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Oppenheimer downgrades SPX Corp stock amid valuation concerns

EditorEmilio Ghigini
Published 07/18/2024, 04:25 AM
SPXC
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On Thursday, Oppenheimer adjusted its rating on SPX Corporation (NYSE:SPXC) stock, a company known for its products in heating, ventilation, and air conditioning (HVAC), moving from "Outperform" to "Perform."

This change comes after a period of significant growth for SPX, with the stock having surged approximately 195% over the past two years, a performance that notably quadrupled the returns of the S&P 500 index.

The firm pointed out that SPX's substantial gains have brought its valuation to a level that appears to adequately reflect the company's growth prospects. SPX's success was attributed to several factors, including its strategic position to capitalize on growth in its core markets, particularly through technology-driven market share gains in datacenter cooling applications.

Additionally, Oppenheimer highlighted SPX's ability to consistently expand its profit margins, building on the improved structural base of its HVAC segment. The firm also noted the potential for SPX to continue its growth trajectory through strategic mergers and acquisitions, backed by a strong pipeline and an estimated $2 billion of spending power over the medium term.

Despite the downgrade, the firm acknowledged SPX's robust positioning for future end-market growth and its status as one of their preferred long-term investments. However, with the recent rapid increase in investor expectations and the subsequent reduction in the margin of safety, Oppenheimer has decided to adopt a more cautious stance on the stock for the time being.

In other recent news, SPX Technologies reported substantial growth in its Q1 2024 earnings and has raised its full-year guidance, now expecting a 30% increase in adjusted EBITDA and a 23% rise in adjusted EPS.

The company's HVAC segment is expanding through tailored solutions and new acquisitions, while the Detection & Measurement segment is advancing due to digital initiatives and a strong project order book.

SPX Technologies anticipates robust demand for cooling products and electric heat across various markets. Despite some segments expected to remain flat compared to the previous year, the company maintains a positive outlook with focus on organic growth and operational efficiencies.

Notably, SPX Technologies is experiencing growth in the U.S. market for location and inspection products and has a healthy pipeline of new products with significant bidding opportunities ahead. The company's capital expenditures for the year are estimated to be around 2% of revenue. These are among the recent developments concerning SPX Technologies.

InvestingPro Insights

SPX Corporation (NYSE:SPXC) has drawn considerable attention from investors, thanks to its impressive performance and strategic market positioning. To provide further context to Oppenheimer's recent rating adjustment, insights from InvestingPro suggest a nuanced picture. SPXC is trading at a high earnings multiple with a P/E ratio of 49.3, which is adjusted to 36.62 when considering the last twelve months as of Q1 2024. This high P/E ratio may reflect investor optimism about the company's earnings growth potential, supported by a robust PEG Ratio of 0.24 during the same period, indicating that the stock may be trading at a low price relative to near-term earnings growth.

Moreover, SPXC's strong performance is underscored by a significant 86.74% one-year price total return as of mid-2024, highlighting the stock's appeal to shareholders. Additionally, the company has demonstrated solid financial health with a 16.28% revenue growth rate in the last twelve months as of Q1 2024, coupled with a sustainable level of debt, as per InvestingPro Tips. While SPXC does not pay a dividend, the potential for capital appreciation seems to be a key driver for investors.

For those seeking a deeper dive into SPXC's financial metrics and future outlook, InvestingPro offers a comprehensive set of additional tips. By using the coupon code PRONEWS24, readers can get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, unlocking valuable insights that could further 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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