On Oct 17, major Wall Street analysts update their ratings for $Omnicom Group (OMC.US)$, with price targets ranging from $110 to $124.
Morgan Stanley analyst Cameron McVeigh maintains with a buy rating, and maintains the target price at $115.
J.P. Morgan analyst David Karnovsky maintains with a buy rating, and adjusts the target price from $118 to $119.
Barclays analyst Julien Roch maintains with a buy rating, and adjusts the target price from $110 to $121.
UBS analyst Adam Berlin maintains with a buy rating, and adjusts the target price from $120 to $124.
Wells Fargo analyst Steven Cahall downgrades to a hold rating, and adjusts the target price from $106 to $110.
Furthermore, according to the comprehensive report, the opinions of $Omnicom Group (OMC.US)$'s main analysts recently are as follows:
Omnicom's Q3 outcomes surpassed expectations, and management conveyed a high level of confidence regarding Q4 and the outlook for fiscal 2025. It was noted that the current valuation of the shares may not fully reflect their potential.
A recent report highlighted Omnicom's robust performance in the third quarter. Despite these strong results, there is an anticipation of investor disappointment due to signals of a slowdown in fourth-quarter growth, coupled with an apparent lack of operating leverage. The projection for the upcoming quarter may be on the conservative side, with over 5% organic growth still within reach, dependent on the realization of project-based work. Expectations are set for Omnicom to forecast organic growth for 2025 that surpasses the current consensus.
Omnicom's third-quarter organic revenue growth surpassed expectations at 6.5%, a notable increase over the projected 5.1%. This performance is attributed to successful strategic decisions, including acquisitions and the consolidation of media and creative agencies, which are proving beneficial. While there has been a slight reduction in the adjusted earnings per share forecast for future years, the focus is now on the long-term outlook extending into 2025.
Omnicom's third-quarter growth was robust, yet the stock's recent performance indicates there's minimal room left for further margin and multiple growth. The current sentiment suggests this might be the final positive growth revision for some time, and the company's margins are perceived as somewhat uncertain with the integration of a major online retailer. Consequently, it's not recommended to allocate fresh capital to this stock, given its valuation is considered to be at its peak.
Here are the latest investment ratings and price targets for $Omnicom Group (OMC.US)$ from 6 analysts:
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美東時間10月17日,多家華爾街大行更新了$宏盟集團 (OMC.US)$的評級,目標價介於110美元至124美元。
摩根士丹利分析師Cameron McVeigh維持買入評級,維持目標價115美元。
摩根大通分析師David Karnovsky維持買入評級,並將目標價從118美元上調至119美元。
巴克萊銀行分析師Julien Roch維持買入評級,並將目標價從110美元上調至121美元。
瑞士銀行分析師Adam Berlin維持買入評級,並將目標價從120美元上調至124美元。
富國集團分析師Steven Cahall下調至持有評級,並將目標價從106美元上調至110美元。
此外,綜合報道,$宏盟集團 (OMC.US)$近期主要分析師觀點如下:
奧美第三季度的業績超出預期,管理層對第四季度和2025財年的前景表現出高度的信心。有人指出,目前股票的估值可能尚未充分反映其潛力。
最近一份報告突出了奧美在第三季度的強勁表現。儘管取得了這些強勁的成績,但由於第四季度增長信號的放緩以及經營槓桿的明顯缺失,投資者對此可能感到失望。對於即將到來的季度的預期可能較爲保守,超過5%的有機增長仍然可能實現,這取決於基於項目的工作的實現。預計奧美將爲2025年的有機增長提出超過當前共識的預測。
奧美第三季度有機營業收入增長達到6.5%,比預期的5.1%有顯著增長。這一表現歸因於成功的戰略決策,包括收購以及媒體和創意機構的整合,這些舉措正在證明是有益的。儘管未來幾年調整後的每股收益預測略有下降,但現在的重點是着眼於延伸至2025年的長期前景。
奧美第三季度增長強勁,但股票近期的表現表明幾乎沒有進一步提升邊際和多重增長的空間。當前的市場情緒暗示,這可能是未來一段時間內的最後一次正面增長修正,公司的利潤率隨着一家主要在線零售商的整合被視爲相當不確定。因此,不建議向這支股票注入新資金,因爲其估值被認爲已達到頂峯。
以下爲今日6位分析師對$宏盟集團 (OMC.US)$的最新投資評級及目標價:
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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