에 대한 최신 뉴스 Terex (NYSE:TEX) 주식

Terex

Terex is a top manufacturer of aerial work platforms, materials processing equipment, and specialty equipment, such as material handlers, cranes, and concrete mixer trucks. Its current composition is a result of numerous acquisitions over several decades and a recent shift to focus on its two core segments after divesting a handful of underperforming businesses. Terex's remaining segments see heavy demand in nonresidential construction as well as in maintenance, manufacturing, energy, and materials management.

Large Cap

Mid Cap

Sector ETFs

Broad U.S. Equity ETFs

Specialty ETFs

New ETFs

Politics

Small Cap

Global

Econ #s

Exclusives

Interview

ETFs

Tema ETF Trust Tema American Reshoring ETF

RSHO

도널드 트럼프의 당선 이후, 미국으로 생산을 재이전하는 데 집중하는 회사들의 주식이 이번 주에 급등했다. 이는 보호무역 정책이 강화될 것이라는 기대감에 의해 촉발된 것이다.

독점: 트럼프의 승리로 공급망 안보가 비용보다 중요해지면서 &#39;리쇼어링&#39; 랠리를 촉발

Terex Corp

Westar Oil & Gas Inc

TEXTAINER GROUP HOLDINGS LTD ORD

Texas Capital Bancshares, Inc. - Common Stock

Texas Capital Bancshares Inc

Texas Capital Bancshares, Inc. - Depositary Shares 5.75% Fixed Rate Non-Cumulative Perpetual Preferred Stock Series B

Texas Capital Funds Trust Texas Capital Government Money Market ETF

Texas Capital Funds Trust Texas Capital Texas Equity Index ETF

Texas Capital Funds Trust Texas Capital Texas Oil Index ETF

Texas Capital Texas Small Cap Equity Index ETF

Texas Community Bancshares, Inc. - Common Stock

Texas Community Bancshares Inc

TEXAS GULF ENERGY INC by Texas Gulf Energy, Incorporated.

Texas Gulf Energy Inc

Texas Instruments Incorporated - Common Stock

Texas Instruments Inc

TEXAS MINERAL RESOURCES by Texas Mineral Resources Corp.

Texas Mineral Resources Corp

Texas Pacific Land Corporation Common Stock

Texas Pacific Land Corp

Texas Roadhouse Inc

TEXHOMA ENERGY INC by Texhoma Energy, Inc.

Texhoma Energy Inc

LIVECHAT SOFTWARE SA by LIvechat Software SA

Text SA

TEXTON PPTY FUND LTD by Texton Ppty Fund Ltd.

Texton Property Fund Ltd

Textron Inc

TEXWINCA HLDG LTD by Texwinca Holdings Ltd.

Texwinca Holdings Ltd

TEXWINCA HLDG UNSP/ADR by Texwinca Holdings Ltd.

