Xylem (XYL) remains on track with its normalized organic growth and margin expansion trajectory amid lingering concerns of some investors, Oppenheimer said in a note Monday.
The report said the company's balance sheet strength and capital deployment optionality is also broadly underappreciated.
Importantly, the note said concerns over US federal funding are materially overdone, with high-level water and wastewater capex reads still favorable.
"Given solid core demand, broad-based secular growth catalysts, self-help runway, needle-moving capital deployment prospects, and supportive valuation, we remain XYL bulls," the report said.
Oppenheimer kept its outperform rating and $158 price target, saying investors should look beyond near-term noise and buy into a differentiated through-the-cycle water technology play.
Price: 121.82, Change: +0.61, Percent Change: +0.50
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