Goldman Sachs analyst Bonnie Herzog maintains $Altria (MO.US)$ with a buy rating, and adjusts the target price from $53 to $57.
According to TipRanks data, the analyst has a success rate of 55.4% and a total average return of 3.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Altria (MO.US)$'s main analysts recently are as follows:
The 'Optimize & Accelerate' Initiative by Altria Group, which aims to save around $600M in the next five years for reinvestment into driving top line growth, is seen as a favorable move due to the company's modest achievements towards its Smoke-free Vision thus far. The near 8% rise in the company's stock is perceived more as a shift from other underperforming staple stocks to the more stable tobacco sector rather than being solely based on the company's third-quarter performance and future prospects.
Altria Group's third-quarter results showcased impressive performance amidst challenging economic conditions, leading to solid net price realization and a resurgence in OCI dollar profit growth within the Smokeables segment. Despite the anticipation of a reversal in the cigarette inventory timing benefit in the fourth quarter, this is expected to be largely counterbalanced by an additional shipping day, which is projected to have a comparable benefit to the third quarter.
Altria Group exhibited a robust profit performance in the Smokeable business, surpassing expectations due to favorable inventory movements. The company's third-quarter earnings were bolstered by these dynamics, and although inventory played a role in the earnings per share beat, the underlying profitability reassured as it followed increased investment from the previous year. Additionally, the confidence in the company's capacity to reach its medium-term guidance is supported by a new $600 million cost savings plan, which is expected to drive reinvestment into smoke-free products.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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高盛集團分析師Bonnie Herzog維持$奧馳亞 (MO.US)$買入評級，並將目標價從53美元上調至57美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.4%，總平均回報率為3.6%。
此外，綜合報道，$奧馳亞 (MO.US)$近期主要分析師觀點如下：
奧馳亞集團的 「優化與加速」 計劃旨在在未來五年內節省約6億美元，用於再投資以推動收入增長，該計劃被視爲一個有利的舉措，因爲該公司迄今爲止在實現無煙願景方面取得了微不足道的成就。該公司股票上漲了近8％，這更多地被視爲從其他表現不佳的主要股票向更穩定的菸草行業的轉移，而不是僅僅基於公司第三季度的業績和未來前景。
奧馳亞集團第三季度業績在艱難的經濟條件下表現出令人印象深刻的表現，這使得Smokeables板塊的淨價格實現穩健並恢復了OCI美元利潤的增長。儘管預計第四季度香菸庫存時機優勢將出現逆轉，但預計這將在很大程度上被增加的發貨日所抵消，預計這將產生與第三季度相似的好處。
奧馳亞集團在Smokeable業務中表現出強勁的利潤表現，由於庫存走勢良好，超出了預期。這些動態推動了該公司第三季度的收益，儘管庫存在每股收益中發揮了作用，但在投資較去年增加之後，基本盈利能力得到保證。此外，一項新的6億美元成本節約計劃支持了人們對公司實現中期預期能力的信心，該計劃預計將推動對無煙產品的再投資。
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