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CNH Industrial Analyst Sees 2025 As Pivotal Year For Recovery
CNHCNH Industrial N.V.(CNH) Benzinga·2025-01-28 16:59

Core Viewpoint - CNH Industrial's earnings are expected to reach a low point in 2025 after experiencing two years of declining equipment sales, with an upgrade in rating from Perform to Outperform and a price target set at 16byOppenheimer′sanalystKristenOwen[1][2].Group1:EarningsOutlook−Thethird−quarterearningsseasonhaspositivelyinfluencedinvestorsentiment,withincrementalcatalystsanticipatedin2025thatmaysupportareversiontradeforCNH[2].−Despitechallengingequipmentfundamentalsin2025,recentimprovementsingrainpricescouldserveasatailwindforglobalfarmincome[3].Group2:Company−SpecificCatalysts−PotentialcatalystsforCNHIndustrialincludeincrementalcostsavingsprograms,aninvestordayinMay,andpossiblemonetizationofconstructionassets[4].−Atthetimeofpublication,CNHIndustrialsharesweredown0.316 by Oppenheimer's analyst Kristen Owen [1][2]. Group 1: Earnings Outlook - The third-quarter earnings season has positively influenced investor sentiment, with incremental catalysts anticipated in 2025 that may support a reversion trade for CNH [2]. - Despite challenging equipment fundamentals in 2025, recent improvements in grain prices could serve as a tailwind for global farm income [3]. Group 2: Company-Specific Catalysts - Potential catalysts for CNH Industrial include incremental cost savings programs, an investor day in May, and possible monetization of construction assets [4]. - At the time of publication, CNH Industrial shares were down 0.3% to 13.12 [4].