文章核心观点 - 《类风湿性关节炎市场：流行病学、行业趋势、份额、规模、增长、机会和预测2024 - 2034》报告发布，对美国、欧盟5国和日本的类风湿性关节炎市场进行详尽分析，预计7大主要市场规模将从2023年的275亿美元增长到2034年的338亿美元，复合年增长率为2.32% [1] 报告基本信息 - 报告被添加到ResearchAndMarkets.com的产品列表中 [1] - 报告页数为133页，预测期为2023 - 2034年，2023年估计市场价值为275亿美元，2034年预测市场价值为338亿美元，复合年增长率为1.9%，覆盖地区为全球 [9] 市场规模与增长 - 2023年7大类风湿性关节炎市场价值达275亿美元，预计到2034年将达338亿美元，2023 - 2034年复合年增长率为2.32% [1] 研究范围 - 研究国家包括美国、德国、法国、英国、意大利、西班牙和日本 [4] - 对每个国家分析内容包括历史、当前和未来的流行病学情况、市场表现、各治疗类别表现以及各类药物销售情况 [5] 市场动态 - 免疫系统功能障碍病例增加、相关风险因素流行、非甾体抗炎药广泛使用、生物标志物研究进展以及对改善病情抗风湿药需求增长，推动类风湿性关节炎市场发展 [3] 关键问题解答 市场洞察 - 了解类风湿性关节炎市场过去和未来表现、各治疗细分市场份额变化、各国市场规模变化、市场增长率及未满足需求 [6] 流行病学洞察 - 掌握2018 - 2034年各主要市场类风湿性关节炎的流行病例数、按年龄、性别、类型划分的流行病例数、诊断患者数、患者池规模及增长情况、推动流行病学趋势的关键因素 [6][7] 治疗与药物情况 - 了解当前上市药物和后期管线药物情况、安全性和疗效、治疗指南、关键公司市场份额、相关并购、许可活动、合作、监管事件以及临床试验格局 [8]

文章核心观点 - 公司进入2024年营收仍面临压力，但HPMC业务增长及需求环境向好有望推动未来营收增长，产能扩张也将助力销售，价格稳定、运营稳定和销量增长将推动利润率提升，当前股价有吸引力，建议买入 [2][5][10] 上季度表现 - AA&S业务受部分工业终端市场需求疲软影响，销售额同比下降，但钛机身材料出货量保持强劲 [3] - HPMC业务营收同比增长12.5%至5.3亿美元，主要得益于航空航天和医疗终端市场对产品的持续强劲需求，推动公司第一季度营收增长0.5%至10.4亿美元 [3] 各业务板块销售情况 - HPMC业务调整后EBITDA利润率增长110个基点至18.4%，主要因钛和锻造精密产品出货量增长；AA&S业务调整后EBITDA利润率下降150个基点，部分抵消了HPMC业务的收益，公司整体利润率增长30个基点至14.5% [4] - 公司2024年第一季度每股收益为0.48美元，超出市场预期0.06美元 [4] 前景展望 - 尽管短期内部分终端市场工业需求疲软，但公司特种产品在航空航天和国防等市场的强劲需求将支持营收增长，约12亿美元的销售承诺订单增加也将推动未来营收增长 [5] - 737 Max技术问题导致公司面临一定挑战，但其他市场的强劲需求将支撑营收，直至737 Max恢复正常 [5] - 公司多数终端市场需求前景乐观，特别是航空航天和国防、医疗市场，特种材料需求强劲，创造了定价机会，将推动公司营收增长 [5] - 公司继续专注于产能扩张，重启钛厂并使用新的12500吨钢坯压力机，有望在2025年将钛产能比2022年提高80%，长期来看将推动营收增长 [5] 估值情况 - 自4月以来，公司股价实现个位数中段涨幅，基于2024财年每股收益2.45美元的预期，公司股票的远期市盈率为22.2倍，2025财年为17.23倍，较五年平均远期市盈率42.57倍有近48%的显著折扣 [6][7] - 与行业中位数远期市盈率15.63倍相比，公司股票估值偏高，但考虑到公司是同行中唯一具有正向远期EBITDA增长和高个位数营收增长的公司，该估值仍合理 [7] 结论 - 公司股价较历史平均水平有显著折扣，尽管AA&S业务仍面临挑战，但HPMC业务受航空航天和国防市场驱动的强劲需求将推动未来营收增长，AA&S业务也有改善迹象，健康的定价将有助于提高利润率，建议买入该股票 [10]

