<div id="readability-page-1">11:28 AM EST, 01/23/2026 (MT Newswires) -- ESAB's ( ESAB ) near-term headwinds are &#34;transient,&#34; and the company will likely resume a rhythm of outgrowth and margin expansion, Oppenheimer said in a note emailed Friday.ESAB's ( ESAB ) shares have declined 8% since the company released its Q2 results in 2025 amid investor worries related to its growth and margin progression after a &#34;noisy&#34; Q2-Q3 period due to tariff-related shipment delays and investment timing, the investment firm said.ESAB's ( ESAB ) runway for global outperformance has been strengthened recently, and the further opening of Venezuela and Latin America are additive, the note said, adding that Europe's defense spending will support EMEA opportunities through 2026-2027 and a recent improvement in APAC demand will also back upside growth potential.Meanwhile, ESAB's ( ESAB ) acquisition of EWM &#34;furthers equipment growth upside across geographies, with particularly needle-moving prospects in the US market over time,&#34; the investment firm said.Also, ESAB ( ESAB ) will likely stay aggressive on the M&amp;A front amid favorable signals related to larger-scale and potentially game-changing gas control equipment deals, the note said.Oppenheimer lifted its price target to $148 from $142, and rated the stock at outperform.Price: 120.51, Change: -0.89, Percent Change: -0.73 MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</div>

工业指数 ETF - Vanguard

工业指数 ETF - SPDR

美国工业 ETF - iShares

MADE

标普全球工业 ETF - iShares

ESAB

Oppenheimer 报告称，ESAB 的短期挑战是暂时的，预测将恢复增长和利润扩张。尽管自 2025 年第二季度业绩以来，股价下跌了 8%，但该公司在全球市场中看到了潜力，特别是在委内瑞拉开放和欧洲国防支出增加的背景下。ESAB 收购 EWM 预计将增强增长，尤其是在美国。Oppenheimer 将 ESAB 的目标股价从 142 美元上调至 148 美元，维持 “跑赢大盘” 的评级

ESAB's Near-Term Headwinds Transient, Flywheel Acceleration Likely, Oppenheimer Says

fidelity

iShares U.S. Manufacturing ETF

Esab

Oppenheimer 表示，Esab 面临的短期阻力是暂时的，飞轮效应的加速可能性很大