Solstice – SOLS-ESI: Trading Below Its Potential
Key Points Q2 strength reinforces deal fundamentals while leverage concerns continue to ease Current valuation implies an attractive entry point both standalone and on a pro forma basis We rate ......
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- August 5, 2026
- August 4, 2026
Celanese – Q2 Earnings Beat; Q3 Guidance Mid-Point Below Consensus
Key Points Above-consensus Q2’26 EBITDA and EPS. Q3 guidance below consensus primarily on the back of AC segment moderation FY2026 FCF guidance range of USD700-800m reiterated We have an Overweight ......
- August 4, 2026
Chemours – Q2 EBITDA Beat; Q3 Guidance Below Consensus
Key Points Q2’26 EBITDA beat but EPS miss Q3’26 guidance range below consensus estimates on TSS We rate CC shares Overweight with a 12-month target price of USD30 per share ......
- August 4, 2026
LHX: Lowering Target Price on Valuation Post 2Q, but Growth Outlook Remains Attractive
Key Points We’re reiterating our Overweight rating on shares of LHX post last week’s 2Q earnings report, but we’re lowering our target price to adopt a more normalized valuation post ......
- August 4, 2026
Westlake Corporation – Q2 EBITDA and EPS Beat Driven by PEM Segment
Key Points Q2’26 EBITDA and EPS beat on PEM segment strength Management’s near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD110 Summary Westlake Corporation ......
- August 3, 2026
RBC: Raising Forecast & Reiterating Overweight Rating Post a Strong 1QFY27
Key Points We’re raising our top- and bottom-line forecasts for RBC after Friday’s 1QFY27 earnings report, and we’re reiterating our Overweight rating on the shares. We’ve raising our target price ......