LyondellBasell – Q3 EBITDA Beat but EPS Miss
Key Points Q3’26 EBITDA beat but slight EPS miss Near-term outlook commentary positive We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell announced ......
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- October 30, 2026
- October 30, 2026
BA: Lowering Forecast and Target Price Post 3Q as Boeing Resets Free Cash Flow Outlook
Key Points We’re lowering our topline and free cash flow forecast for BA following the firm’s 3Q earnings report earlier this week. Our target price declines USD47 to USD224 as ......
- October 29, 2026
Methanex – Q3 EBITDA and EPS Beat; 5% Share Repurchase Announced
Key Points Q3 EBITDA and EPS beat on higher than forecasted company produced sales. Q4 guidance above consensus Repurchase of up to 3.9m shares, representing 5% of outstanding shares announced ......
- October 29, 2026
Olin Corporation – Q3 EBITDA Beat but EPS Miss; Q4 Guidance Below Consensus
Key Points Q3’26 EBITDA beat on sequential margin expansion across two of the three segments Below consensus Q4’26 guidance driven by elevated customer destocking and higher feedstock costs We rate ......
- October 28, 2026
HXL: Valuation, Sales & Margin Opportunity Paint Positive Opportunity for Shares
Key Points We’re updating our forecast for HXL post the firm’s 3Q results last week and we’re reiterating our Overweight rating on the shares. We’re also lowering our target price ......
- October 28, 2026
Dow Inc. – Multiple Levers for Earnings Upside
Key Points Higher PE prices and self-help could drive significant EBITDA upside Global ethylene capacity closures could accelerate the next upcycle We rate DOW shares Overweight with a USD40 per ......