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Thor Industries taking right steps to address affordability, says BMO Capital

BMO Capital analyst Tristan Thomas-Martin keeps an Outperform rating and $115 price target on Thor Industries after its Q4 earnings beat but worse than expected FY24 guidance. The company is taking the right steps by addressing affordability concerns and rebalancing inventory levels to capture the next industry upswing, the analyst tells investors in a research note. BMO also sees Thor Industries being well positioned with its new initiatives that include EV, automation, and component development.

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