TPI CompositesTPIC
About: TPI Composites Inc is engaged in manufacturing composite wind blades. The company operates in wind energy and transportation industries where it manufactures structures for a bus, rail, theme parks, and trucks. Geographically the segments are divided into the U.S, Asia, Mexico, EMEA and India where the Mexico segment derives a majority of revenue.
Employees: 12,300
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
6% more capital invested
Capital invested by funds: $136M [Q2] → $145M (+$8.55M) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 40
4.25% less ownership
Funds ownership: 71.73% [Q2] → 67.48% (-4.25%) [Q3]
4% less funds holding
Funds holding: 139 [Q2] → 133 (-6) [Q3]
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
87% less call options, than puts
Call options by funds: $733K | Put options by funds: $5.58M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley Laura Sanchez 100% 1-year accuracy 1 / 1 met price target | 17%downside $2 | Underweight Downgraded | 15 Nov 2024 |
B of A Securities Julien Dumoulin-Smith 54% 1-year accuracy 73 / 135 met price target | 67%upside $4 | Buy Maintained | 7 Nov 2024 |
Jefferies Julien Dumoulin-Smith 54% 1-year accuracy 73 / 135 met price target | 108%upside $5 | Hold Initiated | 17 Oct 2024 |