Loop Capital analyst Jeffrey Stevenson maintains $BrightView Holdings (BV.US)$ with a buy rating, and adjusts the target price from $18 to $20.
According to TipRanks data, the analyst has a success rate of 59.7% and a total average return of 9.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $BrightView Holdings (BV.US)$'s main analysts recently are as follows:
BrightView exhibited a mixed financial performance in its fourth-quarter results, with a slight increase in revenue overshadowed by earnings that failed to meet expectations and projections for FY25 that are underwhelming compared to market predictions. The company's landscape maintenance segment is undergoing a downturn in revenue, influenced by the winding down of its BES aggregator subcontractor business and the sell-off of USL. Analysts point out that to revitalize its core landscape maintenance revenue growth, the company will need to invest in workforce expansion and customer service enhancements. These investments are likely to affect EBITDA margins adversely, which are currently below the pre-pandemic benchmark. Given these circumstances, there is skepticism regarding BrightView's ability to achieve significant revenue growth and maintain desirable EBITDA margins at the same time.
The company's alignment with its strategic transformation, termed 'One BrightView', is acknowledged as contributing to its Q4 outcomes and the preliminary guidance for FY25. Despite the stock experiencing a decline post-earnings, which was attributed to heightened anticipations, there's an optimistic projection for the return to positive revenue growth in landscaping by FY25, alongside an ongoing expansion in segment margin.
The firm expressed that their outlook remains unchanged as BrightView completed fiscal year 2024 with a quarter that met expectations, contained no significant surprises, and encapsulated a year filled with constructive changes.
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Loop Capital分析師Jeffrey Stevenson維持$BrightView Holdings (BV.US)$買入評級,並將目標價從18美元上調至20美元。
根據TipRanks數據顯示,該分析師近一年總勝率為59.7%,總平均回報率為9.2%。
此外,綜合報道,$BrightView Holdings (BV.US)$近期主要分析師觀點如下:
BrightView在其第四季度業績中呈現出複雜的財務表現,營業收入略微增加,但盈利未能達到預期,並且2025財年的預期與市場預測相比令人失望。公司的景觀維護業務部門正在經歷營業收入下降,受其BES聚合承包商業務逐漸收窄和出售USL的影響。分析師指出,要重振其核心景觀維護收入增長,公司將需要投資於勞動力擴充和客戶服務增強。這些投資可能會對目前低於疫情前基準的EBITDA利潤率產生不利影響。在這種情況下,人們對BrightView能否實現顯著營業收入增長並同時保持理想的EBITDA利潤率持懷疑態度。
公司與戰略轉型相契合,被稱爲「One BrightView」,被認爲對其第四季度業績和2025財年初步指導起到了貢獻。儘管股價在業績公佈後出現下跌,這被歸因於預期升高,但對於景觀營收在2025財年恢復正增長以及業務部門利潤率不斷擴大有樂觀預期。
該公司表示,BrightView完成了2024財年,第四季度符合預期,沒有產生重大驚喜,並體現了一個充滿建設性變化的一年。
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