On (ONON) remains on track for strong growth as new products and brand momentum continue to drive strength in sales and earnings, potentially leading to beat-and-raise reports, which in turn could drive the stock price higher, UBS Securities said in a note Thursday.
The athletic sportswear company's new products "continue to see solid traction," and a continued focus on innovation could make it "one of the world's fastest-growing athletic wear brands," UBS said.
UBS estimates On to deliver a 20%, 24%, and 20% five-year sales, adjusted earnings before interest, taxes, depreciation and amortization, and earnings per share compound annual growth rate, respectively, and to continue this strength from thereon.
"We believe it is a rare brand that has the characteristics to become a global, multi-sport, multi-category athletic wear brand, similar to Nike, Adidas, and Puma," UBS said.
UBS reiterated a buy rating on the stock and raised its price target to $85 from $79.
Price: 41.83, Change: +0.32, Percent Change: +0.76
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