Truist cuts Hexcel stock price target to $80, maintains Buy rating

Published 28/03/2025, 16:04
Truist cuts Hexcel stock price target to $80, maintains Buy rating

On Friday, Truist Securities adjusted its financial outlook for Hexcel Corp . (NYSE:HXL), reducing the price target on the company’s stock to $80 from the previous $85 while sustaining a Buy rating on the shares. The stock currently trades at $56.57, near its 52-week low of $55.24, with a market capitalization of $4.55 billion. The adjustment comes in the wake of recent investor meetings with Hexcel’s management, including CEO Tom Gentile and VP of Investor Relations Kurt Goddard. According to InvestingPro, management has been actively buying back shares, demonstrating confidence in the company’s prospects.

The firm’s analyst, Michael Ciarmoli, highlighted concerns regarding the production of the Airbus A350 as a potential challenge for Hexcel in 2025. He noted that while Hexcel is still seen as a strong commercial aerospace OEM with potential for peak margin and EPS recovery, the A350’s production uncertainties could lead to financial results at the lower end of management’s guidance. The company maintains strong financial health with a current ratio of 2.21, indicating liquid assets well exceed short-term obligations - one of several positive indicators available on InvestingPro.

Truist Securities has moderated its estimates for Hexcel for the years 2025 and 2026, adopting a cautious stance due to recent remarks from Airbus that may impact Hexcel’s performance. Despite these concerns, the analyst believes that the current stock price reflects these risks, following a recent sell-off in Hexcel shares.

The report by Truist Securities suggests that Hexcel’s stock still holds value for long-term investors. The company, known for its advanced composites technology, caters to commercial aerospace manufacturers and is considered a pure play in the industry with significant potential for growth and profitability as market conditions evolve. Recent financial data shows revenue growth of 6.37% over the last twelve months, though the stock trades at a P/E ratio of 35.39x, which InvestingPro analysis suggests is relatively high compared to near-term earnings growth potential. Investors can access comprehensive analysis and additional insights through InvestingPro’s detailed research report, available for over 1,400 US stocks.

In other recent news, Hexcel Corporation reported its fourth-quarter 2024 earnings, showcasing an adjusted earnings per share (EPS) of $0.52, which exceeded the forecasted $0.50. However, the company’s revenue slightly missed expectations, coming in at $473.8 million compared to the anticipated $481.2 million. In a strategic financial move, Hexcel redeemed its 4.700% Senior Notes due 2025 using proceeds from a new $300 million offering of 5.875% Senior Notes due 2035. This action is part of Hexcel’s ongoing efforts to optimize its capital structure and manage its debt profile. Analyst updates reflect a positive outlook, with Truist Securities raising Hexcel’s stock price target to $85 while maintaining a Buy rating, following the company’s strong financial performance. Vertical Research Partners also adjusted their price target, raising it to $70 and maintaining a Hold rating, reflecting cautious optimism amidst supply chain challenges. Hexcel’s strategic initiatives, including divesting its underperforming wind glass-fiber business, are expected to slightly improve margins despite some anticipated short-term impacts from investments in research and development. These developments highlight Hexcel’s focus on maintaining a robust financial foundation and supporting its long-term growth objectives.

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