Following Donald Trump&#8216;s election victory, stocks of companies focused on reshoring production to the U.S. surged sharply this week, driven by expectations of <a href="https://www.benzinga.com/topic/donald-trump">more protectionist policies.</a>
The American Reshoring ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSHO#NYSE">RSHO</a>)—a fund investing in 30 companies committing to reshoring their production lines back home—jumped over 8% in the week, outpacing broader market indices. The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) was up 5% and on par with the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>).
<h3 class="wp-block-heading">Why Expert Sees A Reshoring Boom Ahead</h3>
Trump&#8217;s win has reignited investor optimism around reshoring, with policies likely to push U.S. companies to prioritize domestic production over cheaper overseas options.
"The case for reshoring is now well set with the Trump presidency," said Maurits Pots, CEO of Tema ETFs, in an exclusive Benzinga interview.
The new administration is expected to support trade protectionism and tariff increases, a strategy Maurits emphasized as a "key driver of reshoring and domestic manufacturing growth." 
"Companies used to think about what was my lowest cost of production," Pots said. "Now they're asking, ‘where can I get more secure, closer-to-home production?' Security in supply chains is increasingly outpacing cost in importance," he added. 
This shift towards U.S.-centered manufacturing appears to reflect market anticipation that the administration will implement policies with a "primarily U.S. focus," especially after the potential of a red sweep.
Heavy equipment manufacturers, often seen as bellwethers for industrial sentiment, were among the big winners this week. Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) rose more than 8% post-election, signaling investors' heightened interest in U.S. industrial stocks.
Maurits highlighted a similar trend with equipment companies, such as Terex Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) .
He noted that these stocks "had very strong moves recently, indicating that expectations of a reacceleration in American capex will be a focus point for the administration."
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41849984/powell-brushes-off-trumps-removal-threat-economists-say-2026-could-be-his-last-stand">Powell Brushes Off Trump&#8217;s Removal Threat: Economists Say 2026 Could Be His Last Stand</a>
<h3 class="wp-block-heading">Trade Policies: Tariffs, Subsidies, And The Mexico &#8216;Nearshoring&#8217; Risk</h3>
"We believe tariffs may ultimately prove less harsh than threatened," said Pots, "but the mere uncertainty around tariffs will itself already form a catalyst for reshoring as companies increasingly value supply chain security and stability."
According to Pot, the Trump administration's stance could also discourage "nearshoring" — the trend of moving production closer to the U.S., but not quite on its soil, such as to Mexico. 
With Trump's proposed tariffs on Mexican goods, Mexico's appeal as a manufacturing hub may diminish, further driving interest in truly domestic production.
Interestingly, Pot highlighted that most of the reshoring incentives introduced during the Biden administration, including substantial investment packages like the CHIPS Act, have been concentrated in Republican-led states. 
This aspect of the fund distribution could protect these initiatives from potential rollback under Trump, as they align with his administration's agenda of strengthening U.S. manufacturing.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41848568/us-consumer-sentiment-rises-more-than-predicted-to-6-month-highs-inflation-expectations-hit-4-year-low">US Consumer Sentiment Rises More Than Predicted To 6-Month Highs, Inflation Expectations Hit 4-Year Low</a></li>
</ul>
Photo: Shutterstock

EXCLUSIVE: Trump Victory Triggers 'Reshoring' Rally As Supply Chain Security Outweighs Cost

WIIM

ALSN

ASTE

ATMU

CMCO

CVGI

EPAC

FELE

GTES

GTLS

LECO

NDSN

OFLX

PCAR

PKOH

PLOW

PRLB

SHYF

SPXC

TAYD

Shares of machinery companies are trading higher. Investors may be reacting to the US presidential election and its impact on the industry.

Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) underwent analysis by 9 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Terex and provided 12-month price targets. The average target is $61.11, accompanied by a high estimate of $65.00 and a low estimate of $55.00. A 6.94% drop is evident in the current average compared to the previous average price target of $65.67. 
<img src="https://www.benzinga.com/files/images/story/2024/1730746857_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The perception of Terex by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$65.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$55.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$62.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$57.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$63.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$59.00</td>
<td>$67.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Terex. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Terex compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Terex's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Terex's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/TEX/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Terex analyst ratings.</a>
<h2>Delving into Terex's Background</h2>
Terex is a top manufacturer of aerial work platforms, materials processing equipment, and specialty equipment, such as material handlers, cranes, and concrete mixer trucks. Its current composition is a result of numerous acquisitions over several decades and a recent shift to focus on its two core segments after divesting a handful of underperforming businesses. Terex's remaining segments see heavy demand in nonresidential construction as well as in maintenance, manufacturing, energy, and materials management.
<h3>Understanding the Numbers: Terex's Finances</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Terex's revenue growth over a period of 3 months has faced challenges. As of 30 September, 2024, the company experienced a revenue decline of approximately -6.05%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Terex's net margin excels beyond industry benchmarks, reaching 7.26%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Terex's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 4.66%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Terex's ROA stands out, surpassing industry averages. With an impressive ROA of 2.33%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a below-average debt-to-equity ratio of 0.32, Terex adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Decoding 9 Analyst Evaluations For Terex

Truist Securities analyst Jamie Cook maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Buy and raises the price target from $62 to $65.

