Ingevity Corporation 'EPS/FCF growth to drive stock': BMO Capital

Investing.com

02-27

Investing.com -- BMO Capital upgraded Ingevity (NYSE:NGVT) Corporation to Outperform and raised its price target to $65 in a note Wednesday, citing strong earnings and free cash flow (FCF) growth outlook for 2025 and 2026.

Analysts believe the stock now offers an attractive risk-reward profile, especially with activist investor Vision One involved.

BMO had previously remained cautious due to uncertainty around a new CEO and potential auto-related tariffs.

However, analysts now believe that “with an activist (Vision One) now in NGVT, we believe investors are better protected from downside risks and should enjoy the coming lift tied to NGVT's improved EPS/FCF.”

The firm expects a significant earnings inflection beginning in 2025. “We see EBITDA conservatively jumping 12% to $406mn,” BMO analysts wrote, aligning with management’s guidance of $400-$415mn.

They believe the growth will be driven by the stability in Performance Materials, the recovery in the Performance Chemicals (PC) segment, following asset closures and a shift away from crude tall oil (CTO), and modest improvements in the Advanced Polymer Technologies (APT) segment.

By 2026, BMO forecasts EBITDA to rise another 9%, supported by a return to growth in Perf Mats, an improving auto sector, and continued strength in PC and APT. As a result, EPS is projected to climb from $3.58 in 2024 to $4.78 in 2025 (+33%) and $5.77 in 2026 (+21%).

With a 7.7x multiple on projected 2026 EBITDA of $443mn, BMO sees substantial upside potential for the stock.

