On Oct 28, major Wall Street analysts update their ratings for $Olin (OLN.US)$, with price targets ranging from $44 to $56.
BofA Securities analyst Steve Byrne maintains with a hold rating, and adjusts the target price from $51 to $48.
Barclays analyst Michael Leithead maintains with a hold rating, and adjusts the target price from $49 to $45.
Wells Fargo analyst Michael Sison maintains with a hold rating, and maintains the target price at $44.
KeyBanc analyst Aleksey Yefremov maintains with a buy rating, and adjusts the target price from $57 to $56.
Furthermore, according to the comprehensive report, the opinions of $Olin (OLN.US)$'s main analysts recently are as follows:
An assessment of Olin indicates that its reasonable valuation is counterbalanced by persistent risks that could affect earnings. Additionally, while the end-markets are currently showing a lack of vigor, it's noted that the moderate stimulus from China, though somewhat helpful, is insufficient to markedly enhance Olin's operational capacities.
The majority of the positive impact from 'Scott Sutton bump' has diminished, and currently, there lacks a prompt impetus for purchasing the shares, with a notable degree of uncertainty persisting leading up to the investor event in December.
Post the Q3 report, it's anticipated that hurricane-related penalties will affect Olin's EBITDA by $135M in 2024. However, the elimination of these factors is expected to result in a double-digit EBITDA growth in 2025. There is currently no specific strength observed in any of Olin's end markets. Notably, while the demand for caustic soda remains weak, prices are on the rise due to producer outages.
The company has shown confidence in the present trajectory of the caustic market, which has seen improvement this year. Additionally, the company's performance may gain further support from any positive developments in the industrial end market. Nonetheless, estimates have been recalibrated as the company did not offer guidance for 2025.
The firm maintains a neutral stance on Olin shares, acknowledging that earnings may be nearing a low point. The challenging nature of the chlorine and epoxy markets persists, notwithstanding the positive shifts in caustic soda trends.
Here are the latest investment ratings and price targets for $Olin (OLN.US)$ from 4 analysts:
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間10月28日,多家華爾街大行更新了$歐林 (OLN.US)$的評級,目標價介於44美元至56美元。
美銀證券分析師Steve Byrne維持持有評級,並將目標價從51美元下調至48美元。
巴克萊銀行分析師Michael Leithead維持持有評級,並將目標價從49美元下調至45美元。
富國集團分析師Michael Sison維持持有評級,維持目標價44美元。
KeyBanc分析師Aleksey Yefremov維持買入評級,並將目標價從57美元下調至56美元。
此外,綜合報道,$歐林 (OLN.US)$近期主要分析師觀點如下:
對歐林的評估表明,其合理估值受持續風險的影響,可能影響收益。此外,儘管終端市場目前缺乏活力,但中國的適度刺激雖然在一定程度上有所幫助,但不足以顯著增強歐林的運營能力。
來自'Scott Sutton bump'的積極影響大多已消退,目前缺乏購買股票的迅速推動力,且在12月投資者大會前持續存在明顯的不確定性。
在發佈第三季度報告後,預計颶風相關罰款將使歐林2024年的EBITDA減少13500萬美元。然而,預計這些因素的消除將導致2025年EBITDA的兩位數增長。目前尚未觀察到歐林任何終端市場具體優勢。值得注意的是,雖然氫氧化鈉的需求仍然疲弱,但由於生產商停產,價格正在上漲。
公司對氫氧化鈉市場目前的發展軌跡表現出信心,今年已經出現改善。此外,公司的表現可能會得到工業終端市場任何積極發展的進一步支持。儘管如此,由於公司未提供2025年的指導意見,估值已經重新校準。
公司對歐林股票的立場保持中立,承認收益可能接近低點。氯鹼和環氧市場的挑戰性質持續存在,儘管氫氧化鈉趨勢出現積極變化。
以下爲今日4位分析師對$歐林 (OLN.US)$的最新投資評級及目標價:
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
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。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。