Truist Securities upgrades ABM Industries stock to Buy on free cash flow recovery

Published 02/07/2025, 11:54
Truist Securities upgrades ABM Industries stock to Buy on free cash flow recovery

Investing.com - Truist Securities upgraded ABM Industries (NYSE:ABM) from Hold to Buy on Wednesday, while raising its price target to $58.00 from $55.00. According to InvestingPro data, ABM currently trades at a P/E ratio of 37.3x, with analysts setting price targets ranging from $54 to $68.

The upgrade comes after ABM stock underperformed the S&P 500 by 20 percentage points over the last twelve months, following three consecutive misses on free cash flow caused by a disruptive ERP system implementation.

Truist believes expectations and valuation have fallen sufficiently low that the stock can outperform over the next 12 months if days sales outstanding (DSOs) and free cash flow conversion simply normalize toward historical levels, as ABM management has indicated they should. InvestingPro analysis reveals the company maintains strong liquidity with a current ratio of 1.55, while carrying a "Fair" overall financial health score.

The research firm also views consensus organic growth estimates for the second half of the fiscal year as conservative, implying a decrease from approximately 5% (adjusted for workdays) in the fiscal second quarter to around 3% in the fiscal second half, despite easy comparisons.

The new $58 price target represents an increase of 5.5% from Truist’s previous target of $55.

In other recent news, ABM Industries announced several significant developments that may interest investors. The company has secured a substantial 10-year contract worth approximately $300 million to provide parking and employee shuttle services at Orlando International Airport. This contract involves managing the procurement and operation of 61 new transit buses, marking a first for the airport in transferring full responsibility for capital investment and fleet maintenance to a contractor. Additionally, ABM has appointed David Orr as its new Executive Vice President and Chief Financial Officer, succeeding Earl Ellis. Orr has been with the company since 2001 and has played a crucial role in enhancing financial planning and strategic initiatives.

Analysts have also shown optimism toward ABM Industries. Baird upgraded the company’s stock rating to Outperform, noting improvements in organic growth rates and strong new work and awards. UBS analysts upgraded the stock rating to Buy, highlighting a return to growth in the Business & Industry segment, which constitutes a significant portion of ABM’s sales. Furthermore, ABM has welcomed Carol Clements, JetBlue’s Chief Digital and Technology Officer, to its Board of Directors, bringing extensive technology and innovation experience to the company. These recent developments reflect ABM’s ongoing efforts to strengthen its leadership team and expand its service offerings.

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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