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Wells Fargo raises L3Harris shares target citing upside potential

EditorEmilio Ghigini
Published 07/05/2024, 11:00
LHX
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On Tuesday, Wells Fargo (NYSE:WFC) made adjustments to its financial outlook for L3Harris Technologies (NYSE:LHX) shares, a defense contractor known for its communication and electronic systems. The firm's analyst increased the price target to $245.00, up from the previous $238.00, while reiterating an Overweight rating.

The update followed a recent call where insights into the company's performance and expectations were shared. L3Harris Technologies reportedly has incorporated some supplemental support into its guidance, which could lead to further upside in its communications and missiles business segments.

The first quarter for L3Harris saw a margin benefit stemming from purchase accounting, a factor that is not expected to recur in subsequent quarters. Looking ahead to the second quarter, free cash flow (FCF) is anticipated to be in the vicinity of $500 million.

The company has also seen continued improvement in its Estimate at Completion (EAC) metrics across all segments. The progress is indicative of the company's effective management and operational efficiency.

L3Harris Technologies is reportedly on track to exceed its cost savings target, aiming to achieve a $400 million run-rate savings by the end of the current year. The company's long-term financial strategy includes achieving $1 billion in gross savings by 2026, with a focus on consolidating its facilities as the next major step in its cost-reduction initiatives.

InvestingPro Insights

Recent data from InvestingPro provides a deeper financial context for L3Harris Technologies (NYSE:LHX), complementing the analysis by Wells Fargo. The company's market capitalization stands at a robust $40.73 billion, reflecting its significant presence in the Aerospace & Defense industry. With a price-to-earnings (P/E) ratio of 34.65 and adjusted P/E for the last twelve months as of Q1 2024 at 22.89, the company trades at a high earnings multiple, which may suggest investor confidence in its future earnings potential.

InvestingPro Tips highlight that L3Harris has a track record of raising its dividend for 22 consecutive years, underscoring its commitment to returning value to shareholders. Additionally, analysts have revised their earnings upwards for the upcoming period, signaling optimism in the company's financial prospects. Furthermore, the company's stock tends to exhibit low price volatility, providing a level of stability for investors. For those interested in exploring more about L3Harris Technologies, InvestingPro offers additional insights and metrics, including 11 more InvestingPro Tips available at: https://www.investing.com/pro/LHX. Use coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

As for real-time metrics, L3Harris Technologies has achieved a revenue growth of 15.66% over the last twelve months as of Q1 2024, indicating strong sales performance. The company's gross profit margin during the same period stands at 26.27%, reflecting its profitability and operational efficiency. These financial metrics, along with the strategic initiatives mentioned in the article, suggest a solid financial foundation and a forward-looking approach that could be appealing to potential investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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