Monty RakusenThere has been no shortage of issues at major aircraft OEMs Airbus (EADSY) or Boeing (BA), but those headwinds haven’t prevented ATI (NYSE:ATI) from leveraging this upturn in aerospace and generating meaningfully better margins than in past years. With that, these shares have done alright since my last update, climbing more than 25%, though other specialty alloy rivals like Carpenter (CRS) and Universal Stainless & Alloy Products (USAP) have done even better. I do have some concerns that th ...

After a nice run higher, one analyst moves to the sidelines.Specialty materials company ATI (ATI -11.14%) has been flying high this year, with the shares up more than 40% since Feb. 1.At least one Wall Street analyst believes that momentum is likely to stall from here. Shares of ATI were down about 10% as of 10:45 a.m. ET Friday after the stock was downgraded to neutral.A strong surge subsides?ATI, formerly known as Allegheny Technologies, is a maker of high-performance materials and advanced metal alloys u ...

文章核心观点 - 投资者关注基础材料类股票时应寻找表现最佳公司，阿勒格尼技术公司（ATI）和信实公司（RS）值得关注，二者有望延续良好表现 [1][2][3] 阿勒格尼技术公司（ATI）情况 - 属于基础材料板块，该板块有241家公司，在Zacks板块排名中位列第4 [1] - Zacks排名为2（买入），过去一个季度全年盈利的Zacks共识预期上调6.3%，分析师情绪积极，盈利前景改善 [2] - 今年迄今回报率为28.3%，跑赢基础材料板块（平均下跌3%） [2] - 属于特种钢铁行业，该行业有6只个股，在Zacks行业排名中位列第52，今年迄今平均涨幅27.2%，ATI表现更优 [3] 信实公司（RS）情况 - 今年迄今回报率为2.6%，跑赢基础材料板块 [2] - 当前年度的共识每股收益预期在过去三个月提高1.7%，Zacks排名为2（买入） [3] - 属于杂项矿业行业，该行业有60只个股，在Zacks行业排名中位列第189，今年迄今跌幅8.6% [3] 行业相关情况 - Zacks板块排名通过衡量各板块内个股的平均Zacks排名来评估16个板块的实力 [1] - Zacks排名是成功选股模型，强调盈利预测和预测修正，能筛选出未来1 - 3个月可能跑赢大盘的股票 [2]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Allegheny Technologies (ATI) .Allegheny Technologies currently ha ...

DALLAS, June 6, 2024 /PRNewswire/ -- ATI Inc. (NYSE: ATI) Chief Financial Officer Don Newman will speak at the 2024 Wells Fargo Industrials Conference in Chicago, IL, on June 11, 2024, at 12:45 p.m. CT. The link to the fireside chat is available at the News & Events section of www.ATImaterials.com/investors. An audio replay and full transcript of the event will be available following the presentation.ATI: Proven to Perform.ATI (NYSE: ATI) is a global producer of high performance materials and solutions for ...

BOLINGBROOK, Ill., June 4, 2024 /PRNewswire/ -- ATI Physical Therapy, Inc. (NYSE: ATIP), through its wholly-owned operating subsidiary ATI Holdings, LLC (together, "ATI" or the "Company"), a nationally recognized outpatient physical therapy provider in the United States, has been recognized as a Great Place To Work® for 2024. A globally recognized authority on workplace culture, Great Place To Work® Certifies™ employers who create an outstanding employee experience.ATI specializes in research-based physical ...

It has been about a month since the last earnings report for Allegheny Technologies (ATI) . Shares have added about 2.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Allegheny Technologies due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. ATI's Earnings and Rev ...

Investors might want to bet on Allegheny Technologies (ATI) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power ...