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Earnings Estimate Revisions Will Drive Additional Momentum Despite Tariff Headwinds

Published
28 Aug 24
Updated
29 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
11.9%
7D
1.9%

Author's Valuation

US$153.0817.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 29 Oct 25

Oshkosh's price target has been raised from $147 to $171 per share, as analysts point to upward earnings estimate revisions and expectations for multiple expansion in the machinery sector. Analyst Commentary Bullish and bearish analyst viewpoints have emerged in response to recent macroeconomic shifts and company-specific developments impacting Oshkosh and its sector.

Shared on 14 Oct 25

Fair value Increased 1.69%

Infrastructure Expansion And Electric Mobility Will Define Future Markets

Oshkosh's analyst price target has increased to $153.08 from $150.54, as analysts cite strong sector earnings momentum and expectations for modest multiple expansion. This comes despite ongoing tariff headwinds impacting heavy equipment manufacturers.

Shared on 27 Aug 25

Fair value Increased 4.30%

Infrastructure Expansion And Electric Mobility Will Define Future Markets

Oshkosh's consensus price target was raised following upward earnings revisions, stronger Q2 results, and improved outlook on margins and tariff risks, leading analysts to lift fair value from $144.34 to $147.19. Analyst Commentary Bullish analysts see upwardly revised earnings estimates and the potential for further multiple expansion in the machinery sector following strong Q2 results.

Shared on 04 Aug 25

Fair value Increased 11%

Infrastructure Expansion And Electric Mobility Will Define Future Markets

The upward revision in Oshkosh's fair value reflects improved revenue growth forecasts while profit margins remain stable, resulting in the consensus analyst price target rising from $129.99 to $139.52. What's in the News Reported $5.7 million in intangible asset impairments for Q2, down from $51.6 million a year ago.

Shared on 07 May 25

Fair value Increased 22%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

Shared on 30 Apr 25

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.42%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 2.47%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.85%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.22%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.84%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.52%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.31%

NGDV Production And Localized Manufacturing Will Unlock Future Opportunities

AnalystConsensusTarget has increased future PE multiple from 10.7x to 11.8x.