菲補充說，有關潛在商業計劃的更多評論將在今年秋天的投資者日上提供。
Per the analyst, pricing is now expected to be stronger in the second half than previously anticipated (flat in third quarter, down 1.5% in fourth quarter).
根據分析師的說法，現在預計下半年的定價將高於先前的預期（第三季度持平，第四季度下降1.5％）。
The analyst raised FY24 EPS to $9.90 from $9.78 and FY25 EPS to $10.60 from $10.45.
該分析師將24財年每股收益從9.78美元上調至9.90美元，將25財年每股收益從10.45美元上調至10.60美元。
Price Action: GM shares are trading lower by 0.06% to $46.35 at last check Wednesday.
價格走勢：週三最後一次檢查時，通用汽車股價下跌0.06％，至46.35美元。
Photo by Jonathan Weiss on Shutterstock
照片由喬納森·魏斯在 Shutterstock 上拍攝
- Turn Trading Into The Ultimate Side Hustle Using Benzinga Tools In A Free Webinar
- 在免費網絡研討會中使用Benzinga工具將交易變成終極副業