Latest news with #JoshuaSpector
Yahoo
3 days ago
- Business
- Yahoo
UBS Maintains Neutral Rating on International Flavors & Fragrances Inc. (IFF), PT $83
International Flavors & Fragrances Inc. (NYSE:IFF) is one of the . On June 9, UBS analyst Joshua Spector reiterated a Neutral rating on IFF, with a consistent target price of $83. The analyst's evaluation refers to the company's latest Pharma divestment, which has successfully lowered its net debt-to-EBITDA ratio from about 4x last year to an estimated 2.8x this year. The analyst noted that the main challenge for International Flavors & Fragrances Inc. (NYSE:IFF) is now growth rather than leverage. Specter also observed the company's performance relative to industry peers, in terms of consumer spending and the effect of GLP-1s. Spector came to the conclusion that the company's present portfolio lacks the growth drivers to outperform peer performance for now, noting the Food Ingredients division is dragging margins and growth. Therefore, the analyst believes IFF deserves a lower valuation compared to peers, given its forecasted reduced growth. A lab technician analyzing natural food protection ingredients to ensure quality products. Although IFF has experienced improved growth lately in its Taste and Scent segments compared to industry rivals, its Health/Bio segment, which includes enzymes and probiotics, has not kept up. The analyst is staying neutral for now, needing clearer signs of how IFF stacks up and how the market will grow. International Flavors & Fragrances Inc. (NYSE:IFF) is a global player in the development and marketing of innovative ingredients across food, beverage, health, scent, and pharma sectors. While we acknowledge the potential of IFF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
08-04-2025
- Business
- Yahoo
Dow Inc. price target lowered to $29 from $41 at UBS
UBS analyst Joshua Spector lowered the firm's price target on Dow Inc. (DOW) to $29 from $41 and keeps a Neutral rating on the shares. The firm sees another challenging earnings cycle, with 'largely ok' downstream earnings, while upstream/commodity earnings will be impacted by higher costs and likely weaker end of quarter demand, the analyst tells investors in a research note. UBS sees earnings misses to drive stocks down vs. provide relief. Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on DOW: Disclaimer & DisclosureReport an Issue Dow Inc. price target lowered to $37 from $46 at Piper Sandler China announces retaliatory tariffs, U.S. unemployment rises: Morning Buzz KeyBanc sees Dow Inc., LyondellBasell earnings most at risk after tariff news Dow Inc. price target lowered to $40 from $50 at Wells Fargo Citi cuts Dow target, opens 'negative catalyst watch' Sign in to access your portfolio
