Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Navistar upgrade details — to Hold at Stifel; tgt $24 (24.85)Stifel upgrades NAV to Hold from Sell and sets target price at $24 after co reported Q1 results yesterday which disappointed, with adjusted EBITDA of $55 mln below firm's Street-low estimate of $58 mln and consensus $78 mln. But, the company nonetheless reiterated its 2017 guidance for EBITDA to be above prior-year levels. <strong>They believe there is significant risk to co achieving that goal, even in an improving market, as EBITDA will likely need to triple from the 1Q level by year-end; still, co seems confident in the guidance and indicated (several times) during its analyst call that the 1Q results actually exceed its internal projections.</strong> Even more importantly though, as fundamentals in the N. Am. truck market (especially Class 8) continue to improve, and considering firm's outlook for significant growth in industry production (after a trough year in 2017) over the next two-three years, NAV (while still relatively expensive) has perhaps the most leverage to the upside in an improving market.</td> </tr></table>"