Barclays analyst Matthew Bouley maintains $Advanced Drainage (WMS.US)$ with a buy rating, and adjusts the target price from $194 to $172.
According to TipRanks data, the analyst has a success rate of 64.6% and a total average return of 19.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Advanced Drainage (WMS.US)$'s main analysts recently are as follows:
The company has seen a reduction in its guidance due to a mixture of factors, including non-residential sector pressures, weather-related impacts, and rising input costs, according to an analyst.
In the wake of the company's recent quarterly results, there's a recognition that the fluctuations in the Non-Residential sector were anticipated. Investor concerns appear to center on the extent of margin pressures arising from pricing strategies. These concerns are primarily linked to increased costs of inputs, rather than a decline in top-line pricing. Despite a cautious outlook on the market and margin trends, there is a sentiment that the recent dip in share value presents an investment opportunity. This perspective is bolstered by the ongoing shift towards new materials, offering numerous possibilities for sustained improvement in margins over the long term.
The firm noted that despite the reduction in estimates and adjusting for lower non-residential expectations, the central issue is the challenge in increasing prices to counterbalance rising material costs. However, this is considered a cyclical matter. They observed that pricing has remained stable sequentially, and they anticipate a recovery in pricing aligned with demand. Furthermore, the firm acknowledges the company's remarkable absolute margin levels.
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.
巴克萊銀行分析師Matthew Bouley維持$Advanced Drainage (WMS.US)$買入評級，並將目標價從194美元下調至172美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.6%，總平均回報率為19.8%。
此外，綜合報道，$Advanced Drainage (WMS.US)$近期主要分析師觀點如下：
一位分析師表示，由於多種因素，包括非住宅行業的壓力、與天氣相關的影響以及投入成本的上漲，該公司的預期有所下調。
在該公司公佈最近的季度業績之後，人們認識到，非住宅行業的波動是預料之中的。投資者的擔憂似乎集中在定價策略帶來的利潤壓力的程度上。這些擔憂主要與投入成本的增加有關，而不是與營收價格的下降有關。儘管對市場前景和利潤率趨勢持謹慎態度，但有人認爲最近的股票價值下跌帶來了投資機會。這種觀點得到了向新材料的持續轉變的支持，爲長期持續提高利潤率提供了許多可能性。
該公司指出，儘管下調了估計值並根據較低的非住宅預期進行了調整，但核心問題是提高價格以抵消不斷上漲的材料成本所面臨的挑戰。但是，這被視爲週期性問題。他們觀察到定價連續保持穩定，他們預計定價將與需求保持一致。此外，該公司承認該公司驚人的絕對利潤率。
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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。
