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Johnson Controls price target raised to $130 from $100 at Wells Fargo

Wells Fargo analyst Joesph O’Dea raised the firm’s price target on Johnson Controls (JCI) to $130 from $100 and keeps an Overweight rating on the shares. The firm notes Johnson Controls leads its HVAC coverage with gross margin in the mid-30s. With a 40k+ headcount service network and focus on productivity, there should be room for gross margin expansion, Wells argues. The firm sees a path for the company to approach HVAC EBITDA margin leadership over the next 2-plus years.

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