News

Price Target

Truist Securities Maintains Buy on Terex, Raises Price Target to $65

Baird analyst Mircea Dobre maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Neutral and lowers the price target from $65 to $55.

Baird Maintains Neutral on Terex, Lowers Price Target to $55

Terex shares are trading lower. The company reported Q3 financial results.

Guidance

Terex Sees Full Year Adj. EPS $5.85-$6.25

Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) reported quarterly earnings of $1.46 per share which beat the analyst consensus estimate of $1.31 by 11.45 percent. The company reported quarterly sales of $1.212 billion which beat the analyst consensus estimate of $1.163 billion by 4.24 percent. This is a 6.05 percent decrease over sales of $1.290 billion the same period last year.

Earnings

Earnings Beats

Terex Q3 2024 Adj. EPS $1.46 Beats $1.31 Estimate, Sales $1.212B Beat $1.163B Estimate

Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) is set to give its latest quarterly earnings report on Wednesday, 2024-10-30. Here's what investors need to know before the announcement.
Analysts estimate that Terex will report an earnings per share (EPS) of $1.31. 
The announcement from Terex is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Performance in Previous Earnings</h3>
In the previous earnings release, the company beat EPS by $0.10, leading to a 3.71% drop in the share price the following trading session.
Here's a look at Terex's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
<th>Q3 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.06</td>
<td>1.37</td>
<td>1.39</td>
<td>1.72</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>2.16</td>
<td>1.60</td>
<td>1.41</td>
<td>1.75</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-4.0%</td>
<td>-1.0%</td>
<td>-9.0%</td>
<td>-7.000000000000001%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1730221266_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Terex were trading at $55.46 as of October 28. Over the last 52-week period, shares are up 17.58%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Views on Terex</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Terex.
With 9 analyst ratings, Terex has a consensus rating of Neutral. The average one-year price target is $64.0, indicating a potential 15.4% upside.
<h3>Comparing Ratings with Peers</h3>
In this comparison, we explore the analyst ratings and average 1-year price targets of Atmus Filtration Techs, Trinity Industries and Greenbrier Companies, three prominent industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>The consensus among analysts is an Outperform trajectory for Atmus Filtration Techs, with an average 1-year price target of $43.4, indicating a potential 21.75% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Trinity Industries, with an average 1-year price target of $35.0, suggesting a potential 36.89% downside.</li>
<li>For Greenbrier Companies, analysts project an Outperform trajectory, with an average 1-year price target of $57.5, indicating a potential 3.68% upside.</li>
</ul>
<h3>Key Findings: Peer Analysis Summary</h3>
Within the peer analysis summary, vital metrics for Atmus Filtration Techs, Trinity Industries and Greenbrier Companies are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Terex</td>
<td>Neutral</td>
<td>-1.53%</td>
<td>$328.40M</td>
<td>7.91%</td>
</tr>
<tr>
<td>Atmus Filtration Techs</td>
<td>Outperform</td>
<td>4.59%</td>
<td>$131.90M</td>
<td>37.48%</td>
</tr>
<tr>
<td>Trinity Industries</td>
<td>Neutral</td>
<td>16.47%</td>
<td>$179M</td>
<td>5.14%</td>
</tr>
<tr>
<td>Greenbrier Companies</td>
<td>Outperform</td>
<td>3.50%</td>
<td>$191.20M</td>
<td>4.55%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Terex ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, Terex is at the bottom compared to its peers.
<h3>About Terex</h3>
Terex is a top manufacturer of aerial work platforms, materials processing equipment, and specialty equipment, such as material handlers, cranes, and concrete mixer trucks. Its current composition is a result of numerous acquisitions over several decades and a recent shift to focus on its two core segments after divesting a handful of underperforming businesses. Terex's remaining segments see heavy demand in nonresidential construction as well as in maintenance, manufacturing, energy, and materials management.
<h3>Terex: Financial Performance Dissected</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Negative Revenue Trend: Examining Terex's financials over 3 months reveals challenges. As of 30 June, 2024, the company experienced a decline of approximately -1.53% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 10.18%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Terex's ROE stands out, surpassing industry averages. With an impressive ROE of 7.91%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Terex's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 3.73%, the company showcases efficient use of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.36.
<a href="https://www.benzinga.com/quote/TEX/earnings">To track all earnings releases for Terex visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Preview: Terex

