J.P. Morgan Downgrades Allison Transmission to Neutral, Citing Macro Headwinds and Delayed Upside
ByAinvest
Tuesday, Oct 28, 2025 11:33 am ET1min read
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J.P. Morgan maintains a Neutral rating on Allison Transmission Holdings, citing macroeconomic factors and delayed upside potential. The analyst trimmed the 12-month price target from $95 to $90 and shifted the target horizon from December 2025 to December 2026. The firm believes the company's fortunes are tied to global truck orders, industrial capex, and trade policy swings.

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