02:35 AM EST, 11/03/2025 (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 lift our 12-month target to $900 from $875, valuing shares at 20.6x our 2026 EPS outlook of $43.67 (down from $43.73; 2025 EPS adjusted to $39.77 from $39.48). GWW outperformed conservative Q3 expectations with operating EPS of $10.21 beating consensus by $0.26, despite gross margin declining 60 bps Y/Y to 38.6% due to tariff cost inflation. Sales rose 6.1% to $4.7B, supported by robust 18.2% growth in the Endless Assortment segment from strong MonotaRO and Zoro performance, while core High-Touch Solutions North America grew a more modest 3.4%. The sales mix shift toward lower-margin Endless Assortment businesses continues to pressure overall company margins, though GWW is implementing pricing adjustments to offset tariff impacts, with timing lags remaining a near-term headwind. Management narrowed adjusted EPS guidance to $39.00-$39.75, representing a modest increase at the midpoint and suggesting improved visibility.