Key Points USD395m capital raise removes liquidity concerns, extends debt maturities, and provides funding to support PCT's commercial scale-up Record Ironton production, P&G qualification, and accelerating customer adoption reinforce confidence in the...
Key Points We're raising our forecast for HEI post the firm's 2QFY26 earnings report last month, and we're reiterating our Overweight rating on the shares. Combining a 37x terminal multiple (145% premium...
Key Points Higher PVC and polyethylene prices support earnings recovery despite weak housing markets Self-help initiatives and improving chlor-alkali fundamentals create upside to undemanding estimates We rate WLK shares Overweight with a revised-lower...
Key Points Middle East disruptions tightening acetyls markets, with price hikes expected to flow through results over the coming quarters Refinancings, free cash flow generation, and potential asset sales support deleveraging, while...
Key Points We're raising our revenue and adjusted EBITDA forecast for KTOS post the firm's 1Q26 earnings report earlier this month, and we're reiterating our Overweight rating on the shares, despite...
Key Points Q1’26 marked a positive inflection across all three segments, with tightening chlor-alkali fundamentals supported by the PCC project cancellation and 6-9% of global capacity currently shut With Epoxy and Winchester...
Key Points We’re raising our forecast for HII post the firm’s 1Q26 earnings report earlier this month, and we’re reiterating our Overweight rating on the shares. That said, we’re taking a...
Key Points We’re raising our forecast and target price for ATI post the firm’s 1Q26 earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises USD23 to...