Johnson Controls May Be Heading Toward A 'New Strategic Direction,' Says Bullish Analyst
Johnson Controls May Be Heading Toward A 'New Strategic Direction,' Says Bullish Analyst
Johnson Controls International PLC (NYSE:JCI) is scheduled to report its fiscal fourth-quarter results on Dec. 10, after having delivered an earnings beat for the previous quarter.
江森自控国际有限公司（纽约证券交易所代码：JCI）在公布了上一季度的收益之后，计划于12月10日公布其第四财季业绩。
While the company has significant exposure to data centers, among the more profitable verticals, the naming of its new CEO is likely to act as a catalyst for the stock, according to BofA Securities.
美银证券表示，尽管该公司在利润更高的垂直行业中拥有大量数据中心敞口，但其新任首席执行官的任命可能会成为该股的催化剂。
Analyst Andrew Obin upgraded the rating for Johnson Controls International from Neutral to Buy, while raising the price target from $76 to $80.
分析师安德鲁·奥宾将江森自控国际的评级从中性上调至买入，同时将目标股价从76美元上调至80美元。
The Johnson Controls International Thesis: The company is on track to generate around $4 billion from data centers, comprising about 14% of the estimated revenues for fiscal 2024, Obin said in the upgrade note.
江森自控国际论文：奥宾在升级说明中表示，该公司有望从数据中心创造约40亿美元的收入，约占2024财年估计收入的14％。
Check out other analyst stock ratings.
查看其他分析师股票评级。
"The pending divestitures of JCI's Air Distribution Technologies and Residential & Light Commercial HVAC businesses will directionally increase JCI's data center revenue mix further," he added.
他补充说：“江森自控的空气分配技术以及住宅和轻型商用暖通空调业务即将剥离，这将直接进一步增加江森自控的数据中心收入组合。”
Johnson Controls International's stock is currently trading at a discount to its US HVAC peers, the analyst stated.
该分析师表示，江森自控国际的股票目前的交易价格低于美国暖通空调同行。
The company is searching for a new CEO and is likely to make an announcement before the end of this year, which would be a "positive catalyst," Obin said. "Combined with activist investor involvement, we believe this potentially signals a new strategic direction for the company," he further wrote.
奥宾说，该公司正在寻找新的首席执行官，并可能在今年年底之前宣布这一消息，这将是一个 “积极的催化剂”。他进一步写道：“再加上激进投资者的参与，我们认为这可能预示着公司新的战略方向。”
JCI Price Action: Shares of Johnson Controls International had risen by 1.9% to $69.89 at the time of publication on Tuesday.
江森自控价格走势：在周二公布时，江森自控国际的股价上涨了1.9％，至69.89美元。
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照片：Grand Warszawski/Shutterstock.com