Key Points Q3'25 EPS and EBITDA miss on continued PEM segment weakness Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced Q3’25 earnings this...
Key Points We’re reiterating our Overweight rating on shares of BA post yesterday’s 3Q earnings report, and we’re raising our target price by USD4 to USD270. While the 777-X (and related 767/tanker)...
Key Points Q3 EBITDA and EPS miss; outlook commentary positive Higher-than-forecasted volumes in Beaumont, Geismar, Egypt, and at Natgasoline We rate Methanex shares Overweight, with a USD50 per share target price Summary Methanex announced Q3’25...
Key Points Q3’25 EBITDA and EPS beat on improved CAPV segment results Below consensus Q4’25 guidance primarily due to inventory reduction We rate Olin shares Overweight with a 12-month target price of USD31...
Key Points We’re raising our forecast and target price for RTX following the release last week of 3Q25 results, and we’re reiterating our Overweight rating on the shares. Our target price...
Key Points We’re increasing our target price on shares of HXL and reiterating our Overweight rating post yesterday’s 3Q25 earnings release. Our target price rises USD10 to USD90 as we’ve raised...
Key Points Q3’25 EPS and EBITDA beat and Q4’25 guidance above consensus Near-term commentary somewhat positive driven by industry capacity rationalization and positive global trade developments We rate Dow Inc. shares Neutral with...
Key Points We’re raising our forecast for BA following yesterday’s release of 3Q25 commercial orders and deliveries data, though we’re lowering our target price on a reduced valuation and higher 2026...