Citi resumes Emerson stock with Buy rating, $132 target

Published 17/03/2025, 10:42
Citi resumes Emerson stock with Buy rating, $132 target

On Monday, Citi analyst Andrew Kaplowitz announced the resumption of coverage on Emerson Electric Co. (NYSE:EMR) with a Buy rating and a new price target of $132, well above the current trading price of $111.93. The reinstated coverage follows a period during which the firm had suspended its rating on the company. According to InvestingPro data, analyst targets for EMR range from $110 to $168.

Kaplowitz expressed confidence in Emerson’s market position and its potential for long-term financial returns, despite acknowledging the possibility of ongoing sluggishness in certain automation markets. "We’re renewed our rating after a period of Rating Suspended on EMR with a Buy rating and a $132 target price given what we view as a favorable position in markets with still positive underlying long-term fundamentals," said Kaplowitz. The company’s strong position is reflected in its impressive 52.44% gross profit margins and solid revenue growth of 10.31% over the last twelve months.

The analyst noted that while discrete automation end markets might experience more persistent sluggishness than previously expected, the strength in hybrid and process automation end markets appears promising. Kaplowitz further highlighted Emerson’s competitive edge in the Power and Energy sectors, suggesting that continued global investment in these areas could serve as tailwinds for the company.

Moreover, the full consolidation of Aspen Technologies is seen as a positive step for Emerson. Kaplowitz suggests that the more focused execution of Emerson’s software strategy could offer long-term benefits to the company’s growth and profitability. Emerson shares are being closely watched by investors as the market responds to this latest analyst coverage.

In other recent news, Emerson Electric has completed its acquisition of Aspen Technology (NASDAQ:AZPN), Inc. The transaction, finalized through a merger, involved a successful tender offer where approximately 72% of AspenTech’s shares were tendered at $265 per share. This acquisition marks a significant strategic move for Emerson Electric, expanding its portfolio in the industrial software sector. Additionally, Emerson Electric announced the resignation of board member Leticia Gonçalves Lourenco, following a change in her principal occupation. The company has not disclosed details regarding a successor for her position.

In analyst news, Barclays (LON:BARC) downgraded Emerson Electric’s stock from Equalweight to Underweight, reducing the price target to $110. The downgrade was based on concerns about Emerson’s earnings outlook and potential risks associated with industrial capital expenditures. Emerson Electric’s recent strategic decisions, including acquisitions and divestitures, continue to draw attention from investors and analysts.

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