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奥本海默称，先进排水系统公司提供“稳妥”的收购机会

-- 奥本海默表示，Advanced Drainage Systems (WMS) 近期股价下跌是一个“稳妥”的买入机会，因为该公司在其行业中持续保持着关键的竞争优势，并有能力应对通胀和需求挑战。奥本海默指出，自伊朗冲突爆发以来，该公司股价已下跌约16%，而同期标普500指数上涨了2%。 该券商在周四的一份报告中指出，为了抵消树脂成本上涨的影响，该公司需要将价格提高个位数中段。高密度聚乙烯和聚丙烯占销售成本的35%至40%，运输成本约占15%。 该投资公司补充说，Advanced Drainage Systems的结构性优势和更高的价格将推动其利润率逐步提高。 奥本海默表示，预计到2027财年，需求趋势仍将波动不定，非住宅活动和住宅建设的稳定仍是需要重点关注的方面。近期完成的对National Diversified Sales的收购将扩大公司规模，拓展产品线，并在第一年提升盈利。 报告指出，公司目前的股价以及预计在2027财年和2028财年加速增长的每股收益和自由现金流潜力，支撑了市场对其股价未来跑赢大盘的预期。 奥本海默维持公司股票评级为“跑赢大盘”，并将目标股价从200美元下调至195美元。

Price: $153.10, Change: $+8.78, Percent Change: +6.08%

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