ALSN: Global Defense Expansion And Share Repurchases Will Drive Upside Potential

Analysts have revised their price target for Allison Transmission Holdings from $103.00 to $101.89, citing higher expected revenue growth, moderating profit margins, and a slight increase in the discount rate. What's in the News North American Class 8 truck orders fell 32% year-over-year to 20,500 vehicles in September.

Narrative Update: Allison Transmission Holdings Analyst Price Target Adjusted Analysts have lowered their fair value estimate for Allison Transmission Holdings from $104.89 to $103.00. This change reflects adjustments to growth projections and valuation assumptions.

The significant upward revision in consensus revenue growth forecasts and a notable decline in expected future P/E have driven a modest increase in Allison Transmission Holdings' analyst price target from $101.67 to $104.89. What's in the News Repurchased 1,088,028 shares for $102.49 million, bringing total buybacks to 87,472,892 shares (72.29%) valued at $3,737.26 million since program inception.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 0.9% to 1.8% and decreased future PE multiple from 15.0x to 13.3x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 1.0% to 0.9%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 3.8% to 1.0% and increased future PE multiple from 12.9x to 15.4x.