Proficient Auto Logistics Sees Stock Bounce Amid Short-Term Disruptions, Analyst Stays Bullish
Proficient Auto Logistics Sees Stock Bounce Amid Short-Term Disruptions, Analyst Stays Bullish
Chan says that while lower volume does create some negative operating leverage, its impact is less severe due to fewer lost backhauls and a smaller terminal network compared to LTL.Proficient Auto Logistics, Inc. (NASDAQ:PAL) shares are trading higher on Thursday. Stifel analyst J. Bruce Chan reiterated a Buy rating on the stock with a price target of $21.00.
Proficient Auto Logistics公司（納斯達克：PAL）股價週四上漲。 《斯蒂夫爾》分析師J. Bruce Chan重申該股的買入評級，並設定目標價爲21.00美元。
The analyst writes that a prolonged port strike could pressure volumes at the company. While a backlog of under a week should be manageable this quarter, longer disruptions could extend impacts into 2025.
分析師指出，長時間的港口罷工可能會對公司的成交量造成壓力。 儘管一週內的積壓應該可以在本季度內得到解決，但更長時間的中斷可能會延續到2025年。
The auto-hauling sector offers greater yield benefits than the broader dry van truckload market, as ad hoc moves can command 2-3 times the average contract pricing, adds the analyst.
汽車運輸板塊提供了比更廣泛的乾貨貨車市場更高的收益，因爲臨時舉措可能會比平均合同價格高2-3倍，分析師補充道。
Chan says that while lower volume does create some negative operating leverage, its impact is less severe due to fewer lost backhauls and a smaller terminal network compared to LTL.
Chan表示，雖然較低的成交量確實會帶來一些負面營運槓桿，但由於較少的回程和比LTL更小的終端網絡，其影響並不嚴重。
The analyst writes that Proficient's stock has faced pressure recently due to an unexpected management departure, a weak third-quarter FY24 operating environment, and ongoing port strikes.
分析師寫道，由於意外的管理人員離職、弱勢的第三財季FY24運營環境以及持續的港口罷工，Proficient的股票最近面臨壓力。
However, Chan notes the equity has overcorrected for these short-term disruptions, which should have minimal impact on 2025 valuations.
然而，Chan指出，這些短期干擾導致的股權過度調整，對2025年估值的影響應該很小。
The analyst maintains 2024 and 2025 EPS estimates at $0.88 and $1.54, respectively.
該分析師維持2024年和2025年的每股收益預估分別爲0.88美元和1.54美元。
Price Action: PAL shares are up 4.55% at $13.80 at the last check Thursday.
價格走勢：PAL股價在上週四最後一次交易中上漲4.55%，報13.80美元。
Image via Shutterstock
圖片來自shutterstock。
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