Key Points Ironton reliability improvements, 12,000 lbs./hour demonstrated production and on-site compounding position PCT for the next phase of the ramp P&G validation, 69 active trials, and regulatory mandates provide multiple paths...
Key Points Cost cuts, reliability, footprint optimization and ACI alone bridge Westlake toward ~USD1.8bn of run-rate EBITDA—before a meaningful housing recovery Shares sit 56% below their 2024 peak despite resilient HIP margins...
Key Points We’re raising our top- and bottom-line outlook for AVAV post Wednesday evening’s 1QFY27 earnings release, and we’re reiterating our Overweight rating on the shares. That said, we’re pulling in our...
Key Points Near-term, a significant amount of Middle Eastern methanol capacity remains offline, challenging the market’s V-shaped supply recovery assumptions Medium-term limited capacity growth and 2–3% annual demand growth point to a...
Key Points We’re raising our top- and bottom-line forecast for HEI post Wednesday’s solid 3QFY26 earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises USD10...
Key Points We’re raising our top- and bottom-line outlook for BWXT as we update our forecast for the first time post 2Q earnings, and we’re now including the impact of the...
Key Points Cash generation and asset sales provide a clear path toward materially lower net debt through 2027 Conservative normalized valuation analysis values CE at USD106 per share, highlighting the substantial upside We...
Key Points We’re raising our top- and bottom-line forecast for KTOS post the firm’s 2Q earnings report earlier this month, though we’re lowering our target price as we reconsider defense SMID-cap...