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Deutsche Bank cautious on Goodyear shares as turnaround timeline appears longer than anticipated

Published 20/12/2024, 12:36
Deutsche Bank cautious on Goodyear shares as turnaround timeline appears longer than anticipated
GT
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Friday saw Deutsche Bank (ETR:DBKGn) resume coverage on Goodyear Tire (NASDAQ:GT) & Rubber (NASDAQ: GT), issuing a Hold rating and establishing a price target of $10.00. The firm acknowledged the progress Goodyear has made since the launch of its Goodyear Forward restructuring program, which was announced a year ago. The new management’s continued execution was also recognized.

The analyst’s statement highlighted that while Goodyear’s efforts to improve its operations are evident, there is still a level of uncertainty that suggests a full turnaround may require more time than initially anticipated. According to InvestingPro data, the company operates with a significant debt burden and is quickly burning through cash, factors that support Deutsche Bank’s cautious stance.

Goodyear’s restructuring initiative, Goodyear Forward, was introduced to streamline processes and enhance the company’s financial performance. Over the past year, the tire manufacturer has been actively working to implement changes and improve its business structure. InvestingPro subscribers have access to 8 additional key insights about Goodyear’s financial health and future prospects, along with comprehensive analysis in the Pro Research Report.

The price target set by Deutsche Bank reflects a neutral outlook on the stock, implying that the firm does not foresee significant stock movement in either direction in the near term. The Hold rating suggests that Deutsche Bank advises investors to maintain their current position in Goodyear Tire & Rubber shares without making additional investments or divesting at this time.

The coverage resumption and the set price target by Deutsche Bank provide a current snapshot of the financial institution’s perspective on Goodyear Tire & Rubber’s stock, considering the company’s operational developments and market conditions as of the end of the week.

In other recent news, Goodyear Tire & Rubber Company reported its third-quarter earnings for 2024, demonstrating resilience amidst market challenges. The company recorded a segment operating income of $347 million and a 7.2% operating margin, marking the fourth consecutive quarter of margin growth.

Despite a 6% decline in Q3 sales year-over-year, Goodyear’s retail business experienced its best performance in over 15 years. The company has increased its savings target for 2024 to $450 million, with total benefits expected to reach $1.5 billion by the end of next year.

Goodyear is also focusing on expanding its premium product offerings, including the launch of new tire models. However, the company anticipates a 4% decline in global unit volumes for Q4 2024 and a projected raw material cost increase of about $100 million, leading to a revision of its financial guidance.

The company’s net debt stands at $8.1 billion, but significant cash inflows are expected in Q4. Goodyear’s management highlighted the company’s growth potential in North America and the repositioning of the Dunlop brand in Europe as part of their strategic initiatives.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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