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UBS analyst Amit Mehrotra has a positive outlook on the U.S. electrical equipment sector, noting stable end-user demand and strong performances from companies like Carrier Global and Johnson Controls. Despite geopolitical tensions, firms such as Parker-Hannifin and Dover are expected to see order growth, while Johnson Controls has received a rating upgrade to Buy, reflecting confidence in its new CEO and projected earnings growth. However, Melius has downgraded Johnson Controls to Hold, citing concerns over future valuations amid shifting capital spending trends.
UBS has upgraded Johnson Controls International PLC to a Buy rating, increasing its price target to $103, driven by the appointment of new CEO Joakim Weidemanis and the potential for significant profit improvements. Analysts anticipate a 20% upside, citing Weidemanis's successful track record at Danaher, which achieved substantial operating margin gains. With strong demand in commercial HVAC and a focus on higher-margin services, UBS projects a 6% EPS growth above consensus by 2028, bolstering confidence in the company's long-term prospects.
Shares in Johnson Controls International rose 2.6% to $89.94 after UBS upgraded its rating to "buy," citing confidence in new CEO Joakim Weidemanis's leadership. UBS raised its earnings forecast, projecting EPS could reach $6 in FY28, reflecting a 20% CAGR. Following Weidemanis's appointment, JCI shares surged 11% last week, with 13 out of 23 analysts recommending a "strong buy" or "buy."
UBS has upgraded Johnson Controls International plc from Neutral to Buy, raising the price target to $103, indicating a potential 20% upside from its current price of $87.65. The upgrade reflects confidence in new CEO Joakim Weidemanis, whose leadership is expected to enhance profit margins and drive earnings growth, with EPS projected to reach $6 by fiscal year 2028. Despite this positive outlook, Melius analysts have downgraded the stock from Buy to Hold, citing concerns over future price-to-earnings ratios.
UBS has upgraded Johnson Controls International plc from Neutral to Buy, raising the price target to $103, indicating a potential 20% upside from its current price of $87.65. The upgrade reflects confidence in new CEO Joakim Weidemanis, who is expected to drive profit improvements, alongside recent strategic changes within the company. Despite a strong performance, Melius analysts have downgraded the stock from Buy to Hold, citing concerns over future P/E ratios.
UBS analyst Amit Mehrotra upgraded Johnson Controls International plc from Neutral to Buy, raising the price target to $103, indicating a 20% upside from the current price of $87.65. The upgrade reflects confidence in new CEO Joakim Weidemanis, whose leadership is expected to enhance earnings and margins, with EPS projected to reach $6 by fiscal 2028. Despite a recent downgrade from Melius analysts due to concerns over future P/E ratios, Johnson Controls has made significant leadership changes to drive growth.
Joakim Weidemanis
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ubs optimistic on us electrical equipment sector despite geopolitical tensions
United States Dollar
Johnson Controls International plc
Dover Corporation
Fastenal Company
Carrier Global Corp
Parker-Hannifin Corporation
USA
Amit Mehrotra
Joakim Weidemanis
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15:14 17.03.2025
ubs upgrades johnson controls on new ceo and profit potential
19:46 10.02.2025
Johnson Controls shares rise as UBS upgrades rating following new CEO appointment
14:46 10.02.2025
ubs upgrades johnson controls stock rating with 20 percent upside potential
United States Dollar
Johnson Controls International plc
Danaher Corporation
USA
Simone Menne
Julie Brandt
Joakim Weidemanis
Amit Mehrotra
Nathan Manning
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09:40 10.02.2025
ubs upgrades johnson controls stock rating with 20 percent upside potential
United States Dollar
Johnson Controls International plc
Danaher Corporation
USA
Simone Menne
Julie Brandt
Joakim Weidemanis
Amit Mehrotra
Nathan Manning
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09:17 10.02.2025
ubs upgrades johnson controls stock rating with significant growth potential
United States Dollar
Johnson Controls International plc
Danaher Corporation
USA
Simone Menne
Julie Brandt
Joakim Weidemanis
Amit Mehrotra
Nathan Manning
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09:13 10.02.2025
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