JP Morgan analyst Tami Zakaria maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Neutral and lowers the price target from $65 to $62.

JP Morgan Maintains Neutral on Terex, Lowers Price Target to $62

Across the recent three months, 10 analysts have shared their insights on Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">6</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Terex and provided 12-month price targets. The average target is $64.6, accompanied by a high estimate of $74.00 and a low estimate of $57.00. A decline of 0.31% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2024/1728504055_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A clear picture of Terex's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$62.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$57.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$63.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$59.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$72.00</td>
<td>$64.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$74.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$59.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$67.00</td>
<td>$58.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Terex. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Terex compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Terex's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Terex's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/TEX/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Terex analyst ratings.</a>
<h2>Discovering Terex: A Closer Look</h2>
Terex is a top manufacturer of aerial work platforms, materials processing equipment, and specialty equipment, such as material handlers, cranes, and concrete mixer trucks. Its current composition is a result of numerous acquisitions over several decades and a recent shift to focus on its two core segments after divesting a handful of underperforming businesses. Terex's remaining segments see heavy demand in nonresidential construction as well as in maintenance, manufacturing, energy, and materials management.
<h3>Terex's Financial Performance</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Terex's revenue growth over a period of 3 months has faced challenges. As of 30 June, 2024, the company experienced a revenue decline of approximately -1.53%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 10.18%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Terex's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.91%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Terex's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 3.73%, the company showcases efficient use of assets and strong financial health.
Debt Management: Terex's debt-to-equity ratio is below the industry average at 0.36, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>How Are Analyst Ratings Determined?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

10 Analysts Have This To Say About Terex

Baird analyst Mircea Dobre maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Neutral and raises the price target from $63 to $65.

Baird Maintains Neutral on Terex, Raises Price Target to $65

Truist Securities analyst Jamie Cook maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Buy and lowers the price target from $63 to $62.

Truist Securities Maintains Buy on Terex, Lowers Price Target to $62

Offerings

Terex Prices Private Offering Of $750M Of 6.250% Senior Notes Due 2032 At Par

Terex Corporation ("Terex") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) today announced that it intends to offer, subject to market and other conditions, $750 million in aggregate principal amount of senior notes due 2032 (the "Notes") in a private offering (the "Private Offering") that is exempt from the registration requirements of the Securities Act of 1933, as amended (the "Securities Act").
&nbsp;
Terex intends to use the proceeds from the Private Offering, together with the new term loan borrowings described below and cash on hand, to consummate Terex's previously announced acquisition (the "Acquisition") of the subsidiaries and assets of Dover Corporation ("Dover") that constitute Dover's Environmental Solutions Group ("ESG"), and to pay related fees, costs and expenses.
The Notes and the related guarantees will be offered and sold only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act and to certain non-U.S. persons in transactions outside the United States pursuant to Regulation S under the Securities Act. The Notes and the related guarantees have not been, and will not be, registered under the Securities Act, or any state securities laws, and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and the rules promulgated thereunder.
Concurrently with the Private Offering, Terex is also seeking to amend (the "Amendment") its existing credit agreement (i) to increase the size of its revolving credit facilities to $800 million from $600 million and to extend the maturity of its revolving credit facilities to the fifth anniversary of the closing of the Acquisition and (ii) to provide for a new term loan facility which will mature on the seventh anniversary of the closing of the Acquisition and pursuant to which Terex expects to incur term loans in an aggregate amount of up to $1,250 million. There can be no assurance that Terex will be able to complete the Private Offering or the Amendment on terms and conditions favorable to it or at all.

