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Malibu Boats stock downgraded by Truist Securities amid challenges

EditorEmilio Ghigini
Published 07/08/2024, 07:33 AM
MBUU
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On Monday, Truist Securities adjusted its stance on Malibu Boats (NASDAQ:MBUU) stock, shifting from a "Buy" to a "Hold" rating and setting a new price target of $32.00.

The decision comes in the wake of a notable year-to-date decline in the company's stock value, which has dropped approximately 41%, in stark contrast to the S&P 500's 17% gain over the same period.

The analyst from Truist Securities pointed to several factors influencing the downgrade, including the ongoing Tommy’s situation, which involves over 400 boats needing redistribution, and recent executive turnover that could obscure the company's outlook for 2024. Additionally, the lack of immediate, clear catalysts for stock improvement and a potential delay in earnings recovery until the fiscal year 2026 were cited as concerns.

Malibu Boats' current valuation, approximately 6.5 times the projected 2025 EBITDA, is at the low end of its historical range, which typically spans from 5.0 to 9.0 times. Dealers' reluctance to stock the model year 2025 product, which appears to have been slightly delayed compared to previous years, adds to the challenges facing the company.

The analyst also suggested that a new CEO might use the fiscal year 2025 as a "reset" year, setting lower earnings and expectations while preparing for a stronger fiscal year 2026. The updated earnings per share (EPS) estimate for fiscal year 2025 is now 26% below the consensus.

However, more clarity on fiscal year 2025 is not expected until Malibu Boats reports its fourth-quarter fiscal year 2024 results and provides initial commentary for fiscal year 2025, anticipated in late August or early September.

While the long-term outlook for Malibu Boats remains positive according to the analyst, the recommendation to hold off on investing in the company's shares stands for the time being.

In other recent news, Malibu Boats has been making headlines with its third fiscal quarter 2024 results and subsequent reactions from analysts. The company reported a significant decrease in net sales, down 46% to $203.4 million, and adjusted EBITDA falling by 69% to $24.4 million.

Malibu Boats' financial performance was affected by a weakened retail environment and softer demand, leading to increased promotional spending and decreased production.

In response to these developments, KeyBanc and Baird both adjusted their outlooks on Malibu Boats. KeyBanc cut the stock price target to $38 from $50 but maintained an Overweight rating, while Baird reduced its shares target to $40 from the previous $50, also retaining an Outperform rating. Both firms attributed their adjustments to the company's lowered financial guidance for fiscal year 2024 and the challenging market conditions.

Despite the downturn, Malibu Boats remains optimistic about its future. The company plans to reduce inventories during the peak selling season and maintain a strong cash position and debt-free balance sheet.

Moreover, the company expects a substantial improvement in financial performance in the next fiscal year, with revenue forecasts of approximately $1.3 billion once the industry recovers. These are recent developments that investors should keep an eye on.

InvestingPro Insights

With Malibu Boats (NASDAQ:MBUU) experiencing a notable decline in its stock value, insights from InvestingPro become particularly relevant for investors looking to understand the company's financial health and future prospects. According to recent data, Malibu Boats holds a market capitalization of $667.35 million, and despite a challenging year, the company's balance sheet reflects a stronger position with more cash than debt. This aligns with one of the InvestingPro Tips that highlights the company's ability to sufficiently cover interest payments due to its cash flows.

InvestingPro also notes that Malibu Boats is trading near its 52-week low, with a price previously closing at $32.65. This could potentially signal a buying opportunity for value investors, especially considering the InvestingPro Fair Value estimate stands at $50.59, significantly higher than the current market price. Furthermore, the company's liquid assets exceed its short-term obligations, suggesting financial stability in the near term.

For those considering an investment in Malibu Boats, it may be beneficial to look into the additional 10 InvestingPro Tips available, which provide a deeper analysis of the company's financials and market position. Interested investors can use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, offering valuable insights that could inform investment decisions.

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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