EnPro price target raised to $215 from $170 at Oppenheimer

Oppenheimer raised the firm’s price target on EnPro (NPO) to $215 from $170 and keeps an Outperform rating on the shares. The firm notes shares have inflected higher in part due to optimism around the AST segment and semi capital equipment recovery, as well as the steady demand/margin outlook at Sealings. Despite weaker demand in semi cap equipment, AST’s cleaning/coating solutions have performed well and segment comps ease in the first half of 2025. Sealings has performed relatively well in a tough demand environment, as aftermarket exposure has helped buoy the segment, and growth from other end-markets offsets OE weakness, Oppenheimer adds.