Terex Seeks $1.25B Term Loan and $750M Senior Notes Offering for Dover Unit Purchase

Citigroup analyst Kyle Menges maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Neutral and lowers the price target from $60 to $57.

Citigroup Maintains Neutral on Terex, Lowers Price Target to $57

In the preceding three months, 11 analysts have released ratings for Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>), presenting a wide array of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $64.0, a high estimate of $74.00, and a low estimate of $55.00. This current average has decreased by 3.9% from the previous average price target of $66.60. 
<img src="https://www.benzinga.com/files/images/story/2024/1726858837_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
A comprehensive examination of how financial experts perceive Terex is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$63.00</td>
<td>$74.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$62.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$59.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$72.00</td>
<td>$64.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$74.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$65.00</td>
<td>$59.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$67.00</td>
<td>$58.00</td>
</tr>
<tr>
<td>Stephen Volkmann</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$55.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$59.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$68.00</td>
<td>$73.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Neutral</td>
<td>$60.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Terex. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Terex compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Capture valuable insights into Terex's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TEX/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Terex analyst ratings.</a>
<h2>About Terex</h2>
Terex is a top manufacturer of aerial work platforms, materials processing equipment, and specialty equipment, such as material handlers, cranes, and concrete mixer trucks. Its current composition is a result of numerous acquisitions over several decades and a recent shift to focus on its two core segments after divesting a handful of underperforming businesses. Terex's remaining segments see heavy demand in nonresidential construction as well as in maintenance, manufacturing, energy, and materials management.
<h3>A Deep Dive into Terex's Financials</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Negative Revenue Trend: Examining Terex's financials over 3 months reveals challenges. As of 30 June, 2024, the company experienced a decline of approximately -1.53% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 10.18%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Terex's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.91%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 3.73%, the company showcases effective utilization of assets.
Debt Management: Terex's debt-to-equity ratio is below the industry average. With a ratio of 0.36, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>What Are Analyst Ratings?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Deep Dive Into Terex Stock: Analyst Perspectives (11 Ratings)

Truist Securities analyst Jamie Cook maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Buy and lowers the price target from $74 to $63.

