Advanced Drainage's Super Ability To Boost Margins: Analyst Highlights How
Portfolio Pulse from Nabaparna Bhattacharya
KeyBanc Capital Markets analyst Jeffrey D. Hammond has reiterated an Overweight rating on Advanced Drainage Systems, Inc. (NYSE:WMS), raising the price target to $160 from $150. Hammond believes that Advanced Drainage's price/cost will benefit from sustained tailwinds from relaxing supply chain friction costs. He also sees an upside beyond the current guidance range, supported by the continued rise in concrete prices and falling resin pricing. For FY24, Hammond expects the company's revenues to be $2.70 billion, with $815.1 million EBITDA.

August 21, 2023 | 5:45 pm
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Advanced Drainage Systems, Inc. has received an Overweight rating from KeyBanc Capital Markets analyst Jeffrey D. Hammond, who has raised the price target to $160 from $150. The analyst sees potential for margin expansion due to relaxing supply chain costs, rising concrete prices, and falling resin pricing.
The analyst's positive outlook and raised price target for Advanced Drainage Systems, Inc. is likely to boost investor confidence in the company, potentially leading to an increase in the stock price in the short term. The expected margin expansion due to relaxing supply chain costs, rising concrete prices, and falling resin pricing further supports this outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100