<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>

工業指數 ETF - Vanguard

工業指數 ETF - SPDR

美國工業 ETF - iShares

MADE

標普全球工業 ETF - iShares

ESAB

Oppenheimer 報告稱，ESAB 的短期挑戰是暫時的，預測將恢復增長和利潤擴張。儘管自 2025 年第二季度業績以來，股價下跌了 8%，但該公司在全球市場中看到了潛力，特別是在委內瑞拉開放和歐洲國防支出增加的背景下。ESAB 收購 EWM 預計將增強增長，尤其是在美國。Oppenheimer 將 ESAB 的目標股價從 142 美元上調至 148 美元，維持 “跑贏大盤” 的評級

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

fidelity

iShares U.S. Manufacturing ETF

Esab

Oppenheimer 表示，Esab 面臨的短期阻力是暫時的，飛輪效應的加速可能性很大