Truist Securities Maintains Buy on Terex, Lowers Price Target to $63

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Morgan Stanley cut the price target for FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) from $215 to $200. Morgan Stanley analyst Ravi Shanker downgraded the stock from Equal-Weight to Underweight. FedEx shares gained 0.7% to close at $300.39 on Thursday.<a href="https://www.benzinga.com/quote/FDX/analyst-ratings"> See how other analysts view this stock</a>.</li>
<li>Loop Capital cut the price target for Cracker Barrel Old Country Store, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CBRL#NASDAQ">CBRL</a>) from $50 to $45. Loop Capital analyst Alton Stump maintained a Hold rating. Cracker Barrel shares fell 1.1% to close at $41.11 on Thursday. <a href="https://www.benzinga.com/quote/cbrl/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Goldman Sachs slashed Terex Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) price target from $72 to $62. Goldman Sachs analyst Jerry Revich maintained a Neutral rating. Terex shares fell 3.6% to close at $53.83 on Thursday. See how other analysts view this stock.</li>
<li>Evercore ISI Group cut AutoZone, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) price target from $3,900 to $3,350. Evercore ISI Group analyst Greg Melich maintained an Outperform rating. AutoZone shares fell 1.1% to close at $3,040.09 on Thursday. <a href="https://www.benzinga.com/quote/azo/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird boosted the price target for NIKE, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) from $100 to $110. Baird analyst Jonathan Komp maintained an Outperform rating. NIKE rose 0.1% to close at $80.98 on Thursday. S<a href="https://www.benzinga.com/quote/nke/analyst-ratings">ee how other analysts view this stock</a>.</li>
<li>Piper Sandler increased Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) price target from $320 to $329. Piper Sandler analyst Arvind Ramnani maintained a Neutral rating. Accenture shares fell 0.3% to close at $335.24 on Thursday. <a href="https://www.benzinga.com/quote/acn/analyst-ratings">See how other analysts view this stock.</a></li>
<li>TD Cowen raised Darden Restaurants, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) price target from $150 to $165. TD Cowen analyst Andrew Charles maintained a Hold rating. Darden shares gained 8.3% to close at $172.27 on Thursday. <a href="https://www.benzinga.com/quote/dri/analyst-ratings">See how other analysts view this stock.</a></li>
<li>RBC Capital decreased the price target for Rapid7, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RPD#NASDAQ">RPD</a>) from $50 to $40. RBC Capital analyst Matthew Hedberg downgraded the stock from Outperform to Sector Perform. Rapid7 shares rose 1.5% to close at $34.35 on Thursday.<a href="https://www.benzinga.com/quote/rpd/analyst-ratings"> See how other analysts view this stock</a>.</li>
<li>Needham cut DoubleVerify Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DV#NYSE">DV</a>) price target from $33 to $22. Needham analyst Laura Martin maintained a Buy rating. DoubleVerify shares fell 0.4% to close at $17.23 on Thursday. <a href="https://www.benzinga.com/quote/dv/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JMP Securities raised American Healthcare REIT, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AHR#NYSE">AHR</a>) price target from $18 to $30. JMP Securities analyst Aaron Hecht maintained a Market Outperform rating. American Healthcare shares gained 3.6% to close at $25.41 on Thursday. <a href="https://www.benzinga.com/quote/ahr/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying Nike stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="490" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/20083406/image-164-1024x490.png" alt="" class="wp-image-558256" style="width:566px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/20083406/image-164-1024x490.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/20083406/image-164-300x144.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/20083406/image-164-768x367.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/20083406/image-164.png 1415w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/09/40952252/nvidia-tesla-rally-as-dow-s-p-500-surge-to-fresh-highs-after-fed-cuts-rates-fear-index-remains-in-g">Nvidia, Tesla Rally As Dow, S&amp;P 500 Surge To Fresh Highs After Fed Cuts Rates: Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>

Pre-Market Outlook

Markets

Trading Ideas

CBRL

Nike To Rally Around 36%? Here Are 10 Top Analyst Forecasts For Friday

Goldman Sachs analyst Jerry Revich maintains Terex (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>) with a Neutral and lowers the price target from $72 to $62.

Goldman Sachs Maintains Neutral on Terex, Lowers Price Target to $62

Reports Q3 revenue $1.2B, consensus $1.16B. "The Terex (TEX) team adapted quickly to in-quarter industry channel adjustments and executed at a high...

Terex reports Q3 adjusted EPS $1.46, consensus $1.31

Sees FY24 revenue $5B-$5.2B, consensus $4.98B. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news...

Terex sees FY24 adjusted EPS $5.85-$6.25, consensus $5.87

Terex Corporation (TEX) Q3 2024 Earnings Call Transcript

Terex Corporation 2024 Q3 - Results - Earnings Call Presentation

Morgan Stanley analyst Angel Castillo maintained a Sell rating on Terex (TEX – Research Report) yesterday and set a price target of $46.00. Angel C...

Terex's Mixed 2024 Outlook and Weakening Fundamentals Prompt Sell Rating by Angel Castillo

Terex Corporation (TEX) has disclosed a new risk, in the Corporate Activity and Growth category. Terex Corporation faces significant risks in its a...

