Analyst Angel Castillo of Morgan Stanley maintained a Hold rating on Oshkosh, boosting the price target to $157.00.
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Angel Castillo has given his Hold rating due to a combination of factors tied to Oshkosh’s latest results and outlook. The company reaffirmed its full‑year 2026 revenue and adjusted EPS targets, which still sit modestly above both his and the Street’s forecasts, and solid order trends in the Access segment provide some support for achieving these goals.
At the same time, Oshkosh delivered weaker than expected first‑quarter earnings and margins, and the implied second‑quarter EPS guidance is meaningfully below consensus, indicating a steeper earnings ramp is now required in the back half of the year. While Castillo raised his price target from $144 to $157 to reflect the prior share strength and long‑term earnings potential, the near‑term execution risk and likely negative stock reaction lead him to view the risk‑reward as balanced, justifying a Hold stance rather than a more aggressive rating.
According to TipRanks, Castillo is a 2-star analyst with an average return of 0.6% and a 50.29% success rate. Castillo covers the Industrials sector, focusing on stocks such as Lincoln Electric Holdings, Caterpillar, and Westinghouse Air Brake Technologies.
In another report released on May 8, Citi also maintained a Hold rating on the stock with a $155.00 price target.