Halma gets Stifel ‘buy' as Avo concerns create entry point

Impact · against what's priced in

Halma receives a modest positive catalyst from Stifel's higher EPS forecast and buy rating, though the long-term growth trajectory of Avo Photonics introduces a new headwind. Genflow Biosciences sees a slight lift from the public release of its SLAB study results.

HLMA+0.40

No priced-in read yet

In context

Stifel's 136.0p EPS forecast exceeds the 133.1p consensus, suggesting a potential upward revision in market estimates ahead of the November 19 results.

Read from the article alone

• guidance▲8%
• earnings
• m and a
• GENF
• HLMA
• ai data centers
• broker rating
• organic growth
• specialist technology