GD: Increasing Forecast & Target Price Post Solid 1Q26
Key Points We are raising our forecast for GD post the firm’s 1Q26 earnings report earlier this week, and we’re also raising our target price, though we’re maintaining our Neutral ......
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- May 1, 2026
- April 30, 2026
Huntsman – Beats on EBITDA and Guides Higher
Key Points Q1’26 EBITDA beat but EPS in-line. Q2’26 guidance above consensus EBITDA contraction observed in two of three segments (y-o-y). Management commentary positive We rate HUN shares Overweight with ......
- April 30, 2026
APD – Q2 Beat; Q3 Guidance Mid-Point Slightly Below Consensus but 2026 Guidance In-line
Key Points Q2’26 EPS beat on strong Asia business performance Q3’26 guidance mid-point slightly below consensus but FY2026 guidance mid-point in-line with consensus We rate Air Products shares Overweight, with ......
- April 29, 2026
Methanex – Q1 EBITDA Beat but Slight EPS Miss; Q2 Outlook Positive
Key Points Q1 EBITDA beat but slight EPS miss; outlook commentary positive Higher-than-forecasted volumes in Chile, Egypt, Geismar, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD80 ......
- April 29, 2026
Dow Inc. – Consensus Baking in a Full PE Price Giveback; Reiterating O/W Rating
Key Points Consensus appears to discount a full rollback of recent PE price hikes despite a steeper global cost curve and ongoing Middle East-driven supply disruption Dow’s USD2bn+ self-help program ......
- April 29, 2026
NOC: Updating Forecast for 1Q Earnings; Maintain Overweight Rating but Lowering Target Price on Valuation Reset
Key Points We’re updating our forecast for NOC post last week’s 1Q26 earnings report, and we’re making fairly modest changes to our estimates. That said, we’re lowering our target price ......