Jefferies analyst Chris LaFemina maintains $Commercial Metals (CMC.US)$ with a buy rating, and maintains the target price at $62.
According to TipRanks data, the analyst has a success rate of 48.0% and a total average return of 4.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Commercial Metals (CMC.US)$'s main analysts recently are as follows:
The near-term outlook for the metals and mining sector appears more challenging due to cyclical factors, with potential downside risks to consensus estimates. Despite the recent significant weaknesses, there is a perspective favoring investment in preferred miners and steel producers. A stronger demand environment is anticipated in 2026 and 2027, which could result in substantially higher prices for key commodities and most related company shares.
The firm anticipates that core EBITDA in Q1 will see a sequential decline due to margin compression in North America, although this may be partially mitigated by carbon credits received in Europe. Additionally, the analysis suggests that Q2 earnings may represent a near-term trough, with an improvement expected in the latter half of the year.
Steelmakers are headed into 2025 still grappling with the aftermath of a 30% price reduction in the past year. There is perceived to be a 20% downside risk as the year progresses into the fourth and first quarters, with distributors adopting a 'wait-and-see' approach. The decline in demand across Europe appears to be more enduring and fundamental rather than merely cyclical.
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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.
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富瑞集团分析师Chris LaFemina维持$美国工商五金公司 (CMC.US)$买入评级，维持目标价62美元。
根据TipRanks数据显示，该分析师近一年总胜率为48.0%，总平均回报率为4.9%。
此外，综合报道，$美国工商五金公司 (CMC.US)$近期主要分析师观点如下：
金属和采矿板块的短期前景由于周期性因素显得更具挑战性，存在对共识估计的潜在下行风险。尽管近期存在显著的疲软，但仍有观点支持对首选矿商和钢铁生产商的投资。预计在2026和2027年会有更强的需求环境，这可能导致关键商品和大多数相关公司股票的价格大幅上涨。
该公司预计第一季度的核心EBITDA将因北美的利润压缩而出现连续下降，尽管这可能会受到在欧洲获得的碳信用的部分缓解。此外，分析还表明，第二季度的收益可能代表一个短期的低点，预计在下半年会有所改善。
钢铁制造商进入2025年时仍在应对过去一年30%价格下跌的后果。随着这一年进入第四和第一季度，预计有20%的下行风险，分销商采取了观望的态度。欧洲的需求下降似乎更持久且根本，而不仅仅是周期性的。
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