KeyBanc將Oshkosh評級上調，隨著選後行業樂觀情緒上升
KeyBanc將Oshkosh Corporation（NYSE:OSK）的評級從「行業權重」上調至「增持」，並設定了113美元的目標價，這主要是基於對2025年增長的樂觀預期。
Oshkosh的股價上漲超過2%，目前報價為98美元。
分析師表示：「我們認為，隨著新政府對「美國優先」產品和製造業的重視，以及對基礎設施投資的期望，市場對需求增長的整體預期也在上升。」
該經紀公司對行業持正面展望，預計在潛在的支持性選後環境下，活動將有所改善。KeyBanc認為，Oshkosh目前的訂單積壓與未來收入的比例達到138%，這使其在預期需求反彈時具備了良好的競爭優勢。
分析師指出：「我們認為OSK在將其訂單積壓變現方面有很大的潛力，其訂單積壓與未來銷售的比例高於同行。」
儘管第四季度的訂單可能仍然疲弱，KeyBanc認為當前的挑戰已經在股價中反映出來。該公司預計，隨著市場條件的改善，訂單增長將會回升，並有潛力對每股盈利進行調整。
這篇報道突顯了Oshkosh在新政府政策下的潛力，尤其是在基礎設施投資方面的機會。隨著「美國優先」政策的實施，Oshkosh能夠利用其強大的訂單積壓，迎接預期的需求增長，這對於公司的長期增長戰略至關重要。
然而，我們也應該保持謹慎，因為市場環境的波動性可能會影響這些預測的實現。尤其是在全球經濟不確定性增加的背景下，Oshkosh的表現仍需持續觀察。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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