On Nov 06, major Wall Street analysts update their ratings for $Celanese Corp (CE.US)$, with price targets ranging from $92 to $170.
Morgan Stanley analyst Vincent Andrews maintains with a hold rating, and adjusts the target price from $140 to $100.
J.P. Morgan analyst Jeffrey Zekauskas upgrades to a hold rating, and adjusts the target price from $156 to $92.
Barclays analyst Michael Leithead maintains with a hold rating, and adjusts the target price from $151 to $101.
Deutsche Bank analyst David Begleiter upgrades to a buy rating, and adjusts the target price from $135 to $110.
Evercore analyst Stephen Richardson maintains with a hold rating, and maintains the target price at $170.
Furthermore, according to the comprehensive report, the opinions of $Celanese Corp (CE.US)$'s main analysts recently are as follows:
The expectation is that Celanese's EPS potential has been recalibrated from the peak influenced by COVID demand and supply disruptions in 2021 to a projected range for 2025. The stock is anticipated to remain mostly stable until there is more clarity regarding the macroeconomic conditions and the funding landscape.
The company's recent earnings report is viewed as not significantly altering the perception of asset quality. However, it necessitates a reevaluation of the capital structure and shareholder confidence in management.
The valuation grounds for an optimistic outlook on Celanese are a consequence of the stock's significant drop subsequent to the Q3 earnings announcement. The Q3 miss and subsequent Q4 guidance falling short of consensus weren't unforeseen, as the contributing factors—marked deceleration in the automotive and industrial sectors of the Western Hemisphere, notably within the European automotive industry, along with subdued demand in the paints, coatings, and construction markets—have been recurrent themes among chemical companies during this earnings period.
The adjusted operating environment prompted a proactive dividend reduction, yet there remains an acknowledgment of Celanese's consistent strong performance internally. In light of potentially favorable growth-oriented events, such as China's economic stimulus and global interest rate reductions, there's an anticipation of a swifter earnings recovery compared to the recalibrated expectations.
Following the company's Q3 report, it's observed that the dividend has been almost entirely removed, accompanied by the implementation of a debt liquidity strategy.
Here are the latest investment ratings and price targets for $Celanese Corp (CE.US)$ from 5 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11月6日，多家華爾街大行更新了$塞拉尼斯 (CE.US)$的評級，目標價介於92美元至170美元。
摩根士丹利分析師Vincent Andrews維持持有評級，並將目標價從140美元下調至100美元。
摩根大通分析師Jeffrey Zekauskas上調至持有評級，並將目標價從156美元下調至92美元。
巴克萊銀行分析師Michael Leithead維持持有評級，並將目標價從151美元下調至101美元。
德意志銀行分析師David Begleiter上調至買入評級，並將目標價從135美元下調至110美元。
Evercore分析師Stephen Richardson維持持有評級，維持目標價170美元。
此外，綜合報道，$塞拉尼斯 (CE.US)$近期主要分析師觀點如下：
預期是，賽萊斯（Celanese）的每股收益潛力已從2021年受COVID需求和供應中斷影響的峯值重新調整爲2025年的預期區間。預計股票將一直保持穩定，直到宏觀經濟狀況和資金格局更加明朗。
該公司最近的收益報告被認爲並沒有顯著改變資產質量的認知。然而，這需要重新評估資本結構和股東對管理層的信心。
賽萊斯樂觀展望的估值基礎是該股在Q3盈利公告後的顯著下跌的結果。Q3盈利不達預期，隨後的Q4指導低於共識並不令人意外，因爲導致這種情況的因素—西半球汽車和工業部門的明顯減速，尤其是歐洲汽車工業，以及塗料、塗層和施工市場需求不足—在該盈利期間一直是化學公司的主題。
調整後的運營環境促使積極減少股息，但仍然承認賽萊斯內部持續強勁的業績表現。鑑於潛在有利的增長導向事件，如中國的經濟刺激和全球貨幣利率降低，預計盈利恢復速度將比重新調整的預期更爲迅速。
在公司發佈Q3報告後，觀察到股息幾乎完全消失，伴隨着債務流動性策略的實施。
以下爲今日5位分析師對$塞拉尼斯 (CE.US)$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。
