Goldman Sachs analyst Adam Bubes initiates coverage on $AECOM Technology (ACM.US)$ with a buy rating, and sets the target price at $130.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 34.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $AECOM Technology (ACM.US)$'s main analysts recently are as follows:
Since 2020, Aecom has strategically de-risked its portfolio, opting to divest its self-perform at-risk construction and focusing more sharply on areas of technical expertise and competitive differentiation. This approach has led to a high-graded portfolio characterized by accelerating win rates on more complex projects, limited fixed-price risk, and an expanding addressable market.
Aecom demonstrated high quality characteristics which were evident in Q4, with FY25 guidance indicating a stable growth trajectory, albeit more back-loaded into the second half. Additionally, an 18% increase in the dividend was observed, suggesting confidence in the business model.
The F4Q24 report indicated that the company's margins were significantly better than expected, leading to a profit beat even with less robust revenue. Furthermore, the company has issued more favorable guidance alongside some modest positive surprises.
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Adam Bubes首予$AECOM Technology (ACM.US)$买入评级，目标价130美元。
根据TipRanks数据显示，该分析师近一年总胜率为100.0%，总平均回报率为34.8%。
此外，综合报道，$AECOM Technology (ACM.US)$近期主要分析师观点如下：
自2020年以来，Aecom在战略上降低了其投资组合的风险，选择剥离其自营风险结构，并更加专注于技术专业知识和竞争差异化领域。这种方法催生了高评分的投资组合，其特点是更复杂项目的胜率加快，固定价格风险有限，潜在市场不断扩大。
Aecom表现出了高质量的特征，这在第四季度显而易见，25财年的指导显示出稳定的增长轨迹，尽管下半年的增长势头有所回落。此外，观察到股息增长了18％，这表明人们对商业模式充满信心。
F4Q24 报告显示，该公司的利润率明显好于预期，即使收入不那么强劲，利润也超过预期。此外，该公司发布了更有利的指导方针，同时还发布了一些适度的积极意外。
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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。
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