Oppenheimer upgraded EnerSys (ENS) to Outperform from Perform with a $115 price target The firm sees an improving telecom capex outlook, management transition clarity, progress on internal margin levers and other strategic initiatives, and a high likelihood of a December quarter earnings beat and upward estimate revisions for EnerSys. While the story “continues to have moving parts,” EnerSys’ execution on profitable core growth can generate outperformance in the shares during 2025, the analyst tells investors in a research note.
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