BA: Raising Target Price Post 1Q and Reiterate Overweight Rating
Key Points We’re updating our forecast for BA post the firm’s 1Q earnings release earlier this week as we raise our target price and reiterate our Overweight rating on the ......
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- April 25, 2025
- April 25, 2025
LyondellBasell – Q1 Earnings Miss; Reducing TP to USD67
Key Points Q1’25 EBITDA and EPS miss Near-term outlook commentary was mixed We rate LYB shares Neutral with a revised down 12-month target price of USD67 per share Summary LyondellBasell ......
- April 24, 2025
HXL: Lowering Target Price Post 1Q but Maintain Overweight Rating
Key Points We’re lowering our forecast and target price for HXL post the firm’s 1Q earnings report earlier this week, though we’re maintaining our Overweight rating. Our target price declines ......
- April 24, 2025
Dow Inc. – Q1 EPS and EBITDA Beat, Q2 Guidance Below Consensus; Reducing TP to USD34
Key Points Q1’25 EPS and EBITDA beat but Q2’25 guidance below consensus Alberta project delayed and further cost cuts announced. European review expanded We rate Dow Inc. shares Neutral, with ......
- April 23, 2025
RTX: Lowering Target Price but Maintain Overweight Rating Despite Tariff Volatility
Key Points We’re updating our forecast for RTX post yesterday’s 1Q25 earnings report and we’re lowering our target price by USD17 to USD132. RTX reported a solid 1Q in several ......
- April 21, 2025
U.S. Chemicals – Is a Recession Already Being Discounted?
Key Points Chemical equities’ performance is far worse than what we’ve seen in recessionary periods over the last 60 years, suggesting limited downside and significant upside Sector balance sheets and ......