AX AXTA Axalta Загрузка... : Бычьи и медвежьи мнения аналитиков

Barclays, Jefferies, RBC, JP Morgan, and other firms raised price targets on dozens of stocks.

The raw material inflation outlook has been revised upward for H2 to high single digits, and the September price increase is designed to offset this, signaling a pricing power dynamic that could affect competitors. — Sherwin's ability to delay price increases and pass through costs indicates strong pricing power in architectural paints, but this could pressure smaller competitors and value-segment players who may not be able to fully offset input cost inflation.

The packaging segment's strong growth (high single digits) is not just a regulatory one-off. The BPA ban in Europe (EFSA) and similar moves in Asia and LATAM still have a lot of room to run, positioning Sherwin for multi-year conversion-led growth. — Global regulatory shifts in food-contact coatings are a durable share-shift catalyst that Sherwin is capitalizing on, potentially at the expense of other coatings suppliers with less advanced BPA-NI technology.

Sherwin-Williams is aggressively pursuing new accounts in Performance Coatings Group (PCG) despite weak industrial demand, with strong wins in industrial wood and general industrial. — Demonstrates that Sherwin-Williams is taking market share from competitors like Axalta in the industrial coatings space, even in a flat market.