Blue Bird Corporation (BLBD) —a school bus manufacturer that's been in business for roughly 100 years — is having an amazing run on the bourses, outperforming the industry, sector and the S&P 500. In fact, BLBD has emerged as the best-performing auto manufacturer on a year-to-date basis. The company has pushed forward into new areas of automotive technology, including alternative fuel and electric vehicle (EV) buses. It is benefiting from the U.S. government's push to transition more public schools to EV bu ...

文章核心观点 - 公司在第三季度业绩大幅超预期,收入增长13%,每股收益达0.85美元,远高于预期的0.51美元[2] - 公司利润率大幅提升的原因包括:1)产品价格上涨13%[3]; 2)零件销售占比提高,毛利率较高[3] - 公司预计未来几年电动校车销量将快速增长,得益于政府相关支持计划[4] - 即使共和党候选人当选,也不太可能完全取消这些支持计划,因为这些计划是跨党派的[4] - 公司未来几年的收入和利润有望保持稳定增长,估值合理[6][9][10] 公司表现 - 第三季度收入333百万美元,同比增长13%,符合预期[2] - 第三季度每股收益0.85美元,大幅超出预期的0.51美元,净利率达8.61%[2][3] - 过去几年公司净利率平均只有2%,本季度大幅提升主要得益于产品价格上涨和零件销售占比提高[3] - 公司预计2024财年收入将达13.25-13.3亿美元,2025财年将达14.5亿美元左右,增长可观[6][7][9] 行业趋势 - 公司是美国校车供应商,受益于政府支持电动校车的相关计划[4] - 即使共和党候选人当选,也不太可能完全取消这些支持计划,因为这些计划是跨党派的[4] - 校车更新换代是刚性需求,学校和政府难以大幅削减相关开支[11] 估值分析 - 根据公司未来几年的收入和利润预测,以20倍市盈率计算,公司股价有32%-95%的上涨空间[9][10] - 公司当前估值处于行业平均水平,考虑到行业特点和公司未来增长潜力,估值合理[12][13]

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Blue Bird (BLBD) . Blue Bird currently has an average brokerage recommendation (ABR) of 1.14, ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today August 27th: Royal Caribbean Cruises (RCL) : This cruise company which primarily serve the contemporary, premium and deluxe segments of the cruise vacation industry, carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.6% over the last 60 days. Royal Caribbean Cruises' has a PEG ratio of 0.47 compared with 1.88 for the industry. The ...

文章核心观点 - 文章推荐了3只具有买入评级和强劲增长特征的股票供投资者考虑 [1] - 这3只股票分别是:Blue Bird Corporation、CRA International Inc.和Pilgrim's Pride Corporation [1][3][5] Blue Bird Corporation - 该公司是一家生产校车的公司,目前拥有Zacks第1级评级 [1] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了15.8% [1] - 该公司的PEG率为0.26,而行业平均为0.60,拥有B级成长评分 [2] CRA International Inc. - 该公司是一家经济、金融和管理咨询公司,目前拥有Zacks第1级评级 [3] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了9.1% [3] - 该公司的PEG率为1.47,而行业平均为1.78,拥有B级成长评分 [4] Pilgrim's Pride Corporation - 该公司是一家生产新鲜和冷冻肉类产品的公司,目前拥有Zacks第1级评级 [5] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了12.7% [5] - 该公司的PEG率为0.22,而行业平均为0.49,拥有A级成长评分 [6]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the hel ...

文章核心观点 - 两家公司(Blue Bird Corporation和Sensus Healthcare, Inc.)的股票具有买入评级和强劲的动量特征,值得投资者关注 [1][3] - 这两家公司在过去一段时间内股价涨幅超过大盘,体现了较强的市场动量 [2][4] 公司信息 Blue Bird Corporation - 这家公司主营学校巴士业务,在过去60天内其当前年度盈利的共识预测上升了4.8% [1] - 公司股价在过去6个月内上涨了49.2%,而同期标普500指数仅上涨7% [2] - 公司具有A级动量评分 [2] Sensus Healthcare, Inc. - 这家公司是一家医疗设备公司,在过去60天内其当前年度盈利的共识预测上升了13.8% [3] - 公司股价在过去3个月内上涨了14.5%,而同期标普500指数仅上涨1.9% [4] - 公司具有A级动量评分 [4]

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these Wall Street heavyweights have to say about Blue Bird (BLBD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Blue Bird currently has an average brokerage recommendation ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Blue Bird Corporation (BLBD) : This school buses company has seen the Zacks Consensus Estimate for its current year earnings increasing 4.8% over the last 60 days. Sensus Healthcare, Inc. (SRTS) : This medical device company has seen the Zacks Consensus Estimate for its current year earnings increasing 13.8% over the last 60 days. Lakeland Industries, Inc. (LAKE) : This company that manufactures and sells industrial protective clothing ...

文章核心观点 - 文章推荐了3只具有买入评级和强劲增长特征的股票供投资者考虑 [1] - 这3只股票分别是:Blue Bird Corporation、CRA International Inc.和Pilgrim's Pride Corporation [1][3][5] Blue Bird Corporation - 该公司是一家生产校车的公司,目前拥有Zacks第1级评级 [1] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了4.8% [1] - 该公司的PEG率为0.29,而行业平均为0.59,拥有B级成长评分 [2] CRA International Inc. - 该公司是一家经济、金融和管理咨询公司,目前拥有Zacks第1级评级 [3] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了9.1% [3] - 该公司的PEG率为1.42,而行业平均为1.77,拥有B级成长评分 [4] Pilgrim's Pride Corporation - 该公司是一家生产新鲜和冷冻肉类产品的公司,目前拥有Zacks第1级评级 [5] - 过去60天内,该公司当前年度盈利的Zacks共识预测值上升了12.7% [5] - 该公司的PEG率为0.22,而行业平均为0.48,拥有A级成长评分 [6]