Terex Corporation's Risky Acquisition: Challenges and Uncertainties in Integrating Dover's ESG

In a report released today, Adam Seiden from Barclays maintained a Hold rating on Terex (TEX – Research Report), with a price target of $60.00. The...

Barclays Keeps Their Hold Rating on Terex (TEX)

In a report released today, Jamie Cook from Truist Financial maintained a Buy rating on Terex (TEX – Research Report), with a price target of $65.0...

Truist Financial Keeps Their Buy Rating on Terex (TEX)

Truist raised the firm's price target on Terex (TEX) to $65 from $62 and keeps a Buy rating on the shares after its Q3 earnings beat. The company's...

Terex price target raised to $65 from $62 at Truist

Companies in the Industrial Goods sector have received a lot of coverage today as analysts weigh in on Terex (TEX – Research Report) and CH Robinso...

Analysts Conflicted on These Industrial Goods Names: Terex (TEX) and CH Robinson (CHRW)

CHRW

Press Releases

Terex Reports Strong Second Quarter 2024 Results

Terex to Present at the Jefferies Industrials Conference

Commodities

Terex Announces Expiration of the Waiting Period Under the HSR Act for Proposed Acquisition of Environmental Solutions Group (ESG) from Dover Corporation

Terex Updates 2024 Outlook and Announces Third Quarter 2024 Financial Results Conference Call

Terex Corporation Announces Launch of Private Offering of $750 Million of Senior Notes Due 2032

Terex Corporation Announces Pricing of Private Offering of $750 Million of 6.250% Senior Notes Due 2032

Dover Completes Sale of Environmental Solutions Group Business

Terex Completes Acquisition of Environmental Solutions Group from Dover Corporation

