VSE Seen Entering Strong New Phase After CEO-Led Transformation -- Market Talk

Dow Jones

Dec 18, 2024

1222 ET - VSE is expected to enter a stronger phase as Chief Executive John Cuomo's drive to reposition the company as an aerospace aftermarket pure play is nearly complete, Benchmark analysts say in a research note. The last non-aerospace asset will likely be divested in the first half of 2025, and incoming Trump administration makes Fleet asset more valuable to suitors, the analysts say. "We believe VSEC is entering the category killer stage, upside optionality from Boeing divestitures could be a step function accelerant, and OEM's have structurally shifted their need for VSEC vs. cyclical aftermarket industry concerns," the analysts add. Benchmark raises its target price to $140 from $100 previously. Shares fall 1.6% to $107.13. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

December 17, 2024 12:22 ET (17:22 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2492998271"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2492998271\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2492998271?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-12-18 01:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2492998271","market":"us","top_or_hot":-1,"title":"VSE Seen Entering Strong New Phase After CEO-Led Transformation -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1222 ET - VSE is expected to enter a stronger phase as Chief Executive John Cuomo's drive to reposition the company as an aerospace aftermarket pure play is nearly complete, Benchmark analysts say in a research note. The last non-aerospace asset will likely be divested in the first half of 2025, and incoming Trump administration makes Fleet asset more valuable to suitors, the analysts say. \"We believe VSEC is entering the category killer stage, upside optionality from Boeing divestitures could be a step function accelerant, and OEM's have structurally shifted their need for VSEC vs. cyclical aftermarket industry concerns,\" the analysts add. Benchmark raises its target price to $140 from $100 previously. Shares fall 1.6% to $107.13. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 17, 2024 12:22 ET (17:22 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>VSE Seen Entering Strong New Phase After CEO-Led Transformation -- Market Talk</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nVSE Seen Entering Strong New Phase After CEO-Led Transformation -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-18 01:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1222 ET - VSE is expected to enter a stronger phase as Chief Executive John Cuomo's drive to reposition the company as an aerospace aftermarket pure play is nearly complete, Benchmark analysts say in a research note. The last non-aerospace asset will likely be divested in the first half of 2025, and incoming Trump administration makes Fleet asset more valuable to suitors, the analysts say. \"We believe VSEC is entering the category killer stage, upside optionality from Boeing divestitures could be a step function accelerant, and OEM's have structurally shifted their need for VSEC vs. cyclical aftermarket industry concerns,\" the analysts add. Benchmark raises its target price to $140 from $100 previously. Shares fall 1.6% to $107.13. (sabela.ojea@wsj.com; @sabelaojeaguix) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 17, 2024 12:22 ET (17:22 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4516","symbol_name":"特朗普概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2492998271","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492998271","pubTimestamp":1734456120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1222 ET - VSE is expected to enter a stronger phase as Chief Executive John Cuomo's drive to reposition the company as an aerospace aftermarket pure play is nearly complete, Benchmark analysts say in a research note. The last non-aerospace asset will likely be divested in the first half of 2025, and incoming Trump administration makes Fleet asset more valuable to suitors, the analysts say. \"We believe VSEC is entering the category killer stage, upside optionality from Boeing divestitures could be a step function accelerant, and OEM's have structurally shifted their need for VSEC vs. cyclical aftermarket industry concerns,\" the analysts add. Benchmark raises its target price to $140 from $100 previously. Shares fall 1.6% to $107.13. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4516":"特朗普概念","VSEC":"VSE技术服务","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4551":"寇图资本持仓","BA":"波音","BK4564":"太空概念","BK4187":"航天航空与国防","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4137":"综合支持服务","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H"},"translate_title":"首席执行官主导的转型后，VSE进入强劲的新阶段——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VSEC":0.9,"BA":0.9},"content_text":"1222 ET - VSE is expected to enter a stronger phase as Chief Executive John Cuomo's drive to reposition the company as an aerospace aftermarket pure play is nearly complete, Benchmark analysts say in a research note. The last non-aerospace asset will likely be divested in the first half of 2025, and incoming Trump administration makes Fleet asset more valuable to suitors, the analysts say. \"We believe VSEC is entering the category killer stage, upside optionality from Boeing divestitures could be a step function accelerant, and OEM's have structurally shifted their need for VSEC vs. cyclical aftermarket industry concerns,\" the analysts add. Benchmark raises its target price to $140 from $100 previously. Shares fall 1.6% to $107.13. (sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 17, 2024 12:22 ET (17:22 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","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":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}