-- 根據FactSet調查的分析師報告,Tenable (TENB) 的平均評級為“增持”,平均目標價為29.26美元。 (報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們:https://www..com/contact-us)
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Werner Enterprises' Pivot to Dedicated Services May Reduce Torque, Morgan Stanley Says
Werner Enterprises' (WERN) move away from one-way truckload toward dedicated fleet services just as the market turns may reduce the company's immediate torque to the truckload cycle, Morgan Stanley said in a note Tuesday.Overall, the investment firm said the company may benefit from the shift as the dedicated business is likely to be a "big share-gainer" in an upcycle, with management lifting its full-year dedicated rate guidance on a "very strong" pipeline.Management said Q1 saw the "strongest" pricing inflection in over 3 years and Q2 guidance indicates a modest upside to consensus, while being consistent with Morgan Stanley estimates, according to the note.While one-way truckload revenue per total mile guidance of 1% to 4% growth in Q2 was a little soft versus market trends, management said this reflects the pivot into dedicated, the firm said.Morgan Stanley said Werner remains somewhat of a show-me story within truckload, given the timing of its pivot, completing the FirstFleet acquisition, and proving it has resolved some of its recent cost issues.Morgan Stanley maintained an overweight rating on the stock and lifted the price target to $47 from $45.Shares of Werner Enterprises rose more than 6% in Wednesday trading.Price: $36.68, Change: $+2.28, Percent Change: +6.63%
BNP Paribas Adjusts Price Target on United Rentals to $995 From $825, Maintains Neutral Rating
United Rentals (URI) has an average rating of overweight and mean price target of $1,074.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $953.33, Change: $-9.39, Percent Change: -0.98%
Sandisk Seen Benefiting From Better NAND Pricing Setup, Wedbush Says
Sandisk (SNDK) is expected to benefit from better than expected NAND conditions in fiscal Q3 and a stronger pricing setup heading into the next quarter, Wedbush Securities said in a Wednesday note.The firm said it is raising its estimates after conversations indicated Sandisk has been able to lift pricing faster than industry peers.Wedbush now models fiscal Q3 EPS of $14.66 on revenue of $4.74 billion.Sandisk's fiscal Q3 guide implied about 55% price increases and "with PX's lifting thought the quarter, we believe SNDK should handily exceed that initial outlook," Webush said.The company will publish its fiscal Q3 results on Thursday.Wedbush maintained its outperform rating on Sandisk and raised its price target to $1,200 from $740.Shares of Sandisk were 8.5% higher in Wednesday trading.Price: $1087.98, Change: $+85.62, Percent Change: +8.54%