On Nov 06, major Wall Street analysts update their ratings for $Emerson Electric (EMR.US)$, with price targets ranging from $105 to $140.
Morgan Stanley analyst Christopher Snyder maintains with a sell rating, and maintains the target price at $105.
J.P. Morgan analyst Stephen Tusa maintains with a hold rating, and maintains the target price at $135.
Deutsche Bank analyst Nicole Deblase maintains with a buy rating, and adjusts the target price from $138 to $140.
Wells Fargo analyst Joe O'Dea maintains with a buy rating, and adjusts the target price from $128 to $135.
TD Cowen analyst Gautam Khanna maintains with a buy rating, and adjusts the target price from $115 to $130.
Furthermore, according to the comprehensive report, the opinions of $Emerson Electric (EMR.US)$'s main analysts recently are as follows:
The expectation for Emerson's stock to experience a favorable response is in part due to the completion of the Aspen Technology deal, combined with guidance for Q1 that aligns with forecasts, and current investor sentiment which appears to be skewed negatively.
The observed uptick in Emerson's shares can largely be credited to strategic announcements rather than the modest 3% quarter four core adjusted segment EBITA beat and fiscal 2025 guidance, which was only slightly ahead of consensus. The company has declared three pivotal strategic actions that underscore its evolution into an industrial technology frontrunner with a focus on delivering advanced automation solutions. It is opined that the current stock valuation does not yet mirror the redefined image of Emerson.
The firm has observed that shares outperformed subsequent to the company's Q4 results and the announcement of portfolio transformation initiatives. It has been highlighted by management that growth in FY24 is anticipated to be propelled by Process and Hybrid businesses, despite continued challenges in Discrete end markets. Nevertheless, a positive inflection in Discrete orders during Q4 was noted, and comments from management have suggested optimism that these end markets may have reached a turning point.
The firm noted that Emerson's results slightly surpassed forecasts, showing robust margins accompanied by revenues that were higher than anticipated.
The reorganization of Emerson into a pure-play automation entity is seen as a decisive move towards completing a multi-year transformation, which could lead to a reassessment of the company's value. Solid operational performance in the fourth quarter and a promising outlook for 2025 are also noted.
Here are the latest investment ratings and price targets for $Emerson Electric (EMR.US)$ from 9 analysts:
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美东时间11月6日，多家华尔街大行更新了$艾默生电气 (EMR.US)$的评级，目标价介于105美元至140美元。
摩根士丹利分析师Christopher Snyder维持卖出评级，维持目标价105美元。
摩根大通分析师Stephen Tusa维持持有评级，维持目标价135美元。
德意志银行分析师Nicole Deblase维持买入评级，并将目标价从138美元上调至140美元。
富国集团分析师Joe O'Dea维持买入评级，并将目标价从128美元上调至135美元。
TD Cowen分析师Gautam Khanna维持买入评级，并将目标价从115美元上调至130美元。
此外，综合报道，$艾默生电气 (EMR.US)$近期主要分析师观点如下：
埃默森股票预期将受益于艾斯本科技交易的完成，与第一季度的指引一致，与预测相符，以及当前投资者情绪似乎倾向于负面。
埃默森股票的上涨主要归因于战略性声明，而不是仅略领先共识的3%季度四核心调整段EBITA增长和2025财年指引。公司已宣布了三项至关重要的战略举措，突显其转型为一个以交付先进自动化解决方案为重点的工业科技领先者。有人认为当前的股票估值尚未反映出埃默森的重新定义形象。
公司观察到股票在公司第四季度业绩以及组合转型计划公布后表现优异。管理层强调，尽管离散终端市场依然面临挑战，但FY24的增长预计将受到过程和混合业务的推动。尽管Q4期间离散订单出现了积极转折，管理层的评论暗示，这些终端市场可能已经达到一个转折点。
公司指出，埃默森的业绩略高于预期，表现出强劲的利润率，并伴随着高于预期的收入。
将埃默森重新组织为一个纯自动化实体被视为完成多年转型的决定性举措，这可能导致公司价值的重新评估。第四季度的良好运营表现以及2025年的乐观前景也得到了注意。
以下为今日9位分析师对$艾默生电气 (EMR.US)$的最新投资评级及目标价：
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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。
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