financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Hold Opinion On Shares Of Philip Morris International Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Hold Opinion On Shares Of Philip Morris International Inc.
Jul 22, 2025 10:04 AM

12:50 PM EDT, 07/22/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target of $175, based on a 2026 P/E of 21.2x, a justified premium to its 10-year mean forward P/E of 17.8x due to growth prospects. We raise our adjusted EPS estimates to $7.50 from $7.45 for 2025 and to $8.25 from $8.15 for 2026. PM posted Q2 adjusted EPS of $1.91 vs. $1.59 (+20%) in Q2 2024, ahead of the $1.86 consensus. Net sales rose 7.1% to $10.14 billion ($190 million below consensus) and gross margin expanded 300 bps to 67.7% (120 bps ahead of consensus). PM again raised full-year adjusted EPS guidance to $7.43-$7.56 from $7.36-$7.49 previously (current consensus = $7.49). Despite the beat and raise, PM shares are currently trading down more than 8%. While we thought it was a solid earnings release, we think the surprisingly weaker-than-expected sales growth spooked investors and that many were hoping for a larger upward guidance revision. The stock has been a massive outperformer so far in 2025, and we think the profit-taking is a case of the stock being priced for perfection.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
5 Dividend Aristocrats with sky-high yields above 5%
5 Dividend Aristocrats with sky-high yields above 5%
Apr 10, 2025
There are several ways for investors to add stable investments that provide a stream of income to their portfolios. One of the most common ways to do so is by investing in dividend stocks. In fact, there are some companies, referred to as Dividend Aristocrats, that have consistently been raising their dividends every year for 25 years or more. Here's...
7 investing mistakes financial pros say you should avoid
7 investing mistakes financial pros say you should avoid
Apr 10, 2025
Investing in 2025 is more accessible than ever -- but it isn't always easy. With nearly constant market volatility and financial advice flooding your social media feed, it's easy to make mistakes that hurt your long-term returns. Whether you have $5 or $500,000, avoiding these common traps can save you from costly mistakes and future regret. Mistake No. 1: Comparing...
Research Alert: Trip: Lowering Estimates On Competitive Headwinds; Reiterating Sell Opinion
Research Alert: Trip: Lowering Estimates On Competitive Headwinds; Reiterating Sell Opinion
Apr 11, 2025
10:45 AM EDT, 04/11/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We trim our target to $10 from $13, about 9x our 2025 EPS estimate vs. its 16x three-year mean, reflecting significant competitive challenges at Brand TripAdvisor. We lower our 2025...
Research Alert: CFRA Maintains Strong Sell Opinion On Shares Of International Paper Company
Research Alert: CFRA Maintains Strong Sell Opinion On Shares Of International Paper Company
Apr 10, 2025
03:20 PM EDT, 04/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We reduce our 12-month target by $8 to $33, on an EV/EBITDA of 6.7x our 2025 EBITDA estimate, below its five-year average of 7.9x. We cut our 2025 EPS view...
Copyright 2023-2025 - www.financetom.com All Rights Reserved