Key Points We’re raising our target price on shares of AVAV and we’re updating our forecast for the first time post 1QFY26 earnings a couple of weeks ago. We see our...
Key Points Market not appreciating tightening methanol supply/demand fundamentals and Methanex’s global portfolio; in our view Attractive free cash flow story evolving; company could cumulatively generate around 60% of current share price...
Key Points See Chemours’ two-phased immersion cooling product offering being in pole position to gain data center cooling market share Opteon could add an incremental USD51-143m in EBITDA over the next two...
Key Points We’re updating our forecast for NOC for the first time post 2Q earnings and raising our target price, though we’re maintaining our Neutral rating due to valuation concerns. Our...
Key Points We’re raising our rating on shares of LMT to Overweight from Neutral after a weak year for the stock, and after a quarter in which the company suffered meaningful...
Key Points We’re updating our forecast for HEI post yesterday’s 3QFY25 earnings call, and we're reiterating our Overweight rating on the shares. We’ve increased our forecast after a solid 3Q beat, and...
Key Points Share price decline overdone, valuation cheap, and debt levels manageable See company organically being able to pay down debt. If need be, asset sales could further accelerate debt paydown We rate...
Key Points We’re updating our forecast for GD for the first time post its 2Q earnings call and maintaining our Neutral rating on the shares. Our target price rises from USD46 to...