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As a result, EPS is projected to climb from $3.58 in 2024 to $4.78 in 2025 (+33%) and $5.77 in 2026 (+21%).</p>\n<p dir=\"ltr\">With a 7.7x multiple on projected 2026 EBITDA of $443mn, BMO sees substantial upside potential for the stock.</p>\n<p>Related Articles</p>\n<p>Ingevity Corporation 'EPS/FCF growth to drive stock': BMO Capital</p>\n<p>Ghana's cocoa arrivals surge 70% due to improved harvest, smuggling crackdown - Bloomberg</p>\n<p>Warner Bros Discovery to offer sports, news content free on Max platform</p>\n</body></html>","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ingevity Corporation 'EPS/FCF growth to drive stock': BMO Capital</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIngevity Corporation 'EPS/FCF growth to drive stock': BMO Capital\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investing.com</strong><span class=\"h-time small\">2025-02-27 00:45</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><p>Investing.com -- BMO Capital upgraded Ingevity (NYSE:NGVT) Corporation to Outperform and raised its price target to $65 in a note Wednesday, citing strong earnings and free cash flow (FCF) growth outlook for 2025 and 2026. </p>\n<p dir=\"ltr\">Analysts believe the stock now offers an attractive risk-reward profile, especially with activist investor Vision One involved.</p>\n<p dir=\"ltr\">BMO had previously remained cautious due to uncertainty around a new CEO and potential auto-related tariffs. </p>\n<p dir=\"ltr\">However, analysts now believe that “with an activist (Vision One) now in NGVT, we believe investors are better protected from downside risks and should enjoy the coming lift tied to NGVT's improved EPS/FCF.”</p>\n<p dir=\"ltr\">The firm expects a significant earnings inflection beginning in 2025. “We see EBITDA conservatively jumping 12% to $406mn,” BMO analysts wrote, aligning with management’s guidance of $400-$415mn. </p>\n<p dir=\"ltr\">They believe the growth will be driven by the stability in Performance Materials, the recovery in the Performance Chemicals (PC) segment, following asset closures and a shift away from crude tall oil (CTO), and modest improvements in the Advanced Polymer Technologies (APT) segment.</p>\n<p dir=\"ltr\">By 2026, BMO forecasts EBITDA to rise another 9%, supported by a return to growth in Perf Mats, an improving auto sector, and continued strength in PC and APT. As a result, EPS is projected to climb from $3.58 in 2024 to $4.78 in 2025 (+33%) and $5.77 in 2026 (+21%).</p>\n<p dir=\"ltr\">With a 7.7x multiple on projected 2026 EBITDA of $443mn, BMO sees substantial upside potential for the stock.</p>\n<p>Related Articles</p>\n<p>Ingevity Corporation 'EPS/FCF growth to drive stock': BMO Capital</p>\n<p>Ghana's cocoa arrivals surge 70% due to improved harvest, smuggling crackdown - Bloomberg</p>\n<p>Warner Bros Discovery to offer sports, news content free on Max platform</p>\n</body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.yahoo.com/news/ingevity-corporation-eps-fcf-growth-164549930.html\">Investing.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NGVT","symbol_name":"Ingevity Corporation When Issued","start_time":0,"source_url":"https://finance.yahoo.com/news/ingevity-corporation-eps-fcf-growth-164549930.html","article_id":"2514868631","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514868631","pubTimestamp":1740588349,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --BMO Capital upgraded Ingevity  Corporation to Outperform and raised its price target to $65 in a note Wednesday, citing strong earnings and free cash flow  growth outlook for 2025 and 2026.Analysts believe the stock now offers an attractive risk-reward profile, especially with activist investor Vision One involved.BMO had previously remained cautious due to uncertainty around a new CEO and potential auto-related tariffs.However, analysts now believe that “with an activist  now in NGVT, we believe investors are better protected from downside risks and should enjoy the coming lift tied to NGVT's improved EPS/FCF.”The firm expects a significant earnings inflection beginning in 2025. “We see EBITDA conservatively jumping 12% to $406mn,” BMO analysts wrote, aligning with management’s guidance of $400-$415mn.They believe the growth will be driven by the stability in Performance Materials, the recovery in the Performance Chemicals  segment, following asset closures and a shift","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NGVT":"Ingevity Corporation When Issued","FCF":"第一联邦金融","BMO":"蒙特利尔银行"},"translate_title":"Ingevity Corporation“每股收益/自由现金流增长推动股票增长”：BMO Capital","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BMO":1,"FCF":1,"NGVT":1},"content_text":"Investing.com -- BMO Capital upgraded Ingevity (NYSE:NGVT) Corporation to Outperform and raised its price target to $65 in a note Wednesday, citing strong earnings and free cash flow (FCF) growth outlook for 2025 and 2026. \nAnalysts believe the stock now offers an attractive risk-reward profile, especially with activist investor Vision One involved.\nBMO had previously remained cautious due to uncertainty around a new CEO and potential auto-related tariffs. \nHowever, analysts now believe that “with an activist (Vision One) now in NGVT, we believe investors are better protected from downside risks and should enjoy the coming lift tied to NGVT's improved EPS/FCF.”\nThe firm expects a significant earnings inflection beginning in 2025. “We see EBITDA conservatively jumping 12% to $406mn,” BMO analysts wrote, aligning with management’s guidance of $400-$415mn. \nThey believe the growth will be driven by the stability in Performance Materials, the recovery in the Performance Chemicals (PC) segment, following asset closures and a shift away from crude tall oil (CTO), and modest improvements in the Advanced Polymer Technologies (APT) segment.\nBy 2026, BMO forecasts EBITDA to rise another 9%, supported by a return to growth in Perf Mats, an improving auto sector, and continued strength in PC and APT. As a result, EPS is projected to climb from $3.58 in 2024 to $4.78 in 2025 (+33%) and $5.77 in 2026 (+21%).\nWith a 7.7x multiple on projected 2026 EBITDA of $443mn, BMO sees substantial upside potential for the stock.\nRelated Articles\nIngevity Corporation 'EPS/FCF growth to drive stock': BMO Capital\nGhana's cocoa arrivals surge 70% due to improved harvest, smuggling crackdown - Bloomberg\nWarner Bros Discovery to offer sports, news content free on Max platform","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}