ENERSYS $ENS price-target raised to $138 (from $120) at Oppenheimer:
"Shares traded up Thursday after ENS beat F2Q26 top-/bottom-line consensus and guided F3Q above the Street. ES recovery signals are encouraging, with sequential improvement in Communications tied to network refresh and data center (~10% of FY25 enterprise sales) continuing solid double-digit growth.
Likewise, Specialty growth appears multi-faceted, with A&D strong and Class 8 aftermarket traction beginning to support outperformance vs. soft OE end-markets. We see operational excellence initiatives in early days, providing upside to multi-year margin trajectory, and capital allocation optionality following strong FCF generation, with management indicating commitment to elevated share repurchases. We raise estimates and increase our PT to $138 (from $120)."
1.73万
91
本页面内容由第三方提供。除非另有说明，欧易不是所引用文章的作者，也不对此类材料主张任何版权。该内容仅供参考，并不代表欧易观点，不作为任何形式的认可，也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下，此类人工智能生成的内容可能不准确或不一致。请阅读链接文章，了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险，其价值可能会产生较大波动。请根据自身财务状况，仔细考虑交易或持有数字资产是否适合您。