Key Points Company hitting commercialization and production milestones Commercial agreement with Emerald Carpets reached and pipeline continues to grow We rate PCT shares Overweight, with a USD18 per share 12-month target price Summary PureCycle Technologies...
Key Points We’re raising our forecast for RBC post last week’s 1QFY26 earnings report and we’re reiterating our Overweight rating on the shares. Note that we’ve integrated the VACCO deal for...
Key Points Q2’25 EBITDA declines driven by lower spreads and higher inventory costs Lower Steady operations in Brazil and U.S./Europe offset by lower operating rates in Mexico We rate Braskem shares Overweight with...
Key Points Q2’25 EBITDA and EPS miss; lower EBITDA logged in every segment y-o-y FY2025 guidance below consensus and bakes in no recovery We rate Trinseo shares Overweight with a revised-lower 12-month target...
Key Points We’re updating our forecast for BWXT after the firm reported 2Q earnings earlier this week, and we’re reiterating our Overweight rating on the shares. Our target price rises USD76 to...
Key Points Q2’25 EBITDA and EPS beat on strong APM and TSS volumes Q3’25 and FY2025 guidance more or less in line with consensus once adjusted for Q3 outage impacts We rate CC...
Key Points Q2'25 EPS miss but EBITDA beat. HIP segment results continue to show resilience Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced...
Key Points We are terminating coverage of Transdigm (TDG; previously Rated Neutral) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target price....