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Oshkosh Defense at AUSA Global Force Symposium: Oshkosh Defense LLC is showcasing its advanced autonomous technology, specifically the ROGUE-Fires system, at the AUSA Global Force Symposium in Huntsville, AL, highlighting its capabilities for mission-critical operations and integration with the Multiple Launch Rocket System.

Commitment to Innovation: The company emphasizes its dedication to developing scalable, autonomy-ready tactical vehicles that enhance operational effectiveness and safety for U.S. Army missions, aligning with future military needs and technological advancements.

Analyst Rating Changes: Goldman Sachs, TD Securities, Citigroup, and others have adjusted their price targets and ratings for various companies, including Oshkosh Corporation, BP p.l.c., and THOR Industries, indicating a mix of downgrades and upgrades across the board.

Stock Performance: Despite some analysts lowering price targets, companies like The Mosaic Company and RTX Corporation saw increases in their price targets, reflecting differing market sentiments as stock prices fluctuate.

Analyst Ratings Overview: Recent ratings for Oshkosh Corp show a mix of bullish and bearish sentiments from 14 analysts, with an average price target increase to $120.07, reflecting varied evaluations on the company's performance and market position.

Financial Performance Insights: Oshkosh demonstrates strong revenue growth of 5.32% and a net margin of 5.89%, although its return on equity (ROE) is below industry standards at 3.71%, indicating challenges in capital utilization despite effective asset management.

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Oshkosh Corporation Recognition: Oshkosh Corporation has been named one of the 2025 World's Most Ethical Companies by Ethisphere for the 10th consecutive year, highlighting its commitment to ethical business practices across global operations.

Additional Accolades: In addition to this recognition, Oshkosh is also featured on Fortune's World's Most Admired Companies list and the Dow Jones Sustainability World Index, showcasing its dedication to responsible business and sustainability.

Company Overview: PACCAR Inc, a Bellevue-based manufacturer of commercial trucks and powertrain components, has a market cap of nearly $57.8 billion and is recognized for its strong market position and commitment to innovation in areas like autonomous driving and electric vehicles.

Recent Performance: Despite a 12.3% decline from its 52-week high and disappointing Q4 earnings, analysts maintain a "Moderate Buy" rating for PACCAR, with a price target suggesting potential growth; the company has outperformed rival Oshkosh Corporation over the past year.

Impact of Tariff Orders: The Trump administration's recent tariff orders and threats have created uncertainty for finance chiefs, complicating their ability to provide accurate earnings guidance to investors.

Disruption of Financial Projections: Companies are struggling to maintain their sales and profit projections due to unexpected U.S. tariff announcements, including a 25% import tax on goods from Mexico and Canada that was recently paused.

Upcoming Ex-Dividend Dates: Shell plc, Hershey Company, and Oshkosh Corp will trade ex-dividend on February 14, 2025, with respective dividends of $0.716, $1.37, and $0.51 scheduled for March 2025.

Dividend Yield Expectations: Estimated annual yields based on recent stock prices are 4.25% for Shell, 3.46% for Hershey, and 1.84% for Oshkosh, reflecting the companies' historical dividend stability.

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BofA's Price Target Update: Bank of America raised Oshkosh's price target to $110 from $95 while maintaining an Underperform rating, reflecting a cautious outlook amidst a challenging construction environment.

Investment Insights: The firm favors rental operators over suppliers but notes that Oshkosh's non-access exposure offers more stability and visibility in the current market conditions.

Greenhaven Associates and Ed Wachenheim: Greenhaven Associates, led by founder Edgar Wachenheim III, manages over $7 billion in investments with a focus on long-term value investing. Wachenheim emphasizes capital preservation and downside risk, achieving an average annual return of approximately 19% from 1988 to 2017.

Oshkosh Corporation's Performance: Oshkosh Corporation (NYSE:OSK) reported strong Q4 2024 earnings, surpassing analyst estimates, driven by significant growth in its Vocational segment. The company is recognized for its consistent profitability and impressive earnings growth, making it a notable investment within Greenhaven Associates' portfolio.

