TD Cowen analyst Daniel Brennan maintains $Avantor (AVTR.US)$ with a buy rating, and adjusts the target price from $31 to $28.
According to TipRanks data, the analyst has a success rate of 51.2% and a total average return of 12.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Avantor (AVTR.US)$'s main analysts recently are as follows:
The firm expressed satisfaction with the robust generation of free cash flow in the quarter and the gradual rise in bioprocessing and equipment & instrumentation revenue, which surpassed projections for the quarter. Although management has not offered projections for 2025, a slow and steady enhancement throughout the fiscal year is anticipated by the analysts.
A softer performance in the semiconductor sector is overshadowing what is otherwise considered a 'solid' revenue figure, while the focus remains on the EBITDA margin shortfall, stirring questions about the company's capacity to achieve a 20% EBITDA margin by the year 2025. It is believed that the company is on track to approach this target, yet accomplishing it may necessitate a favorable product mix and additional cost reductions. Expectations for growth have been moderated to 3% in light of the semiconductor sector's influence and the margin outlook for 2025.
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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TD Cowen分析師Daniel Brennan維持$Avantor (AVTR.US)$買入評級，並將目標價從31美元下調至28美元。
根據TipRanks數據顯示，該分析師近一年總勝率為51.2%，總平均回報率為12.4%。
此外，綜合報道，$Avantor (AVTR.US)$近期主要分析師觀點如下：
該公司對本季度自由現金流的強勁產生以及生物加工和設備與儀器收入的逐漸增長表示滿意，這超過了本季度的預期。儘管管理層尚未提供2025年的預測，但分析師預計整個財年將緩慢而穩步地改善。
半導體行業表現疲軟，掩蓋了原本被認爲是 「穩健」 的收入數字，而焦點仍然放在息稅折舊攤銷前利潤率不足上，這引發了人們對該公司到2025年實現20％的息稅折舊攤銷前利潤率的能力的質疑。據信該公司有望實現這一目標，但要實現這一目標可能需要良好的產品組合和額外的成本降低。鑑於半導體行業的影響力和2025年的利潤前景，對增長的預期已放緩至3％。
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