Goldman Sachs analyst Jerry Revich maintains $Allison Transmission (ALSN.US)$ with a sell rating, and adjusts the target price from $72 to $82.
According to TipRanks data, the analyst has a success rate of 63.3% and a total average return of 10.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Allison Transmission (ALSN.US)$'s main analysts recently are as follows:
The firm's expectations for Allison Transmission's profitability have been adjusted upward, with an increase in EBITDA estimates for 2024-2026 by approximately 2% on average. This revision is due to higher production rates of class 8 straight trucks, currently at 10,000 units per month, compared to a historical range of 2,000 to 12,000. Additionally, the slowing demand for electric vehicles is also taken into consideration.
Allison Transmission's third quarter results surpassed expectations, prompting a revision of the 2024 revenue estimate upwards by 1% and the 2024 adjusted EBITDA estimate by 3%. The company is gaining from a sustained demand in vocational trucks, which has shown resilience and warrants a more generous valuation. However, there are still apprehensions regarding the consistency of margin improvement from one business cycle to the next.
Optimism for Allison Transmission arises from the bullish outlook and favorable conditions within the company's primary North American On-Highway market. The company has reported a robust third-quarter performance, propelled by strong demand across both North American and International On-Highway markets as well as the Defense sector. Following these results, the company has increased its full-year guidance for 2024.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
高盛集团分析师Jerry Revich维持$艾里逊变速箱 (ALSN.US)$卖出评级，并将目标价从72美元上调至82美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.3%，总平均回报率为10.9%。
此外，综合报道，$艾里逊变速箱 (ALSN.US)$近期主要分析师观点如下：
该公司对艾里逊变速箱盈利能力的预期已上调，2024-2026年的息税折旧摊销前利润估计平均增长了约2％。此次修订是由于8级直列卡车的产量有所提高，目前为每月1万辆，而历史上的产量范围为2,000至12,000辆。此外，还考虑到了对电动汽车的需求放缓。
艾里逊变速箱第三季度业绩超出预期，促使将2024年的收入预期上调了1％，将2024年调整后的息税折旧摊销前利润估计值上调了3％。该公司从对职业卡车的持续需求中获益，这表现出了韧性，并有望获得更慷慨的估值。但是，人们仍然担心从一个商业周期到下一个商业周期的利润率提高是否一致。
对艾里逊变速箱的乐观情绪源于该公司主要北美公路市场的看涨前景和有利条件。该公司报告了强劲的第三季度业绩，这得益于北美和国际公路市场以及国防部门的强劲需求。继这些业绩之后，该公司提高了2024年的全年预期。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
