Key Points We’re reiterating our Overweight rating on shares of MRCY post the firm’s 2QFY25 earnings call earlier this week, and we're raising our target price by USD11 to USD63. This was...
Key Points We’re raising our target price on shares of WWD by USD13 to USD207 post the firm’s 1QFY25 earnings report earlier this week. 1Q was a solid quarter from a...
Key Points We’re raising our target price and reiterating our Overweight rating on RBC shares post the firm’s 3QFY25 earnings call on Friday. Our target price rises USD67 to USD404 as...
Key Points We’re raising our target price on shares of BA by USD6 to USD228 post the firm’s 4Q earnings call earlier this week, and we're reiterating our Overweight rating...
Key Points Q4'24 EBITDA miss and EPS beat Near-term outlook commentary was mixed We rate LYB shares Neutral; our 12-month target price is USD85 per share Summary LyondellBasell announced Q4’24 results this morning: Recurring EBITDA...
Key Points Q4’24 EBITDA and EPS beat on lower Hurricane Beryl spend and improved chlor-alkali pricing Below consensus Q1’25 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a...
Key Points Q4 EPS beat but slight EBITDA miss; outlook commentary and guidance positive Higher-than-forecasted volumes in Egypt, Medicine Hat, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD60 per...
Key Points Q4'24 EPS miss but EBITDA beat; slower than expected volume recovery Management's Q1’25 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD50 per share Summary Dow...