Dividends

Terex Announces Quarterly Dividend

Terex Reports Third Quarter 2024 Results

Allison Transmission Holdings, Inc. Common Stock

Allison Transmission

Astec Industries

Atmus Filtration Technologies Inc. Common Stock

Atmus Filtration Techs

Blue Bird

Caterpillar

Cummins

China Yuchai International Limited Common Stock

China Yuchai Intl

Federal Signal

Greenbrier Companies, Inc. (The) Common Stock

Greenbrier Companies

Hyliion Holdings Corp. Class A Common Stock

Hyliion Holdings

Miller Industries

Manitex International, Inc. - common stock

Manitex International

Manitowoc Company, Inc. (The) Common Stock

Manitowoc Co

Microvast Holdings

Nikola

Oshkosh Corporation (Holding Company)Common Stock

Oshkosh

PACCAR

Douglas Dynamics

FreightCar America

REV Group

Shyft Group

Trinity Industries

Twin Disc

Westinghouse Air Brake Technologies Corporation Common Stock

Westinghouse Air Brake

Wabash National

Truist Securities

Baird

JP Morgan

Citigroup

Goldman Sachs

도널드 트럼프의 당선 이후, 미국으로 생산을 재이전하는 데 집중하는 회사들의 주식이 이번 주에 급등했다. 이는 <a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noopener" data-google-interstitial="false">보호무역 정책이 강화될 것</a>이라는 기대감에 의해 촉발된 것이다.
본국으로 생산 라인을 되돌리기로 약속한 30개 기업들에 투자하는 펀드인 American Reshoring ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSHO#NYSE">RSHO</a>)는 이번 주에 8% 이상 급등하여 전체 시장 지수를 앞질렀다. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)는 5% 상승했고, iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)와 동일한 수준이었다.
<h3 class="wp-block-heading">전문가가 리쇼어링 붐을 예측하는 이유</h3>
트럼프의 승리는 미국 내 생산 우선 정책을 선호하게 할 것으로 예상되는 정책들로 인해 리쇼어링에 대한 투자자들의 낙관론을 재점화했다.
&#8220;트럼프 대통령 하에 리쇼어링의 필요성이 명확해졌다&#8221;고 테마(Tema) ETF의 CEO인 마우리츠 포츠(Maurits Pots)가 벤징가와의 독점 인터뷰에서 말했다.
새로운 행정부는 무역 보호주의와 관세 인상을 지원할 것으로 예상되며, 이는 리쇼어링과 국내 제조 성장의 주요 동력으로 강조되었다.
&#8220;기업들은 예전에는 생산 비용이 가장 낮은 곳이 어디인가를 고민했지만, 이제는 ‘어디에서 더 안전하고 가까운 생산을 할 수 있을까?&#8217;라는 질문을 하고 있다&#8221;고 포츠가 말했다. 공급망의 안전성이 점점 더 중요해지고 있다는 것이다.
이러한 미국 중심의 제조업으로의 변화는 행정부가 &#8220;주로 미국 중심&#8221;의 정책을 시행할 것이라는 시장의 예상을 반영하는 것으로 보인다. 특히 공화당이 모든 의회를 장악할 가능성이 제기된 후에 더욱 두드러진 모습이다.
중장비 제조업체들은 해당 주간의 큰 수혜자 중 하나였다. 캐터필러(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)는 선거 이후 8% 이상 상승하며, 투자자들이 미국 산업 주식에 대한 관심을 높이고 있음을 나타냈다.
포츠는 테렉스 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>)와 같은 장비 회사들에서도 유사한 경향을 강조했다.
그는 이러한 주식들이 &#8220;최근에 매우 강한 움직임을 보였으며, 이는 미국 자본 지출 재가속화에 대한 기대가 행정부의 초점이 될 것이라는 것을 나타낸다&#8221;고 말했다.
또한 읽어보세요: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41849984/powell-brushes-off-trumps-removal-threat-economists-say-2026-could-be-his-last-stand">파월이 트럼프의 해임 위협을 일축: 경제학자들은 2026년이 그의 마지막 기회가 될 수 있다고 말한다</a>
<h3 class="wp-block-heading">무역 정책: 관세, 보조금, 그리고 멕시코 &#8216;근접 생산&#8217; 위험</h3>
&#8220;우리는 관세가 결국에는 위협보다 덜 엄격할 수 있다고 생각하지만,&#8221; 포츠가 말했다. &#8220;관세에 대한 불확실성 자체가 리쇼어링의 촉매제가 될 것이다. 기업들이 공급망의 안전성과 안정성을 점점 더 중요시하게 되기 때문이다.&#8221;
트럼프 행정부의 입장은 또한 &#8220;근접 생산(니어쇼어링)&#8221; 추세를 저해할 수 있다. 이는 생산을 미국에 더 가깝게 옮기는 것이지만, 실제로는 미국 영토가 아닌 멕시코와 같은 곳으로 옮기는 것이다.
트럼프가 제안한 멕시코산 제품에 대한 관세로 인해 멕시코의 제조 중심지로서의 매력이 감소할 수 있으며, 이는 진정한 국내 생산에 대한 관심을 더욱 높일 수 있다.
흥미롭게도, 포츠는 바이든 행정부 하에 도입된 대부분의 리쇼어링 인센티브, 예를 들어 반도체(CHIPS) 법과 같은 상당한 투자 패키지가 공화당이 주도하는 주에 집중되었다고 언급했다.
이러한 자금 분배의 측면은 이러한 이니셔티브가 트럼프 하에서 잠재적인 철회로부터 보호받을 수 있도록 할 수 있으며, 이는 미국 제조업 강화를 위한 그의 행정부 의제와 일치한다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41848568/us-consumer-sentiment-rises-more-than-predicted-to-6-month-highs-inflation-expectations-hit-4-year-low">미국 소비자 심리 지수가 예상보다 더 많이 상승하여 6개월 만에 최고치로, 인플레이션 기대치는 4년 만에 최저치로 떨어졌습니다.</a></li>
</ul>
사진: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

Terex

뉴스

에 대한 최신 뉴스 Terex (NYSE:TEX) 주식

토요일, 11월 09, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