Aecom Drives 'Higher Returns At Lower Risk,' Says Bullish Analyst
Aecom Drives 'Higher Returns At Lower Risk,' Says Bullish Analyst
Aecom (NYSE:ACM) shares are trading up Friday, after gaining around 5% during the week.
Aecom（紐約證券交易所代碼：ACM）股價在本週上漲了約5％，週五上漲。
The company "high-graded its portfolio" by increasingly focusing on larger and more complex design projects, where it has the greatest competitive advantage, and is moving further towards program management and advisory, according to Goldman Sachs.
高盛表示，該公司通過越來越多地專注於更大、更復雜的設計項目，「提高了其投資組合的等級」，這些項目具有最大的競爭優勢，並且正在進一步向項目管理和諮詢邁進。
Analyst Adam Bubes initiated coverage of Aecom with a Buy rating and price target of $130.
分析師亞當·布伯斯開始對Aecom進行報道，評級爲買入，目標股價爲130美元。
The Aecom Thesis: Engineering News-Record's market data shows that the company has industry-leading design market share in its largest end markets, Bubes said in the initiation note.
Bubes在啓動說明中表示，《Aecom 論文：工程新聞記錄》的市場數據顯示，該公司在其最大的終端市場中擁有行業領先的設計市場份額。
Check out other analyst stock ratings.
查看其他分析師股票評級。
Bubes noted that Aecom secured the second-highest position in program management, increasing its market share from 6.6% of the top 50 program managers since 2021 to around 11% today.
Bubes指出，Aecom在項目管理領域排名第二，其市場份額從2021年以來在前50名項目經理中的6.6％增加到今天的11％左右。
"We forecast a 6% total company organic growth CAGR through 2027 driven by AECOM's accelerating win rates, double-digit program management and advisory growth, and solid underlying end market trends," the analyst wrote.
該分析師寫道：「我們預測，到2027年，公司的總有機增長複合年增長率將達到6％，這要歸因於AECOM的加速勝率、兩位數的項目管理和諮詢增長以及穩健的潛在終端市場趨勢。」
Since 2020, Aecom has "divested its self-perform at-risk construction businesses, exited low return countries, and shifted resources to larger and more complex projects," Bubes said. The company's high-graded portfolio is now "driving higher returns at lower risk," he added.
布貝斯說，自2020年以來，Aecom 「剝離了自營風險建築業務，退出低迴報國家，並將資源轉移到更大、更復雜的項目」。他補充說，該公司的高評級投資組合現在 「以較低的風險推動更高的回報」。
ACM Price Action: Shares of Aecom were up 2.62% at $115.51 at the time of publication on Friday.
acM價格走勢：週五發佈時，Aecom的股價上漲2.62％，至115.51美元。
Read More:
• Aecom Reports Q4 Results, Joins Incyte And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
閱讀更多：
• Aecom公佈第四季度業績，加入Incyte和其他大股的行列，在週二的盤前交易時段下跌
Photo: Shutterstock
照片：Shutterstock
