Goldman Sachs analyst Adam Bubes initiates coverage on $AECOM Technology (ACM.US)$ with a buy rating, and sets the target price at $130.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 34.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $AECOM Technology (ACM.US)$'s main analysts recently are as follows:
Since 2020, Aecom has strategically de-risked its portfolio, opting to divest its self-perform at-risk construction and focusing more sharply on areas of technical expertise and competitive differentiation. This approach has led to a high-graded portfolio characterized by accelerating win rates on more complex projects, limited fixed-price risk, and an expanding addressable market.
Aecom demonstrated high quality characteristics which were evident in Q4, with FY25 guidance indicating a stable growth trajectory, albeit more back-loaded into the second half. Additionally, an 18% increase in the dividend was observed, suggesting confidence in the business model.
The F4Q24 report indicated that the company's margins were significantly better than expected, leading to a profit beat even with less robust revenue. Furthermore, the company has issued more favorable guidance alongside some modest positive surprises.
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.
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高盛集團分析師Adam Bubes首次給予$AECOM Technology (ACM.US)$買入評級，目標價130美元。
根據TipRanks數據顯示，該分析師近一年總勝率為100.0%，總平均回報率為34.8%。
此外，綜合報道，$AECOM Technology (ACM.US)$近期主要分析師觀點如下：
自2020年以來，Aecom在戰略上降低了其投資組合的風險，選擇剝離其自營風險結構，並更加專注於技術專業知識和競爭差異化領域。這種方法催生了高評分的投資組合，其特點是更復雜項目的勝率加快，固定價格風險有限，潛在市場不斷擴大。
Aecom表現出了高質量的特徵，這在第四季度顯而易見，25財年的指導顯示出穩定的增長軌跡，儘管下半年的增長勢頭有所回落。此外，觀察到股息增長了18％，這表明人們對商業模式充滿信心。
F4Q24 報告顯示，該公司的利潤率明顯好於預期，即使收入不那麼強勁，利潤也超過預期。此外，該公司發佈了更有利的指導方針，同時還發布了一些適度的積極意外。
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