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Cautious Hold on Xylem: Balancing Strong Backlog with 2025 Outlook Challenges

Cautious Hold on Xylem: Balancing Strong Backlog with 2025 Outlook Challenges

Mizuho Securities analyst Brett Linzey has maintained their neutral stance on XYL stock, giving a Hold rating on January 31.

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Brett Linzey’s rating is based on several key observations regarding Xylem’s recent performance and future prospects. The company demonstrated strong order fulfillment, closing the year with a significant backlog, suggesting positive momentum. However, the outlook for 2025 is tempered by challenges associated with the ongoing 80/20 initiative, which is expected to weigh on revenue growth in the short term.
Additionally, while there are expectations of cost reductions and pricing strategies to counteract potential tariff impacts, these factors introduce some uncertainty. The mix of electrical versus water products also poses a temporary margin headwind, although improvements are anticipated as higher-margin projects progress. Despite a solid backlog and strategic initiatives aimed at restructuring and improving efficiency, these factors contribute to a cautious stance, resulting in a Hold rating.

In another report released on January 31, TD Cowen also maintained a Hold rating on the stock with a $125.00 price target.

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