Oshkosh Corporation Event Participation: Oshkosh Corporation will participate in a fireside chat at Citi’s 2025 Global Industrial Tech and Mobility Conference on February 19, 2025, featuring CEO John Pfeifer and CFO Matthew Field. A live webcast will be available on their website.

Company Overview: Oshkosh Corporation is a leading manufacturer of purpose-built vehicles and equipment, employing over 18,000 people globally and offering products under various well-known brands across more than 150 countries.

Oshkosh Corporation Event Participation: Oshkosh Corporation will participate in a fireside chat at Citi's 2025 Global Industrial Tech and Mobility Conference, featuring CEO John Pfeifer and CFO Matthew Field on February 19, 2025, at 1:00 p.m. EST, with a live webcast available on their website.

Company Overview: Oshkosh Corporation, headquartered in Wisconsin, employs over 18,000 people globally and produces mission-critical equipment under various brands, serving customers in more than 150 countries.

Jim Cramer's Recommendations: Jim Cramer advised buying Five9, Inc. due to its low stock price and highlighted strong earnings from Oshkosh Corporation, while also suggesting Palantir Technologies over BigBear.ai and recommending Take-Two Interactive instead of GameStop.

Market Reactions: Emerson Electric's shares fell after announcing an acquisition deal with Aspen Technology, while other stocks like Five9, Oshkosh, and GameStop also experienced declines in their share prices during the trading session.

Market Insights: Analysts express mixed sentiments on various stocks, with some recommending purchases like Five9 while others caution against GameStop, labeling it a "meme stock."

Company Performance: Oshkosh's strong performance surprised analysts, highlighting it as an overlooked American company making significant gains.

Analyst Ratings Overview: In the past three months, 12 analysts have provided varied ratings on Oshkosh, with a total of 3 bullish, 3 somewhat bullish, and 6 indifferent ratings. The average 12-month price target is $120.17, reflecting a slight increase from previous estimates.

Financial Performance Insights: Oshkosh has faced challenges with a revenue decline of approximately -4.3% and below-average net margin, return on equity, and return on assets compared to industry peers, indicating difficulties in profitability and financial performance.

Truist's Price Target Adjustment: Truist raised its price target for Oshkosh (OSK) from $109 to $118 while maintaining a Hold rating, citing strong Q4 earnings despite concerns over current administration policies.

Positive Market Response: Other firms have also increased their price targets for Oshkosh, with notable raises from Raymond James, Bernstein, Baird, and KeyBanc, reflecting a positive market sentiment as Oshkosh shares rose by 19.1%.

Financial Performance Overview: Oshkosh Corporation reported strong fiscal 2024 results with total revenue of $10.8 billion and adjusted earnings per share of $11.74, driven by growth in the Vocational segment despite challenges in the Access segment. The company anticipates continued growth opportunities and has a healthy backlog of $1.8 billion.

Innovations and Future Outlook: At CES, Oshkosh showcased advancements in technology, including autonomous vehicles and electric refuse collection trucks, while emphasizing their commitment to sustainability. Looking ahead to 2025, they expect adjusted EPS around $11, focusing on growth in the Vocational and Defense segments amidst anticipated market fluctuations.

Price Target Increase: KeyBanc raised Oshkosh's price target from $113 to $132, citing post-election optimism and strong demand, while maintaining an Overweight rating on the shares.

Stock Performance: Following its Q4 results and 2025 guidance, Oshkosh's shares surged by 18.4%, with additional reports of significant increases in stock value and a dividend raise of 11%.

High Trading Volume: The Sofi Next 500 ETF (SFYX) experienced unusually high trading volume on Thursday, with over 1.1 million shares traded compared to an average of about 104,000 shares, and the ETF's shares rose by approximately 1.2%.

Top Performers and Laggards: Lucid Group saw a significant increase of 4.7% in its share price, while American Airlines Group dropped by 2%. Oshkosh performed the best with a rise of 19.3%, while Whirlpool lagged behind with a decline of 16.6%.